Module 2 · Hands-on project
Project: Lead prospecting and automatic summary
From a raw list to prospect sheets ready for outreach
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.