Home · Go-to-market systems · System 02
This system finds the right prospects, writes personal messages for email, LinkedIn, Instagram, and Facebook DMs, and sends every reply or form fill into your CRM with the channel and campaign it came from. Follow-ups, pipeline stages, and sales alerts run on their own.
Scroll to run. Every crate is one task automated.
How the lead enters
How it works
These follow the same 8 steps I use for every build. A person approves the output before anything goes live.
Who to reach, what problem you solve for them, and the one action you want them to take.
Find and verify contacts that match, and add the details needed to personalize each message.
Separate sending domains, SPF, DKIM, and DMARC (records that prove your email is real), inbox warm-up, and the sending tool connected.
AI drafts personal emails and DM scripts for each channel. A person approves them before anything sends.
Each channel and campaign gets its own UTM link (a link with source tags). When someone clicks or fills the form, you know where they came from.
Replies and form fills create a contact in GoHighLevel or HubSpot, tagged by source, added to a segment, a smart list, and the pipeline.
Automatic email, SMS, and DM follow-ups. The salesperson gets an alert, and the pipeline stage updates after each call.
Replies, booked calls, pipeline, and sales by channel and campaign, so you keep what works and stop what does not.
Example build
This is one example. Every company's setup is different.
One example of how this system can run: a verified list, safe sending, tracked links, and every reply or click routed to the CRM or the warm audience, mapped step by step.
See the example ▸Tools and data
I use the tools you already pay for. These are common examples.
What you get
Your team gets the system written as a Claude skill: the steps, rules, templates, and checklists. They type a request in Claude, and it follows the same steps every time.
Ways to work together
I map the system for your business and hand over the plan and the Claude skill. Your team builds it. Consulting starts at USD 50 an hour.
I set up, connect, and test every part in your accounts, then hand it over with a guide. Builds start at USD 1,500.
Questions
B2B cold email is allowed in many places if you follow the rules: a real sender, an honest subject line, and an easy way to opt out. Rules differ by region, such as CAN-SPAM in the US and GDPR in the EU and UK, so each campaign is set up for where your buyers are.
It should not. Sending goes through separate domains that are warmed up first, so your main domain and inbox stay protected.
Email, LinkedIn, Instagram DMs, and Facebook DMs. Each one gets its own tracked link so every lead lands in the same CRM with its source.
Every link carries UTM tags for source and campaign. The form saves those tags, and the CRM stores them on the contact.
Yes. You get the full system as a Claude skill, plus the CRM automations already set up.
More systems
From keyword and AI-answer research to a content plan, briefs, published pages, and lead capture.
System 03Strategy, audiences, ads, landing pages, pixels, and UTMs for Google, Meta, and X, with every lead in your pipeline.
System 04Search, ads, email, CRM, and accounting data joined in one dashboard, so you see which campaigns make money.
Request a quote
Tell me the problem that eats your team's week. Answer the 8 steps below as best you can and skip the rest. I'll send you a plan for how I would fix it, with the tools you already use, and a price. Builds start at USD 1,500. Consulting starts at USD 50 an hour.
Workflows, automations, and code I build for clients are their company property, so I don't share them.
Contact
Email me or send me a message on LinkedIn. I reply to every message.