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Before you dive in, make sure you’re on the waitlist for www.gosollo.com! In doing so you will automatically qualify for a 40% discount when we go live.

Neat eh?

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You have seen the individual pieces. Now let me show you how they connect.

This is the full workflow. From "never heard of you" to "signed contract." Every step powered by Claude Co-Work.

This is not theory. This is the system I use. And it compresses what used to take weeks into days.


The Five Stages

Every deal moves through five stages:

  1. Identify ... Find the right people at the right companies
  2. Research ... Understand their world before reaching out
  3. Engage ... Start a conversation that matters
  4. Advance ... Move the deal forward with personalized materials
  5. Close ... Win with a proposal that feels custom-built

Co-Work has a role at every stage. Here is exactly what that looks like.


Stage 1: Identify

Goal: Build a targeted list of prospects who look like your best customers.

Tools: Co-Work + Clay MCP

The workflow:

  1. Export your top 10 closed-won customers from your CRM
  2. Feed them to Claude: "Analyze these companies and identify what they have in common. Build an ICP definition."