of most builders’ work. We use instruments similar to Cursor, Windsurf, OpenAI Codex, Claude Code, and so forth, to grow to be rather more productive at work. Nonetheless, from discussions with folks working in non-technical traces of labor, I typically see a variety of processes that may be optimized utilizing AI.
On this article, I’ll present how different non-tech industries can profit from utilizing AI. I’ll spotlight this by automating the method of discovering prospects with AI, a typical gross sales job that requires a variety of handbook work. The purpose of the article is to focus on how even non-technical folks could make use of the most recent coding brokers to create highly effective automation instruments.
All through the article, I’ll be highlighting my major suggestions with:
It is a major tip
Why do we want automated prospect discovering
Enterprise growth representatives work with:
- Discovering fascinating prospects
- Retrieving their contact data, similar to their LinkedIn profile or electronic mail deal with
- Reaching out to prospects, trying to arrange a gathering
From there, an account govt normally takes over, although I’ll be specializing in learn how to optimize the primary three steps.
This three-step course of is normally fairly intensive, as discovering prospects on-line requires scouring by a variety of LinkedIn profiles or different web sites to seek out fascinating corporations. After discovering an organization, you sometimes begin searching for particular folks within the group to achieve out to. This can normally be key resolution makers, who could be a center supervisor in a bigger firm, or a CFO in a smaller firm. After discovering the right individual, it’s essential get their contact data, normally discovered on LinkedIn or on the corporate’s web site. Lastly, you must attain out to this individual with a personalised message.
Discovering fascinating prospects
I’ll begin creating this software utilizing Claude Code. You’ll be able to primarily use any coding software there, similar to Codex, Cursor, Windsurf, Replit, and so forth. The principle level is the instructions you employ to make the applying.
At all times use planning mode earlier than creating a brand new utility
I at all times begin off utilizing plan mode, which tells the mannequin to learn your immediate, create a step-by-step plan, and ask any clarifying questions. That is very helpful, because it helps you slender down the scope of your utility and ensures you present your ideas on any ambiguity. For instance, I bought prompted on:
- Which location are you focusing on (in my case, I’m prospects in Norway)
- Which programming language would you like your utility in (I selected Python, however TypeScript or different languages are after all additionally attainable)
- What are some web sites you need to have a look at (in Norway, proff.no has a variety of data on corporations and workers, so yow will discover comparable instruments, and even ask your coding agent to seek out these web sites itself utilizing an internet search)
- What output format do I want (I selected an Excel sheet)
These are all nice inquiries to make clear, which is why utilizing plan mode is so helpful.
Additionally, be certain to immediate your mannequin to make use of publicly accessible API’s, and solely search for data from related corporations. Fetching private data might be in opposition to the rules, relying on the place you reside.
At all times present your coding agent as a lot instruments as attainable. It might be MCP servers, OpenAI credentials, or entry to any applications by an API.
Moreover, I additionally made an OpenAI key, which I advised Claude Code it might load from my .env file with OPENAI_API_KEY. That is helpful as a result of a variety of operations will in all probability require utilizing an LLM to seek out or course of data. Thus, offering Claude Code entry to a strong API service is essential. In case you have different related API’s, you must also present Claude Code with the documentation for these API’s and inform it to make use of them.
I, for instance, knowledgeable Claude that it has entry to net search, and may carry out it with the perform under:
response = consumer.responses.create(
mannequin="gpt-5",
instruments=[{"type": "web_search"}],
enter="What was a optimistic information story from at the moment?"
)After I answered all of the clarifying questions, I advised Claude to begin constructing, and it constructed an utility to discover a checklist of prospects, returned in CSV format. This covers each step 1 and a pair of, of first discovering fascinating prospects, and getting a maintain of their contact data.
After discovering all of those prospects, you must also do a handbook evaluation, guaranteeing correctness. Moreover, I like to recommend prompting GPT-5 or an equal mannequin to undergo your outcomes and confirm any inconsistencies.
Have an LLM undergo your outcomes to confirm correctness
Lastly, it’s additionally vital to abide by rules when discovering prospects. It is best to solely be discovering related corporations on-line, after which discovering people manually to abide by GDPR rules. Thus, to seek out further data, such because the title, electronic mail, and function of particular person prospects, I manually discover the knowledge from the businesses supplied with my utility.
Reaching out
After discovering contact data, you now want to achieve out. You’ll be able to learn a variety of stats and knowledge on learn how to carry out chilly emails, however I’ll not get into that right here, since my focus is on the know-how and the way we are able to use it to optimize our processes.
Up up to now, I assume you’ve fetched a listing of related prospects, together with their contact data, and also you’re prepared to begin reaching out. We now need to create custom-made messages to every particular person, which is fortunately a job that LLMs are actually good at.
LLMs are in a position to craft personalised messages
For instance, at this stage, I’ve the next data per prospect:
- Particular person title
- Particular person electronic mail
- Particular person function
- Firm title
- Firm dimension
- Firm income
Additionally, normally, including extra data to your prompts is normally higher. Should you want a particular fashion or tone in your emails, you must add that data. A good suggestion can also be to point out examples of you’re earlier emails, highlighting the way you write emails your self, and thus utilizing few-shot prompting to enhance output high quality.
Add as a lot data to your prompts as attainable
I’ll now use this data to draft up a custom-made message. This may be achieved comparatively merely utilizing GPT-5 for instance:
immediate = f"""
You're an knowledgeable at creating personalised emails. You're given data
about a person and must create an electronic mail to achieve out to them for the
first time.
Title: {title}
E mail: {mail}
Function: {function}
Firm title: {company_name}
Firm dimension: (company_size}
Firm income: {company_revenue}
Create each a topic tag, and the total electronic mail, together with no different feedback
or reasoning.
"""
consumer = OpenAI(api_key=OPENAI_API_KEY, base_url=API_URL)
import os
from openai import OpenAI
outcome = consumer.responses.create(
mannequin="gpt-5",
enter=immediate,
reasoning={ "effort": "low"},
textual content={ "verbosity": "low" },
)When you will have the define of the message, you possibly can then manually tweak and optimize it for the individual you’re reaching out to, given the knowledge you’ve discovered.
Now you can attain out utilizing these emails. To keep away from breaching any phrases of service and spamming folks, I like to recommend reaching out manually and never utilizing an automatic service. I don’t condone spam emails or comparable. AI is simply used that can assist you and make processes simpler, to not take away all people from the loop essentially.
Conclusion
On this article, I’ve highlighted how you need to use the most recent coding instruments, similar to Claude Code, to automate some processes. On this article particularly, I coated learn how to optimize the method of reaching out to prospects through the use of AI to routinely discover related corporations and routinely create emails whereas staying compliant. We’ve seen immense progress with AI in the previous few years, however I nonetheless imagine AI is lagging behind on the implementation facet. Thus, in the event you might be quick at integrating AI into your every day life, you possibly can have an enormous benefit over your friends.
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