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The Claude Code workflow that turns a calendar invite into a Sales demo | Bhanu, SiteGPT.ai
0:00
-24:47

The Claude Code workflow that turns a calendar invite into a Sales demo | Bhanu, SiteGPT.ai

2 hours of demo prep down to 15 minutes with Claude Code

Prep was the bottleneck, not the pitch. Bhanu Teja runs every enterprise sales call at SiteGPT.ai himself, and building one personalised demo by hand took two hours on a good day and closer to three on a bad one. That capped him at a single demo call a day.

So he described the manual process to Claude Code in plain English and asked it to turn that into a skill. Now he screenshots the calendar invite, drops it in, and out comes a chatbot trained on the prospect’s own site carrying their logo and their brand colours. A prep sheet follows as a Claude artifact: how the call should flow, the questions coming, the compliance documents to keep open, and what not to ask. Past quotes and past deals sit in Claude Code’s memory, so it tells him where to price before he goes looking. After the call the recording goes back into the same session and the follow-up lands before the prospect reaches the next vendor.

He builds one live on this recording, for the hosts’ own website, and barely watches it run. Prep is now 15 minutes, five to ten of which is Claude working on its own.

In this episode:

  • Why a screenshot of a calendar invite is enough to start the entire run

  • How a demo you build beats a demo you describe, and why he hands the bot over afterwards

  • The prep sheet that answers objections before the prospect raises them

  • The government agency that legally couldn’t pay upfront, and how Claude caught it first

  • Why past deals in memory decide the pricing, not the model

  • The time zone slip that nearly went out, and the rule he wrote the same day

  • What changes when you stop being the bottleneck in your own pipeline

  • The three step path to building this yourself without writing code

    Timestamps:

    (00:00) Introduction

    (00:34) The deal where the system did the selling

    (01:48) Screen share: calendar screenshot to live chatbot

    (03:01) What is inside the skill, and what is not

    (04:32) Built from scratch, sharpened over real calls

    (05:52) Personalisation past the logo and brand colours

    (09:06) The prep sheet: flow, questions, objections

    (11:40) The government deal Claude flagged before he did

    (12:50) Follow-up email straight from the call recording

    (13:52) How it knows what to quote

    (16:29) The day it got the day wrong

    (17:47) If you sell consulting instead of software

    (19:01) Removing himself as the bottleneck

    (20:42) Two hours of prep down to fifteen minutes

    (23:03) Three steps to build this yourself

    Resources & Links:

    Connect with Bhanu Teja P:

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