Opportunity Pipeline review suck. We all have them and (most) dread doing them. Here's an easy hack I did this week.
I used Claude's Voice Mode during a walk to review my opportunity pipeline hands-free, letting the AI identify stuck deals and update my CRM while I got exercise and clarity on my next steps.
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Start Voice Mode in the Claude app
This let’s you have a conversation with it. No typing. No need to see the screen. Just listen, talk and walk -
Walk. Stack your habits. Go for a walk. 40 minutes was a perfect target to get this done
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Have Claude talk to you and go over each opportunity.
I asked
- What deals are stuck?
- What deals need my attention?
- What deals went quiet?
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Tell Claude the updates you want it to make to your pipeline
Claude has full access to my HubSpot and can do the updates for me. It can set tasks, reminders, change stages. -
40 minutes later?
- Pipeline review done
- Brisk walk in for the day.
- Returned home knowing exactly what I need to do that day to get my deals closed.
- Let’s go!
That’s how you use AI to manage your business.
Interested? We cover this in the BUILD AI Sprint course I offer. 1:1, Personal AI Sprints built around your goals.
Also, asked Claude to generate this generic image of what Voice Mode looks like.