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Run your weekly outbound from CRM exports in one Claude project
Picked and checked by Olga Pearson, SalesUpLevel
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Reported: "I use Claude to help me book like four to six outbound meetings every single week on top of my normal AE work", and he can "sequence 20 accounts and ... get everybody sequenced in like 90 minutes".
Every Friday he exports his CRM, drops it into a Claude Project with his process written as playbooks, and asks for his hottest accounts. He checks each pick, has Claude research them, verifies contacts, and sends the touches himself. At the end he has Claude update the playbooks so it doesn't repeat mistakes.
By Alex Murphy, Senior AE, 30 Minutes to President's Club · 30 Minutes to President's Club, episode #598 "How I Use Claude to Book 4-6 Meetings Every Week (Live Walkthrough)" ↗ · Aug 11, 2026
If you sell: run it before your 10am
- Friday: export from the CRM (his: about 19,000 accounts, engaged contacts, MQLs, deals).
- Load the exports into a Claude Project with your outbound process written as .md playbooks.
- Say "run the outbound process" and get 10 hot accounts back.
- Gut check each in the CRM and correct Claude where it is wrong.
- Run account research and a "problem" prompt per account; save a note to the CRM.
- Verify contacts (his: ZoomInfo), build a Sales Navigator search, and push to your sequencer (his: Gong).
- Send the touches yourself.
- End the session with the closing prompt below.
please update all relevant process docs to ... not repeat any of the mistakes ...
If you lead a team: roll it out
- Have one rep write the team's outbound process as playbooks once, then share the Claude Project so everyone starts from the same rules.
Watch out for
- The quote has gaps where the speaker paused; fill in your own words.
- CRM exports may hold customer data; follow your company's AI policy before uploading.
- 4 to 6 meetings a week is one AE's number.
Source: Alex Murphy, 30 Minutes to President's Club, episode #598 "How I Use Claude to Book 4-6 Meetings Every Week (Live Walkthrough)", Aug 11, 2026. Results are as reported by the source; we did not measure them.
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