Free Lesson
Build a Campaign-Ready List From a CRM Export
30 min
Sep 23, 2026 3:00 PM
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What you'll learn
Load any CRM export without a template
Watch Claude read unfamiliar column names, map them to a standard shape, and ask about anything it can't place.
Score prospects on fit and engagement, not size alone
Claude combines firmographic fit with signals , and tags the persona behind each contact.
Produce a list a campaign can use on day one
The columns a marketer or an automation tool needs: segment, persona, score, priority, and a personalization hook.
Why this topic matters
A prospect list is only useful if a campaign can run off it. Most lists are fine but not campaign-ready. No persona tags, no priority order, columns that don't match your tools. This session takes a raw CRM export with messy headers and turns it, live, into a tagged, prioritized list you could hand to a marketer or import into your automation tool.
