{"id":25225,"date":"2026-03-23T14:22:50","date_gmt":"2026-03-23T14:22:50","guid":{"rendered":"https:\/\/grinfi.io\/?p=25225"},"modified":"2026-04-02T12:48:09","modified_gmt":"2026-04-02T12:48:09","slug":"the-claude-powered-outbound-agent-how-to-build-an-entire-sdr-team-in-one-ai-project","status":"publish","type":"post","link":"https:\/\/grinfi.io\/uk\/blog\/the-claude-powered-outbound-agent-how-to-build-an-entire-sdr-team-in-one-ai-project\/","title":{"rendered":"Outbound-\u0430\u0433\u0435\u043d\u0442 \u043d\u0430 \u0431\u0430\u0437\u0456 Claude: \u044f\u043a \u0437\u0456\u0431\u0440\u0430\u0442\u0438 SDR-\u043a\u043e\u043c\u0430\u043d\u0434\u0443 \u0432 \u043e\u0434\u043d\u043e\u043c\u0443 AI-\u043f\u0440\u043e\u0435\u043a\u0442\u0456"},"content":{"rendered":"\n<p>This article is for marketers, founders, and lead gen specialists who have already tried LinkedIn outbound and realized one thing: the process is actually several different jobs. Finding an audience isn\u2019t the same as writing a message. And writing a cold message is a completely different beast compared to responding to &#8220;tell me more&#8221;.<\/p>\n\n\n\n<p>We\u2019re going to show you how to assemble an AI team of four specialists within a single Claude Project &#8211; and ensure everyone stays in their lane.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">The Problem: One Prompt Can\u2019t Do It All<\/h2>\n\n\n\n<p>Most people trying AI for outbound make the same mistake: they open ChatGPT or Claude, type &#8220;write me a cold message for LinkedIn,&#8221; and get something generic, boring, and robotic.<\/p>\n\n\n\n<p>The problem isn&#8217;t the AI. The problem is that effective outbound requires four distinct competencies:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Role<\/strong><\/td><td><strong>Responsibilities<\/strong><\/td><\/tr><\/thead><tbody><tr><td><strong>The Strategist<\/strong><\/td><td>Defines the ICP, identifies buying signals, and scores contacts.<\/td><\/tr><tr><td><strong>The Architect<\/strong><\/td><td>Determines the number of steps, timing, and &#8220;if\/then&#8221; scenarios.<\/td><\/tr><tr><td><strong>The Copywriter<\/strong><\/td><td>Drafts the connection request, the first pitch, and the follow-ups.<\/td><\/tr><tr><td><strong>The Dialogue Specialist<\/strong><\/td><td>Handles replies, overcomes objections, and books the call.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>When one prompt tries to juggle all four roles, you get a muddled mess. The solution: split these roles and give each its own specific context.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How It Works: 4 Modes in One Project<\/h2>\n\n\n\n<p>Claude\u2019s <strong>Projects<\/strong> feature allows you to store instruction files and a system prompt in one workspace. We use this to keep all four &#8220;specialists&#8221; in one place.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Mode 1 &#8211; STRATEGIST: Finding Your &#8220;Who&#8221;<\/h3>\n\n\n\n<p>The Strategist answers the big question: <em>Who should we write to, and why now?<\/em><\/p>\n\n\n\n<p>This agent guides you through:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ICP Definition:<\/strong> Industry, company size, job title, pain points, and desired outcomes.<\/li>\n\n\n\n<li><strong>Tier-1 Signals:<\/strong> Hiring news for SDRs, recent funding rounds, or new executive leadership.<\/li>\n\n\n\n<li><strong>Lead Scoring:<\/strong> Categorizing leads into Tier 1, Tier 2, or Tier 3.<\/li>\n\n\n\n<li><strong>Quality Control:<\/strong> List criteria and account rotation logic.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>A laser-focused list of 200 contacts with the right scoring will always beat a generic list of 2,000.<\/em><\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Mode 2 &#8211; ARCHITECT: The Campaign Skeleton<\/h3>\n\n\n\n<p>The Architect builds the framework: how many touchpoints, what type of messages, and what happens when someone doesn&#8217;t reply.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Standard Sequence:<\/strong> 4 steps over 10\u201312 days.<\/li>\n\n\n\n<li><strong>High-Priority (Tier 1) Sequence:<\/strong> 5 steps over 13 days.<\/li>\n\n\n\n<li><strong>Rotation Logic:<\/strong> When to hand off a lead or stop attempts.<\/li>\n\n\n\n<li><strong>Branching Logic:<\/strong> Handling replies vs. silence vs. opt-outs.<\/li>\n<\/ul>\n\n\n\n<pre class=\"wp-block-code\"><code>Step 1: Connection Request\n  \u2193 Accepted \u2192 Step 2\n  \u2193 Not accepted after N days \u2192 Rotate to a different account\n\nStep 2: First Message (1 day after acceptance)\n  \u2193 Replied \u2192 &#91;DIALOGUE]\n  \u2193 No reply for 3-4 days \u2192 Step 3\n\nStep 3: Follow-up - New angle (Day 4-5)\n  \u2193 Replied \u2192 &#91;DIALOGUE]\n  \u2193 No reply \u2192 Step 4\n\nStep 4: Breakup Message (Day 9-10)\n  \u2193 Replied \u2192 &#91;DIALOGUE]\n  \u2193 No reply \u2192 Close \/ Re-engage in 60 days\n<\/code><\/pre>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Mode 3 &#8211; COPYWRITER: Words That Get Replies<\/h3>\n\n\n\n<p>The Copywriter handles the prose: connection notes, initial outreach, and the &#8220;breakup&#8221; email.<\/p>\n\n\n\n<p>We use three levels of personalization:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Level<\/strong><\/td><td><strong>Data Used<\/strong><\/td><td><strong>Use Case<\/strong><\/td><\/tr><\/thead><tbody><tr><td><strong>L1 &#8211; Basic<\/strong><\/td><td>Title + Industry<\/td><td>Tier 3, high volume<\/td><\/tr><tr><td><strong>L2 &#8211; Medium<\/strong><\/td><td>Company + one specific fact<\/td><td>Tier 2<\/td><\/tr><tr><td><strong>L3 &#8211; Deep<\/strong><\/td><td>Specific signal \/ post \/ event<\/td><td>Tier 1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>The Formula:<\/strong> Hook \u2192 Bridge \u2192 One CTA question. If it doesn&#8217;t fit on a phone screen without scrolling, it&#8217;s too long.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>Cold outreach isn&#8217;t advertising. It&#8217;s the start of a conversation.<\/em><\/p>\n<\/blockquote>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\u274c<\/td><td>\u2705<\/td><\/tr><tr><td>Hi [Name],<br><br>Hope you\u2019re doing well! I just wanted to briefly introduce what we do. We\u2019re a design studio with over 10 years of experience, currently open to new projects. Over the years, we\u2019ve created more than 400 innovative designs for our clients \u2014 ranging from landing pages to complex CRM systems. Our team is dedicated to every project we take on, ensuring top quality and on-time delivery.<br>If you\u2019re currently looking for design team, feel free to reach out so we can discuss the details.<br>You can also visit our website: [link]<\/td><td>Hi [Name],<br><br>How do you measure the impact of UI\/UX on your customers?<br><br>We help eCommerce businesses create designs that boost visitor engagement by up to 20%.<br>I noticed a few areas for improvement on your website and would love to offer you a free 15-minute audit.<br><br>Here\u2019s what you\u2019ll get:<br>&#8211; A check-up of the modules affecting user drop-off<br>&#8211; Clear suggestions on how to improve them<br>&#8211; Broader recommendations to enhance UI\/UX your store overall<br><br>Book a call using this link: [LINK] or just share a few time slots that work best for you.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Mode 4 &#8211; DIALOGUE: Mastering the Inbox<\/h3>\n\n\n\n<p>Dialogue is where most people leave money on the table. Getting a reply isn&#8217;t the goal &#8211; the goal is to qualify the lead and book a meeting.<\/p>\n\n\n\n<p>The Dialogue Agent:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Classifies replies:<\/strong> HOT, WARM, NEUTRAL, OBJECTION, or REJECTION.<\/li>\n\n\n\n<li><strong>Provides structured rebuttals<\/strong> for &#8220;already have a tool,&#8221; &#8220;no time,&#8221; or &#8220;send me info&#8221;.<\/li>\n\n\n\n<li><strong>Knows when to push for a call<\/strong> and when to back off.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Metrics: How to Know if You\u2019re Winning<\/h2>\n\n\n\n<p>Every project includes an outbound metrics file. Here are the benchmarks:<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Metric<\/strong><\/td><td><strong>Target (Normal)<\/strong><\/td><td><strong>Warning Zone<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Acceptance Rate<\/td><td>30\u201350%<\/td><td>&lt; 20%<\/td><\/tr><tr><td>Reply Rate<\/td><td>5\u201315%<\/td><td>&lt; 3%<\/td><\/tr><tr><td>Positive Reply Rate<\/td><td>30\u201350%<\/td><td>&lt; 20%<\/td><\/tr><tr><td>Meeting Rate<\/td><td>40\u201370%<\/td><td>&lt; 25%<\/td><\/tr><tr><td>Show Rate<\/td><td>70\u201385%<\/td><td>&lt; 60%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>The One-Change Rule:<\/strong> Never change the segment, the copy, and the sending account at the same time. Otherwise, you&#8217;ll never know what actually worked.<\/p>\n\n\n<div class=\"wp-block-image grinfi-rounded-img\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/chrome_bBCsnAAYx4-1024x486.png\" alt=\"\" class=\"wp-image-25238\" srcset=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/chrome_bBCsnAAYx4-1024x486.png 1024w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/chrome_bBCsnAAYx4-300x143.png 300w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/chrome_bBCsnAAYx4-768x365.png 768w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/chrome_bBCsnAAYx4-1536x730.png 1536w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/chrome_bBCsnAAYx4-18x9.png 18w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/chrome_bBCsnAAYx4-710x337.png 710w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/chrome_bBCsnAAYx4.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Grinfi Dashboard<\/figcaption><\/figure>\n<\/div>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Step-by-Step Setup<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Create a Claude Project<\/h3>\n\n\n\n<p>Go to <strong>Claude.ai \u2192 Projects \u2192 New Project<\/strong>. Name it something like &#8220;Outbound Team&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full grinfi-rounded-img\"><img decoding=\"async\" width=\"804\" height=\"374\" src=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_wJk5fGkb1g.png\" alt=\"\" class=\"wp-image-25247\" srcset=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_wJk5fGkb1g.png 804w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_wJk5fGkb1g-300x140.png 300w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_wJk5fGkb1g-768x357.png 768w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_wJk5fGkb1g-18x8.png 18w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_wJk5fGkb1g-710x330.png 710w\" sizes=\"(max-width: 804px) 100vw, 804px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Upload Instruction Files<\/h3>\n\n\n\n<p>In the <strong>Project Knowledge<\/strong> section, upload these 6 files:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/B1_strategist.md\">B1_strategist.md<\/a><\/code><\/li>\n\n\n\n<li><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/B2_sequence_architect.md\">B2_sequence_architect.md<\/a><\/code><\/li>\n\n\n\n<li><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/B3_copywriter.md\">B3_copywriter.md<\/a><\/code><\/li>\n\n\n\n<li><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/B4_conversation.md\">B4_conversation.md<\/a><\/code><\/li>\n\n\n\n<li><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/outbound_metrics.md\">outbound_metrics.md<\/a><\/code><\/li>\n\n\n\n<li><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/training_materials_template.md\">training_materials_template.md<\/a><\/code><\/li>\n<\/ol>\n\n\n\n<p><strong>\u26a0\ufe0f<\/strong> <strong>Important:<\/strong> The first five are universal methodology files. The sixth is yours &#8211; we&#8217;ll cover that nex<\/p>\n\n\n\n<figure class=\"wp-block-image size-large grinfi-rounded-img\"><img decoding=\"async\" width=\"1024\" height=\"567\" src=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_5LYKZkynR8-1024x567.png\" alt=\"\" class=\"wp-image-25248\" srcset=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_5LYKZkynR8-1024x567.png 1024w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_5LYKZkynR8-300x166.png 300w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_5LYKZkynR8-768x426.png 768w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_5LYKZkynR8-1536x851.png 1536w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_5LYKZkynR8-18x10.png 18w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_5LYKZkynR8-710x393.png 710w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_5LYKZkynR8.png 1624w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Set the System Prompt<\/h3>\n\n\n\n<p>In <strong>Project Instructions<\/strong>, paste the master prompt that tells Claude what this team is, how to switch between roles and which rules to never break:<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>You are the Outbound Marketing Team \u2014 one Claude project with 4 specialist modes.\nChannel: LinkedIn only. Approach: tool-independent (logic and decisions, never software click-by-click instructions).\nUsers: founders, marketers, and students at intermediate level. Adapt depth to context.\nFull knowledge for each mode lives in the corresponding project file.\n\nACTIVATE MODE by user command:\n  &#91;STRATEGIST]   \u2192 B1_strategist.md       \u2014 ICP, signals, scoring, list criteria\n  &#91;ARCHITECT]    \u2192 B2_sequence_architect.md \u2014 sequence structure, steps, timing, rotation\n  &#91;COPYWRITER]   \u2192 B3_copywriter.md       \u2014 all message copy, personalisation, offer framing\n  &#91;DIALOGUE]     \u2192 B4_conversation.md     \u2014 live replies, objections, negotiation, qualification\n  No command \u2192 ask which mode is needed before proceeding.\n\nNON-NEGOTIABLE RULES:\nTool-independent \u2014 give logic and criteria; the user applies them in whatever tool they use.\nStay in active mode \u2014 no cross-mode work without an explicit handoff statement.\nLinkedIn account safety is law \u2014 never recommend volume or behaviour that risks restriction.\nQuality over volume \u2014 a clean, scored, relevant list beats a large dirty one every time.\nExplicit handoffs \u2014 when mode work is done, state exactly what the next mode needs and why.\nOne clarifying question max \u2014 state your assumptions and proceed.\nAlways reply in the language the user writes in. The project files are in English \u2014 that does not affect your response language.\n\nMetrics reference lives in: outbound_metrics.md<\/code><\/pre>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Craft Your Training File<\/h3>\n\n\n\n<p>This is the most important step that separates a generic agent from your personal SDR. Let\u2019s dive into this file.<\/p>\n\n\n\n<p><strong>How to Write Your Training File<\/strong><\/p>\n\n\n\n<p>The training materials file is a document that explains your context to the agent. Without it, the agent works on general principles but doesn&#8217;t know your product specifics, your clients, or your communication style.<\/p>\n\n\n\n<p><strong>What should be in the file:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Product Profile:<\/strong> <br>What it is, who it&#8217;s for, pricing.<br>What you DO NOT do &#8211; so the agent doesn&#8217;t overpromise.<\/li>\n\n\n\n<li><strong>Accounts \/ Sender Profiles:<\/strong> <br>Who is writing on whose behalf and how it affects communication.<br>Example: if the founder is writing, invite them to a demo with the founder.<\/li>\n\n\n\n<li><strong>Pipeline Stages:<\/strong> <br>Names of stages in your CRM and when to use each.<\/li>\n\n\n\n<li><strong>Booking Links:<\/strong> <br>Different Calendly links for different audiences and warm-up levels.<br>When to provide a link and when it\u2019s too soon.<\/li>\n\n\n\n<li><strong>Lead Classification:<\/strong> <br>HOT, WARM, NEUTRAL, SERVICE PROVIDER, REJECTION, NOT ICP &#8211;<br>Signals and specific actions for each type.<\/li>\n\n\n\n<li><strong>Inbox Workflow:<\/strong> <br>Step-by-step: what to do after each type of response.<br>Task timeframes.<\/li>\n\n\n\n<li><strong>Communication Rules:<\/strong> <br>Language, tone, message structure.<br>Personalization for different lead types.<\/li>\n\n\n\n<li><strong>Standard Templates:<\/strong> <br>Ready-made phrases for repetitive situations.<\/li>\n\n\n\n<li><strong>Competitors:<\/strong> <br>Who they are, their strengths, and your specific advantage.<br>Not just &#8220;we are better&#8221; &#8211; but exactly what and why.<\/li>\n\n\n\n<li><strong>Mistakes to Avoid:<\/strong> <br>Things that have cost you real leads in the past.<\/li>\n<\/ul>\n\n\n\n<p><strong>Tips:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Don&#8217;t be vague.<\/strong> &#8220;We help businesses grow&#8221; is useless. &#8220;We help SaaS teams of 10+ people automate LinkedIn outbound without hiring an SDR&#8221; is useful.<\/li>\n\n\n\n<li><strong>Add real objection examples.<\/strong> Include actual pushback you&#8217;ve received and the responses that worked.<\/li>\n\n\n\n<li><strong>Update the file quarterly.<\/strong> The market changes &#8211; keep the agent current.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Next Level: Connecting Grinfi MCP<\/h2>\n\n\n\n<p>The configuration described above is already a full-fledged outbound agent. But there is a next level.<\/p>\n\n\n\n<p>If you use <strong>Grinfi<\/strong> as your platform for LinkedIn + Email outreach, the agent can do more than just offer advice &#8211; it can perform actions directly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What is MCP?<\/h3>\n\n\n\n<p>MCP (Model Context Protocol) is a standard that allows Claude to connect to external tools and perform real-time actions. Instead of &#8220;write what I should say,&#8221; it becomes &#8220;read the inbox, classify responses, send a message to this lead, and set a task&#8221;.<\/p>\n\n\n\n<p>Grinfi has its own MCP server: <strong><a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/mcp.grinfi.io\">mcp.grinfi.io<\/a><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What the Agent can do with Grinfi:<\/h3>\n\n\n\n<p>With Grinfi MCP connected, the agent gains direct access to the platform without manual tab-switching:<\/p>\n\n\n\n<p><strong>Inbox:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open all unread conversations.<\/li>\n\n\n\n<li>View the full chat history for each lead (across all accounts).<\/li>\n\n\n\n<li>Classify a response, suggest text, and send it after your confirmation.<\/li>\n<\/ul>\n\n\n\n<p><strong>Contacts and Pipeline:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Change a lead\u2019s stage.<\/li>\n\n\n\n<li>Stop or resume automation for a specific contact.<\/li>\n\n\n\n<li>Create a task with the required timeframe and time zone.<\/li>\n\n\n\n<li>Mark a conversation as read.<\/li>\n<\/ul>\n\n\n\n<p><strong>Control:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check active automations.<\/li>\n\n\n\n<li>View account and mailbox statuses.<\/li>\n\n\n\n<li>Find a contact by name or company.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large grinfi-rounded-img\"><img decoding=\"async\" width=\"1024\" height=\"856\" src=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_llzVpGPRwF-2-1024x856.png\" alt=\"\" class=\"wp-image-25253\" srcset=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_llzVpGPRwF-2-1024x856.png 1024w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_llzVpGPRwF-2-300x251.png 300w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_llzVpGPRwF-2-768x642.png 768w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_llzVpGPRwF-2-14x12.png 14w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_llzVpGPRwF-2-710x594.png 710w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_llzVpGPRwF-2.png 1075w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large grinfi-rounded-img\"><img decoding=\"async\" width=\"1024\" height=\"743\" src=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_ztcxvZx1rY-2-1024x743.png\" alt=\"\" class=\"wp-image-25254\" srcset=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_ztcxvZx1rY-2-1024x743.png 1024w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_ztcxvZx1rY-2-300x218.png 300w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_ztcxvZx1rY-2-768x557.png 768w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_ztcxvZx1rY-2-18x12.png 18w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_ztcxvZx1rY-2-710x515.png 710w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_ztcxvZx1rY-2.png 1240w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">How to Connect<\/h3>\n\n\n\n<p>In Claude.ai, go to <strong>Settings \u2192 Integrations<\/strong> and add the MCP server: <a href=\"https:\/\/mcp.grinfi.io\">https:\/\/mcp.grinfi.io<\/a><\/p>\n\n\n\n<p>Once connected, Claude will recognize the Grinfi tools and can use them in any conversation within the project.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large grinfi-rounded-img\"><img decoding=\"async\" width=\"1024\" height=\"673\" src=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_95D6Jl3Tp2-1024x673.png\" alt=\"\" class=\"wp-image-25255\" srcset=\"https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_95D6Jl3Tp2-1024x673.png 1024w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_95D6Jl3Tp2-300x197.png 300w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_95D6Jl3Tp2-768x505.png 768w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_95D6Jl3Tp2-18x12.png 18w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_95D6Jl3Tp2-710x467.png 710w, https:\/\/grinfi.io\/wp-content\/uploads\/2026\/03\/Photos_95D6Jl3Tp2.png 1371w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">About Action Confirmation<\/h3>\n\n\n\n<p>The agent <strong>does not act autonomously<\/strong>. Before every action &#8211; sending a message, changing a stage, creating a task &#8211; it shows you what it intends to do and waits for your confirmation. This is not an autopilot; it\u2019s an assistant that removes manual work while keeping you in the driver\u2019s seat.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">What You Get as a Result<\/h2>\n\n\n\n<p><strong>Basic Configuration<\/strong> (files + prompt, without MCP) &#8211; A Claude project that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Helps define the ICP and score the list before launch.<\/li>\n\n\n\n<li>Builds a sequence structure with rotation logic.<\/li>\n\n\n\n<li>Writes personalized messages at three levels of detail.<\/li>\n\n\n\n<li>Reacts to live responses: classifies, handles objections, and leads toward a call.<\/li>\n\n\n\n<li>Tracks metrics and suggests where to troubleshoot.<\/li>\n<\/ul>\n\n\n\n<p><strong>With Grinfi MCP Connected<\/strong> &#8211; All of the above, plus:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reads the inbox and displays unread messages directly in the chat.<\/li>\n\n\n\n<li>Sends messages after your confirmation.<\/li>\n\n\n\n<li>Changes stages, stops automations, and creates tasks &#8211; no manual tab-switching required.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>This isn&#8217;t magic or &#8220;AI instead of humans&#8221;. It\u2019s a structured tool for those who already understand outbound and want to remove the grind without losing the methodology.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Files for Download<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>File<\/strong><\/td><td><strong>Content<\/strong><\/td><\/tr><\/thead><tbody><tr><td><code><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/B1_strategist.md\">B1_strategist.md<\/a><\/code><\/code><\/td><td>ICP, signals, scoring, list criteria<\/td><\/tr><tr><td><code><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/B2_sequence_architect.md\">B2_sequence_architect.md<\/a><\/code><\/code><\/td><td>Sequence structure, rotation, branches<\/td><\/tr><tr><td><code><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/B3_copywriter.md\">B3_copywriter.md<\/a><\/code><\/code><\/td><td>Copywriting, personalization, message formulas<\/td><\/tr><tr><td><code><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/B4_conversation.md\">B4_conversation.md<\/a><\/code><\/code><\/td><td>Live responses, objections, qualification<\/td><\/tr><tr><td><code><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/outbound_metrics.md\">outbound_metrics.md<\/a><\/code><\/code><\/td><td>Metrics, benchmarks, optimization cycle<\/td><\/tr><tr><td><code><code><a href=\"https:\/\/grinfi.io\/wp-content\/uploads\/instructions\/training_materials_template.md\">training_materials_template.md<\/a><\/code><\/code><\/td><td>Template for your product with prompts for each section<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article is for marketers, founders, and lead gen specialists who have already tried LinkedIn outbound and realized one thing: the process is actually several different jobs. Finding an audience isn\u2019t the same as writing a message. And writing a cold message is a completely different beast compared to responding to &#8220;tell me more&#8221;. We\u2019re [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":25258,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_angie_page":false,"page_builder":"","footnotes":""},"categories":[60],"tags":[90],"class_list":["post-25225","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guide","tag-leadgen-school"],"acf":[],"_links":{"self":[{"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/posts\/25225","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/comments?post=25225"}],"version-history":[{"count":15,"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/posts\/25225\/revisions"}],"predecessor-version":[{"id":25311,"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/posts\/25225\/revisions\/25311"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/media\/25258"}],"wp:attachment":[{"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/media?parent=25225"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/categories?post=25225"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/grinfi.io\/uk\/wp-json\/wp\/v2\/tags?post=25225"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}