[ Claude OS for RevOps ]
The CRM stays the warehouse. Claude does the upkeep.
Data cleanup, routing, scoring and reporting run on a schedule inside your CRM. Your RevOps lead asks for changes in plain language instead of maintaining a pile of connectors.
Claude is made by Anthropic. RevOps Shop builds and runs the setup on your own Claude account.
[ What it replaces ]
One setup does what these RevOps tools promised.
- Data quality tools
- Lead routing tools
- Enrichment glue between tools
- Reporting add-ons
- Forecasting tools
- Integration platforms
A few thin pipes stay.
Some jobs are delivery or data, not thinking. These stay, at a fraction of today's stack cost, and the AI setup works through them.
- One or two data feedsContact and company facts come from a licensed source, not from the model.
- Email sendingDeliverability and sender reputation need a dedicated sending service.
[ Plays it runs ]
13 plays, run from your CRM.
- 01ICP scoring
- 02CRM training
- 03Admin rhythm
- 04Pipeline reset
- 05Process mapping
- 06CRM migration
- 07Data cleanup
- 08Stack consolidation
- 09Handover packs
- 10Onboarding plans
- 11TAM lists
- 12Contact lists
- 13Outreach exclusion lists
[ Time back ]
Nobody does data entry. Everyone gets strategic work back.
[ Rollout ]
50 automations, added in three batches you can check.
A readiness check on your CRM, then the first 10 automations: suggest-only with a small group of champion users, then rolled out team by team.
20 more automations, added once the first ten hold the accuracy bar you agreed.
The last 20, and each old tool is cancelled at its renewal once its replacement has proven itself.
The setup reads your CRM and tools. Nothing changes yet. IT signs off on what it can reach before anything runs.
Every automation that would change data or send something starts as a suggestion a person approves.
Only low-risk work runs on its own, and only after it hits the accuracy bar you set. A person approves anything that reaches a customer.
[ Results we measure ]
Invoices retired, plus hours saved.
- Invoices retired. The yearly cost of each tool you cancel, minus the thin pipes that stay.
- Hours saved. Minutes per task, times how often it happens, times the people doing it. Measured in week one, then checked against the automation logs.
IT signs off before anything runs. Every workflow answers four questions in writing: what data, where it goes, who approved it, and how to turn it off. Agents draft; people approve anything that reaches a customer.
[ Talk to a Growth Engineer ]