Colearn
Module 2 · Hands-on project

Project: Lead prospecting and automatic summary

From a raw list to prospect sheets ready for outreach

📖 Lesson 9 ⏱️ ~11 min Free preview

Take a list of potential clients — from an export, a table, or a few notes — and turn it into structured sheets, each with a summary, interest signals, and a first idea for outreach, so you walk into every conversation prepared.

What you need in the folder

  • leads.csv — your raw list (a contacts export from a CRM, or a spreadsheet saved as CSV). You provide this.
  • ideal-client-profile.md — a short note describing your best-fit client. You write it; a few lines is enough (example below).
  • brand.md — your tone of voice for outreach (reuse it from the content project if you have one).

These are files you create and drop into the working folder first (lesson 1.3) — the assistant reads them, it doesn't conjure them.

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