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Claude · 2026

How we use Claudeto run a two-founder sales business.

By Joe Stone, co-founder of JumpLead. Built with Chris May.Updated October 2026

Chris and I run JumpLead with Claude doing a lot of the heavy lifting: our research, our content, the checks before anything goes to a client, even the video on my post. This is how, free and in the open. Start at your level: if you've never opened Claude Code, the first chapter takes you from nothing to your first useful job. If you already use it, skip to the chapter you came for. I'll keep adding to it as we build more.

Start

Where are you with Claude?

Pick the line that sounds like you. Every chapter is marked with its level, and each one stands on its own, so you can read them in any order.

  1. 1Never opened Claude Code? Start here
  2. 258 sales calls, in their own words
  3. 3How we made the video
  4. 4The skills we use most
  5. 5The company brain

Chapter 01Beginner

Never opened Claude Code? Start here.

Beginner

In the Claude app, Claude can only answer you. Claude Code can do things: it opens the files in a folder on your computer, reads them, makes changes and runs tools, and it shows you each change and waits before it makes it.

That's the whole difference, and it's a big one. Instead of pasting a spreadsheet into a chat and copying the answer back out, you point Claude at the folder and say what you want done.

What you need

  • A paid Claude plan. Claude Code comes with Pro, Max, Team and Enterprise, not the free plan. Prices are on Claude's pricing page.
  • The Claude desktop app for Mac or Windows. Its Code tab is the easiest way in: no terminal, nothing else to install.
  • One new, empty folder to work in, for example "Claude work" in your Documents. Not your whole home folder.

Your first ten minutes

  1. 1Open the Code tabDownload the desktop app, sign in with your Claude account and click Code at the top.
  2. 2Choose your folderPick Local, then open the folder you made. The first time, Claude asks whether you trust the folder. Say yes: it's yours.
  3. 3Ask for something in plain EnglishType it like you'd brief a new assistant. Drop a file into the folder first if the job needs one.
  4. 4Approve, or don'tWhen Claude wants to change or create a file, it shows you exactly what and waits. Yes, No, or yes to that kind of change from now on. While you're learning, say yes one at a time.
Example · Code · Local

>

  • ✓ Reading leads.csv
  • ✓ Found 3 duplicate rows and 11 personal email addresses
  • ✓ I'll write leads-clean.csv and leave your original alone

Create leads-clean.csv?

YesYes, don't ask againNo
Example: you ask “Tidy leads.csv: remove duplicates, fix the capitals and flag anyone with a personal email. Save it as a new file.”; Claude reads the file, says what it found and what it will do, then asks “Create leads-clean.csv?” before writing anything.

Five first jobs worth doing

Each one saves real time in a founder's week. Copy one, change the parts in [square brackets], and paste it into the Code tab.

Turn a call note into a follow-up

Your notes say what happened. This turns them into the email you'd have written if you'd had ten spare minutes.

Read [call-notes.md]. Tell me what [the prospect] said their problem is, in their words, what they asked about, and what I said I'd do next. Then draft a short follow-up email from me that only promises what I actually promised. Don't send anything.

Clean a lead spreadsheet

The half hour of tidying before a list is any use.

In [leads.csv], remove duplicates, split full names into first and last name, fix the capitals, and flag every row with no email or a personal email address. Save the result as a new file, [leads-clean.csv], and tell me what you changed. Don't touch the original.

Research a prospect before a call

Five minutes of reading, done before you've made the coffee.

Read [company website address]. In five bullet points, tell me what they sell, who to, roughly how big they look, anything that's changed recently, and one honest reason they might need [what you sell]. Mark anything you're guessing.

Turn a messy list into a week

Everything in your head, sorted into what happens first.

Here's everything on my mind this week, in no order: [paste your notes]. Turn it into a plan grouped by today, this week and later, with the one thing that matters most at the top. Ask me about anything you can't place rather than guessing.

Write the weekly update

The update your co-founder, team or board actually reads.

Read the files in this folder from this week. Write a five-line update for [my co-founder]: what moved, what's stuck, what I need from them, and one number that matters. Only use what's in the files.

Three habits that keep you safe

  • Keep it asking before it changes anything while you learn. The app calls this Manual. Plan mode goes one further: it shows you the plan before it touches a file.
  • Never paste a password, a key or a client's private data into it. If a job needs a login, connect the tool properly instead.
  • Read everything before a client sees it. Claude drafts; you send.

Then give it ten lines about your business

Every session starts by reading a file called CLAUDE.md in your folder, if there is one. Put in what you'd tell a new assistant on day one: what you sell and to whom, how you like things written, and what it must never do without asking. It stops you explaining the business again every time.

You can type /init and Claude drafts one from what's in the folder, but in a new folder there isn't much to go on. Our prompt has Claude interview you instead, one question at a time. And any time it gets something wrong, say "remember that..." and it keeps a note for next time.

The kit · free with the VaultYour first CLAUDE.md, written in five minutesClaude interviews you one question at a time, then writes the file it reads every session.BeginnerClaude CodeGet the prompt

The rule

Start with one boring job you do every week. Do it with Claude for a week before you try anything clever.

Sources

Checked against Anthropic's docs in October 2026.

  1. Claude Code overview
  2. Desktop quickstart
  3. Set up Claude Code (plans)
  4. Permission modes
  5. Memory and CLAUDE.md

Chapter 02Intermediate

58 sales calls, in their own words.

Intermediate

Before we rebuilt our website this month, I asked Claude to go back through every sales call we'd recorded on Granola, our AI note taker, since April.

58 sales calls with 25 companies, where founders told us how they win new business, where their clients come from and what happens to their pipeline. It skipped the other 170 or so meetings in there: our own calls, suppliers, friends.

What came back stung. The words we'd been using weren't theirs.

Our words

  • consistency65 times, across 32 calls
  • sales engine25 times, across 16 calls
  • up and down9 times, across 9 calls

Their words

  • “luck of the draw”
  • “dried up”
  • “all over the place”
  • “sporadic”
  • “busy”
Only 4 of the 25 companies said "consistent" before we did. Not one said "feast or famine". I'd used it in a post in September.

What it found

  • 14 of 25said new business comes in bursts, then dries up
  • 13 of 25said it comes almost entirely from referrals and who they know
  • 9 of 25said both: one problem, told from both ends
  • 10 of 25said they had no time or bandwidth to sell

How we ran it

  1. 1Pull the callsClaude reads Granola through its connector. We asked for sales calls only, so it left out our own meetings, suppliers and friends, and said which ones it skipped and why.
  2. 2Quote, never paraphraseEvery pain went in as the buyer's exact words, with who said it and when. Then a script checked each quote against its transcript, so nothing was tidied into something they didn't say.
  3. 3Count companies, not mentionsOne chatty founder can say "referrals" ten times. We counted how many different companies said a thing, which tells you how common it really is.
  4. 4Mark the words you put in their mouthIf we said "consistent" first and they repeated it, that's our word, not theirs. Claude marked every one. That's the step that caught us out.
  5. 5Test the lines on the people who said themWe wrote eleven candidate headlines and had Claude score them through buyer personas built from those quotes. Then I picked one. The panel helps; the decision stays with a person.

Hearing it in their words is what got us to the line at the top of our homepage now: "Win more clients while you're busy." Busy was their word.

One care point. Only use calls you're allowed to: people should know you record, and we left every current client's words out of anything we publish. Their calls are theirs.

The kit · free with the VaultThe call research promptFind your buyers' own words in your recorded sales calls, counted by company and checked against the transcript.IntermediateClaudeGranolaGet the prompt

The rule

Quote exactly, count companies, and mark every word you said first. Your buyers' words go on your website, not yours.

Chapter 03Intermediate

How we made the video, without editing software.

Intermediate

The 36-second video on my post about those calls wasn't made in editing software. Claude wrote it as a web page, then turned the page into a video.

It's the most fun I've had with Claude this year, and the method works for any short piece of moving text: quotes, numbers, a launch, a one-line idea.

The real video, 36 seconds, made in code.

How it works

  1. 1Real words onlyEvery line on screen came out of the call research, word for word. Nothing written for effect.
  2. 2One page, one clockClaude builds a single web page where everything on screen is worked out from one number: the time. Ask for second 12.4 and you always get the same picture.
  3. 3Photograph every frameA script steps through the time 30 times a second, screenshots each frame, then joins them into an MP4 with a free tool called ffmpeg.
  4. 4Open on the finished frameLinkedIn often shows the first frame before a video plays, so ours opens on the full list for half a second, then starts.
  5. 5Check frames, not codeClaude grabs stills across the video and looks at them. Two small checks catch dead gaps where nothing moves, and text that flashes past too fast to read.

Eight versions in one evening

The first version was fine, and I said so: fine, but it could be a lot better. So we gave it words that rise into place, a red underline that draws itself and a pause on the finished list.

Then the long quotes went by too fast to read, so they slowed to about four and a half words a second. Then I pointed out it had no beginning, middle or end, so it got an opening line, the quotes, and an ending on our homepage headline.

Each note took minutes to apply, not a re-edit. That's the point: when the video is code, changing your mind is cheap.

Two people taught us most of this, and both give their skills away. Charlie Hills' motion graphics skills set the look; Jack Roberts' Claude Video 2.0 gave us the checks. Both are in the next chapter.

The kit · free with the VaultThe quote video briefEverything we learnt across eight versions, as one brief: a short video from your real quotes, made in code.IntermediateClaude CodeGet the prompt

The rule

Make the video from your real words, and judge it by its frames, never by its code.

Chapter 04All levels

The skills we use most.

All levels

A skill is a folder of instructions Claude reads when a job calls for it: how to write a cold email, how to make a slide, how to check a page. Install one and Claude does that job your way every time, without you pasting the same long prompt again.

These are the ones we reach for most. Every one is free, and every link goes to the person who made it.

We've written our own too: the front door for our posts, the wiki that keeps a page per client, and the end-of-day wrap-up. They're full of our clients and our rules, so they stay in-house, but chapter 5 shows how they fit together, and the starter prompt below the brain builds your own.

The rule

Install one skill for the job you repeat most, use it for a week, then add the next. Twenty skills you never use just slow Claude down.

Chapter 05Advanced

One brain, shared by two founders.

Advanced

This is the bit people ask about most. Chris and I each run Claude on our own laptops, but they share one brain: a folder that both Claudes read at the start of every session.

When Chris tells his Claude something about a client, mine knows it by the time I next open a session. When I correct a rule, his Claude follows the new one. Neither of us has to remember to tell the other.

  • brain/The folder. A private GitHub repo, synced every 10 minutes
  • CLAUDE.mdThe business rules both Claudes follow
  • memory/One fact per file: decisions, rules, who said it and when
  • wiki/A page per client and per person, built from calls and notes
  • skills/How we do each repeat job, written down once
  • learnings.mdEvery mistake, so it isn't made twice
  • founders/How each of us likes to work
  • 204memories
  • 36company pages
  • 54people pages
  • 10 minbetween syncs
Counted on 26 October 2026.

Four ideas that make it work

  1. 1One fact per memory, with a name and a date"Joe, 25 Oct: lead on pain" beats a vague rule nobody remembers agreeing. When two memories disagree, the newest dated words from a founder win, and Claude says so.
  2. 2A page per client, read before every callAfter a call, Claude folds the notes into that client's page. Before the next one, it reads the page. Every call starts briefed, whoever is taking it.
  3. 3Obsidian is the windowThe brain is plain text, so we open it in Obsidian and see exactly what Claude believes. If it's wrong, we fix the page, and both Claudes have the fix.
  4. 4Keep it leanClaude only reads so much at the start of a session, so the index has a budget and a Monday clean-up suggests what to merge or archive. We tick a box, and only then does it go.

The guardrails

  • Nothing is sent, posted or booked without the owner's yes on that exact item. Claude drafts; a person sends.
  • No passwords, keys or secrets ever go in the brain. A check blocks any commit that looks like one.
  • Anything personal stays in private files that never leave the laptop they're on.
  • Never invent a number, a quote or a story. A gap becomes a question for one of us.
The kit · free with the VaultThe company brain starterBuilds the skeleton of a shared brain: rules, memory, a page per client, and the guardrails.AdvancedClaude CodeObsidianGitHubGet the prompt

The rule

Write it down once, with a name and a date, somewhere both of you can see it. Then let Claude read it every time.

Next

What's coming next.

This is version one. Next up are the sales jobs we run every week.

  • A pre-call brief in five seconds, with a reason to call now
  • Checking a list against your ideal customer before anyone is contacted
  • Cold email to our standard: one real fact, three emails, a polite break-up
  • The approvals desk: Claude drafts, a person taps send
  • Posts with a fact-checker: how we stop AI making things up

Tell us what you'd want next: reply to the email this came in, or comment on my posts. The most asked-for goes in first.

If you'd rather we ran the outreach side for you, with all of this behind it, that's what we do. If not, take everything here and use it.

Who wrote this

Joe Stone

Co-Founder, JumpLead

15 years in B2B sales, from charity fundraising on the streets of London to SaaS, and now co-founder of JumpLead. I use Claude Code every day, and everything in this guide came out of real work from the last few months.

Chris May

Co-Founder, JumpLead

Twenty-plus years in sales: ten of them leading sales teams and five leading a business, most recently as Managing Director of graduate-jobs.com. He has run straight new-business desks through to account-managed teams, and co-founded JumpLead with Joe.

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What’s inside

The four prompts behind this guide, ready to paste into Claude.

  • Your first CLAUDE.md: Claude interviews you, then writes it
  • The call research prompt that found our homepage line
  • The quote video brief and the company brain starter