Set up your outreach pipeline

What it is

What you get

Every contact, organization, and meeting is a markdown note with structured fields (who they are, where they sit, how warm the relationship is, what pipeline stage they are at, and so on). Obsidian's Bases feature turns those notes into live, database-style tables you can sort and filter. On top of that sit three Claude skills that do the repetitive work. Concretely:

Why this stack: your data stays in local markdown files with no SaaS lock-in, Obsidian gives you a fast UI and the Bases views for free, and Claude Code does the research and drafting that would otherwise eat your week. The three skills encode exactly how I run each step, so you inherit a workflow that already works.

Start here

First, say hello

Setup, part 1

Installation

You need two tools (Obsidian and Claude Code) and, optionally, a nicer way to talk to Claude from inside Obsidian. Budget 15–20 minutes.

claude

Setup, part 2

Run the setup prompt

With an empty vault open, paste the setup prompt below into Claude Code (in Claudian, or by running claude in a terminal at the vault root).

What it does, in order:

• Asks you a handful of questions — who you are reaching, which group or list to build, your name, your email setup, and your language.
• Researches your audience: how they are organized, the segments that matter most to you, and the best public sources to build the list from.
• Proposes a schema adapted to your use and waits for your OK.
• Builds everything: the folder structure, note templates, the Bases views, a README, a profile note, the three skills, and a project instructions file.

Expect roughly 15–30 minutes of Claude working. When it finishes, skim what it made and ask it to fix anything that looks off before you start using it.

In practice

How to use it

You do not enter contacts by hand. Ask Claude to build your list — typically it researches them first into a CSV table, then creates one note per person from it.

The three skills are loaded as slash commands. Type the command when you reach that step:

• /process-inbox-[name] — when replies come in: sort them, schedule meetings, draft answers, and update the CRM.
• /meeting-preparation-[name] — before a meeting: research everyone and write a short brief. The calls to action it suggests are often hit-or-miss, so judge them yourself.
• /meeting-follow-up-[name] — after a meeting: draft the follow-up email. Always read it over and improve it before sending.

([name] is your first name, set during setup.)

You will want to tune these skills over time.

Keep it safe

Back up and sync your vault

Your entire CRM is plain files on your own machine — great for control, but it means backups are on you. Keep one. A synced remote backup also lets you reach your notes from your phone, and, if you want, lets a whole team work from a single shared vault.

• Set up a remote, secure backup so a lost or broken laptop never costs you your outreach history.
• I can help you configure this — including a setup where you can read and edit your vault from mobile.
• The vault can be synced across several people, so everyone doing this outreach together can share one CRM.

To set any of this up, just message me (contact below).

Make it yours

Refine the skills over time

The skills are just markdown files you can change. As you use the system you will spot things you would do differently — how Claude phrases emails, what it researches, how it sorts replies. Just tell Claude what to update (for example, "change the follow-up skill so the emails sound more like this …") and it edits the skill for you. It gets more yours the longer you use it.

Next step

Your first round of outreach

Help

Questions?

Just get in touch — see First, say hello above for how to reach me. Glad to help you get this running.