> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# For Sales Reps & SDRs

> Use cases for individual sales reps and SDRs using Claude x Salesfinity MCP

Prompts and workflows for individual contributors who want to improve their performance, optimize their daily workflow, and close more meetings.

## Self-Coaching & Improvement

### Personal Performance Check-In

Track your own trends without waiting for your manager.

<Note>
  **Prompt:** "Pull my call data for the last 2 weeks. How am I trending on dials, connects, and meetings compared to the prior 2 weeks? Where's my biggest drop-off?"
</Note>

**What Claude does:** Pulls your call logs and analytics for both periods, calculates the delta on each metric, and identifies your weakest conversion point.

**Tools used:** `get_call_logs`, `get_analytics_overview`

***

### My Best Calls Analysis

Build a personal playbook from your own top performances.

<Note>
  **Prompt:** "Pull my top 5 scored calls this month. What did I do consistently in those calls that I should repeat? Give me a personal playbook based on what's already working for me."
</Note>

**Tools used:** `get_scored_calls`

***

### My Worst Calls Debrief

Turn bad calls into learning opportunities.

<Note>
  **Prompt:** "Pull my lowest-scored calls this week. What went wrong? Was it my opener, my discovery, my ask, or something else? Give me specific fixes."
</Note>

**Tools used:** `get_scored_calls`

***

### Conversion Rate Self-Audit

Find the one thing that will make the biggest impact on your numbers.

<Note>
  **Prompt:** "What's my conversation-to-meeting rate compared to the team average? If I'm below average, what's the single biggest thing I should change based on my call patterns?"
</Note>

**Tools used:** `get_sdr_performance`, `get_scored_calls`

***

### Personal Objection Tracker

Track which objections trip you up and get better responses.

<Note>
  **Prompt:** "Across my conversations this month, what objections am I hearing most? How am I handling them based on call scores? Suggest better responses for my top 3 objections."
</Note>

**Tools used:** `get_scored_calls`, `get_call_logs`

***

### Talk Track Refinement

Get a data-driven rewrite of your talk track.

<Note>
  **Prompt:** "Pull my last 10 conversations. Am I asking enough discovery questions? Am I pitching too early? Give me a revised talk track outline based on what the data shows."
</Note>

**Tools used:** `get_scored_calls`, `get_call_logs`

***

## Daily Workflow & Prioritization

### Morning Dial Plan

Start every day with an optimized schedule.

<Note>
  **Prompt:** "Based on my contact lists and historical connect rates by time of day, what should my dialing schedule look like today to maximize conversations?"
</Note>

**Tools used:** `get_contact_lists`, `get_call_logs`, `get_list_performance`

***

### Follow-Up Priority Queue

Never miss a hot follow-up again.

<Note>
  **Prompt:** "Pull my follow-up tasks. Rank them by urgency and likelihood to convert. Which 5 follow-ups should I hit first thing today?"
</Note>

**Tools used:** `get_follow_ups`, `get_scored_calls`

***

### Snoozed Contact Check

Stay on top of contacts coming back from snooze.

<Note>
  **Prompt:** "Which of my snoozed contacts are coming due this week? Give me context on why they were snoozed and a suggested re-engagement approach for each."
</Note>

**Tools used:** `get_snoozed_contacts`

***

### List Selection Helper

Dial the right list at the right time.

<Note>
  **Prompt:** "I have multiple lists assigned to me. Based on connect rates and meeting conversion, which list should I prioritize dialing today?"
</Note>

**Tools used:** `get_contact_lists`, `get_list_performance`

***

### End-of-Day Recap

Close out every day knowing exactly where you stand.

<Note>
  **Prompt:** "Pull today's numbers for me. How many dials, conversations, meetings? How does today compare to my daily average this month? What should I do differently tomorrow?"
</Note>

**Tools used:** `get_call_logs`, `get_analytics_overview`

***

## Prospecting & Preparation

### Pre-Call Research Brief

Walk into every dial session fully prepared.

<Note>
  **Prompt:** "I'm about to dial into \[List Name]. Pull the list details and any past call history. What personas am I calling? What's the historical connect rate? Any patterns I should know about?"
</Note>

**Tools used:** `get_contact_list_by_id`, `get_list_performance`, `get_call_logs`

***

### Title-Specific Talk Track

Customize your pitch by persona.

<Note>
  **Prompt:** "Based on team-wide data, which titles/personas convert best on my lists? Give me a customized opener and value prop for each of the top 3 converting titles."
</Note>

**Tools used:** `get_call_logs`, `get_scored_calls`, `get_list_performance`

***

### Gatekeeper Strategy

Get past gatekeepers more consistently.

<Note>
  **Prompt:** "Pull calls where the disposition was gatekeeper across my recent activity. How often am I getting past them? What approaches are working for other reps on the team?"
</Note>

**Tools used:** `get_call_logs`, `get_dispositions`, `get_scored_calls`

***

### Win Pattern Cloning

Copy what's working from your best-performing teammates.

<Note>
  **Prompt:** "Who on my team has the highest meeting conversion rate on the same lists I'm dialing? Pull their scored calls and extract the patterns I should copy."
</Note>

**Tools used:** `get_sdr_performance`, `get_scored_calls`, `get_list_performance`