Qualify + Message | Claude Chat (MCP)
Using Octave in Claude
Workflow
Qualify +
Message
Surface
Claude Chat (MCP)
Cowork
Claude Code
Difficulty
Easy
Medium
Hard
Audience
BDRs, SDRs, and AEs doing outbound
What it does
Qualify a prospect and generate a personalized message in one conversation
Scenario
You're building a list of prospects to reach out to. You have a LinkedIn profile URL. You want to know if they're worth reaching out to based on your ICP, and if they are, you want to send them a well-researched, personalized message that references their company, role, and challenges.
How It Works
You give Claude a prospect's LinkedIn URL, company, and title. Octave qualifies them against your ICP, scoring fit against your product, segment, and persona. If they're a match, it generates a personalized outreach message using your saved agents and messaging.
Input
LinkedIn URL, company, title
Qualify
against your product, segment, and persona
Research
optional deep research for personalization
Message
personalized outreach via saved agent
The Old Way
❌ Spray and Pray
Skip research entirely and reach out on a hunch
❌ Time Researching
Manually research the person, their company, their vertical, size, and geography to see if they match your ICP criteria
❌ Manual Messaging
Manually research pain points, competitors, and value props, then spend 15 minutes crafting a personalized message
❌ Inconsistent Quality
Every rep uses different criteria and messaging, making it hard to learn what actually works
⏱️ 30-40 minutes total
The New Way
✓ Qualified First
Octave scores fit against your ICP before you ever reach out, so you only spend time on prospects that match
✓ Instant Research
Octave pulls company, person, and segment data in seconds instead of manual searching across tabs
✓ Agent-Written Messages
Your saved Octave agent drafts the message using your playbook, voice, and the research it just gathered
✓ Repeatable Process
Same criteria, same messaging quality, every time. A few prompts back and forth and you're done
⏱️ 3-4 minutes total
What You Get
✓ Worth Reaching Out?
A qualification score (out of 10) and reasoning based on fit against your product, segment, and persona
✓ Personalized Message
A well-researched, personalized message that references their company, role, and challenges against your product, segment, and persona
✓ Quick & Consistent
All done with two or three quick chats
Step by Step
1
Gather inputs
LinkedIn profile URL, company domain/name, and job title
2
Paste into Claude and ask to qualify
Qualify this prospect: LinkedIn: [URL] Company: acme.com Title: VP of Sales Qualify the company against our offering Qualify the company against our Enterprise segment Qualify the person against our VP Sales persona
3
Review the qualification results
Claude calls your Octave library and returns:
  • Overall fit score (out of 10) with rationale
  • Individual scores + rationales for each dimension (offering fit, segment fit, persona fit)
4
If qualified, run deep research first (Optional - Advanced Mode)
Use Octave agents to research this person - find recent webinars, LinkedIn posts, publications, topics they care about related to our offering
This gives you personalization fuel: specific topics, pain points, or initiatives mentioned publicly.
5
Generate the message and pass research as context
Generate a cold email using my "enterprise outbound" agent Use the research from the previous step as runtime context
6
Review the message, optionally polish (2 min), and send