Control your entire cold outreach system through Claude Desktop. No dashboards. No switching tabs. Just conversation.
Every campaign follows the same four-phase lifecycle. Follow this in order. Do not skip phases.
Before anything else: who exactly are you targeting? Nail down industry, company size (revenue or headcount), geography, job title(s), and the qualifying criteria that separates a good lead from a bad one. Write this in plain English — you'll paste it into the Playbook.
Google News RSS monitoring for acquisition / leadership change events. Best for low-volume, high-personalisation campaigns. Run the signal pipeline monthly.
VA-sourced spreadsheet, Apollo export, or any lead list. Best for volume plays. Upload via csv-ingest.js or paste into the API. Verify emails before loading.
Apify or LinkedIn-based mining. Best for very specific title + geography combinations. Use only when CSV and Signal don't reach the ICP.
Hand-picked leads loaded one at a time. For ultra-high-value targets where every contact matters. Slow but precise.
Check the Playbooks page to see which inboxes are already assigned. Never reuse an inbox across active campaigns. Each campaign gets its own set of dedicated senders. Max 3 inboxes for low-volume signal campaigns. Up to 5 for volume CSV plays.
Go to clientraker.com/playbooks and click + New Playbook. Fill in every field — ICP, lead source, enrichment plan, sequence config, offer, refresh schedule. Save it before you create anything in Instantly. The Playbook is the source of truth.
---\nNot relevant? Just reply STOP and I won't contact you again.America/Dawson (not Los_Angeles — Instantly rejects it)node signal-pipeline.js → pipeline auto-enriches and loads directlyActivate via the Outreach dashboard or Instantly directly. Campaigns start sending on the next business day within the schedule window. Update the Playbook status to active.
Live campaign stats at clientraker.com/outreach. Shows sends, opens, replies, lead status per campaign. Check weekly at minimum.
Positive replies trigger an auto-response (if configured) and a Telegram alert. Negative replies and STOP requests stop the sequence automatically via stop-on-reply. You only need to act on the Telegram alerts.
Conversions and revenue won't come from Instantly — you need to log them yourself. Go to Playbooks → campaign → Update Stats. Update after every confirmed conversion.
Most campaigns need fresh leads monthly. Check the Playbook's Refresh section for the scheduled date. Re-run the source pipeline, verify, and load new contacts. Do not re-upload leads who have already been contacted.
Always pause a campaign in Instantly — never delete it. Deleting removes historical data (sends, opens, replies). Pausing preserves everything and lets you reactivate later.
Change status to paused. Log final stats. Add a note in the Notes field: why it ended, what worked, what didn't, whether to re-run.
Once paused, the inboxes assigned to this campaign are available for a new campaign. Update the Playbook so the inbox allocation is clearly documented as free.
All API keys are stored in /root/clawd/.env. Fund each service at the links below. Credits are shared across all campaigns.
Hosts campaigns, manages inboxes, tracks sends/opens/replies, handles stop-on-reply. Required for all campaigns.
INSTANTLY_API_KEY · Fund at: app.instantly.aiUsed in signal campaigns to find CEO/COO email addresses from a company domain. One API call returns domain, email, and name together.
HUNTER_API_KEY · Fund at: hunter.io · Plan limit: 500 req/monthVerifies every email before loading to campaign. Prevents bounces that damage sender reputation. Run on all leads regardless of source. Safe-to-send: status=safe, or catch_all with score ≥70.
REOON_API_KEY · Fund at: reoon.com · Free tier: 20 daily + 100 instantUsed in full-enrichment campaigns to generate a specific hook and tension_line per company. Uses the sonar model. Required for signal-based campaigns. Optional for CSV plays.
PERPLEXITY_API_KEY · Fund at: perplexity.ai/settings/api · ~$0.005/call (sonar)Claude Haiku classifies reply sentiment (positive/negative/neutral) for auto-reply logic. Also used as fast first-pass ICP scorer before Perplexity deep research on borderline leads.
ANTHROPIC_API_KEY · Fund at: console.anthropic.comUsed for LinkedIn-based lead sourcing (Signal B). Only needed for scrape-type campaigns. Not required for signal (Google News RSS) or CSV campaigns.
APIFY_API_KEY · Fund at: console.apify.com · ~$0.10/search page (25 profiles)No config file editing. Just a URL and your API key — works in Claude.ai and any MCP-compatible client.
https://clientraker.com/mcp
Authorization: Bearer YOUR_API_KEY
https://clientraker.com/mcpGenerate and manage keys via the admin API. Each key can be labelled, rotated, or revoked independently.
# Generate a new key
POST https://clientraker.com/api/keys
Authorization: Bearer ADMIN_TOKEN
{ "label": "My Claude Connector" }
# List active keys
GET https://clientraker.com/api/keys
Authorization: Bearer ADMIN_TOKEN
# Revoke a key
DELETE https://clientraker.com/api/keys/:id
Authorization: Bearer ADMIN_TOKENFor local/offline use, add to your claude_desktop_config.json:
{
"mcpServers": {
"clientraker": {
"command": "node",
"args": ["/path/to/clientraker-mcp/index.js"]
}
}
}Restart Claude Desktop after saving.
There are three ways to start a campaign — pick whichever fits your situation:
Best for: You have bulk leads from any source — purchased lists, scraped data, or any CSV of prospects.
Say to Claude:
ClientRaker auto-detects CSV columns (First Name, Last Name, Email, Title, Company, LinkedIn Url, Industry, etc.) and loads them.
Say to Claude:
ClientRaker enriches each lead's LinkedIn profile, detects buying signals (new in role, compliance focus, growing company), scores them, and builds context for personalized first lines.
Say to Claude:
Say to Claude:
That's it. From CSV to personalized, signal-scored campaign in 4 prompts.
Best for: You have a client win and want to find more like them.
Say to Claude:
Claude will extract the ideal customer profile (ICP), identify the best angles and pain points, draft 2 cold emails, and recommend where to find similar prospects.
Say to Claude:
Or if you already have LinkedIn URLs:
Say to Claude:
Best for: You know who you want to target but need to find them.
Say to Claude:
Option A — List source (any CSV-compatible tool):
Option B — Enrich known LinkedIn profiles:
Option C — Job posting signals:
Say to Claude:
Say to Claude:
The secret weapon: auto_enrich_pipeline enriches every lead with LinkedIn data and detects buying signals automatically.
Every lead gets scored 0-100 based on:
ClientRaker is built around a proven cold outreach playbook backed by data from 4.7M+ emails.
Data from 4.7M+ emails shows:
Emails 3-7 hurt deliverability while adding minimal value. We send 2, then move on.
The sweet spot for market coverage:
Email your entire market every 45 days → you catch every prospect within 45 days of their buying window. You mathematically can't miss.
| Scale | Domains | Inboxes | Emails/Day | Monthly Volume |
|---|---|---|---|---|
| Starting | 5 | 15 | 300 | 6,000 |
| Growing | 10 | 30 | 600 | 12,000 |
| Agency | 25 | 75 | 1,500 | 30,000 |
| Full Scale | 50 | 150 | 4,000 | 100,000 |
Returns: full name, headline, about, company, title, location, experience history, skills.
Every lead — whether mined from job boards or uploaded via CSV — flows through the same 5-step pipeline automatically. Configure it once per campaign. Walk away.
AI scores lead 0–100 against campaign ICP. Below threshold → dropped. Above → continues.
Real company research generates {{hook}}, {{insight}}, {{tension}} variables for email personalisation.
Email is verified. Only safe-to-send addresses proceed. Credits only spent on qualified, researched leads.
Lead + all personalisation variables loaded to Instantly campaign with custom fields. Research baked into the email.
Personalised sequence sends automatically. Reply stops the sequence. Positive replies ping Telegram instantly.
Each campaign gets its own Ideal Customer Profile. The scoring engine uses this to decide which leads are worth researching, verifying, and sending to.
"Set the ICP for campaign abc123:
- Industries: fintech, healthtech, SaaS
- Company size: 50–500 employees
- Target titles: CISO, CTO, VP Engineering, Head of Security
- Buying signals: hiring CISO, SOC 2 mention, recent funding, data breach news
- Pain points: security debt, compliance pressure, no dedicated security team
- Disqualifiers: government, under 20 employees, large internal security team
- Score threshold: 65"Navigate to your campaign → click Edit ICP → fill in the form fields → Save. The ICP is stored per campaign and used every time the pipeline runs for that campaign.
Two sources, same pipeline. Both work identically once leads are in the system.
"Upload /path/to/leads.csv
for campaign abc123 and run the pipeline"Flexible column mapping handles any CSV format — Purchased lists, manual lists, enriched databases. All normalised automatically.
"Run pipeline on campaign abc123
with the 30 leads mined this week"Mined leads (from job board scraping or weekly auto-mine) feed directly into the same pipeline. No extra steps.
"Run the pipeline on campaign abc123 with dry_run=true —
show me what would be scored, researched, and loaded without actually sending anything""What's the status of pipeline job xyz?
How many leads scored, researched, loaded?"After a lead passes ICP scoring, our AI researches the company and generates these variables. Use them in your Instantly email templates with {{variable_name}} syntax.
| Variable | What it contains | Example |
|---|---|---|
| {{hook}} | Pattern interrupt opening line based on a real signal | "Saw you just closed your Series B and hired a VP Engineering…" |
| {{company_insight}} | Specific insight about the company from recent research | "Filevine's compliance push in legal tech usually means security scrutiny follows close behind…" |
| {{tension_line}} | The cost of inaction for this specific company | "Growing fast and no pen test on record is the kind of thing that surfaces at the worst possible moment…" |
| {{recent_news}} | Notable recent event (funding, hire, launch, incident) | "Greenshades announced a new payroll compliance module last month…" |
| {{personalization_snippet}} | Ready-to-use 1–2 sentence personalised opener | "Noticed ConnectPay just expanded into three new states — compliance surface area grows fast when that happens." |
You never call these directly — Claude handles it all. But here's what's running under the hood.
| Tool | What It Does |
|---|---|
| import_leads_csv | Import leads from any CSV file |
| auto_enrich_pipeline ⭐ | Hero tool. Enriches imported leads with LinkedIn data, detects buying signals (new in role, compliance focus, hiring, company growth), scores 0-100, and builds context for personalized first lines |
| mine_leads | Guidance on best lead sourcing approach for your keywords |
| enrich_lead_linkedin | Full LinkedIn profile data from a profile URL |
| enrich_lead | Find email by name + company domain (Hunter.io) |
| enrich_company | Company info, contacts, social profiles by domain |
| verify_email | Check email deliverability |
| Tool | What It Does |
|---|---|
| campaign_wizard | AI strategist: case study or ICP → full campaign plan |
| create_campaign | Create new Instantly campaign |
| set_sequence | Set email sequence (steps, delays) |
| add_lead | Add single lead to campaign |
| list_campaigns | List all campaigns |
| campaign_status | Campaign analytics |
| Tool | What It Does |
|---|---|
| process_replies | AI-categorize replies + auto-respond to hot leads |
| requeue_stale_leads | Find 45+ day old leads for fresh outreach |
| Tool | What It Does |
|---|---|
| run_pipeline ⭐ | Hero tool. Runs the full 5-step pipeline (score → research → verify → load) on a batch of leads for any campaign. Supports dry_run mode. |
| upload_leads_from_csv | Parse any CSV file and run leads through the full pipeline for a given campaign_id. Flexible column mapping. |
| create_campaign_brief ✨ | One-sheet setup. Describe your offer, ICP, messaging angles, guardrails and settings in one call. Stores the full campaign brief and shows a confirmation card before anything goes live. |
| confirm_campaign_brief ✨ | Validate and confirm a brief. Syncs ICP to the scoring engine. Optionally creates the Instantly campaign in the same call. Blocks launch if required fields are missing. |
| ingest_csv_scored ✨ | Smart CSV ingest. Parse CSV → score every lead against ICP → tier breakdown (Hot/Warm/Cold/No-fit) → only Hot+Warm go to outreach queue. Deduplicates by email. Dry-run by default. |
| score_leads_batch ✨ | Score an array of leads against a campaign ICP in one call. Returns Hot/Warm/Cold/No-fit breakdown with avg score, top signals, and top leads listed. |
| get_campaign_brief | Retrieve a campaign brief with its full confirmation card showing offer, ICP, messaging, settings, and any warnings. |
| list_campaign_briefs | List all campaign briefs with status (draft/confirmed/live), offer summary, and target titles. |
| set_campaign_icp | Create or update the ICP for a campaign directly (without a full brief). Pass industries, company size, target titles, signals, disqualifiers, and score threshold. |
| get_campaign_icp | Read the current ICP definition for a campaign. |
| score_lead | Two-stage scoring: fast Claude Haiku score first, then Perplexity deep research for borderline leads. Returns score (0-100), tier (🔥 Hot / 🟡 Warm / 🔵 Cold / ⛔ No-fit), reasoning, and signals. |
| research_lead | AI research on a company/person. Returns hook, company_insight, tension_line, recent_news, personalization_snippet. |
| get_pipeline_status | Check the status of a running or completed pipeline job. Returns progress counts: total, scored, researched, verified, loaded, skipped. |
| Tool | What It Does |
|---|---|
| full_pipeline | Legacy: enrich → score → add qualified leads to campaign |
| pipeline_summary | Pipeline stats and tier breakdown |
| Tool | What It Does |
|---|---|
| get_campaign_config | Read campaign settings |
| set_campaign_config | Update booking link, templates, ICP |
| Tool | What It Does |
|---|---|
| mine_jobs | LinkedIn job postings — companies hiring = buying signal |
| mine_github | Company repos, security advisories |
| mine_reviews | G2/Capterra competitor research |