CLJ ABM Dossier Generator
From company name to ready-to-send emails in two steps.
You give Claude a company name and your contacts. Claude researches the company, scores it, recommends a product, and writes personalised E1 to E4 emails for every contact. You review once. Then you send. You do not need to research the company before starting.
1
Paste input
Company name, website, LinkedIn URL, contacts, your name. That is all you need.
2
Claude researches
Searches 10+ sources. Scores signals. Checks platform gap. Verifies contacts. Recommends one product.
3
You confirm
Read the account brief. Agree with the product recommendation or override it. Type one line.
4
Get emails
E1, E2, E3, E4 per contact. LinkedIn note. Sequence calendar. Copy and send.
Open the CLJ ABM Dossier project in Claude. Paste the input template (see last tab). Wait for Step 1. Confirm. Get emails.
Getting started
Three things. That is all.
You do not need to research the company first. You do not need to score it. You do not need to find signals. Claude does all of that. Just bring these three things.
Company details — name, website URL, LinkedIn company URL, and sector
Sector helps Claude route to the right product. Pick the closest one if unsure.
At least one contact — full name, exact title, LinkedIn URL, email if known
Add up to 4 contacts. The LinkedIn URL is the most important — Claude uses it to verify the person is currently in that role.
Your details — your full name and title
Used for the email signature: Name / Title / Crossover Leadership Journeys
LinkedIn URL matters. Without it, Claude cannot verify whether your contact is still in that role. If a contact has no LinkedIn URL, Claude will flag them as UNVERIFIED. Do not email an unverified contact.
Sectors to choose from
BFSIIT ServicesTechnologyGCCPharmaHealthcareManufacturingRetailConsumer / FMCGHospitalityEnergyProfessional ServicesOther
The process
Two steps. One confirmation in between.
Claude runs Step 1 automatically when you paste the input. You read the output, confirm the product, then Claude runs Step 2. You never need to write a prompt or know any rules.
1
Paste the input block
What you do
Copy the input template (see last tab), fill in company details and contacts, paste into the CLJ ABM project in Claude, and send. Nothing else.
↓
Claude researches — Step 1
What Claude does automatically
Searches 10+ sources. Checks ICP. Scores signals. Assesses platform gap. Verifies contacts. Recommends one product. Returns a full account brief.
2
Read the brief and confirm
What you do
Read the account brief. Check the score, the product recommendation, and whether your contacts are verified. Agree or override. Type one line to confirm.
↓
Claude writes emails — Step 2
What Claude does automatically
Writes E1, E2, E3, E4 per contact. LinkedIn connection note and follow-up. Two subject line options per email. Sequence calendar with send dates.
The three confirmation options
Go with recommendation
Confirmed. Generate emails.
Claude proceeds with the recommended product and all contacts.
Override the product
Use Mid-Level Leaders Journey instead. Generate emails.
Claude uses your product choice. Use this when you know the account better than the signals suggest.
Skip a contact
Skip [contact name]. Generate emails.
Claude generates emails for all other contacts and omits the skipped one.
ICP qualification
Before scoring anything, Claude checks five things.
Every account is checked against five hard criteria before any signals are scored. This is the ICP gate. If any one check fails, the account is removed. This saves you time — it means you never build a dossier for a company that cannot buy.
1,000+ employees — confirmed on at least two sources, not just LinkedIn
LinkedIn headcount is often inflated. Claude cross-checks using Tracxn, Revelio Labs, company website, or BSE/NSE filings.
Named HR leader exists — CHRO, VP HR, CPO, CLO, or Head of L&D identified by name
Without a named buyer, there is no one to contact. Claude searches LinkedIn People and the company website.
India HQ or significant India operations confirmed
Verified from company website, LinkedIn locations, and press.
Middle and senior management layer visible
Not a flat startup with no managers. CLJ journeys and Skillsoft require a management population to sell to.
At least one prior L&D signal visible
A job post, an LMS mention, a GPTW certification, a named L&D team, or any learning investment language on website or press.
All 5 pass → GO
Account moves to signal scoring. Claude continues the research.
Account moves to signal scoring. Claude continues the research.
Any 1 fails → REMOVE
Claude stops and tells you which check failed. Do not try to work around it.
Claude stops and tells you which check failed. Do not try to work around it.
REMOVE does not mean wasted time
An account that fails ICP will never close regardless of how good your emails are. Getting a REMOVE in 2 minutes is better than spending 3 hours on a dossier for an account that cannot buy. Move on immediately.
Signal scoring
Claude looks for 17 signals. Here is what they are and why they matter.
Not all signals are equal. A company hiring a new Head of L&D is a much stronger buying signal than a company that simply has a GPTW certification. The scoring reflects urgency and buying intent. The higher the score, the more likely this company needs CLJ or Skillsoft right now.
+10 each
Highest urgency — act within 5 days
+8 each
High urgency — company is going through change
+7 each
Strong signal — active investment or regulatory pressure
+6 each
Good signal — growth and warm contacts
+5 to +2
Supportive and background signals
−8
Negative signal — reduce score or block outreach
What the total score means
| Score | Tier | What to do |
|---|---|---|
| 20 or above | Tier 1 | Act this week. Get manager approval before sending E1. |
| 12 to 19 | Tier 2 | Act within 14 days. Self-review QA before sending. |
| Below 12 | Tier 3 | Do not email. Add to nurture list. Rescore in 60 days. |
Product recommendation
Claude picks one product per outreach cycle.
Claude never pitches both CLJ and Skillsoft Percipio to the same contact in the same outreach cycle. It picks the one that fits the dominant signal and leads with that. The second product comes up in the discovery conversation, not in the emails.
Question 1
Is there a learning platform already in use?
Question 2
What kind of signals dominate?
Points to CLJ journeys
- New CHRO with people development mandate
- Company posted about leadership workshops
- Headcount growth creating manager quality pressure
- CHRO stated capability or pipeline challenge
- M&A requiring culture alignment
- New GCC or office needing new manager cohort
- Succession planning pressure at senior level
Points to Skillsoft Percipio
- Greenfield — no LMS found
- Regulatory compliance obligation
- AI or digital transformation announced
- Hiring Digital Learning Manager
- Tech skills gap in job postings
- Distributed workforce needing self-paced access
- LMS replacement signal
Both types present? Claude leads with whichever has the stronger signal. You introduce the second product in your discovery call — not in the emails.
Which CLJ journey — by sector
| Your prospect sector | Default CLJ recommendation |
|---|---|
| BFSI — bank, NBFC, insurance, financial services | Mid-Level Leaders Journey — BFS & Insurance Framework |
| IT Services — software services, IT consulting | Mid-Level Leaders Journey — IT Industry Framework |
| Technology — SaaS, fintech, platform company | Emerging Leaders Journey |
| GCC — ITES, shared services, global capability centre | First-Time Manager Journey or Emerging Leaders Journey — ITES-GCC Framework |
| Pharma, biotech, life sciences | Pharma Industry Framework — Acquire track (MR to ASM pipeline) |
| Healthcare | Mid-Level Leaders Journey |
| Manufacturing, infrastructure, energy | Manufacturing Industry Framework — Produce track |
| Retail, consumer, FMCG, hospitality | Retail Industry Framework — Operate track (store managers) |
| Professional services, consulting | Emerging Leaders Journey |
| Named CXO individual development | Executive Coaching Journey — 9-step structured process |
Signal overrides the sector default. If signals show "newly promoted managers" Claude recommends First-Time Manager Journey regardless of sector. If signals show "senior leadership succession" Claude recommends Senior Leaders Journey. Claude explains the reason in the Step 1 brief.
Which Skillsoft product
| Dominant signal | Skillsoft recommendation |
|---|---|
| Compliance obligation — SEBI, IRDAI, POSH, GMP | Percipio Compliance module — fastest close |
| Tech skills gap — cloud, AI, DevOps, coding | Percipio + Codecademy for Enterprise |
| Greenfield + distributed workforce | Percipio full platform |
| LMS replacement or upgrade | Percipio full platform |
Contact order and sequencing
Always email the Economic Buyer first. Always.
Every contact Claude classifies falls into one of three personas. Each persona gets different emails — different tone, different angle, different depth. And each persona is approached in a specific order.
Economic Buyer
First — always
CHRO · CPO · VP HR · Chief People Officer · MD (GCC/SME)
Thinks in P&L terms. Talks about retention, leadership pipeline, business risk. Never use L&D jargon with them. Business outcomes only.
Champion
7 days after Economic Buyer
CLO · Head of L&D · AVP Learning · Head of OD · Head of Talent
Cares whether this will work and make them look credible to their manager. Talks about ease of design, quality, and impact measurement.
Influencer
After E2 or after response
Senior HRBP · Training Manager · Campus Lead
Use as an intelligence source. Softer tone. Do not push for a decision. Aim for a referral to the right person.
The four sequencing rules
Economic Buyer always first. E1 to Economic Buyer before any other contact.
Champion outreach starts 7 days after Economic Buyer E1. Not the same day. Not the same email.
Never CC Economic Buyer and Champion on the same email. They will compare notes and you lose control of the conversation.
If Champion replies before Economic Buyer: pause the Champion sequence, tell your manager, then reply to Champion.
Do not continue the Champion sequence until you have flagged it upward.
Quality check
Three checks before E1 goes out.
Claude runs 12 internal QA checks before generating any email. But there are three things only you can verify — because you know the account and the context better than Claude does.
Does the E1 hook make sense?
Claude finds the hook from public sources. If you know a better or more recent signal — a conversation you had, something you saw on LinkedIn — replace the hook with that. The hook must be something the contact would immediately recognise as being specifically about them or their company.
Is the send order right?
Economic Buyer first. Champion 7 days later. Never both on the same email. Check the sequence calendar Claude provides before sending anything.
Tier 1 account? Manager approval before send.
If the account scored 20 or above, your manager must review and approve E1 before it leaves your outbox. No exceptions.
What Claude already checks automatically
Hook is within 30 days
No banned words
No banned openers
80–120 words body only
Subject sentence case 6–9 words
Signature exactly 3 lines
E3 client on verified list only
No unfilled placeholders
Tone matches persona
10-company test passed
If you edit the emails: keep the body word count between 80 and 120 words. Do not add banned words (cutting-edge, game-changing, leverage, holistic, synergy, world-class, empower, impactful, transformative, scalable, future-ready). Do not change the signature format.
After E4
No response after the full sequence — what to do.
E4 is the last email in the sequence. If there is no response after E4, this is not a dead account. It is a dormant one. The signals that drove the original outreach may still be present, or new signals may appear. The rescore process is what keeps the pipeline moving.
Log in CRM
Record last contact date, sequence completed, product recommended, tier, and any response (even a soft no). Do this immediately after E4 is sent — not weeks later.
Set a rescore reminder
Tier 1 accounts: rescore in 90 days. Tier 2 accounts: rescore in 60 days. Put a calendar reminder with the company name and the date.
On the rescore date — run the input again
Paste the same input block into the CLJ ABM project. Claude searches for new signals. A new CHRO, a new office, a platform RFP, an AI announcement — any of these can move a Tier 3 account to Tier 1 overnight.
Rescore does not mean re-send the same emails. If new signals are found, Claude generates a fresh E1 with a new hook based on what has changed. The old sequence is closed. A new one begins.
Rescore timelines
| Tier | Rescore window | Why |
|---|---|---|
| Tier 1 | 90 days after E4 | High-value account — worth monitoring for new signals even after no response. |
| Tier 2 | 60 days after E4 | Good prospect — company may have changed priorities or a new HR leader may have joined. |
| Tier 3 | 60 days from original research | Was not ready. Check again — signals change faster than org structures. |
Input template
Copy this. Fill it in. Paste into the CLJ ABM project.
This is everything Claude needs to run the full research and write your emails. Fill in what you know. Skip rows you do not have. The more you add, the better the output.
# Paste into CLJ ABM Dossier project in Claude
COMPANY
Name: [e.g. Bandhan Bank]
Website: [e.g. https://bandhan.bank.in]
LinkedIn: [e.g. https://linkedin.com/company/bandhan-bank]
Sector: [BFSI / IT Services / Technology / GCC / Pharma / Healthcare / Manufacturing / Retail / Consumer / Energy / Other]
Today's date: [e.g. 16 May 2026]
CONTACTS
# Add up to 4. Skip rows you don't have. LinkedIn URL is essential.
1. [Full name] | [Exact title] | [LinkedIn URL] | [Email if known]
2. [Full name] | [Exact title] | [LinkedIn URL] | [Email if known]
3. [Full name] | [Exact title] | [LinkedIn URL] | [Email if known]
4. [Full name] | [Exact title] | [LinkedIn URL] | [Email if known]
SENDER
Name: [Your full name]
Title: [e.g. Account Executive]
After Step 1 — confirmation options
Agree with recommendation
Confirmed. Generate emails.
Override product
Use Mid-Level Leaders Journey instead. Generate emails.
Skip a contact
Skip [contact name]. Generate emails.
Override and skip
Use Skillsoft Percipio. Skip [contact name]. Generate emails.
That is everything. Paste the input, read Step 1, type your confirmation. Claude handles the rest.