Research companies and fill a CRM for outreach
Case study takeaway: jonas Braadbaart first filters an Apollo company export by hand and has Claude Code score it against his ICP. For about 50 chosen companies, the agent researches each one through a custom Perplexity MCP server and creates company and people records in Attio. The first run contacted 80 companies and produced one sale.
- Agent or tool
- Claude Code
- Topic
- Sales & Marketing
- Reported on
- Blog
- Added
- 2026-10-15
Why it matters
Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 67 sightings filed under Sales & Marketing on Agent Sightings (number 67 by interest), and one of 164 involving Claude Code.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Claude Code or any similar agent and adjust the details to your situation.
GTM task: research companies and fill a CRM for outreach. Produce drafts and a prioritized list only; no sends or publishes without approval.
Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.
Source
Read the original first-hand account on Blog: https://aimaker.substack.com/p/claude-code-ai-sales-agent. Our summary is a paraphrase; details are in the source.
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