Workflows
Claude workflows for client sales
Ready prompts for the jobs relationship-led teams repeat every week. Copy one into a chat with Lumenbase turned on.
What is a Claude workflow?
A workflow is a prompt that tells Claude which Lumenbase tools to use, in what order, and when to stop and ask you. Each one reads the record first, shows you the result, and changes or sends only what you approve.
All workflows
Follow up on stalled deals
Find open deals with no recent contact and draft a follow-up for each.
Daily sales briefing
Today in one view: meetings, tasks due and the deals that need you.
Prepare for a meeting
A one-page brief on the people, the account and the open threads before a call.
Log a meeting and follow up
Turn your meeting notes into a CRM note, tasks and a recap email.
Weekly pipeline review
What moved, what stalled and what is at risk this week, with next steps.
Find a warm intro
Find who you already know at a target account and draft the ask.
Research an account
Fresh research on a company, merged with what the CRM already knows.
Reactivate past clients
Find clients you won before but have not spoken to lately and build a list.
Plan who to meet at an event
See which contacts are going to upcoming industry events and plan the meetings.
Book a meeting
Check your calendar, offer times and book the meeting on the right record.
Chase overdue invoices
List overdue invoices and draft a polite reminder for each.
Protect revenue at risk
Review accounts flagged at risk and plan a save for each.
Record a job change
Move a contact to their new company and keep the relationship history.
Catch up on client email
Go through unread client email and turn it into replies and tasks.
Clean up duplicates
Find likely duplicate contacts or companies and propose merges.
Turn a workflow into a Routine
Describe a recurring job and get a draft Routine in Lumenbase that runs it.
Common questions
Sources and scope
Every prompt names only tools the connector serves. The list comes from the Lumenbase MCP workflow catalog.
Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.