Turn Your Social Media Into a Prospect Machine
You already have hundreds of high-value contacts sitting across LinkedIn, Facebook, Instagram, and Gmail doing nothing. This guide shows you how to export that data, run it through Claude Code, and get a ranked shortlist of your best prospects with personalized outreach messages written in your voice in under an hour.
What you need before you start
- At least one of: LinkedIn (50+ connections), Facebook (50+ friends), Instagram (business account with followers), or Gmail (active inbox)
- Claude Code installed: download it free here (takes 2 minutes to set up)
- 10 to 60 minutes depending on your data size
- That is it. No coding. No tools to install. Nothing to pay for.
Export your data: pick your platform
Every major platform lets you download your own data. It is totally legal, totally allowed, and takes about 5 minutes per platform. Pick one (or all of them) and follow the steps below:
Connections.csvfriends.jsonfollowers.jsoncontacts.csv fileTwo prompts. That is the whole job.
Open Claude Code. Paste Prompt 1 and hit enter. Claude will ask whether you have your CSV yet and guide you from there. Once you have the file, paste Prompt 2, answer the questions, and Claude runs the entire analysis automatically.
I want to build a prospect intelligence report using my own exported contact data. I may have data from LinkedIn, Facebook, Instagram, or Gmail, or a combination. The end result will be a ranked shortlist of my best prospects, personalized outreach messages written in my own voice, a CSV file, and a custom-designed HTML dashboard with a copy button on every message.
Before you do anything else, ask me this one question and wait for my answer:
If I do not have the files yet, walk me through exactly how to export data from whichever platform(s) I choose, step by step. Each takes about 5 minutes and is 100% permitted by each platform.
Once I confirm I have the file(s), stop and wait. I will send you the next prompt.
I have my data file(s) ready. Before you start the analysis, ask me the following 4 questions one at a time. Wait for my full answer to each question before asking the next one. Do not proceed to the analysis until I have answered all four.
Once I have answered all four, proceed with the full analysis:
- Read my data file(s): LinkedIn CSV, Facebook JSON, Instagram JSON, Gmail CSV, or a combination, and filter contacts matching Q1
- Tell me how many decision-makers you found vs total contacts across all files
- Research the top 25 filtered results using public web search only: company size, AI/transformation signals, recent news. No platform scraping.
- Score each person out of 100: Authority 30pts · Scale 20pts · Network 25pts · Proximity 15pts · Warmth 10pts
- For the top 10, write a 2-3 sentence outreach message in my voice: specific, real, ending with my CTA. Smart friend, not vendor.
- Ask me one question about how I want the dashboard to look, then generate a CSV + a custom HTML dashboard with a copy button on every message.
Tell Claude who you are looking for
Before Claude touches your CSV, you need to tell it how to score and rank your connections based on your business, your niche, and your goals. Open Claude and answer these four questions:
Tell Claude exactly what job titles mean "this person could hire me." Be specific: the more specific you are, the better the filter.
What kinds of companies do you want to work with? And what would make someone extra interesting, like if they are already talking about a problem you solve?
Claude will build you a custom-designed HTML dashboard. Describe your vibe: colors, feel, aesthetic. You do not need to know design language, just describe it like you would describe a room.
What do you want to happen after you send the message? Claude will bake this into every personalized message it writes, so be honest about what a "win" looks like for you.
Claude filters and scores every connection
Upload your Connections.csv to Claude and paste the prompt. Claude will filter your connections down to decision-makers and score each one across 5 dimensions:
Claude researches your top prospects
For your top 25 filtered connections, Claude searches the public web to build a mini dossier on each person. No LinkedIn profile visits. No data you are not allowed to use. Just public information.
Looks at Crunchbase, Glassdoor, company websites, and news to estimate headcount and revenue tier.
Searches for press releases, blog posts, job postings, or news articles where the company or its leaders mention AI, digital transformation, or growth initiatives.
Anything in the past 12 months: funding rounds, expansions, new hires, rebrands. Anything that gives you a natural, specific reason to reach out.
Claude writes the outreach messages
For your top 10 ranked prospects, Claude writes a short, personalized message in your voice: a LinkedIn DM, Facebook message, Instagram DM, or email depending on where you found them.
- ✓ 2-3 sentences max: tight and punchy
- ✓ References something real and specific about their company or a public initiative Claude found
- ✓ Never starts with "I came across your profile": you are already connected
- ✓ Never says "hope this finds you well" or any filler
- ✓ Ends with the soft CTA you defined: not a pitch, an open door
- ✓ Sounds like a smart friend, not a vendor
"Managing $1B+ in multifamily assets and speaking at conferences: you are operating at a level where the right AI systems can save serious time on underwriting, investor reporting, and deal flow. I specialize in exactly that intersection. Would love to compare notes."
Claude builds your report
One command. Two files. A full prospect intelligence dashboard that looks like a top creative agency built it, because you told Claude exactly what you wanted in Step 2.
Every ranked prospect with their score, intel summary, outreach message, LinkedIn URL, and email. Import it into any CRM or open it in Google Sheets.
A fully designed, browser-ready dashboard styled to your brand. Each card shows score, intel, tier, and a one-click copy button for the outreach message.
Total time investment
What would take a human researcher 3 days, Claude does in under an hour. You bring the judgment. Claude brings the horsepower.
Want us to walk you through it step by step?
If reading a guide is not your thing, no shame, we get it. Book a Momentum Session and we will personally walk you through every step, answer questions in real time, and make sure you leave with an actual ranked prospect list and personalized outreach messages ready to send.
Limited availability. Book a time that works for you.