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Lead Research & LinkedIn Outreach

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

10 minutes

Your LinkedIn outreach has a 2% response rate because every message starts with 'I noticed we're both in tech.' Prospects can smell generic templates. Real personalization requires research — their recent posts, company news, shared connections — and doing that for 50 people a week is a full-time job.

Who it's for: B2B sales reps doing LinkedIn outreach, founders building their first sales pipeline, SDRs who need personalized messages at scale, consultants prospecting on LinkedIn, anyone whose connection requests get ignored because the messages are obviously templated

Example

"Research and write LinkedIn outreach for 20 VP Engineering prospects" → Each prospect researched (recent posts, company news, shared connections), ICP fit scored, and a personalized connection request + follow-up message drafted — specific enough to get replies, not generic enough to get ignored

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# 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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