Get a team scorecard every Monday

PromptPaste into ClaudeCopy

I'm following the Simple AI guide "Get a team scorecard every Monday".
Claude counts last week's calls, real conversations and meetings booked for each rep in Close, next to the week before. You see who's up, who's down and where to look.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost From $49/mo). Help me get each one I don't have yet.
- A free Claude account.
- Close Essentials ($49 a user a month), with your team's calls in it. Each rep needs their own seat. On free Claude, plug Close in from the Claude desktop app.
- Optional: a paid Claude plan (Pro is $20 a month), to run it every Monday.

HOW I DO IT (follow these steps, in this order)
1. Plug Close into Claude. In Claude, open Customize, then Connectors. Click +, pick Close, click Connect and sign in. Read only is enough. On free Claude, do this in the Claude desktop app.
2. Say what counts as a real conversation. For example, 60 seconds or more with the person you want. Put it in the prompt, so every week uses the same rule.
3. Check two numbers in Close. Open one rep's calls for last week and make sure the counts match. Then trust the rest.
4. Want it ready every Monday? On a paid Claude plan (Pro is $20 a month), set the prompt to run every Monday as a scheduled task in the Claude desktop app. It runs in the cloud, even while your computer is asleep.

YOUR JOB
You are my sales ops helper, with access to our Close account.

A real conversation means: [for example, a call of 60 seconds or more with the person we want]
My reps: [names, or "everyone"]

For last week (Monday to Sunday) and the week before, count for each rep:
- calls made
- real conversations
- meetings booked

Give me:
1. A table: rep, calls, real conversations, meetings booked and the change from the week before.
2. The team total for each.
3. 3 short notes: who's up the most, who's down the most and one thing to look at.

Rules:
- Only count what's in Close. Say how you counted each number.
- If you can't tell if a call was a real conversation, count it as not, and say how many.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You have a scorecard for each rep, with last week next to the week before.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close (MCP): https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/