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Using the tool · LeadGenOS in Claude · AB6

Run it by talking to it.

LeadGenOS now lives inside Claude. There are no dashboards to memorize — you ask in plain English and it does the work: pulling lists, drafting emails, reading replies, tracking deals. This page is your cheat sheet, for the training call and every day after.

Connect Claude, once

Works the same in the Claude web app and the Claude desktop app. You'll do this together on the call — after that, it stays connected.

1 — Open connectors. In Claude, go to Settings → Connectors and choose "Add custom connector."
2 — Paste the address. Name it "LeadGenOS," paste the connector URL below, and click Add.
3 — Sign in. A sign-in screen appears. Use the email you were invited with (or Google), then approve — you land back in Claude.
4 — Check it works. Start a new chat, make sure LeadGenOS is switched on for the chat, and ask it to run a health check.
Connector URL https://leadgenos-ab6-production.up.railway.app/mcp
Invite-only
You need an invite to sign in. If the sign-in screen won't let you in, tell Cristoforo — adding you takes a click.

What to say to it

You don't need commands — just talk. These are grouped by the six stages of a campaign, plus money & health. Hit Copy, paste into Claude, and change the words to fit.

Start here

Any time
  • Give me a quick status of the Red Rocks campaign — how many leads, how many emailed, and any replies?

  • What can you help me do in LeadGenOS? Give me the short list.

  • Run a health check and tell me if anything's broken or disconnected.

Find

Stage 1
  • Find US beverage brands that sponsor music events and add them as leads.

  • How many leads do we have, broken down by category?

  • Search our leads for energy-drink brands we haven't contacted yet.

Review

Stage 2
  • Show me the wave-1 leads that don't have an email address yet.

  • Which of our leads look like a poor fit for a Red Rocks sponsorship pitch?

  • Tag the dream-tier brands so I can find them later.

Enrich

Stage 3
  • Enrich the wave-1 apparel brands so we know the right person and their role.

  • What's the enrichment status of the Cement Gardens list?

Write

Stage 4
  • Draft a first cold email to White Claw pitching Cement Gardens at Red Rocks, in Michele's voice.

  • Write a 3-step follow-up for brands that opened but didn't reply.

Watch & reply

Stage 5–6
  • Show me opens and replies for the Energy campaign this week.

  • Who replied recently, and what did they say?

  • Add White Claw to the CRM as a new deal in the "contacted" stage.

Money & health

Any time
  • What have we spent this month, and on what?

  • Are any mailboxes bouncing or at risk of landing in spam?

  • Which campaigns are live right now, and how are they pacing?

Safe to ask, or hold?

Claude is powerful, so keep two buckets in mind. Reading and drafting can't hurt anything. Sending and deleting reach the real world — slow down on those.

Safe — ask any time
  • Status, stats, and lists — "how many…", "show me…"
  • Searching and filtering leads
  • Drafting emails and sequences — drafts don't send
  • Enriching, tagging, and organizing
  • Adding or updating deals in the CRM
Hold — double-check first
  • ×Sending or launching a live campaign to real brands
  • ×Deleting leads or lists
  • ×Anything that emails a real person
  • ×Bulk changes that are hard to undo
Rule of thumb: reading & drafting are safe anytime. Sending & deleting — read Claude's summary back first, and during the retainer, loop in Node.

Running the session

Cristoforo · ~45 minutes

Do it live and hands-on — everyone connects on their own machine, then runs real prompts against the real data.

01

Why talk to it

The pitch: no buttons to learn. You ask, it does — one conversation instead of ten screens.

2 min
02

Connect together, live

Everyone opens Connectors, pastes the URL, signs in with their invite. Fix stragglers here.

10 min
03

First three prompts

Each person runs "status," "what can you do," and a search. Prove it's their real data.

10 min
04

Walk the loop

One prompt per stage — Find → Review → Enrich → Write → Watch. Show a draft email being written live.

12 min
05

Safe vs. hold

Cover the two buckets. Emphasize: sending and deleting get a second look during the retainer.

6 min
06

Questions & leave-behind

Send this page's link. Tell them to keep it open and copy prompts straight from it.

5 min
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