An illustrative run. Via finds the warm paths, HubSpot updates only after you approve, and any company Via couldn't resolve lands in a review list rather than the cold segment.

Q2 outbound, warm-first build

Build my Q2 warm-first list. Pull Series B SaaS in NYC from Apollo, dedupe against HubSpot, score warm paths via Via. Push up to 25 warm-first companies to HubSpot as "Q2 warm-first" and the rest as "Q2 cold-only."

May 5

Reviewed 60 companies in 3 batches · 12 already in HubSpot · pushed 25 "Q2 warm-first" + 23 "Q2 cold-only"

I'll pull companies from Apollo in batches of 25, dedupe each batch against HubSpot, then use Via to find a warm path to every net-new company. Up to 25 land in HubSpot tagged "Q2 warm-first" with the reachable target and connector populated; the rest land tagged "Q2 cold-only".

Apollo: pulled 3 batches Result 60 companies · Series B SaaS, NYC, 50–500 employees

HubSpot: deduped against existing accounts Result 12 already in HubSpot · 48 net-new companies

Via · run_network_query · People + Access Result 25 with a usable warm path · 23 cold-only

HubSpot: pushed both segments Result 25 tagged "Q2 warm-first" · 23 tagged "Q2 cold-only"

Top of the warm-first segment · ready in HubSpot

RampReachable: Maya Chen, VP Eng · Path: Daniel Park (your investor), co-invested in 2023

LinearReachable: James Holt, VP Eng · Path: Elena Vasquez (your advisor), LinkedIn 1st-degree

VercelReachable: Priya Shah, Head of Sales · Path: customer champion at Notion, YC batchmate

How to run it

Four steps. One Claude conversation.

Install once, paste the prompt, schedule it weekly.

Install the MCPs in Claude.

Start a 7-day free trial, then add Via in Claude as a custom connector at https://mcp.connectvia.ai/mcp and sign in (the setup guide walks through it), then connect the other two tools this workflow uses.

Via: for the warm-path tool calls. Try for free →
Your prospecting tool: Apollo or Clay. Whichever your team already uses to pull lists.
Your CRM: HubSpot or Salesforce. Where the prioritized list lands for AE outreach.

Open Claude Cowork.

Multi-tool workflows like this run more reliably in Claude Cowork than in regular chat. It handles the full Apollo → Via → HubSpot sequence without losing context and keeps each step visible, so you approve the CRM updates before they're written.

Paste this prompt.

Replace [define ICP] with your target company filters (e.g. "Series B SaaS companies headquartered in NYC, 50–500 employees"). Claude pulls in batches of 25, dedupes against HubSpot, splits the net-new companies into a warm-first segment (up to 25, prioritized by Via) and a cold-only segment, and writes both back to HubSpot: one prompt.

Use only connectors I have authorized. Via supplies People or Companies results with Access summaries; open a selected person's Pathways for route details. Batch the named targets in run_network_query rather than making a Via search per company. Use returned strength labels, not invented scores. Keep unresolved, pending, partial or failed results in Needs Review, never cold-only. Show proposed CRM writes and ask for approval before the CRM connector applies them. Via does not send outreach. Build two net-new Q2 account segments from Apollo: 1. Warm-first accounts 2. Cold-only accounts Use Apollo to find companies that match this ICP: [define ICP] Pull companies from Apollo in batches of 25. After each batch, dedupe the companies against HubSpot. Remove any company that already exists in HubSpot based on website/domain. If a match is uncertain, put it in a "Needs Review" section and do not count it toward either final segment. Continue pulling additional Apollo batches until you have reviewed enough net-new companies to produce: - Up to 25 warm-first companies - A separate cold-only segment for ICP-fit companies where no usable warm path exists Stop when either: - You have 25 warm-first companies, or - Apollo has no more results that match the ICP For each net-new company, use Via MCP to determine whether there is a usable warm path through my team's network. Segment each company into one of two groups: Segment 1: Warm-first Companies with a usable warm path to a relevant reachable person at the company. For each warm-first company, identify: - Reachable target at the company - Reachable target's title/function - Via connector who can help us reach them - Context of the connector's relationship with the reachable target Prioritize the warm-first segment by: 1. Warm path strength 2. Relevance of the reachable person 3. ICP fit Push the warm-first companies to HubSpot tagged: "Q2 warm-first" For each warm-first company in HubSpot, add the following as custom fields where available: - Via Reachable Target - Via Reachable Target Title - Via Connector - Via Relationship Context If those custom fields do not exist or cannot be updated, add the same information as a HubSpot note on the company record. Segment 2: Cold-only Companies that match the ICP but Via did not find a path to. Push the cold-only companies to HubSpot tagged: "Q2 cold-only" Do not create duplicate companies or contacts. Do not push uncertain matches. Do not tag cold-only accounts as warm-first. Do not tag warm-first accounts as cold-only. Return a final report with: - Total Apollo companies reviewed - Total companies excluded because they already existed in HubSpot - Total uncertain matches needing review - Total net-new companies pushed to HubSpot - Number of companies tagged "Q2 warm-first" - Number of companies tagged "Q2 cold-only" - Any ICP filters that may need to be broadened if fewer than 25 warm-first accounts were found

Review the prioritized list in HubSpot.

The warm-first segment lands in HubSpot tagged "Q2 warm-first" with the Via Reachable Target, Reachable Target Title, Via Connector, and Relationship Context populated as custom fields on each company (or written to a note if those fields aren't set up yet). AEs see warm-first accounts at the top of the queue with the intro context already there. The cold-only segment lands tagged "Q2 cold-only" for a different motion (sequence, paid touch).

Bonus

Take the workflow further.

Schedule it weekly.

With Claude scheduled tasks, run the full flow every Monday at 7am: fresh ICP-fit companies pulled from Apollo, scored through Via, pushed to HubSpot in both segments. Reps walk in to a loaded warm-first queue, and anything Via couldn't resolve waits for a quick review instead of getting a cold label. The list never goes stale.

Layer in more signals.

Combine warm paths with timing, intent, and event signals to sharpen targeting and give AEs richer personalization context for every outreach. Explore warm-outbound signals →

Build a warm outbound list, without ever leaving Claude.

Four steps. One Claude conversation.

Take the workflow further.

Pair this with the rest of your motion.

Stop blasting cold lists. Build warm-first.