Use Claude Cowork to build prospect lists in the background
A salesperson had Claude Cowork gather account and market details from ZoomInfo while they handled calls, then checked the results by hand.
- What they did
- One salesperson used Claude Cowork for sales prospecting with a ZoomInfo API connection. While they were busy taking calls, Claude collected market and account information from ZoomInfo, and the person later reviewed the output themselves rather than letting it run unchecked.
- How it went
- They said it was helpful for prospecting, but shared no numbers on wins, saved time, or conversions. The limitation was that the human still needed to inspect whatever Claude assembled.
- Tips
- Use it as a research helper, not a final decision-maker. Add a review step before you act on any contact or company data.
Try it yourself with Claude Cowork
I’m tied up with calls, so do prospect research in the background for [number] accounts or companies in [market]. For each one, pull the key facts I’d want for outreach: company size, industry, recent developments, and likely contacts in [target roles], using [ZoomInfo or another connected source] if it’s available. Save the findings to [folder or spreadsheet] with the source and a confidence note for each item, then pause after the set is done so I can review it before anything is sent or used in outreach.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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