Builders CampOutSystems
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
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## 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