Download the Claude Desktop app from claude.com/download. Open it and click the Cowork tab at the top. This switches Claude from chat mode into task mode.
Create a dedicated folder on your computer for this workflow:
/Documents/outbound/ leads.csv icp-filter.md outputs/
In Cowork, click 'Work in a Folder' and point it to this folder. Claude will now read, write, and create files here without you uploading anything manually.
Your CSV needs at minimum these columns. Extra columns are fine but these are required for the prompts below to work:
| First Name | Company | Job Title | LinkedIn URL |
|---|---|---|---|
| Jane | Acme Corp | VP of Sales | linkedin.com/in/janedoe |
Optional but useful columns: Company size, Industry, Location, Revenue range.
Before running any prompt, create a file called icp-filter.md in your outbound folder. Cowork will reference this automatically when you include it in the prompts below.
Template:
# ICP Filter
## Ideal Customer Profile
- Company size: [e.g. 10-200 employees]
- Industry: [e.g. B2B SaaS, Marketing Agency, Consulting]
- Job titles: [e.g. Founder, VP Sales, Head of Growth]
- Geography: [e.g. US, UK, ANZ]
- Revenue range: [e.g. $500k-$10M ARR]
## Strong Signals (score +1 each)
- Recently hired sales or marketing roles
- Posts about outbound or lead gen challenges
- Company headcount growing (10%+ in last 6 months)
- Uses tools like Clay, Apollo, HubSpot
## Disqualify If
- Fewer than [X] employees
- In [excluded industries]
- Title is [e.g. intern, coordinator, assistant]
- No LinkedIn presence
## ICP Score Tiers
- Tier 1 (8-10/10): Send sequence immediately
- Tier 2 (5-7/10): Warm up first, then sequence
- Tier 3 (1-4/10): Do not contact
Fill this file once. Every prompt in this guide references it. If your ICP changes, update this file and re-run.