Sales Blueprint
Safety checkedBook of Business Folder Creator
0Richard R.Account ManagerG2April 2026
Organize a sales rep's book of business into per-account folders from a Salesforce report CSV, enriched with ZoomInfo, Gong, Google Drive and call transcripts.
What you get
- One folder per account with ACCOUNT.md and account.json
- Contacts, signals, Gong engagement and Drive links added where available
- Gong transcripts filed in each account's transcripts folder
- CLAUDE.md routing index and snapshots folder at the root
- Verification summary with folder count and coverage
How it works
Tools in this Blueprint 5
Salesforcerequired
Source report CSV with account data
ZoomInfo
Contact and scoops CSV exports
Google Drive
Searches account-specific documents
Install
Open in ClaudeDownload complete package · Installation files (JSON)
How to install (opens in a new tab)- Open it in ClaudeClaude reads this Blueprint's files and asks you for anything it needs.
- Connect your toolsMake sure these are connected.
- Export and upload the Salesforce report CSV
- Export and upload ZoomInfo contact and scoops CSVs
- Upload the Gong call report CSV; download transcripts
- Google Drive MCP connector enabled in Claude
- Run itEach run, give it:
- Salesforce report CSV
- ZoomInfo contact CSVs
- ZoomInfo scoops CSV
- Partnership report HTML
- Gong call report CSV
What's included
1 instructions file