Claude AI Closing Agents Needed
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted56 minutes ago
I want to deploy a set of Claude-powered agents that will take prospects from “verbal yes” to a fully closed deal without human back-and-forth.
Your brief is to design, build, and integrate these agents so they can:
• Pick up the sales conversation at the closing stage, reference our pricing matrix, product comparison sheets, and any supporting documents, then present the most compelling price option for the prospect.
• Read and interpret Excel/CSV matrices as well as PDF or Google-doc contracts, perform real-time price comparisons, and surface any discrepancies.
• Confirm that every required document field is completed, flag missing signatures or initials, and nudge the buyer automatically until everything is in order.
I’m already using a cloud CRM; if you can connect Claude through its API or via a lightweight middleware layer, even better. Model selection will be Claude-Instant or Claude-2 depending on token requirements—happy to hear your suggestion.
Deliverables (acceptance criteria):
1. Deployed Claude agent(s) accessible through our CRM sidebar or a simple web widget.
2. Accurate price-comparison logic validated against our existing spreadsheets (≤1% variance).
3. Automated document audit that reliably identifies incomplete sections in sample contracts.
4. Clear hand-off guide so my team can tweak prompts and add new pricing rows without coding.
If this aligns with your skill set in Anthropic Claude prompt engineering, Python/TypeScript back-ends, and CRM API work, let’s move forward.
Your brief is to design, build, and integrate these agents so they can:
• Pick up the sales conversation at the closing stage, reference our pricing matrix, product comparison sheets, and any supporting documents, then present the most compelling price option for the prospect.
• Read and interpret Excel/CSV matrices as well as PDF or Google-doc contracts, perform real-time price comparisons, and surface any discrepancies.
• Confirm that every required document field is completed, flag missing signatures or initials, and nudge the buyer automatically until everything is in order.
I’m already using a cloud CRM; if you can connect Claude through its API or via a lightweight middleware layer, even better. Model selection will be Claude-Instant or Claude-2 depending on token requirements—happy to hear your suggestion.
Deliverables (acceptance criteria):
1. Deployed Claude agent(s) accessible through our CRM sidebar or a simple web widget.
2. Accurate price-comparison logic validated against our existing spreadsheets (≤1% variance).
3. Automated document audit that reliably identifies incomplete sections in sample contracts.
4. Clear hand-off guide so my team can tweak prompts and add new pricing rows without coding.
If this aligns with your skill set in Anthropic Claude prompt engineering, Python/TypeScript back-ends, and CRM API work, let’s move forward.
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