Claude + Sales & Marketing Automation: Pipeline on Autopilot | AICHR

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Claude + Sales & Marketing Automation: Pipeline on Autopilot —

Your sales pipeline shouldn't depend on you remembering to follow up. Claude connects to your CRM, scores your leads, writes personalized outreach, generates proposals, and tracks your pipeline — all without you touching a spreadsheet or drafting another cold email from scratch.

This isn't generic AI marketing advice. This is a structured system: lead comes in → gets scored → gets personalized outreach → gets nurtured → gets a proposal → closes. The tools are your existing CRM + Claude. The output is a pipeline that runs while you sleep.

This is a live demo workshop. We'll build a complete sales and marketing automation system from scratch — starting with CRM integration and ending with a full pipeline that handles outreach, follow-up, proposals, and reporting automatically.

What we'll cover:

🔗 The Sales & Marketing Stack Inside Claude How CRM MCP connectors (Salesforce, HubSpot, GoHighLevel), Skills, Routines, and email automation combine into a single revenue engine — and why this stack replaces $500-2,000/mo in sales tools and hours of manual pipeline management.

📱 Demos We'll Build Live:

• CRM Integration via MCP — connect Claude directly to your CRM (Salesforce, HubSpot, or GoHighLevel) and manage contacts, deals, and pipeline stages from a single conversation
• Lead Scoring & Qualification Engine — build an automated system that scores inbound leads based on your ideal customer profile and routes them to the right workflow
• Email Sequence Automation — create personalized outreach, follow-up, and nurture sequences that sound like you wrote each one individually
• Proposal & SOW Generator — use Skills with templates to generate custom proposals and statements of work in minutes, not hours
• Cold Outreach Personalization at Scale — research prospects automatically and craft hyper-personalized messages that reference their company, role, and recent activity
• Pipeline Reporting & Forecasting — automated weekly pipeline reports with deal velocity, conversion rates, and revenue forecasting
• LinkedIn Automation Integration — connect your LinkedIn outreach to your CRM pipeline for seamless prospecting and tracking

📊 The Numbers Companies using AI for sales report 50%+ increases in leads and appointments, 60-70% reduction in call time, and 40-60% cost reductions in outreach. The average sales rep spends only 28% of their time actually selling — the rest is admin, data entry, and manual follow-up. This event automates the 72% so you can focus on closing.

Who this is for: Business leaders, founders, sales teams, and marketers who want to automate their pipeline without losing the personal touch. If you're manually managing leads in spreadsheets, writing the same follow-up emails over and over, or spending hours on proposals that should take minutes — this is the session. Prior experience with Claude is helpful but not required.

Who this is NOT for: People looking for theory. This is a hands-on workshop. Every demo involves connecting real CRM data and building real automation workflows. If you're looking for a high-level overview of AI in sales, this isn't it.

What you'll leave with: ✅ A working sales pipeline automation connected to your CRM ✅ A free setup guide with every demo walkthrough, step by step ✅ Email sequence templates you can deploy immediately ✅ A homework doc with bonus automations, advanced workflows, and exercises ✅ Understanding of CRM MCP connectors, Skills templates, and Routines for sales

Prerequisites: — A Claude Pro, Max, or Team subscription (Cowork or Claude Code) — A CRM you actively use (Salesforce, HubSpot, GoHighLevel, or similar) — A list of prospects or leads you want to reach (even a small one works) — Willingness to connect your real tools during the session

🎙️ Your Speaker Andrew Stafford Co-Lead of The AI Collective Hampton Roads. 25+ years across technology, cloud architecture, and AI — including work with Amazon, NASA, healthcare platforms, and enterprise systems. Author of AI for Business. Currently building at the intersection of AI tooling, agentic workflows, and practical business automation.

🏢 For Businesses Want to bring AI automation training to your team? We offer private workshops (lunch and learn, half-day, full-day bootcamp), conference speaking, and technical consulting. Book a discovery call

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🤝 Organizers & partners

Organizers The AI Collective Hampton Roads

Platinum partners TechArk Regent University ECPI University Hampton Roads Chamber Foundation Retail Alliance & Retail Alliance Foundation

Bronze partners Assembly 757 Collab

🌍 Our parent org

The AI Collective is a global non-profit community uniting 240,000+ pioneers – founders, researchers, operators, and investors – exploring the frontier of AI in major tech hubs worldwide. Through events, workshops, and community-led research, we empower the AI ecosystem to collaboratively steer AI's future toward trust, openness, and human flourishing.

All attendees and organizers at events affiliated with The AI Collective agree to our privacy policy and are subject to our code of conduct. Additionally, by registering for this event, you agree to The AI Collective Hampton Roads chapter photo & video policy.