Awesome marketing campaigns take time, precision and a full analysis of the data.
But what if there was a better way?
What if you could take your discovery calls and turn it into a full blown marketing campaign in a matter of minutes?
In my latest YouTube video (I linked it for you below), I’ll show you a step-by-step, beginner’s guide that gets your marketing campaign up and running in minutes.
You’ll learn how to:
And I am going to show you how to create a two week content calendar filled with LinkedIn posts, emails, landing pages and so much more.
Hey! Want to watch the video instead? Check it out below. Rather read than watch a video? Then keep on reading!
I get it. You’re busy and don’t have too much free time to dedicate to marketing. But it’s only going to take a few minutes to set this all up and dive in.
If you haven’t already, I want you to purchase a license for Claude Cowork, which you can do here.
You will need to:
Depending on your usage, you may need to upgrade in the future. But the $20 version will be good enough to start.
Before we can start creating things, be sure to download Claude.
Then pull up the Claude Desktop app.
You’ll enter Cowork Campaign Build and create three folders on your desktop.
Don’t be afraid to add more instructions to Claude. Don’t like emojis or dashes in your content? Tell Claude so that your marketing materials match your firm’s needs.
When you reach this point, you can then start the prompting process.
Next, we’re going to give Cowork a series of prompts to:
Let’s start with the most important step: protecting privacy.
Before we do anything else, we want to take our transcripts and sanitize them so that the output does not contain any sensitive information.
Use the following prompt to get started:
Recommended model:
Haiku 4.5
Extended thinking:
OFF
Copy/paste prompt:
Sanitize transcripts for privacy.
Read all files in /01_Transcripts.
Create folder /01_Transcripts_Sanitized if it does not exist.
For each transcript file:
Write a sanitized copy to /01_Transcripts_Sanitized using the same filename plus “_SANITIZED”.
Replace:
Email addresses -> [EMAIL]
Phone numbers -> [PHONE]
URLs -> [URL]
Physical addresses -> [ADDRESS]
Person names -> [PERSON]
Company/firm names -> [FIRM]
Rules:
Preserve meaning and readability.
If unsure whether something is identifying, redact it.
Do NOT remove marketing-relevant context (pain points, objections, desired outcomes).
Add this line at the top of each sanitized file:
Sanitized transcript. Identifying details replaced with placeholders.
Once the prompt has finished running, you should have new sanitized transcripts in your workspace folder.
Now, take a moment to review your transcripts. AI is a powerful tool, but we can’t just rely on it. Make sure that no sensitive information slips through the cracks. If you find any, remove them before moving on to the next step.
Now that our transcripts are sanitized, we can create our message bank, which will include our prospects’ pain points.
The message bank is so important because it will help you use the language your prospects are actually using.
To build your bank, you’ll need to prompt Cowork to use your sanitized transcripts, brand pack, non-negotiables and examples to create it.
Our goal is to create:
Then, we want to give it some confidence levels and rules before running it.
Want a more detailed look at how I created my message bank? Check out my YouTube video: https://youtu.be/05igxiP1vQw
Once the prompt is done running, you should have your message bank filled with your prospects’ top pain points, like:
You should also find desired outcomes. For example, when I created my example message bank, the desired outcomes were things like: finding new clients that understand the value, building a system that runs without you or building a brand people know they can trust.
You’ll also find objections, positioning statements and more.
But what’s great about this is it pulls the exact wording from your calls, so you’re not just guessing what kind of language you should be using.
Even if you think you know your ideal clients, I highly recommend that you still do this process just to confirm that what you’re saying and thinking actually lines up with what they’re saying and thinking.
Now that we have our message bank, we can ask Cowork to use it to create the campaign. Give it a new prompt that says, “Okay, let’s use this message bank, the brand pack, the non-negotiables and the examples to create a campaign strategy. The goal is to book more calls for my social media marketing offer.”
Notice that I’m being very specific here. I’m focusing just on my social media marketing offer (nothing else).
And we’re going to ask Cowork to include my:
We’re going to give it some rules, like follow the non-negotiables and do not include invented results.
Now is when the magic happens and we start creating some marketing materials.
Once the strategy is created, go ahead and review it and start making some changes here and there to align with your goals. If you make tweaks here and there, those changes will be saved for later use.
I was impressed by Cowork’s output when I ran this for Leaders Online.
It knew that our target audience is accounting and CPA firms that want more discovery calls without relying on referrals. Specifically, these are firms that:
It also knew which types of clients would not be a good fit for us, like those wanting new clients this week and have no interest in building anything long-term.
Another thing Cowork nailed? Our message that you don’t need to be a content creator to see results with us. You just need a system. That’s where we come in. We set up and manage the entire system. Sure, you need to have your face on the content, but you have very little to do in reality.
Now, again, I really want you to go through all of this information in detail and make any changes you want (don’t forget to save).
From here, you can move on to actually building your content calendar.
Now, let’s use Cowork to create a content calendar using our campaign strategy, message bank, non-negotiables and brand pack.
The goal is to create a calendar with three LinkedIn posts per week and one email per week. This is a two-week strategy, so you should get six posts and two emails total.
Next, you’ll give it some rules. For example, you may want to end with a call to action.
In minutes (or less), Cowork will generate your content calendar.
Now, I recommend that you go through these posts and tweak them to add your own personality. But honestly? They’re pretty darn good on their own.
The next step is to take all of this and build the full output of your assets, including your:
The goal is to use a prompt to tell Cowork that you want to use the message bank, campaign strategy, content calendar, brand pack, non-negotiables and transcripts to create a folder with these drafts as assets.
Once the prompt has finished running, you should have seven new files.
Check the campaign folder and you should find:
Just like that, Cowork created all of these assets with minimal work on your part. All you had to do was feed it those initial calls. You could also include YouTube videos, if you want to add more context, but remember, you don’t need to.
It’s so powerful creating marketing assets using discovery calls, but here’s something that many people never consider: using them to create objection handling in sales scripts.
Whenever I pull open a sales script Cowork has created, it is fantastic for this purpose.
It identifies what questions to ask, how to go through the person’s current situation, how to transition them to the offer and some objections and questions.
In my example run-through, it came up with some really great potential objections:
These are all the objections that I’ve received from potential clients, and it includes ways to help you handle them based on all of the other information you’ve provided.
At this point, we have our marketing strategy, objection handling and all of these other assets we can use. But we’re still missing one important key: measuring and tracking.
We need a way to track our progress and see how things are working.
To do that, we’ll use a final prompt that takes our campaign strategy and non-negotiables to create a measurement plan. That plan is going to help you track everything and figure out what to change if things aren’t going as planned.
Once you run the prompt, it should create a measurement plan that talks about tracking:
A plan like this is a great starting point, and you can tweak it over time to align with your goals.
Not only will it tell you what to track, but it will also tell you what to do if things aren’t going to plan.
For example, what should one do if:
AI is wonderful and helpful, but it does require a human to check it. All of this will give you a great starting point, but it’s not perfect and does require human oversight.
Please do not take the outputs as final products. Work with the outputs and adjust them as needed.
Now, some of you are probably reading this and thinking, “Okay, this is great that you did all of this, but I really want the exact steps laid out for me so that I can repeat this.”
I’ve got you covered. Just comment “Cowork” below, add me on LinkedIn and drop me a message saying, “Hey, I commented Cowork on your recent blog post.” I’ll send you a document that outlines everything I did, so you can use it for yourself.
You can use a tool like Claude Cowork to analyze your discovery calls, extract key insights, and create a marketing campaign in just a few minutes.
Your messaging bank should contain your prospects’ pain points, desired outcomes, objections, and misconceptions, all using their own language.
You can generate a content calendar by using your campaign strategy and messaging bank to outline posts and emails for a set period, like two weeks.
Create a measurement plan that tracks key metrics such as impressions, email open rates, and booked calls to evaluate your campaign’s performance.
Utilize insights from your messaging bank to prepare responses for common objections, ensuring you address concerns effectively during sales calls.
Sanitizing transcripts protects sensitive information while allowing you to focus on the valuable insights that can inform your marketing strategy.