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Outbound · AEs, SDRs, and founder-led sales

Build a warm outbound list — without ever leaving Claude.

Scenario: you need fresh net-new accounts for Q2 outbound, but most go cold the moment they hit a sequence. Using Claude + Via, score every ICP-fit company by warm-path strength before you sequence anything — AEs work the 25 warmest by hand through your investors, advisors, and customer champions, and the cold-only batch routes to a different motion.

Example stack Via Apollo HubSpot
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How to run it

Four steps. One Claude conversation.

Install once, paste the prompt, schedule it weekly.

Install the MCPs in Claude.

In Claude, open Settings → Connectors → Browse connectors and add the three you'll need for this workflow. Via is currently in private beta, so you'll need to request access before it shows up in your directory.

  • Via — for the warm-path tool calls. Request access →
  • Your prospecting tool — Apollo or Clay. Whichever your team already uses to pull lists.
  • Your CRM — HubSpot or Salesforce. Where the prioritized list lands for AE outreach.
Open Claude Cowork.

Multi-tool workflows like this run more reliably in Claude Cowork than in regular chat. The agentic workspace handles the full Apollo → Via → HubSpot pipeline without losing context, and gives you an audit trail of what each connector did.

Paste this prompt.

Replace [define ICP] with your target company filters (e.g. "Series B SaaS companies headquartered in NYC, 50–500 employees"). Claude pulls in batches of 25, dedupes against HubSpot, splits the net-new companies into a warm-first segment (up to 25, prioritized by Via) and a cold-only segment, and writes both back to HubSpot — one prompt.

Build two net-new Q2 account segments from Apollo: 1. Warm-first accounts 2. Cold-only accounts Use Apollo to find companies that match this ICP: [define ICP] 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. Segment each company into one of two groups: 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 - 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 If those custom fields do not exist or cannot be updated, add the same information as a HubSpot note on the company record. Segment 2: Cold-only Companies that match the ICP but Via did not find a path to. Push the cold-only companies to HubSpot tagged: "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 tag warm-first accounts as cold-only. Return a final report with: - Total Apollo companies reviewed - Total companies excluded because they already existed in HubSpot - Total uncertain matches needing review - Total net-new companies pushed to HubSpot - Number of companies tagged "Q2 warm-first" - Number of companies tagged "Q2 cold-only" - Any ICP filters that may need to be broadened if fewer than 25 warm-first accounts were found
Review the prioritized list in HubSpot.

The warm-first segment lands in HubSpot tagged "Q2 warm-first" with the Via Reachable Target, Reachable Target Title, Via Connector, and Relationship Context populated as custom fields on each company (or written to a note if those fields aren't set up yet). AEs see warm-first accounts at the top of the queue with the intro context already there. The cold-only segment lands tagged "Q2 cold-only" for a different motion (sequence, paid touch).

Bonus

Take the workflow further.

Schedule it weekly.

With Claude scheduled tasks, run the full flow every Monday at 7am — fresh ICP-fit companies pulled from Apollo, scored through Via, pushed to HubSpot in both segments. Reps walk in to a loaded warm-first queue. The list never gets stale.

Layer in more signals.

Combine warm paths with timing, intent, and event signals to sharpen targeting and give AEs richer personalization context for every outreach. Explore warm-outbound signals →

Other Via MCP workflows

Pair this with the rest of your motion.

Active deals
Multithread any deal.

After every prospect call, surface stakeholders the buyer named and queue the right outreach for each.

For AEs, CSMs, and founder-led sales →
Full stack
The agentic GTM stack.

Take this list end-to-end — warm-first to AEs with intro drafts, cold-only into a sequence, all in one pipeline.

For GTM engineers and revenue ops →
Account scoring
Score accounts by warm-path strength.

Score every account in your existing CRM list and write connector context back so reps work the warm slice first.

For AEs, RevOps, and sales leadership →
Get started

Stop blasting cold lists. Build warm-first.

Via MCP is currently in private beta. We're onboarding revenue teams running outbound motions in Claude or ChatGPT.

Request access Back to Via MCP