Jacob Bergendahl from Monterro: The Claude Playbook for Revenue Leaders

In this episode, AI specialist Jacob Bergendahl from Monterro joins Johanna to share a practical, step-by-step guide to getting the most out of Claude.

Jacob explains how to set up Claude properly, build a personal memory bank, create reusable skills for your tone of voice and brand, and connect Claude to the systems your organization already uses. He also walks through how to create consistent, on-brand presentations, automate recurring work, and build routing skills that help Claude find the right information across different systems.

The conversation explores the most common mistakes people make with AI, why planning before prompting saves time and resources, how to avoid AI slop, and why it is still not too late for your organization to become an AI frontrunner.

The AI Native Marketer is hosted by Johanna Fagerstedt, Founder and CEO of Sparketing.io, and Jacob Gustin, Product Marketing Manager at Mentimeter.

Show notes

Connect with the guest

• Follow Jacob Bergendahl on LinkedIn
• Learn more about Monterro

Tools and platforms mentioned

• Claude: The main AI platform discussed throughout the episode.
• Claude Cowork: Used to work with folders, create files and complete multi-step tasks.
• ChatGPT: Discussed as an alternative AI platform and an example of how reusable skills can move between tools.
• Microsoft Copilot: Another AI platform introducing agentic and cowork capabilities.
• OneDrive and Google Drive: Suggested as simple places to build and maintain an external AI memory bank.
• Obsidian: A note-taking application that can be used to build a more advanced personal knowledge base.
• Microsoft PowerPoint: Used to demonstrate how Claude can create branded presentations and reusable presentation skills.
• GitHub: Used by more advanced organizations to store, manage and distribute skills through plugins.
• HubSpot and Salesforce: Examples of business systems that Claude can search and update through connectors.