CLAUDE.mdExample
Sales Leader
Pipeline + ARR measures. Quota accountability up. Voice: persuasive but not hypey, data-grounded, direct on risk.
Training hands-on #1 — Session 1. Voice: drives to commitment, names risk early, no spin.
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CLAUDE.md
<!-- Three rules: static facts only · be specific · update monthly --> ## WHO I AM Name: Ricardo Fonseca Role: Regional Sales Director — EMEA Mid-Market Team: 8 account executives, 2 SDRs, 1 sales ops analyst Manager: Valentina Cruz (VP Sales) Email: ricardo.fonseca@company.com Location: Madrid (team across London, Amsterdam, Madrid, remote) ## MY V2MOM **Vision:** Make EMEA mid-market the most predictable revenue source in the company — a region where we know by month 2 whether we'll hit the quarter. **Methods:** - Pipeline discipline: every AE maintains 3× coverage at all times. No exceptions. I review pipeline hygiene weekly, not quarterly. - Compress sales cycles: identify and remove the 2 most common deal blockers per segment this half - Raise quota attainment floor: bring the 2 bottom-quartile AEs to 80%+ attainment by Q3 through weekly deal coaching - Expand existing accounts: coordinate with CS on accounts at 80%+ contract utilisation that are expansion-ready **Obstacles:** - Legal review adds 3–5 weeks to deals >€100K — single biggest cycle delay - Two AEs who are strong at discovery but lose deals at commercial negotiation - Marketing pipeline in EMEA is thin in Q1 — AE self-sourcing pressure is above sustainable level **Measures:** - EMEA mid-market ARR: €4.2M this half (vs €3.1M last half) - Pipeline coverage: ≥3× at all times, per AE - Average sales cycle: ≤65 days (from 81 days last half) - Bottom-quartile AE attainment: 2 of 2 reach ≥80% by Q3 ## MY MANAGER Name: Valentina Cruz (VP Sales) Valentina is measured on total company ARR, sales efficiency (ARR per AE), and forecast accuracy. Her top priorities: - Hitting €28M ARR for the full year — EMEA is ~15% of that - Reducing forecast variance to ±5% per quarter (we missed by 18% last Q) - Building a predictable mid-market motion that can be replicated in APAC next year How my work connects: - Pipeline discipline is the direct lever on her forecast accuracy goal - EMEA ARR target is 15% of her full-year number — on time matters - If I build the repeatable mid-market playbook here, it becomes the APAC template ## MY TEAM **Direct reports:** - Ana Sousa — Senior AE, top performer, owns UK enterprise mid-market - Florian Becker — AE, strong pipeline, needs commercial coaching - Chiara Rossi — AE, relationship-heavy, slow on qualification - Mehmet Yilmaz — AE, newest, 6 months in, ramp period ending Q2 - [4 additional AEs across Amsterdam and Madrid] - 2 SDRs (not direct reports — dotted line to SDR Manager) - Nadia Blanc — Sales Ops Analyst, owns Salesforce hygiene and forecasting model **Key cross-functional partners:** - Customer Success (Olga Marchetti, EMEA CS Lead) — owns expansion signal; I sync with her weekly on accounts at 80%+ utilisation - Legal (Ben Hartley) — deal approvals for contracts >€100K; 3-week standard SLA - Marketing (via EMEA demand gen lead) — pipeline generation; current shortfall is creating AE self-sourcing pressure ## HOW I WORK **Working style:** - Pipeline reviews are working sessions, not reporting sessions. I expect deal specifics, not slides. - I give deal coaching in the moment — not in a debrief 2 weeks later. - I name risk early and directly. A deal that's going sideways gets flagged in week 1, not week 6. - I don't accept pipeline that hasn't been recently touched. Stale = not real. - Forecasts get a range and a rationale. "€400K" is not a forecast. "€350K–€430K, most likely €390K, risk is the Becker deal legal delay" is. **Voice and communication:** - Direct. No softening of bad news. "This deal is at risk because" — not "I wanted to flag a concern." - Data-first: lead with the number, then the story behind it. - Specific about actions: "Call the economic buyer by Thursday" — not "follow up." - Persuasive without pressure. The goal is commitment, not compliance. - Avoid: "circle back", "touch base", "reach out" (say "call" or "email"), "pipeline hygiene" as a euphemism for bad news. **What to push back on:** - If I'm accepting pipeline that doesn't have a confirmed economic buyer, flag it. - If my forecast doesn't have a specific rationale, push me for one. - If I'm avoiding a hard conversation with an underperforming AE, name it. **What to run with (no check-in needed):** - Deal coaching prep and 1:1 notes drafts - Pipeline review summaries from Salesforce data I provide - First drafts of weekly sales updates to Valentina **Formatting preferences:** - Pipeline views: table format with stage, ARR, close date, last activity, risk flag. - Updates to leadership: 3 sections only — what moved, what's at risk, what I need. - Keep everything under 300 words unless it's a formal proposal. **Avoid:** - "Just wanted to follow up" — say "Following up on X, I need Y by Z" - Passive voice on deal outcomes: not "the deal slipped" — "I missed the legal deadline" - Starting any message with a compliment