CRO leadership offsite · Asheville · Tue, Nov 17 · 2:45 to 4:15 PM Eastern

H2 Command Center

In 90 minutes, you build a working tool for the plan you just presented. You leave with something running, not just something learned.

Join the sessionLive boardSession kit

How it works

How the session works: your Salesforce export and your H2 plan go to your Claude, your Claude reads the kit from this site, and it reports progress and results to the live board. Salesforcepipeline and closed-won reports Your H2 planthe five parts you presented Your ClaudeCowork or Claude Codebuilds your command center This sitekit, starter prompts, sample data Live boardprogress, results, commitments CSV export paste or attach reads the kit reports and posts
Your data stays with your Claude. Only what you choose to post goes to the board.

Right now

Loading the session clock…

TimeBlockMin
Frame the goalWhere we are on the ladder. Pick the one part of your plan to build first.10
Live demoTom builds a rung 4 example from a pasted plan and a Salesforce export.15
Build timeYou build on your own plan. Floaters help. Report progress as you go.50
Lightning sharesOne minute each: what I built, what it does without me, what I would reuse.12
Monday commitmentsOne change each, captured on your page.3

Start here

  1. Do the setup check before Monday. Ten minutes: Claude opens, your Salesforce export is saved, a test task runs.
  2. Join. Enter the room code and your name. You get a live page of your own and a personal code.
  3. Point your Claude at this site. Your page gives you a ready-made prompt. The short version:
Read https://cro-offsite.sc.rhapsody.health/claude.md and follow it. Take me through the H2 Command Center session one step at a time.

Your Claude then walks you through the build and keeps your page and the room board up to date.

Where we start, and where we're headed

Dashboards are the baseline. The goal for the room is rung 3 or 4. A few of us reach rung 5.

Most of us today
Rung 1
Static dashboard
A snapshot you open and read.
Most of us today
Rung 2
Refreshing dashboard
Pulls current data on its own.
Session goal
Rung 3
Alerting
Tells you when a deal, number or hire changes.
Session goal
Rung 4
Acting
Drafts the update, flags the risk, routes the task.
Stretch
Rung 5
Shared
Packaged as a skill the whole team can use.

The build path

  1. Setup check. Claude works on your laptop and your Salesforce export is on hand.
  2. Join the session. You have a personal page and your Claude knows your codes.
  3. Load your H2 plan. The five parts of your plan are in front of Claude.
  4. Load your Salesforce export. Claude has read your pipeline report and confirmed the columns. Rung 1
  5. Build the view. One command center view of the part you picked. Rung 2
  6. Add one alert. A rule that tells you when a deal, number or hire changes. Rung 3
  7. Add one action. Claude drafts the update, the follow-up or the task. Rung 4
  8. Schedule it. The alert and action run on a schedule without you. Rung 4
  9. Package it to share. A skill or routine a peer can reuse. Rung 5
  10. Monday commitment. One change you make by next Monday.

Session kit