How We Use This
At The Demand Department, we built $4.2M in pipeline across 4 agencies using a 3-person team. Claude Code is how we scale without hiring.
These 5 workflows handle the repetitive GTM tasks that eat 10-15 hours per week. Copy them. Modify them. Make them yours.
Workflow 1: Lead Scoring from LinkedIn Data
What it does: Takes your LinkedIn connections export and scores every contact against your ICP criteria.
Setup:
1. Go to LinkedIn → Settings → Get a copy of your data → Select "Connections"
2. Download the CSV (you'll get it within 24 hours)
3. Feed it to Claude Code with this prompt:
Prompt:
Read this LinkedIn connections CSV. Score each contact 1-10 based on these ICP criteria:
- B2B founder or C-suite at a company doing $50K-$500K/mo revenue
- In one of these industries: [your industries]
- Based in US or UK
- Has been connected for more than 30 days (warm connection)
- Bonus: has engaged with my content (if data available)
Output a ranked CSV with columns: Name, Company, Title, Score, Reasoning, Suggested Outreach Angle.
Only include scores 7+.
Expected outcome: A ranked list of your highest-potential connections. The top 50-200 become your warm outreach list. We typically find 15-30% of a founder's network is untapped ICP.
Workflow 2: Call Transcript Mining
What it does: After every sales call, extracts objections, pain points, buying signals, and follow-up actions.
Setup:
1. Use Fathom, Otter, or any transcription tool for your calls
2. Export the transcript
3. Feed it to Claude Code:
Prompt:
Analyze this sales call transcript. Extract:
1. PAIN POINTS: What specific problems did the prospect mention? Quote their exact words.
2. OBJECTIONS: What concerns or hesitations did they raise?
3. BUYING SIGNALS: What indicated they might be ready to buy? (budget mentioned, timeline discussed, asked about pricing, compared to alternatives)
4. FOLLOW-UP ACTIONS: What did we promise to do? What should we send them?
5. NEXT STEP: When should we follow up and what should we say?
6. ICP SCORE: Rate this prospect 1-10 based on fit and intent.
Format as a structured brief I can reference before the next call.
Expected outcome: A 1-page call brief that captures everything. No more forgetting what was discussed. No more missed follow-ups.
Workflow 3: Personalized First-Line Generation
What it does: Generates personalized cold email first lines based on real business context — not fake AI personalization.
Setup:
1. Prepare a CSV with prospect data (name, company, LinkedIn URL, any context)
2. Feed to Claude Code:
Prompt:
For each prospect in this list, write a personalized first line for a cold email.
Rules:
Reference something SPECIFIC to their business (not generic praise)
Use business signals only: company growth, recent hires, product launches, industry trends
Never reference personal hobbies, pets, or LinkedIn activity like "great post"
Keep it under 15 words
Make it feel like one operator talking to another
My company: [your company + what you do]
My ICP: [your target]
Output: CSV with Name, Company, First Line, Signal Used
Expected outcome: 50+ personalized first lines in minutes. Each one references a real business observation. No "email cosplay."
Workflow 4: Follow-Up Timing Optimizer
What it does: Reads your pipeline data and tells you who to follow up with, when, and what to say.
Setup:
1. Export your pipeline as a CSV (columns: name, company, stage, last contact date, notes)
2. Feed to Claude Code:
Prompt:
Read this pipeline CSV. For each lead, recommend:
1. FOLLOW-UP PRIORITY: High / Medium / Low
2. TIMING: Follow up today / this week / next week / in 2 weeks
3. MESSAGE: A specific follow-up message based on their stage and last interaction
4. CHANNEL: Email, LinkedIn DM, or phone
Rules:
Leads with no contact in 7+ days = high priority
Leads who replied positively but didn't book = highest priority
Leads in early stage need value-add follow-ups (share a resource, case study)
Leads in late stage need direct asks (book a call, send proposal)
Never follow up more than 3x without a response
Output as a daily action list sorted by priority.
Expected outcome: A daily action list. No more guessing who to contact. No more leads falling through the cracks.
Workflow 5: Weekly Pipeline Report
What it does: Generates a complete pipeline report from your data — new leads, stage changes, calls booked, revenue forecast.
Setup:
1. Keep your pipeline in a CSV or spreadsheet
2. Run this weekly (Monday morning):
Prompt:
Generate a weekly pipeline report from this data.
Include:
1. PIPELINE SUMMARY: Total leads by stage, total pipeline value
2. THIS WEEK'S ACTIVITY: New leads added, stage changes, calls booked, proposals sent
3. WINS & LOSSES: Deals won, deals lost (with reasons if available)
4. FOLLOW-UP QUEUE: Leads that need attention this week
5. FORECAST: Expected revenue for next 30/60/90 days based on pipeline stages and historical close rates
6. KEY INSIGHT: One observation or pattern worth noting
Format as a clean report I can share with my team or post in Slack.
Expected outcome: A full pipeline report in 60 seconds. No more spending an hour Monday morning manually compiling data.
Getting Started
1. Install Claude Code (claude.ai/code)
2. Start with Workflow 1 — score your LinkedIn network
3. Add Workflow 4 — automate your follow-ups
4. Layer in the rest as you get comfortable
These workflows compound. The more data you feed Claude Code, the smarter your pipeline becomes.
Want Us to Run This For You?
We build done-for-you pipeline systems for B2B founders. 4 channels. Same AI-powered approach. You just take the calls.
→ Follow Tanyo on LinkedIn for more
