We've spent three years building an AI-powered operating system for our own agency — 35+ client accounts, 24 custom skills, six data connectors, autonomous agents monitoring around the clock. We rebuilt how we write, report, analyze, and execute.
This proposal outlines what we'd build for WWP. Not a single tool — a layered system where each layer makes the next one more powerful. You start with a configured Claude environment and end with an intelligent platform that knows your business, connects to your data, and works while you sleep.
Each layer is independently valuable — you get real capability at every step. But each one also makes the next layer more powerful. Foundations give you a platform. The Creator Package gives you production tools. Pipedrive Intelligence gives you live data. The Intelligence Portal brings it all together.
The groundwork. We configure Claude as a unified platform for your team, teach it how your business works, and build the habits that make everything else possible.
We configure a Claude Teams environment for WWP with dedicated project spaces, organized by function. Each project gets a custom INSTRUCTIONS file that grounds Claude in the right context — who the client is, how to behave, what tools are available.
This is the same pattern we use internally across 35+ client accounts. It's the difference between "using ChatGPT" and having an AI that knows your business.
We write skills that encode WWP's specific knowledge — not generic AI instructions, but your actual business context, terminology, workflows, and decision-making frameworks.
These aren't documents Claude reads once. They're active skill files that change how Claude works in every conversation. When someone asks Claude to help with positioning, it uses Blair's frameworks, not generic advice.
To build these effectively, we need your team to provide current documentation — SOPs, process descriptions, frameworks, terminology guides, sales playbooks. The more clearly your workflows are documented, the more precisely we can encode them into skills. We'll work with you to identify what matters most, but we need the raw material to come from you.
We train your team on how to use Claude effectively — not generic prompt tips, but specific workflows for your actual work. How to query data. How to produce content that doesn't sound like AI. How to use Cowork mode with your existing tools.
Claude evolves constantly — new models, new features, new capabilities. We keep your environment updated, your skills tuned, and your team current. This isn't a one-time setup.
Once Foundations is in place, Claude.ai becomes the single interface where your team goes to get things done. Not a tool you switch to — the place you already are when you need to write, analyze, query, build, or decide.
The difference between "using AI" and having AI that knows your business is Foundations.
We teach Claude the WWP brand, opening the door to producing polished deliverables — presentations, dashboards, reports, interactive tools — as living web elements that can be deployed, shared, and updated.
Interactive HTML decks built from a conversation. Navigation, build animations, responsive. Give Claude a document or walk through it — the output is a polished, browser-based presentation deployed to a live URL.
KPI dashboards, data visualizations, calculators, intake forms, interactive reports. Built with a design system that enforces consistent output. Deployed to a live URL instantly.
Structured report production that pulls from connected tools. Reports persist — build new, load saved, update incrementally. Three modes, one workflow, branded output.
Say "deploy this" and Claude pushes any artifact to a live URL. Password-protected if needed. SSL automatic. Share a link instead of a file. Update later without re-sending.
"Write a summary of our Q3 pipeline, put it in a presentation deck, and deploy it so I can share the link with Blair."
Four skills — data query, writing, presentation, deploy — chained in one session. The output is a live URL Blair can open in a browser.
"Take last week's report, update the pipeline numbers, add a section about the new LATAM leads, and re-deploy."
Load, edit, update, re-deploy. The report is a living document at a stable URL, not a file attachment that goes stale.
A custom MCP connector that gives Claude direct, live access to your Pipedrive CRM — plus a skill that teaches Claude how WWP specifically uses Pipedrive. This isn't a generic CRM integration. It's trained on your pipeline, your stages, your data.
Claude queries your Pipedrive data in plain English. Contacts, deals, activities, pipeline stages — all live, all current. Seven dedicated tools for common queries (fast, no AI cost) plus a code-generation engine for open-ended questions that cross-reference data in ways the standard tools can't.
Built on the same architecture as our Harvest connector — battle-tested across thousands of queries.
The connector comes with a custom skill that teaches Claude your deal stages, your products, how to disambiguate contacts and organizations, what "stale" means in your pipeline, how to present results.
A generic Pipedrive integration doesn't know that when Blair says "how's the pipeline?" he means open deals grouped by product, or that the LATAM RTD needs different context than the NA RTD.
Alongside the connector that you use in Claude.ai, we deploy the Pipedrive Agent — an autonomous AI system that runs on a schedule, connects to your live CRM data, and gets smarter every time it runs.
Every Monday morning, the agent reviews your Pipedrive pipeline on its own — no prompt, no human trigger. It identifies deal status by stage, flags stale deals, tracks what moved, and writes a briefing with specific follow-up recommendations. Delivered via email or Slack before your week starts.
This uses the same Pipedrive connector Claude.ai uses, the same live data. The agent just runs it autonomously.
Managed Agents aren't stateless. They have three mechanisms that make them genuinely better with each run:
Layers 1–3 give your team a connected, intelligent workspace. Layer 4 builds on that to create something new.
The most ambitious layer. A dedicated application that goes beyond Pipedrive — aggregating contact data from five sources (Pipedrive, Kit, Circle, Fathom, Clay) into a unified contact graph with lead scoring, a web portal, and automated alerts.
This is a separate project that builds on everything in Layers 1–3. The same Pipedrive connector, the same agent infrastructure, the same Claude.ai skills. It adds a scoring engine, additional data connectors, a dedicated web portal, and intelligent automation that surfaces your highest-value leads to the right person with a recommended next step.
One view of every contact across five sources. Email engagement, Academy activity, call summaries, deal status, LinkedIn data — merged into a single profile matched by email.
A configurable scoring engine that weighs engagement signals, applies recency decay, and ranks every contact. Tuned by your team based on what actually predicts conversions.
When a lead crosses the engagement threshold, an AI agent reviews their full profile and sends the right RTD a contextual recommendation — not a template.
The intelligence portal has its own detailed product specification.
View the full specWWP owns the Claude environment directly — your subscription, your users, your spend limits. We advise on the configuration as part of Foundations (workspace structure, member roles, budget controls), but the account stays in your name and under your control.
Everything else — the connectors, the agents, the deployed tools, the infrastructure that makes all of this work — we take care of.