Cindy Zhu.
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Marketing & ads Claude

The lead-qualifying agent: turn your dream customer into a scoring spec Claude writes

Hey, it's Cindy 🌱 The real skill was never the scraping, it was the qualifying. This guide shows you how to have Claude write that judgment for you as a reusable scoring spec.
btw the waitlist for AI System Club is now open! If you're keen on using AI to automate your content, video editing, job search, business or build AI agents, feel free to sign up (only if you want to hehe). Ps. the waitlist gets first dibs:)
the four moves

What you're actually building

Most "lead gen agent" content skips the hard part and just shows a tool spitting out names. The build here is smarter and it is the bit nobody shows you: you use Claude as the brain that decides who counts, and a scraping or enrichment tool as the hands that go fetch them.

The flow has four moves:

  1. 🗣️ You describe your dream customer to Claude in plain words.
  2. 🧾 Claude turns that into a scoring spec: the exact signals that mean "hot lead", what to ignore, and which fields to pull.
  3. 🛠️ You hand the spec to a tool (Apollo, Clay, or an Apify actor) that actually pulls the contacts.
  4. ✍️ Claude writes the filters and a tiered outreach angle so you know exactly who to message and what to say.

The point: the tool executes, Claude judges. That judgment is the reusable asset, you can run it again next month with fresh data.


the brain

Step 1: turn your dream customer into a scoring spec

Open Claude and paste this. Fill the brackets with your real business, the more specific you are, the sharper the spec.

🎯 the scoring spec
You are my lead-qualification strategist. I sell [what you sell] to [who you sell to]. My best-ever customers looked like this: [describe 2-3 real past customers, their role, company size, what made them a great fit, why they bought].

Build me a lead-scoring spec I can hand to a scraping or enrichment tool. Include:
1. A tiered scoring model (Hot / Warm / Skip) with the exact signals for each tier (job title, company size, industry, funding stage, tech they use, hiring signals, recent triggers).
2. The specific data fields I need to pull for each lead to score them (e.g. title, headcount, LinkedIn URL, company domain, last funding, job postings).
3. Hard disqualifiers, the signals that mean "do not bother", so I stop wasting credits on bad fits.
4. For each tier, a one-line reason it qualifies, so I can sanity-check the logic.

Ask me up to 5 clarifying questions first if it would make the spec sharper.
Why the clarifying questions line matters: it forces Claude to interrogate your assumptions instead of guessing, which is where a generic spec turns into one that actually fits your niche.

the hands

Step 2: pick the tool that does the pulling

Claude writes the spec, but it can't scrape the live web for verified contacts on its own. You pass the spec (the fields and filters) into one of these. Here is what each one is, when to use it, and the honest catch. Free tiers verified July 2026.

Apollo (apollo.io)

  • What it is: a B2B contact database with verified emails and filters for title, company size, industry, and buying signals.
  • Use it when: you want ready-made, verified B2B contacts fast and your dream customer is a defined job title at a defined company type.
Heads up: the free plan was cut hard, it is now 100 email credits, 5 mobile credits, and 10 export credits per month, with a 25-record export cap (Apollo pricing, via PhantomBuster's 2026 breakdown). Great for testing your spec and previewing data quality, not for real outbound volume. Paid starts around $49/user/mo.

Clay (clay.com)

  • What it is: an enrichment and scoring workbench that pulls from 150+ data providers into one table and can run your scoring logic on each row (including its Claygent AI research agent).
  • Use it when: you want to enrich AND score in one place, or blend multiple data sources instead of relying on one database.
Heads up: the free plan is 100 data credits, 500 actions, and 200 rows per table per month (Clay pricing). Fully enriching one contact with email plus company plus phone burns several data credits, so a few dozen leads can drain the free tier. It is an evaluation tier, not production. Paid starts around $167/mo.

Apify (apify.com)

  • What it is: a marketplace of pre-built scrapers ("actors") that can pull leads from niche directories, maps, or sites where the big databases have thin coverage.
  • Use it when: your dream customer lives somewhere Apollo and Clay don't cover well, like a local directory, a niche marketplace, or a specific site.
Heads up: the free plan gives about $5 of platform credit per month at $0.20 per compute unit, and many actors add a per-result fee on top (Apify pricing, via ScrapeGraphAI's 2026 guide). Credits don't roll over. Best for a targeted niche pull, not scraping the whole internet.
The honest truth about "free": all three have real free tiers, but they are for testing and small runs, not endless free leads. The value here is that Claude's scoring spec is reusable across any of them, so you are not locked in, you pick the cheapest tool that reaches your exact audience.

close the loop

Step 3: have Claude write the filters and the outreach

Once you know your tool, paste the spec back into Claude with this:

🎬 filters and first lines
Here is my lead-scoring spec: [paste the spec from step 1].

I'm pulling contacts in [Apollo / Clay / an Apify actor]. Do two things:
1. Translate my Hot and Warm tiers into the exact filter settings I should enter in that tool (job titles, headcount ranges, industries, keywords, any exclusions).
2. For each tier, write a 2-line opening outreach message that references the specific signal that made them qualify, so it doesn't read like a mass blast.

Keep the outreach human and specific, no "I hope this email finds you well".

Now the whole loop is closed: Claude decided who counts, told you exactly how to find them, and wrote the first line of the conversation.


go further

3 bonus prompts to run next

1. Score a list you already have.

1 · score a list you have
Here is a CSV of leads I already pulled: [paste 10-20 rows]. Score each against my spec as Hot, Warm, or Skip, and tell me which single field is doing the most work to separate good from bad, so I can tighten my filters next time.

2. Find the trigger signals I'm missing.

2 · the trigger signals
Based on my dream customer, list the "buying trigger" events I should watch for (new funding, a specific hire, a tool switch, a job posting) and where I could realistically detect each one for free or cheap. Rank them by how strongly each predicts a hot lead.

3. Build a weekly refresh routine.

3 · the weekly refresh
Design a simple weekly process where I re-run this pull, dedupe against the leads I already contacted, and only surface net-new Hot leads. Give me the exact checklist so it takes me under 15 minutes a week.

pick your level

How to get the most out of it

🌱 If you're newer don't skip the "describe 2-3 real past customers" part. The spec is only as good as the examples you feed it, one specific real customer beats a vague "marketing managers at startups". Start on a free tier and pull just 20 leads to sanity-check the logic before you spend anything.
⚡ If you're more advanced save the finished scoring spec as a reusable file and version it. Every time a deal closes or bombs, feed the outcome back to Claude and ask it to update the spec, over a few months your qualifier gets sharper than any list you could buy.

the honest bit

When this isn't the move

If you sell to consumers (B2C) rather than businesses, Apollo and Clay won't help much, they are built for B2B firmographics. And if you only need a handful of leads once, buying a small targeted list can genuinely be faster than building the loop. This shines when you need qualified leads repeatedly and want the judgment to compound.
the waitlist is now open

AI System Club is launching soon

Build AI systems with me through recorded lessons you can follow at your own pace. Join the waitlist for first access and the founding price.

btw this list gets first dibs
the moment doors open :)