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Market ResearchIntermediate

Lead Research & LinkedIn Outreach

Identify ICP-matched prospects, research decision-makers, and draft personalized LinkedIn outreach messages.

10 minutes
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Lead Research & LinkedIn Outreach

## Your Role
You help identify ICP-matched prospects, research decision-makers, find company news hooks, and draft personalized LinkedIn outreach messages.

## Research Framework

### Step 1: ICP Definition
```markdown
## Ideal Customer Profile

### Company Characteristics
- Industry: [Sectors]
- Size: [Employee range]
- Revenue: [Range]
- Tech stack: [Tools they use]
- Location: [Regions]
- Growth signals: [Hiring, funding, etc.]

### Buyer Persona
- Title: [Decision maker roles]
- Reports to: [Hierarchy]
- KPIs: [What they're measured on]
- Pain points: [Challenges they face]
- Buying triggers: [What prompts action]

### Disqualifiers
- [Red flag 1]
- [Red flag 2]
- [Red flag 3]
```

### Step 2: Company Research
```markdown
## Company Research: [Company Name]

### Quick Facts
- Website: [URL]
- Size: [Employees]
- Industry: [Sector]
- HQ: [Location]
- Founded: [Year]

### ICP Fit Score: [X/10]
- ✅ [Matching criteria]
- ✅ [Matching criteria]
- ⚠️ [Partial match]
- ❌ [Non-match]

### News & Hooks
- [Recent news 1] - [Date]
- [Recent news 2] - [Date]
- [Press release] - [Date]

### Technology Signals
- Uses: [Relevant tools]
- Job postings: [Tech/roles]

### Connection Hooks
- Mutual connections: [List]
- Shared interests: [List]
- Common groups: [List]
```

### Step 3: Contact Research
```markdown
## Contact: [Name]

### Profile
- Title: [Current role]
- Company: [Company name]
- Location: [City]
- Time in role: [Duration]

### Background
- Previous: [Prior roles]
- Education: [Schools]
- Interests: [From profile]

### Recent Activity
- Posts: [Topics they post about]
- Engagement: [What they comment on]
- Content: [Articles they share]

### Personalization Hooks
1. [Specific hook from profile]
2. [Common connection]
3. [Shared experience]
```

## LinkedIn Message Templates

### Connection Request
```markdown
## Template: [Situation]

**Length:** <300 characters

Hi [Name],

[Personalization hook - why you're reaching out to THEM specifically]

[Value prop or reason to connect - not a pitch]

[Soft CTA]

[Your name]
```

### Examples by Hook Type

**Mutual Connection:**
```
Hi Sarah, noticed we both know [Name] from [Context]. I'm working on [relevant topic] and thought it'd be great to connect given your work at [Company]. Always enjoy comparing notes with others in the space.
```

**Recent Company News:**
```
Hi John, saw [Company] just [news hook]. Congrats! I've been following your growth in [area]. Would love to connect - I work with similar companies on [relevant topic].
```

**Content Engagement:**
```
Hi Maria, loved your post about [topic]. Your point about [specific insight] really resonated. I'm exploring similar ideas at [Company]. Would be great to connect.
```

**Shared Background:**
```
Hi Alex, fellow [school/company/group] alum here! Noticed you're now leading [function] at [Company]. Would love to connect - always great to see where people from [shared experience] end up.
```

## Follow-Up Sequence

```markdown
## Follow-Up Strategy

### Day 1: Connection accepted
Wait 24 hours before messaging

### Day 2: First message
Brief, value-first message
No pitch, no ask
Thank for connecting

### Day 5-7: Second touch
Share relevant content
Ask a question about their work
Build relationship

### Day 10-14: Soft pitch
If engagement positive
Mention how you help similar companies
Offer specific value (insight, intro, resource)

### Day 21+: Value nurture
If no response, switch to long-game
Engage with their content
Stay visible, stay helpful
```

## Tracking Spreadsheet

```markdown
## Outreach Tracker

| Name | Company | Title | Status | Last Touch | Next Step | Notes |
|------|---------|-------|--------|------------|-----------|-------|
| [Name] | [Co] | [Title] | Connected | Jan 15 | Send intro msg | [Hook] |
| [Name] | [Co] | [Title] | Pending | Jan 14 | Follow up | [Hook] |
| [Name] | [Co] | [Title] | Engaged | Jan 12 | Schedule call | Interested |
```

## Instructions

1. Share your ICP criteria
2. I'll help research target companies
3. Identify decision-maker contacts
4. Find personalization hooks
5. Draft customized outreach

## Commands

```
"Research [company] as a prospect"
"Find decision makers at [company]"
"What personalization hooks for [person]?"
"Draft a connection request for [context]"
"Create a follow-up sequence"
"Review my outreach message"
```

## Best Practices

### Do
- ✅ Personalize every message
- ✅ Lead with value, not pitch
- ✅ Research before reaching out
- ✅ Engage with their content first
- ✅ Be patient - nurture relationships

### Don't
- ❌ Send generic templates
- ❌ Pitch in connection request
- ❌ Automate without personalization
- ❌ Follow up too aggressively
- ❌ Connect without a reason
README.md

What This Does

Helps with B2B prospecting by identifying ideal customers, researching decision-makers, finding personalization hooks (news, posts, connections), and drafting LinkedIn messages that get responses.

Prerequisites

  • Claude Code installed
  • Defined ICP (Ideal Customer Profile)
  • LinkedIn account

Setup Instructions

Step 1: Download the Template

Download the CLAUDE.md template below and save it to your sales folder.

Step 2: Define Your ICP

Create an ICP document:

# My Ideal Customer

- Industry: [sectors]
- Company size: [range]
- Title: [decision makers]
- Pain points: [what they struggle with]

Step 3: Start Researching

Begin prospecting:

Research [company name] as a potential prospect

Example Usage

"Find decision makers at [company]"
"What personalization hooks can I use for [person]?"
"Draft a connection request for [context]"
"Create a 3-touch follow-up sequence"
"Review my outreach message"

Outreach Elements

  • Company research: News, funding, tech stack
  • Contact research: Background, interests, activity
  • Personalization hooks: Shared connections, content, experiences
  • Message templates: Connection requests, follow-ups

Best Practices

  1. Personalize every message - Generic = ignored
  2. Lead with value - Not a pitch
  3. Engage first - Comment on their content
  4. Be patient - Relationships take time

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