Built on Claude in Cowork

Stop re-explaining yourself
to your AI.

Pipeline OS 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.

Get Pipeline OS → See what's inside
12
Workflow SOPs
4
Claude Skills
5
Industry Verticals
1
Setup, forever

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. Pipeline OS fixes this permanently.

Rob Sevigny signature
Built By a Working Sales Exec

Not a consultant. Not a course creator.
Someone who uses this every day.

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.

What's Inside

A complete operating system.
Not a prompt pack.

Six integrated components, built from real B2B sales use — not a demo template.

🧠
Memory Architecture
A structured CLAUDE.md template that gives Claude permanent context: who you are, what you sell, your ICP, tone, positioning rules, and how to behave in every sales situation. Fill once. Works forever.
📊
Contact Intelligence System
A multi-sheet Excel workbook with Contacts, Relationship History, Solutions Log, and TechStack sheets — all queryable in plain English. "Who haven't I contacted in 90 days?" Just ask.
🗂️
Account Folder Architecture
Standardised folder structure for Clients, Prospects, and Resources. Naming conventions, placeholder files, and a setup guide. Every account traceable. Every interaction logged.
⚙️
12 Workflow SOPs
90-day nurture, daily briefing, pre-call prep, post-call logging, threat monitoring, prospecting philosophy, facility expansion timing, fact-verification rules, email voice, competitive intel, proposal guide, and more.
📣
LinkedIn Content System
Analytics-driven 3-pillar model (Story / Signal / Perspective), day assignments, Canva template workflow, annual events calendar, and a monthly performance scoring guide.
🔧
Skills Bundle
Four Claude skills: CIQ (natural language contact queries), Daily Briefing (auto-surfaces nurture queue), and full document creation for Word, PowerPoint, Excel, and PDF — all from chat.
Why This Is Different

The rules are the real product.

Folder structure and templates are table stakes. The operating rules baked into the memory file are what make this different.

🛡️ Fact-Verification Guardrails

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.

🔔 90-Day Nurture Auto-Surface

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.

⚡ Competitor Connection Flagging

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.

📡 TechStack Cross-Reference

When a new vulnerability drops, the system checks your accounts for affected vendors instantly. One CVE becomes a targeted outreach list in minutes.

🎯 Persona-Specific Positioning Rules

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.

📅 Expansion Timing Logic

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.

Who It's For

Built for one kind of seller.

The system is optimised for complex, relationship-based B2B sales with ongoing account management.

✓ Best Fit

  • ✓B2B Account Executives and Business Development Managers
  • ✓IT, SaaS, or professional services sales
  • ✓Managing 50–500 active accounts and prospects
  • ✓Already using Claude, or ready to start
  • ✓Building pipeline from scratch or scaling an existing book
  • ✓Frustrated by AI tools that forget your context every session

✗ Not a Fit

  • ✗Consumer / B2C sales roles
  • ✗Teams needing multi-user shared access (v1.0 is single-user)
  • ✗People who want zero configuration — this requires a 1–3 hour setup
  • ✗Roles without ongoing account relationships to manage
Pricing

One-time purchase.
No subscription.

Yours to keep and customise. On top of your existing Claude plan.

Blueprint
$149
One-time · Instant download
  • CLAUDE.md memory template with section-by-section instructions
  • Contacts.xlsx blank template (all 4 sheets pre-structured)
  • Full account folder architecture + setup guide
  • Core SOPs: 90-day nurture + daily briefing
  • Best for: self-starters comfortable with light configuration
Get Blueprint →
System Most Popular
$247
One-time · Instant download
  • Everything in Blueprint
  • All 12 workflow SOPs — fully documented
  • LinkedIn 3-pillar content system + Canva template workflow
  • Email voice calibration guide
  • Proposal template + module guide
  • Competitive intelligence framework + battlecard format
  • Vertical bingo cards for 5 industries
  • Full skills bundle: CIQ + Daily Briefing + docx/pptx/xlsx/pdf
  • 6 months of update notifications
Get System →
Pro
$497
One-time · Includes onboarding call
  • Everything in System
  • 90-min custom buildout call — CLAUDE.md built for your role, company, and territory
  • Custom vertical bingo card for your primary industry
  • 30 days async support via email
  • 12 months of priority update access
  • Best for: enterprise AEs, VP-level, complex multi-vertical books
Get Pro →
Market Context

How it stacks up.

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
Pipeline OS — Blueprint $149 Full Included Starter
Pipeline OS — System $247 Full Included Complete
Pipeline OS — Pro $497 Custom Included Done-With-You
FAQ

Common questions.

Do I need technical skills to set this up?
No. If you can use a spreadsheet and follow a checklist, you can set this up. The guide walks through every step in plain language. Blueprint takes about 1 hour. System takes 2–3 hours.
Which Claude plan do I need?
You need Claude Pro or Team ($20–25/month) to use Cowork. This is separate from Pipeline OS. The system works on Claude Sonnet and any model that supports Cowork.
Can I import contacts from my CRM?
Yes. The import guide maps common CRM fields (HubSpot, Salesforce, ConnectWise) to the Contacts.xlsx template. A basic export + copy-paste is all that's needed.
Is this multi-user?
Version 1.0 is designed for a single user. A team version is on the roadmap. If you need multi-seat access now, contact us before purchasing.
What if Claude updates and something changes?
The system is built on memory and file access — not on specific API features that change frequently. System tier receives 6 months of update notifications; Pro tier gets 12 months of priority updates.
Why not just build this myself?
You can — and if you have time, you should. Pipeline OS reflects hundreds of hours of real sales use, iteration, and guardrails that took multiple failed attempts to get right. It sells for less than two hours of your billable rate.

Ready to stop starting from zero?

Pipeline OS — built for people who sell for a living.

Get Pipeline OS →