Nicolas Finet
CEO @ Sortlist

We turned Claude into an SDR team that booked 19 meetings in 2 weeks.

This is the full system. No fluff, no pitch. Just what we did, step by step, with the real screenshots.

12% reply rate
19 meetings / 2 weeks
<20 min per day
$0 ad spend

Cold outbound is broken. Here's why.

97 out of 100 people ignore cold outreach. Not because your product sucks. Because your timing does.

Traditional outbound: buy a list, blast emails, hope someone replies. 3% reply rate if you're lucky.

We flipped it. We stopped contacting people. We started listening first.

The idea: Claude monitors LinkedIn 24/7 for buying signals. When someone shows intent, Claude writes a message based on what they actually did. When they don't show a signal, they hear nothing.

The 5 buying signals we monitor

These are the signals that actually predict who's ready to buy. Not lookalike scores. Not firmographic filters. Real behavior.

1 Job changes into decision-making roles

New CMO? New VP Marketing? They reassess every vendor in the first 90 days. That's the window. This is our highest-converting signal.

2 Competitor engagement

Someone likes your competitor's post? They care about the topic. They just don't know you yet. These people are actively evaluating.

3 Topic conversations

People literally post about the problem you solve. Every day. Nobody reaches out to them. We do.

4 Funding announcements

Fresh capital = active budget. These companies are buying. The window is 2-4 weeks after the announcement.

5 Profile and content engagement

Who's already interacting with your content? That's your warmest lead hiding in plain sight.

Signal types configured in the platform
The 5 signal types we monitor, configured and running

How Claude monitors these signals

We use Sortlist Signals to detect intent signals across LinkedIn. Claude sits on top and processes everything. Here's the actual setup.

Define your ICP

Tell Claude who you're looking for: role, company size, industry, geo. Claude uses this to filter noise and only surface relevant signals.

ICP configuration screen
Our ICP configuration: VP/CMO, 50-500 employees, SaaS, Europe

Configure your signals

Pick which signals to monitor. We run all 5, but you can start with just job changes and competitor engagement. Those two alone drove 60% of our meetings.

Job change signal configuration
Job change monitoring: tracking CMO, VP Marketing, Head of Growth appointments

Claude detects and qualifies

Every day, Claude scans for new signals matching your ICP. No manual work. You get a feed of qualified leads with the signal that triggered them.

Leads table with signals
Our daily feed: 10-20 qualified signals per day, each with context

Review and push to outreach

Quick scan of the daily leads. Takes 10 minutes. Approve the good ones, they go straight into your outreach sequence.

Lead detail with signal context
Each lead comes with full signal context: what they did, when, and why it matters

The exact Claude prompt we use

This is the engine. We don't write messages. We don't use templates. We feed Claude the signal and it figures out the angle. The key: Claude never mentions the signal directly. It uses the signal to understand what the person cares about right now, then starts a conversation about that problem.

Copy this. Paste it into Claude. Replace the [bracketed parts] with your business.

Claude Prompt - Copy & Paste
You are writing outbound messages for me. I'll give you a buying signal about a prospect. Your job is to turn that signal into a natural, human conversation starter.

MY COMPANY (replace with yours):
- Company: Sortlist
- What we sell: We match companies with the right marketing agencies in 2 weeks instead of 3 months
- Who we sell to: CMOs, VPs Marketing, Heads of Growth at companies with 50-500 employees
- One proof point: Helped a Series B fintech go from 0 to 3 vetted agency proposals in 11 days

THE PROSPECT:
- Name: {{name}}
- Role: {{role}}
- Company: {{company}}

THE SIGNAL:
- Type: {{signal_type}} (job_change / competitor_engagement / topic_conversation / funding / content_engagement)
- Detail: {{signal_detail}}
- Date: {{signal_date}}

CRITICAL RULES:

1. NEVER reference the signal directly. Don't say "I saw your post", "I noticed you liked", "Congrats on the new role", "I saw you raised". The prospect should not feel watched.

2. Instead, USE the signal to identify what problem they likely have RIGHT NOW, then open with that problem. The signal is your intel, not your opener.

3. The message should feel like it comes from someone who lives in the same world and genuinely understands their current situation — not someone who scraped their LinkedIn.

4. ANGLE STRATEGY by signal type:
   - Job change → Talk about the challenge that comes with the new role. Don't mention the move.
   - Competitor engagement → Talk about the topic they engaged with. Don't mention the competitor or the post.
   - Topic conversation → Respond to the idea, add a contrarian or complementary take. Don't say "I saw your post."
   - Funding → Talk about the scaling challenge that follows growth. Don't mention the round.
   - Content engagement → Talk about the theme of the content. Don't mention the like/comment.

5. Tone: short, direct, zero fluff. Like a text from a smart friend who works in the same industry. No "Hope you're well." No "I'd love to." No "I wanted to reach out."

6. Max 60 words for Message 1. Max 40 words for Messages 2 and 3.

7. End Message 1 with a genuine question, not a meeting request. The goal is a reply, not a booking.

8. Include ONE specific proof point (company name or metric) — but weave it in naturally, don't list it.

WRITE A 3-TOUCH CROSS-CHANNEL SEQUENCE:

Touch 1 — LinkedIn connection request + note (Day 0):
- Problem-led opener based on the signal intel. Ask a question.
- Must fit in 300 characters (LinkedIn limit for connection notes).

Touch 2 — Email (Day 2):
- Share something useful (a number, a benchmark, a take). No "following up."
- Max 60 words. Reference the same theme as Touch 1 but don't repeat yourself.
- Subject line: max 5 words, no clickbait, no caps.

Touch 3 — LinkedIn message (Day 5):
- Only if they accepted the connection. One sentence. Give them an easy out.
- Max 30 words. Conversational, like a DM to a peer.
How to use this: For each lead from Signals, paste the signal data into the {{fields}}. Claude generates 3 unique messages in under 10 seconds. Every message is different because every signal is different.

What the output looks like

Same prompt, different signals, completely different messages. This is how we use it at Sortlist to sell agency matching. Notice: none of them mention the signal.

Signal: New CMO just joined a Series B SaaS company (job change)

Touch 1 — LinkedIn connection note (Day 0)

Inheriting an agency roster you didn't pick is the worst. Most CMOs I talk to want to audit it but don't have 3 months for an RFP. Curious how you're handling that.

Touch 2 — Email (Day 2)

Subject: agency audit

A fintech CMO we worked with went from "I need a new performance agency" to 3 vetted proposals on her desk in 11 days. No RFP, no pitch decks to sit through. If you're rethinking your agency stack, might be worth a look.

Touch 3 — LinkedIn DM (Day 5)

If the current agency setup works, ignore me. If not, happy to show you how we shortcut the search.

Signal: Liked a post from a Sortlist competitor about agency selection (competitor engagement)

Touch 1 — LinkedIn connection note (Day 0)

Finding the right agency is still broken. Ask your network, get 3 random names. Run an RFP, drown in responses. Have you found a way around that?

Touch 2 — Email (Day 2)

Subject: agency shortlisting

Interesting pattern we see: companies that shortlist agencies based on actual project fit (not brand name) end up 2x more satisfied 6 months in. We measured this across 800+ matches last year. Happy to share the data if useful.

Touch 3 — LinkedIn DM (Day 5)

Last note. If agency selection isn't a headache for you, all good.

Signal: Posted about needing to scale content production (topic conversation)

Touch 1 — LinkedIn connection note (Day 0)

Scaling content looks like a hiring problem but it's usually a partner problem. Teams that move fast bring in a specialized agency for 3-6 months instead. Something you've considered?

Touch 2 — Email (Day 2)

Subject: content scaling

A B2B SaaS at your stage went from 2 blog posts/month to 12 in 6 weeks by pairing with a niche content agency we matched them with. No new hires, no 6-month ramp-up. If content is the bottleneck right now, this might be relevant.

Touch 3 — LinkedIn DM (Day 5)

If you've already found your setup, ignore this. If not, I can share how others solved it.

How we send these across channels

This is where Overloop comes in. One sequence, multiple channels. Overloop handles the orchestration: LinkedIn connection request on Day 0, email on Day 2, LinkedIn DM on Day 5. All automated, all personalized by Claude.

Why cross-channel matters: Email-only sequences get 3-5% reply rates. Add LinkedIn and you hit 10-12%. People who ignore an email will accept a LinkedIn request. People who ignore a LinkedIn note will open an email. Different people, different habits. You need both.

The flow in Overloop:

  1. LinkedIn connection + note — first touchpoint, low friction, starts the relationship
  2. Email — 2 days later, add value with a proof point or data
  3. LinkedIn DM — only if they accepted, soft close, one sentence

Claude writes all 3 touches. Overloop sends them in the right order, on the right channel, at the right time. You review the daily batch and hit go.

Adding leads to Overloop cross-channel sequence
Signal-qualified leads go into a cross-channel Overloop sequence: LinkedIn + Email automated

The 4-week plan: 0 to 10+ qualified calls per week

Here's exactly how we ramped this up. You don't need to do everything at once.

Week 1
Set up ICP, configure 2 signal types (job changes + competitor engagement), write your first message templates with Claude
~4 hours
Week 2
Launch first campaigns, review daily leads, refine messaging based on early replies. Add signal type #3 (topic conversations)
~20 min/day
Week 3
Add remaining signal types, A/B test message angles, connect CRM. You should be at 3-5 meetings/week by now
~20 min/day
Week 4
Full autopilot. Claude handles detection + messaging. You just review the daily feed and take the calls. Target: 10+ qualified calls/week
~15 min/day

Real numbers, no BS

Here's what we actually measured over the first 2 weeks of running this system.

12%
Reply rate (vs. 2-3% cold)
19
Meetings booked in 14 days
142
Signal-qualified leads contacted
<20 min
Human time per day

Before (cold outbound)

  • Buy lists from Apollo/ZoomInfo
  • Blast generic sequences
  • 2-3% reply rate
  • 1-2 meetings per week
  • Hours of manual research

After (signal-based)

  • Claude detects intent signals
  • Every message references real behavior
  • 12% reply rate
  • 9-10 meetings per week
  • Under 20 min/day

The tools we used

Full transparency on the stack. Nothing hidden.

Stack integrations
The full stack connected: Signals detects, Claude qualifies, Overloop sends, CRM tracks

Want to try it yourself?

You can run this entire playbook manually with Claude and LinkedIn. It works. It's just slow.

If you want to automate it, Signals comes with 100 free leads on the trial. That's enough to run your first campaign end-to-end and see if signal-based outbound works for your market. No credit card, no call needed.

The setup takes about 30 minutes:

  1. Define your ICP in Signals (5 min)
  2. Pick 2 signal types to monitor (2 min)
  3. Copy the Claude prompt above and adapt it to your business (10 min)
  4. Connect Overloop for cross-channel sending (10 min)
  5. Review your first batch of signal-qualified leads the next morning

By day 3 you'll know if this works for you. Most people know by the first reply.

Ready to try it?

Start with the 100 free leads. See the signals. Run the prompt. Send the messages. Then decide.

Get 100 free leads
Or DM me on LinkedIn if you want me to walk you through the setup.