Automated Cold Outbound Playbook using Claude Code

Two ways to build your lists:

• Cold ICP by filtering broad across multiple databases:

  • Apollo.io for volume

  • Ocean.io for lookalikes

  • AI Ark for keyword filtering

• Signals (capture intent-based leads):

  • RB2B for website visitors

  • Jungler.ai for LinkedIn engagement

  • Fibbler for ad engagement

Run enrichment from Claude Code into Clay.

• Add firmographics, technographics, and account-fit signals.

• Drive the enrichment workflow from inside Claude Code.

• Run QA passes in Clay before moving to segmentation.

Split the data by motion type.

• Cold ICP: break companies into account segments (e.g. SaaS, agencies)

  • Each segment gets its own Clay workbook

  • Companies and their context live in the same table

• Signals: one Clay folder with a workbook per signal type

  • Separate table for website visitors, LinkedIn engagement, and ad engagement

Assign every account a tier based on the effort it deserves.

• Run tiering through Claude Code with output in Clay.

• Assign:

  • Tier 1: Cold email + LinkedIn DM + cold call

  • Tier 2: Cold email + LinkedIn DM

  • Tier 3: Cold email only

Generate tailored variants from a strong manual baseline.

• Pick 5 angles that are genuinely different from each other.

• Write one fully personalized email by hand as the baseline.

• Feed the example email plus a per-row company summary into Claude Code.

• Generate a tailored variant for every account.

• End with multiple sequences for both motions.

Push all variants into outbound platforms in one step.

• Use Claude Code to create and upload campaigns automatically.

• Push email campaigns into Instantly.

• Push LinkedIn campaigns into HeyReach.