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Chapter 6
Claude for Sales & Customer Relations
Question 1 of 10
Chapter 6
Foundation
QBR Preparation**
Your Quarterly Business Review with a key account is next week. You have: usage data, support tickets, their original goals from the kickoff call, and notes from the last QBR. How do you use Claude to prepare?
A.
Wing it — you know the account
B.
Feed Claude all four data sources and ask it to: (1) Compare current usage against original goals — where are they on track and where are they behind? (2) Summarize support themes — what's causing friction? (3) Identify expansion opportunities — features they're not using that align with their goals. (4) Draft talking points for each section. (5) Suggest 2-3 strategic recommendations.
C.
Just show the usage dashboard and answer questions
D.
Send them a written report instead of meeting