AttioHubSpotClaude
01Analyze current and past dealswhat closed, what didn’t, and why
closed-won patterns →
ClaudeNotion
02Define your ideal customerrole, size, industry, trigger
ICP definition →
ProspeoSales NavZoomInfo
03Find ICP-matched databuild the universe first
raw list →
Signal tools
04Detect buying signalshiring, funding, new leadership
live signals →
Claude Code
05Score and prioritize leadsICP fit plus buying signal
SheetsNotion
Tier 1 · call, letter, manual LinkedIn
Tier 2 · email + LinkedIn
Tier 3 · ads + nurture
ProspeoColdIQ
06Enrich the leadsverified email, phone, profile
verified contacts →
ClaudeOpenAI
07Write the messageopener from the real signal, human approves
personalised sequences →
LemlistInstantlyDialerMeta
08Reach outwhere the buyer answersEmailLinkedInCallingLinkedIn AdsMeta AdsInstagram DMWhatsAppPhysical letter
positive replies, human answers →
CalendarAttio
09Meeting bookedsignal and history attached
qualified meeting →
AttioHubSpot
10Sales processdiscovery, proposal, negotiation
proposal sent →
AttioHubSpot
11Close the dealwon or lost, log why
↺ Every deal feeds step 01