AttioHubSpotClaude
01Analyze current and past dealswhat closed, and why
closed-won patterns →
ClaudeNotion
02Define your ideal customerrole, size, industry, trigger
ICP definition →
ProspeoSales NavClayZoomInfo
03Find ICP-matched databuild the universe first
raw list →
Claude Code
04Score and prioritize leadsICP fit plus buying signal
SheetsClayNotion
ProspeoClay
05Enrich the leadsverified email, phone, profile
verified contacts →
ClaudeOpenAI
06Write the messageopener from the real signal
personalised sequences →
LemlistInstantlyDialerMeta
07Reach outwhere the buyer answersEmailLinkedInCallingLinkedIn AdsMeta AdsInstagram DMWhatsAppPhysical letter
positive replies →
CalendarAttio
08Meeting bookedsignal and history attached
qualified meeting →
AttioHubSpot
09Sales processdiscovery, proposal, negotiation
proposal sent →
HubSpot
10Close the dealand log why
↺ Every deal sharpens step 04