# AI Outbound Pipeline Prompts

From my AI for Outbound webinar (March 19th) at Genial Agency.
These are the requests I gave Claude during the live demo, in pipeline order. Replace the parts in [brackets] with your own details.

## The pipeline

1. Source: run the Apify Leads Finder actor with job title, location, company size or keywords, and set how many leads you want (the demo used CEOs in Mexico, 100 leads).
2. Clean: download the results as a CSV into one folder and let Claude clean it.
3. Research: find a hook or intent signal for each lead.
4. Contact: you write the message. Only automate sending once it works.

Tools used: Apify (about $39/month) and Claude (about $20/month).

---

## Step 2: Clean the lead list (Claude Cowork, with the folder selected)

```
What's inside of this folder?
```

Then:

```
Yes, please. I would also love it if you can both create a dashboard and clean that data.
```

In the demo Claude removed duplicates and blanks, exported a clean CSV and built an interactive HTML dashboard.

---

## Step 3a: Deep research on one person (Claude)

Use this for people you really want to talk with. It takes about 3 to 5 minutes per person.

```
Can you please do a deep due diligence research on [full name], please? [He/She] is the founder of a company called [company].
```

## Step 3b: Research the whole list (Claude Code with Perplexity)

```
Can you please go into that folder, check it out, and tell me what's inside of it?
```

Then:

```
I want you to use Perplexity, and I want you to research each and every single one of these leads and their company. My objective is to find whether any of these people have appeared recently in the news to make sure that I can find a perfect hook for a cold marketing campaign that I'm doing around my services. Right now, what I just want to make sure is that these people have available data which will help me find an actionable hook. Because I want you to work very fast, please do this in a very fast manner.
```

If Claude uses a term you do not know:

```
What does parallel script mean? Explain to me like I'm five.
```

## Step 3c: Put the results in a sheet (Claude connected to Google Sheets)

```
Can you please create a Google Sheets with all of this clean information regarding the people that you found?
```

In the demo the sheet also included a hook summary and a confidence level for each person.

To connect Google Sheets: in the Claude chat window, click the plus symbol, open connectors and select Google Sheets (also available: Drive search, Gmail, Google Calendar, Canva).

---

## Step 4: LinkedIn outreach (Claude in Chrome, with the sheet open)

My advice: do not automate outreach until you know your message works.

```
This is a list of leads containing information of people in [country]. I want to contact or at least add the people living in [city] to my LinkedIn network, so I need you to browse through this list, find the people inside of that city, and then go to my LinkedIn profile and just send out the automated request.
```

---

## Outbound math to expect

- About 100 connection requests a day
- About 20 percent accept
- About 5 percent reply, which is roughly 5 potential business conversations