Walking into a first customer meeting cold means spending the call getting oriented. Account research lives everywhere: the CRM, the data warehouse, call recordings, Slack, email, the web.
This video shows how a growth account executive uses Claude Cowork to prep. Claude pulls the full picture into one account brief before the meeting, then turns the call transcript into follow-ups after it. Claude does the gathering so you show up with the context you need.
Claude Cowork is Claude for knowledge work. It connects to the tools you already use, runs multi-step tasks with your approval, and runs on skills that fit your workflow.
Try Claude Cowork: claude.com/cowork
