account co-pilot + CRM
Bootstrapped a co-pilot and CRM to enable scaling and high volume capacity.
| workflow | GTM automations for prospecting, enriching, scoring, qualifying, and message drafting. |
| primary result | Created the capacity to handle a wider variety of prospects and a tracking layer for relevant prospects. |
Manually prospecting and writing outreach was a significant bottleneck. Trying to do this entire workflow through purely Claude Code would have been very expensive — the tasks are token-heavy.
An ad hoc Google Drive wrapper that tracks email transcripts, logs progression, and suggests next best steps. A Claude skill uses Google Drive MCP to retrieve information on prospects on-demand, so I can get relevant answers and context before sending any responses or joining a meeting.
Removed the majority of manual friction when it came to answering prospects.
On my mission to expand my portfolio, I targeted niches I deemed relatively lacking in AI adoption. Each niche had different pain points and therefore different offers and solutions. Given that I lack domain knowledge, the account co-pilot helped me confidently work around unfamiliar terminology and pain points, all within my main working surface of VS Code.
email: luis07.saso@gmail.com
LinkedIn: LinkedIn