NERDY HACKS · SALES & LEADS

Founder has Claude research anyone they're about to cold email or meet, then add them to a personal CRM

A founder built a research routine in Claude that takes one social link for someone they're about to cold email or meet and returns a career overview, three things they probably didn't know, and possible overlaps, then adds the person to their personal people CRM.

TOOL USED

Claude

SPOTTED ON

@Jared_Seidel_ · May 20, 2026

FILED UNDER

Sales & Leads hacks

TL;DR

What did @Jared_Seidel_ use Claude for?

A founder built a research routine in Claude that takes one social link for someone they're about to cold email or meet and returns a career overview, three things they probably didn't know, and possible overlaps, then adds the person to their personal people CRM. They say it takes about 5 minutes per person. In one case it turned up a multi-million-dollar scandal involving someone they were about to contact, which they hadn't known about.

What they did

They drop in one of the person's social links, and the Claude automation does the rest: a career overview, adding the person to their personal people CRM, three things they probably didn't know about the person, and ways the two of them might overlap.

How it went

They say it takes about 5 minutes per person. In one case it turned up a multi-million-dollar scandal involving someone they were about to contact, which they hadn't known about.

Worth knowing

  • The post doesn't say which CRM they use or how the research is checked. Anything it digs up about a person should be confirmed from the original source before you act on it.
  • Price check: Claude: free plan; Pro: US$20/month, or US$17/month on a yearly plan (US$200/year) (checked Nov 1, 2026).

Paying for Claude? See cheaper Claude alternatives.

Try it yourself

Paste this into a chatbot, then add your own details underneath.

I'm about to email [name] for the first time. Here is their public profile: [link or pasted text]. Give me a short career overview, three facts about them I might not know, and two ways our work might overlap, based on this about me: [your short bio]. Link the source for every fact, and say so if you can't find one.

Original post

See @Jared_Seidel_'s original post on X → (May 20, 2026)

Sources

  1. @Jared_Seidel_ on X, May 20, 2026 — the original post
  2. Claude pricing — checked Nov 1, 2026

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