Complete AI Lead Generation Workflow Using Claude AI + ChatGPT

This workflow helps you:

→ Find leads automatically

→ Extract business data in bulk

→ Generate outreach emails

→ Export structured Excel sheets

→ Scale outreach with AI tools

Works for:

• Agencies

• Freelancers

• Recruiters

• Sales teams

• Performance marketers

• Service businesses

Tools used:

→ Claude AI

→ ChatGPT

→ Claude Connectors

→ Mailchimp / HubSpot / GetResponse

→ Excel / Google Sheets

Everything below follows the exact process shown in the transcript.

STEP 1: Create Free Claude AI Account

Go to Claude AI.

Create a free account.

No paid plan required.

STEP 2: Install Lead Generation Connector

Inside Claude:

→ Click “Add Connector”

Install:

→ Vibe Prospecting

Other options:

• Apollo.io

• Clay

• HubSpot

Vibe Prospecting was used in the transcript.

After installation:

→ Open the connector

→ Connector starts accepting prompts

This becomes your AI lead extraction system.

STEP 3: Use ChatGPT To Generate Lead Extraction Prompt

Instead of manually writing huge prompts:

→ Use ChatGPT to generate structured prompts

This saves time and improves output quality.

PROMPT 1: Dental Clinic Lead Extraction

Copy this into ChatGPT:

Generate a detailed lead extraction prompt for Claude AI.

I want to extract lead data for the top 20 dental clinics in Jodhpur, Rajasthan, India.

I need the following information:

• Clinic name

• Address

• Phone number

• Email ID

• Website URL

• LinkedIn profile URL

• Instagram profile URL

• Facebook profile URL

• Google rating

• Number of reviews

Instructions:

• Extract only publicly available information

• Mention “Not Found” wherever data is unavailable

• Organize everything in a clean table format

• Export the final output into an Excel sheet

• Make the data professional and structured for outreach purposes

ChatGPT generates the optimized prompt.

STEP 4: Paste Generated Prompt Into Claude

Now:

→ Copy the generated prompt

→ Paste into Claude AI

→ Press Enter

Claude starts:

✓ Searching websites

✓ Scraping business data

✓ Collecting emails

✓ Extracting social profiles

✓ Gathering ratings and reviews

Claude automatically generates:

→ Structured lead database

→ Excel export

STEP 5: Download Excel Sheet

Claude generates:

→ Professional Excel sheet

Example columns:

• Clinic Name

• Address

• Phone Number

• Email ID

• Website

• LinkedIn

• Instagram

• Facebook

• Ratings

• Reviews

If information is unavailable:

→ Claude writes “Not Found”

This keeps the sheet clean and usable.

STEP 6: Generate Outreach Emails Using ChatGPT

Now use ChatGPT again.

Paste this prompt:

I have lead data for dental clinics.

Generate a professional cold outreach email for pitching performance marketing services.

Include:

• Subject line

• Professional email body

• Short introduction

• Business problem

• Service offer

• Clear CTA

Tone:

• Professional

• Short

• Friendly

• Sales focused

ChatGPT generates:

→ Outreach email

→ Subject line

→ CTA

STEP 7: Send Bulk Emails

Now take all collected emails and use:

→ Mailchimp

→ GetResponse

→ HubSpot

Workflow:

→ Import leads

→ Create email template

→ Send bulk outreach

This creates a scalable outreach system.

STEP 8: Generate Founder Leads From Shark Tank Companies

The transcript also showed another workflow.

Use this prompt in ChatGPT:

Generate a detailed lead extraction prompt for Claude AI.

I want founder data for all companies from Shark Tank India Seasons 1 to 5.

I need:

• Founder names

• Company names

• LinkedIn profile URLs

• Decision maker phone numbers

• Email IDs

• Website URLs

• Instagram profiles

Instructions:

• Extract publicly available information only

• Mention “Not Found” where data is unavailable

• Organize data into an Excel sheet

• Keep output clean and professional

Paste generated prompt into Claude.

Claude processes:

→ Startup founders

→ Founder contacts

→ Company data

Useful for:

• Agency outreach

• Networking

• Job outreach

• Partnerships

• Investor research

STEP 9: Use Claude Skills

Inside Claude:

→ Add File

→ Skills

You can:

• Add predefined skills

• Create custom skills

Example:

→ Performance Marketer

Once added:

→ Claude responds from a marketing perspective automatically

This removes repetitive prompting like:

→ “Act as a performance marketer”

STEP 10: Ask Claude For Connector Recommendations

You can directly ask Claude:

Give me the 5 best connectors for landing page generation.

Claude suggests:

• Webflow

• Framer

• WordPress

• Notion

• HubSpot

You can do this for:

→ CRM

→ SEO

→ Design

→ Automation

→ AI agents

→ Email marketing

Full Workflow Summary

1. Use ChatGPT for prompt generation
2. Paste prompts into Claude AI
3. Use connectors for lead extraction
4. Export data into Excel
5. Generate outreach emails with ChatGPT
6. Send campaigns through CRM/email tools
7. Scale with automation workflows

Best Practices From The Transcript

✓ Always specify location

✓ Mention output format clearly

✓ Ask for Excel export

✓ Mention “Not Found” handling

✓ Keep prompts detailed

✓ Use connectors based on workflow

✓ Use skills for better outputs

✓ Focus on clarity of intent

Important Insight

The biggest takeaway from the transcript:

Your prompt quality decides your output quality.

The AI already knows how to execute.

Your job is:

→ Explain the task clearly

→ Define the output

→ Structure the workflow properly