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How Michael's Living Playbook + Claude Projects Transformed His Follow-Ups

Last week, I had a chat with Michael from Koala that I just had to share with our newsletter community. If you've been wondering how to make AI actually useful in your daily sales workflow (beyond the usual buzzwords), you're going to love this.

Michael showed me how he's using Claude Projects to handle one of sales' biggest time-sinks: writing personalized follow-ups. But here's the twist, he's not just using basic prompts or generic templates. He's built what he calls his "living playbook."

"When I tried using regular ChatGPT for this, it was hit or miss," Michael told me, sharing his screen to show his setup. "Sometimes great, sometimes way off. I needed something more consistent."

His solution? He keeps a Google Doc of his best-performing messages, the ones that actually got responses. Every time he writes a killer email or Slack message, it goes in the doc. Then he feeds this into Claude Projects, essentially teaching it his voice and style.

The results? What used to take him several hours, like recently when he needed to send personalized Slack messages about their new GitHub integration to 15 different customers, now takes less than an hour. And these aren't just faster messages; they're better ones, each perfectly tailored to the recipient.

Want to try Michael's approach? Here's a step by step guide + the prompt he created.