# 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.