Step 1:

Create a dedicated folder for this workflow.

Create this folder structure on your computer before you start. Claude will read from and write to this folder throughout the workflow.

Folder structure

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/Documents/outbound/
  leads.csv
  icp-filter.md
  outputs/

Step 2

Format your lead list

Your CSV needs at minimum these columns. Extra columns are fine but these are required for the prompts below to work:

Optional but useful: Company size, Industry, Location, Revenue range.

Step 3

Create your ICP filter file

Before running any prompt, create a file called icp-filter.md in your outbound folder. Every prompt in this guide references this file. Fill it once — if your ICP changes, update it and re-run.

icp-filter.md template

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# 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

Step 4

Set up your Claude Project

Go to claude.ai and create a new Project. Name it something like "Outreach Engine". Paste the following into Settings → Project Instructions: