Q2 territory — warm-first scoring

Score my Q2 territory in HubSpot. Pull every company tagged "Q2 territory", use Via to find the warmest path to a relevant person at each, and write the warm-path strength, reachable target, connector, and relationship context back to each HubSpot record. Tag accounts with a usable warm path "Q2 warm-first" and the rest "Q2 cold-only".

May 5

Scored 200 accounts · 47 warm-first · 153 cold-only · connector context written to every warm-first record

I'll pull every account tagged "Q2 territory" from HubSpot, batch them through Via to score warm-path strength, and write the reachable target, connector, and relationship context back as custom fields on each record. Accounts with a usable warm path get tagged "Q2 warm-first"; the rest get "Q2 cold-only".

HubSpot — pulled the territory list Result 200 companies tagged "Q2 territory"

Via · FindTopConnectionPaths (batch) Result 47 with a usable warm path · 153 cold-only

HubSpot — updated 200 records Result 47 tagged "Q2 warm-first" + connector fields populated · 153 tagged "Q2 cold-only"

Top of the warm-first slice · ready in HubSpot

RampReachable: Maya Chen, VP Eng · Path: Daniel Park (your investor) — co-invested in 2023

LinearReachable: James Holt, VP Eng · Path: Elena Vasquez (your advisor) — LinkedIn 1st-degree

VercelReachable: Priya Shah, Head of Sales · Path: customer champion at Notion — YC batchmate

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 two 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 CRM — HubSpot or Salesforce. Where your account list lives and where the connector context gets written back.

Open Claude Cowork.

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

Paste this prompt.

Replace [list filter] with the CRM list, tag, or view you want to score (e.g., "all companies tagged 'Q2 territory'", "all open opportunities in stage Discovery", or "the AE Eastern Region book of business"). Claude pulls the accounts, scores each through Via, and writes the warm-path strength, reachable target, connector, and relationship context back to each HubSpot record — one prompt.

Score my existing CRM account list by warm-path strength. Pull every company that matches this filter from HubSpot: [list filter] For each company, use Via MCP to determine whether there is a usable warm path through my team's network to a relevant reachable person at the company. 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 - Warm-path strength (Strong, Medium, Weak) Segment 2: Cold-only Companies that match the list filter but Via did not find a path to. Write the segment back to HubSpot: - Tag warm-first companies "warm-first" - Tag cold-only companies "cold-only" 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 - Via Warm-Path Strength If those custom fields do not exist or cannot be updated, add the same information as a HubSpot note on the company record. Prioritize the warm-first segment by: 1. Warm path strength 2. Relevance of the reachable person Do not modify any HubSpot data outside the company records in the filter. Do not change owner, lifecycle stage, or deal stage on any record. Do not tag cold-only accounts as warm-first. Do not tag warm-first accounts as cold-only. Return a final report with: - Total companies in the list - Number tagged "warm-first" by warm-path strength (Strong, Medium, Weak) - Number tagged "cold-only" - Top 10 warm-first companies by strength with reachable target and connector - Any companies where the warm-path strength was ambiguous and may need a human review

Review the prioritized list in HubSpot.

The warm-first slice lands tagged "warm-first" with the Via Reachable Target, Reachable Target Title, Via Connector, Relationship Context, and Warm-Path Strength 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 slice lands tagged "cold-only" for a different motion (sequence, paid touch).

Bonus

Take the workflow further.

Re-score the territory weekly.

With Claude scheduled tasks, run the scoring every Monday at 7am. Newly added accounts get scored, and accounts whose warm-path strength has changed (a new customer joined your network, an investor made a hire) get re-tagged. The list never gets stale.

Score your account list by warm-path strength — without ever leaving Claude.

Four steps. One Claude conversation.

Take the workflow further.

Pair this with the rest of your motion.

Stop working accounts blind. Score for warm paths.

Score your account list by warm-path strength — without ever leaving Claude.

Four steps. One Claude conversation.

Take the workflow further.

Pair this with the rest of your motion.

Stop working accounts blind. Score for warm paths.

Request access to Via MCP.