Existing customers โ opens as part of the account team
๐๏ธ
Event / Webinar โ Customer
Follow-up for existing customers who attended
๐ฃ
Event / Webinar โ New Logo
Prospects who attended or registered for an event
โ
Cross-sell โ New BU
Expand into a new buying group at an existing customer
๐
Upsell โ Customer
Expand license or tier within a current customer account
๐ง Emails
๐ Other
๐ป
IT Workflows
๐ฅ
Employee Workflows
๐
Security & Risk
๐ค
Customer Workflows
๐
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 โ
0 selected
Upload Account Research
Optional
Account research lets Claude tailor each email sequence with specific company context โ recent initiatives, known pain points, leadership priorities, and tech stack signals.
๐
Drop account research here or click to upload
HTML, PDF, or TXT โ or paste key insights below
โ
File uploaded
Research will personalize all 3 sequences
๐ก Use the Account Research skill to generate a full company brief, then paste key signals here.
๐ Claude will use these details to write your event invitation sequence โ including the event name, format, date, and registration link in each email.
๐๏ธ
In Person
Conference, summit, or live event
๐ป
Virtual
Webinar, online session, or virtual event
Claude uses this to write compelling invite copy. More context = better emails.
โ 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.
โฆ
Generating persona-level sequences...
Building sequences...
Analyzing product and persona fit...
โฆ Claude generated 3 persona-level sequences. Add each to your Prospecting list and import to Outreach separately.