The agentic GTM stack — warm-first outbound, end-to-end.

Scenario: your GTM stack already has the pieces — prospecting tool, CRM, email. Connect them through Claude + Via and they become a warm outbound prioritization machine: every ICP-fit company gets scored by warm path, then routed automatically — warm-first to AEs with intro drafts to your connectors, cold-only into a sequence.

Example stack

Via Apollo HubSpot Gmail

Q2 outbound — full pipeline run

Run my Q2 pipeline. Pull Series B SaaS in NYC from Apollo, dedupe against HubSpot, score warm paths to a VP Eng or Head of Eng via Via. Push warm-first to HubSpot with Gmail intro drafts to each connector; for cold-only, find Apollo contacts and enroll in "Q2 cold-only."

May 5

Reviewed 60 companies in 3 batches · 25 warm-first to HubSpot · 18 Gmail intro drafts · 46 cold contacts to Apollo sequence

Pulling Apollo in batches of 25, deduping against HubSpot, then using Via to find a warm path to each net-new company. Warm-first lands in HubSpot with Gmail intro drafts to each connector; cold-only contacts enroll in the Apollo sequence.

Apollo — pulled 3 batches Result 60 companies · Series B SaaS, NYC

HubSpot — deduped existing accounts Result 12 in HubSpot · 48 net-new

Via · FindTopConnectionPaths (batch) Result 25 with a usable warm path · 23 cold-only

HubSpot — pushed warm-first segment Result 25 companies tagged "Q2 warm-first"

Gmail — drafted intro requests Result 18 drafts across 14 connectors

Apollo — found cold contacts and enrolled in sequence Result 46 contacts in "Q2 cold-only" · launches tomorrow 9am

Pipeline run complete · three outputs live

Warm-first · AE

25 companies in HubSpot, assigned to AEs
Top of queue: Ramp (Maya Chen, VP Eng), Linear (James Holt, VP Eng), Vercel (Priya Shah).

Warm-first · Intros

18 Gmail drafts — one per connector, batched as needed
Each draft references the relationship context Via surfaced. Nothing auto-sent.

Cold-only · sequence

46 contacts in Apollo — "Q2 cold-only" launches tomorrow 9am
6-touch sequence, no warm-context personalization.

How to run it

Four steps. One Claude conversation.

Install once, paste the prompt, schedule the whole pipeline weekly.

  • Via — for the warm-path tool calls.
  • Apollo — the source of the target list and where the cold-only sequence runs. (Or swap Clay on the prospecting side.)
  • Your CRM — HubSpot or Salesforce. Where the warm-first segment lands for AE outreach.
  • Gmail — where intro request drafts to each connector land for review before sending.

Open Claude Cowork.

Multi-tool workflows like this run more reliably in Claude Cowork than in regular chat. The agentic workspace handles the sequential connectors without losing context, and gives you an audit trail when something downstream breaks.

Paste this prompt.

Replace [define ICP] with your target company filters (e.g. "Series B SaaS companies headquartered in NYC, 50–500 employees") and [define persona] with the titles you want to reach (e.g. "VP Engineering, Head of Engineering, CTO"). Claude pulls in batches of 25, dedupes against HubSpot, scores warm paths through Via, pushes warm-first companies to HubSpot with a Gmail draft to each connector, and finds Apollo contacts at cold-only companies to enroll in an Apollo sequence — one prompt.

Heads up: this prompt assumes you've already created an Apollo email sequence named "Q2 cold-only" — the prompt enrolls cold contacts into it but does not create the sequence for you.

Run my full Q2 outbound pipeline end-to-end.

Use Apollo to find companies that match this ICP: [define ICP]

Use this persona spec to define the right contact at each company: [define persona]

Pull companies from Apollo in batches of 25.

After each batch, dedupe the companies against HubSpot. Remove any company that already exists in HubSpot based on website/domain.

If a match is uncertain, put it in a "Needs Review" section and do not count it toward either final segment.

Continue pulling additional Apollo batches until you have reviewed enough net-new companies to produce:

  • Up to 25 warm-first companies
  • A separate cold-only segment for ICP-fit companies where no usable warm path exists

Stop when either:

  • You have 25 warm-first companies, or
  • Apollo has no more results that match the ICP

For each net-new company, use Via MCP to determine whether there is a usable warm path through my team's network to a person matching the persona spec.

Segment 1: Warm-first Companies with a usable warm path to a relevant reachable person at the company.

For each warm-first company, identify:

  • Reachable target at the company
  • Reachable target's title/function
  • Via connector who can help us reach them
  • Connector's email address
  • Context of the connector's relationship with the reachable target

Prioritize the warm-first segment by:

  1. Warm path strength
  2. Relevance of the reachable person
  3. ICP fit

Push the warm-first companies to HubSpot tagged: "Q2 warm-first"

For each warm-first company in HubSpot, add the following as custom fields where available:

  • Via Reachable Target
  • Via Reachable Target Title
  • Via Connector
  • Via Relationship Context

Then, for each warm-first company, create a Gmail draft to the Via connector requesting a soft intro to the reachable target. If the same connector is the path to multiple companies, batch them into a single draft asking about all of the reachable targets at once.

Each Gmail draft should:

  • Be addressed to the connector's email
  • Reference the relationship context Via surfaced
  • Briefly state who I'd like to be introduced to and why
  • Stay short and friendly — leave the connector room to forward or decline
  • Save to Gmail drafts for me to review and send (do not auto-send)

Segment 2: Cold-only Companies that match the ICP but Via did not find a usable warm path to.

For each cold-only company, use Apollo to find up to 2 contacts matching the persona spec. Save them as contacts in my Apollo CRM.

Add the new contacts to the Apollo email sequence: "Q2 cold-only"

Do not create duplicate companies or contacts.
Do not push uncertain matches.
Do not tag cold-only accounts as warm-first.
Do not enroll warm-first companies in the Apollo sequence.
Do not auto-send any Gmail drafts.

Return a final report with:

  • Total Apollo companies reviewed
  • Total companies excluded because they already existed in HubSpot
  • Total uncertain matches needing review
  • Number of companies tagged "Q2 warm-first" in HubSpot
  • Number of Gmail intro drafts created (and how many connectors they cover)
  • Number of contacts enrolled in Apollo "Q2 cold-only" sequence
  • Any ICP filters that may need to be broadened if fewer than 25 warm-first accounts were found

Review two outputs.

One prompt produces two things to review:

  • Gmail intro request drafts — one per connector, waiting in your drafts folder. Review and send when you're ready; nothing auto-sent. The warm-first companies are also tagged "Q2 warm-first" in HubSpot.
  • Apollo cold-only sequence enrollments — cold-only contacts get added to your existing "Q2 cold-only" Apollo sequence, ready to launch on the cadence you've set up. No further action needed; the sequence handles outbound automatically.

Bonus

Take the pipeline further.

Graduate to Claude Code as the pipeline grows.