Existing customers — opens as part of the account team
🎟️
Event / Webinar — Customer
Follow-up for existing customers who attended
📣
Event / Webinar — New Logo
Prospects who attended or registered for an event
➕
Cross-sell — New BU
Expand into a new buying group at an existing customer
📈
Upsell — Customer
Expand license or tier within a current customer account
📧 Emails
📞 Other
💻
IT Workflows
👥
Employee Workflows
🔐
Security & Risk
🤝
Customer Workflows
📊
Finance & Supply Chain
C-Suite
CIO, CTO, CISO, CHRO
VP
VP of IT, VP of HR
Director
Dir. of IT Ops, etc.
Manager & Below
IT Manager, Analyst
Select AEs
Select AEs to filter their accounts →
0 selected
Upload Account Research
Optional
Account research lets Claude tailor each email sequence with specific company context — recent initiatives, known pain points, leadership priorities, and tech stack signals.
📄
Drop account research here or click to upload
HTML, PDF, or TXT — or paste key insights below
✅
File uploaded
Research will personalize all 3 sequences
💡 Use the Account Research skill to generate a full company brief, then paste key signals here.
📅 Claude will use these details to write your event invitation sequence — including the event name, format, date, and registration link in each email.
🏛️
In Person
Conference, summit, or live event
💻
Virtual
Webinar, online session, or virtual event
Claude uses this to write compelling invite copy. More context = better emails.
⚠ Please fill in the required fields above before generating.
Contacts from selected accounts
CRM leads and contacts matching your account and AE selection
0 selected
Select a Prospecting Tag
Tags are created in Territory Leads and carry the Prospecting type they were built for. Locked tags can only be used in Event / Webinar Prospectings.
Review your Prospecting before generating. Edit any field and save before continuing.
✦
Generating persona-level sequences...
Building sequences...
Analyzing product and persona fit...
✦ Claude generated 3 persona-level sequences. Add each to your Prospecting list and import to Outreach separately.