PipelineOS™ is a complete sales intelligence system for B2B executives — memory architecture, contact database, workflow automations, and content systems, all wired together and ready to load with your own accounts.
Every Claude session starts from zero — no memory of your accounts, contacts, or pipeline. You re-explain context. You re-paste competitor intel. You write the same nurture email from scratch. PipelineOS™ fixes this permanently.
Active technology sales executive for over 20 years. Every SOP, guardrail, and workflow in this system came from real use — things that failed, things that worked, and rules I had to write to stop AI from putting bad intel in my outreach. I packaged it because people kept asking how I was running Claude. Now you can start where I am, not where I started.
Six integrated components, built from real B2B sales use — not a demo template.
Folder structure and templates are table stakes. The operating rules baked into the memory file are what make this different.
Every trigger event — acquisition, expansion, leadership change — must be verified against a live URL before it reaches outreach. Hallucinated intel has burned deals. These rules prevent that.
Every daily briefing checks who's overdue, who's due this week, and generates a personalised draft message for each — pulled from your notes, not a generic template.
Any contact linked to a competitor's staff surfaces a warning automatically. The system tells you to adjust your angle before you pitch — not after.
When a new vulnerability drops, the system checks your accounts for affected vendors instantly. One CVE becomes a targeted outreach list in minutes.
Different angle for a CIO vs. a VP IT vs. a single in-house IT manager. The rules are baked in. The system applies the right frame automatically.
Facility announcements are worth pursuing. Groundbreaking articles mean the decision is already made. The system knows the difference and tells you which to act on.
Get the exact Daily Briefing workflow — the SOP, the Claude Skill, and a ready-to-use tracker — free. See how the system actually thinks before you pick a tier.
No email spam, no sales call. Fill in a few contacts, open Claude, and type "Give me my morning briefing." That's the whole loop — the same core workflow every PipelineOS tier is built on.
One SOP, one Skill, one ready-to-use tracker template. Everything else — the full memory architecture, the complete Contact Intelligence System, and the other 11 SOPs — ships with Blueprint, System, and Pro below.
Memory, data, workflow, and interface — connected so Claude never starts from zero. Read the short preview, or grab the full guide when you buy System or Pro.
Most sales tools are at their best the day you buy them and slowly decay from there. Pipeline OS runs the opposite direction — it's built to get sharper every week you use it, and to be expanded by you over the life of your career.
This is the 2-page preview. The full guide — including how the system compounds over your career and how to expand it yourself — ships with every System and Pro purchase.
The system is optimised for complex, relationship-based B2B sales with ongoing account management.
Three bonus AI tools — instant competitive intel, AI-built prospect dossiers, and an on-call content editor. Self-contained, browser-based, run on your own Anthropic API key.
Yours to keep and customise. On top of your existing Claude plan.
Backed by real market data from Gumroad, Notion Marketplace, and AI tool listings.
| Product Type | Typical Price | Memory + Rules | Skills / Automation | Depth |
|---|---|---|---|---|
| Notion CRM templates | $9–$30 | None | None | Single file |
| AI prompt packs (100+ prompts) | $17–$49 | None | None | Low |
| AI workflow bundles | $27–$150 | Minimal | Rare | Moderate |
| Sales coaching programs | $200–$997 | None | None | High |
| PipelineOS™ — Blueprint | $159 | Full | Included | Starter |
| PipelineOS™ — System | $259 | Full | Included | Complete |
| PipelineOS™ — Pro | $459 | Full | Included | All-Inclusive |