Complete step-by-step operational playbook for Jamie Schneiderman. Venture-backed SaaS founders who've plateaued -- from Sales Navigator filters to tiered Instantly campaigns with dossier-based personalization.
6 new sending domains purchased January 2026, fully warmed up and actively sending with replies coming in. Domains: unstuckyourbusinessconsultants.com, withunstuckyourbusiness.com, tryunstuckyourbusiness.com, unstuckyourbusinesspartners.com, unstuckyourbusinessgrowth.com, growunstuckyourbusiness.com. Campaigns can launch immediately.
215 leads in HeyReach rated 1-3/5, zero 4/5 or 5/5. Root cause: no revenue/funding verification, industry too broad (Financial Services founders slipping through). Fix: This playbook adds Crunchbase verification + tighter industry filters to prevent this going forward.
All leads cross-referenced against existing HeyReach campaigns (215 active) and Instantly DNC lists. Crunchbase as verification layer to confirm funding stage and revenue -- NOT primary source. Expandi personal emails prioritized -- founders read personal inbox. MillionVerifier OK only.
HeyReach scraping is free. Qualify before enriching to avoid wasting credits. Jamie's previous leads rated 1-3/5 because filters were too loose -- this plan tightens them.
All lead source URLs (Sales Navigator, Crunchbase, Apollo, etc.) are tracked in one master Google Sheet. Every URL you build in Step 1 must be saved here before scraping. Open the "Jamie - Unstuck" tab, find the matching sub-search row, and paste the URL. This is the single source of truth for all lead scraping URLs across all clients.
How to build each search (do this for every sub-search in the tables below):
Go to linkedin.com/sales/search/people (Sales Navigator Lead Search)
You will see a search bar at the top and filter panels on the left sidebar. DO NOT type anything into the top search bar -- leave it blank always.
On the left sidebar, click "Company headcount". Check the box for the headcount range listed in the sub-search table (e.g., 11-50). Click "Show results".
Click "Current job title" in the sidebar. A text box appears. Type or paste the INCLUDE titles: CEO OR Founder OR Co-Founder OR Chief Executive. Press Enter. They will appear as green pills (green = included). Confirm the toggle at the top of the title filter says "Include."
Now add the EXCLUDE titles. There are two ways to do this. Method A: Click the "Include" dropdown at the top of the title filter and switch it to "Exclude". Now type or paste: GTM OR Growth OR Advisor OR Board OR Consultant OR Coach OR Fractional OR Intern OR Associate. Press Enter. They will appear as red pills (excluded). Switch the dropdown back to "Include" when done. Method B: Type the values while still on "Include." They appear as green pills. Then for EACH one, click the circle-with-line-through-it icon (looks like a stop sign, next to the X on the green pill). The pill turns red = excluded. Either method works. You will know it is correct when all exclude titles are red and all include titles are green.
Click "Geography" in the sidebar. Type United States and select it from the dropdown. (Add Canada as a second geography run later if needed.)
PAUSE. Scroll down to the segment tables below. Find the segment you are currently building (Segment 1, 2, or 3). Each segment has a bold line that says "Industry filter for all Segment X sub-searches" with the exact industries to input. Read that line, then come back here and continue.
Click "Industry" in the sidebar. Type and select the industries from the segment table you just read. For example, Segments 1-2 use: Software Development and Technology, Information and Internet. They will appear as green pills (included). Now add the exclude: type Financial Services and press Enter. It will appear as a green pill. Click the circle-with-line-through-it icon (stop sign icon, next to the X) on the green pill. It turns red, confirming it is excluded. Alternatively, switch the dropdown to "Exclude" first, then type the industry.
Click "Posted on LinkedIn" in the sidebar. If the sub-search says "ON," toggle this to Yes. If "OFF," leave it untouched (default = all).
Click "Seniority level" in the sidebar. Check only the boxes listed in the sub-search table. For Jamie, this is Owner only. Do NOT check CXO -- Jamie only works with founders, not C-suite executives like COOs or CFOs. CXO inflates results by 5-6x with wrong-fit leads.
CHECK THE RESULT COUNT in the top-right area of the results. If it says "2,500+ results", you must split further -- go back and narrow headcount or add the "Posted on LinkedIn" filter. If it shows a number under 2,500, you are good.
Copy the full URL from your browser's address bar. The URL contains all your filter selections. Open the Lead Source URL Tracker (Jamie tab), find the matching sub-search row, and paste the URL into the "Sales Nav URL" column. Also enter the actual result count in the "Actual Count" column.
Repeat steps 1-11 for each sub-search in the segment tables below.
Shared base filters (quick reference):
| Filter | Value | Where to Find It |
|---|---|---|
| Geography | United States | Left sidebar > Geography |
| Title INCLUDE | CEO OR Founder OR Co-Founder OR Chief Executive | Left sidebar > Current job title > Include |
| Title EXCLUDE | GTM OR Growth OR Advisor OR Board OR Consultant OR Coach OR Fractional OR Intern OR Associate | Left sidebar > Current job title > Exclude |
| Industry | Varies per segment -- see each segment's Complete Filter Set below | Left sidebar > Industry |
| Top keyword bar | LEAVE BLANK ALWAYS | Top of page -- do not type here |
Critical fix from past campaigns: Excluding "Financial Services" industry and "GTM"/"Growth"/"Coach" titles. These were flooding Jamie's lists with wrong-fit leads.
LinkedIn Sales Navigator caps every search at 2,500 results. HeyReach and Expandi enforce this -- you cannot scrape more than 2,500 from a single search URL. If a search returns more than 2,500, you MUST split it further using these volume controls:
1. Headcount split -- break "11-200" into "11-50" and "51-200" (two separate searches)
2. "Posted on LinkedIn" toggle -- ON = only people who've posted recently (smaller, more active set). OFF = everyone else. Two searches per segment.
3. Seniority filter -- narrow from "Owner+CXO+VP+Director" to just "Owner"
4. Geography split -- break "USA" into East Coast / West Coast, or specific states
Check the result count BEFORE scraping. If it says "2,500+ results," your search is too broad -- split it.
The sweet spot. Smaller SaaS companies (typically Series A) who've proven PMF but growth has stalled. Board pressure to hit metrics.
| Filter | Value (click to copy) | How to Set |
|---|---|---|
| Company Headcount | 11-50 | Left sidebar > Company headcount > check "11-50" |
| Geography | United States | Left sidebar > Geography > type and select |
| Title INCLUDE | CEO OR Founder OR Co-Founder OR Chief Executive | Current job title > Include dropdown > paste |
| Title EXCLUDE | GTM OR Growth OR Advisor OR Board OR Consultant OR Coach OR Fractional OR Intern OR Associate | Current job title > switch to Exclude > paste (red pills) |
| Industry INCLUDE | Software Development + Technology, Information and Internet | Industry filter > type each one > green pills |
| Industry EXCLUDE | Financial Services | Industry filter > type > click stop-sign icon > red pill |
| Seniority | Owner | Seniority level > check Owner ONLY (not CXO) |
| Posted on LinkedIn | Varies per sub-search (see table below) | Left sidebar > Posted on LinkedIn |
| Top keyword bar | LEAVE BLANK | Do not type anything in the top search bar |
| # | Sub-Search | Posted | Est. Count | Sales Nav URL |
|---|---|---|---|---|
| 1a | SaaS Early Stage -- Posted (11-50) | ON | ~1,200 * | Build search |
| 1b | SaaS Early Stage -- Not Posted (11-50) | OFF | ~1,800 * | Build search |
~3,000 raw across 2 sub-searches. After dedup: ~300-400 unique qualified leads. Heavy overlap between Posted/Not Posted -- that's expected.
Different plateau. Larger SaaS companies (typically Series B) with more resources and team, but growth per dollar invested is declining. Strategy problem hiding behind busy work.
| Filter | Value (click to copy) | How to Set |
|---|---|---|
| Company Headcount | 51-200 | Left sidebar > Company headcount > check "51-200" |
| Geography | United States | Left sidebar > Geography > type and select |
| Title INCLUDE | CEO OR Founder OR Co-Founder OR Chief Executive | Current job title > Include dropdown > paste |
| Title EXCLUDE | GTM OR Growth OR Advisor OR Board OR Consultant OR Coach OR Fractional OR Intern OR Associate | Current job title > switch to Exclude > paste (red pills) |
| Industry INCLUDE | Software Development + Technology, Information and Internet | Industry filter > type each one > green pills |
| Industry EXCLUDE | Financial Services | Industry filter > type > click stop-sign icon > red pill |
| Seniority | Owner | Seniority level > check Owner ONLY (not CXO) |
| Posted on LinkedIn | Varies per sub-search (see table below) | Left sidebar > Posted on LinkedIn |
| Top keyword bar | LEAVE BLANK | Do not type anything in the top search bar |
| # | Sub-Search | Posted | Est. Count | Sales Nav URL |
|---|---|---|---|---|
| 2a | SaaS Growth Stage -- Posted (51-200) | ON | ~800 * | Build search |
| 2b | SaaS Growth Stage -- Not Posted (51-200) | OFF | ~1,200 * | Build search |
~2,000 raw across 2 sub-searches. After dedup: ~200-300 unique qualified leads.
Not all stuck founders are SaaS. IT services, telecom, and consulting companies hit the same plateau. Jamie's frameworks apply to any venture-backed tech-adjacent company.
Software Development and Technology, Information and Internet. This segment uses COMPLETELY DIFFERENT industries to avoid duplicate leads.| Filter | Value (click to copy) | How to Set |
|---|---|---|
| Company Headcount | Varies per sub-search: 11-50 or 51-200 | Left sidebar > Company headcount > check one range |
| Geography | United States | Left sidebar > Geography > type and select |
| Title INCLUDE | CEO OR Founder OR Co-Founder OR Chief Executive | Current job title > Include dropdown > paste |
| Title EXCLUDE | GTM OR Growth OR Advisor OR Board OR Consultant OR Coach OR Fractional OR Intern OR Associate | Current job title > switch to Exclude > paste (red pills) |
| Industry INCLUDE | IT Services and IT Consulting + Telecommunications | Industry filter > type each one > green pills |
| Industry EXCLUDE | Financial Services | Industry filter > type > click stop-sign icon > red pill |
| Seniority | Owner | Seniority level > check Owner ONLY |
| Posted on LinkedIn | Varies per sub-search (see table below) | Left sidebar > Posted on LinkedIn |
| Top keyword bar | LEAVE BLANK | Do not type anything in the top search bar |
| # | Sub-Search | Headcount | Posted | Est. Count | Sales Nav URL |
|---|---|---|---|---|---|
| 3a | IT Services + Telecom -- Posted (11-50) | 11-50 | ON | Verify * | Build search |
| 3b | IT Services + Telecom -- Posted (51-200) | 51-200 | ON | Verify * | Build search |
| 3c | IT Services + Telecom -- Not Posted (11-50) | 11-50 | OFF | Verify * | Build search |
Raw count: Verify in Sales Nav. After dedup: ~150-250 unique qualified leads.
Do this for each sub-search URL you saved in Step 1:
Log in to app.heyreach.io. Make sure you are in the correct workspace (check the workspace name in the top-left corner).
In the left sidebar, click "Lead Lists"
Click the "+ Create New List" button (top right)
Give the list a name that matches the sub-search. Example: Jamie - SaaS Series A - Posted 11-50 (1a). Use the sub-search ID from the tables above so you can track it later.
Select "Import from Sales Navigator URL" (NOT "Upload CSV" -- that's a different option)
Paste the full Sales Nav URL you copied in Step 1. Click "Import".
HeyReach will show a progress bar. Scraping takes 5-15 minutes depending on list size. You can start another sub-search while this one runs -- HeyReach allows multiple imports at once.
When status changes to "Completed", click on the list name to open it.
Click the "Export" button (top right of the list view). Select "Download as CSV".
The CSV will contain: First Name, Last Name, Company Name, Job Title, LinkedIn Profile URL. Save the file as Jamie_Raw_1a.csv (matching the sub-search ID).
Repeat steps 3-10 for all remaining sub-searches (1b, 1c, 1d, 2a, 2b, 3a, 3b, 3c).
Track A (Step 3A): Clean and dedup your Sales Nav leads from HeyReach. Track B (Steps 3B-3C): Source funded startup companies from Crunchbase, then use Prospeo to find the founders' personal LinkedIn profiles. Both tracks produce separate lead lists that merge at Expandi in Phase 3.
Clean, filter, and split your HeyReach leads before uploading to Expandi. This is a 3-part process: dedup across segments, filter to only founders/CEOs, then split into parts under 2,500 for Expandi upload.
Open your terminal and type claude to start Claude Code
Drag all your raw CSVs from Step 2 into the Claude Code window (one per sub-search segment). You can drag them all at once.
Copy the prompt below and paste it into Claude Code. Hit Enter.
This is critical. HeyReach exports contain ALL titles from Sales Nav -- Partners, Managing Partners, Presidents, VPs, etc. You MUST filter down to only decision-makers before spending Expandi credits.
Expandi has a ~2,500 lead limit per CSV upload. If your filtered list exceeds 2,500, split it into parts.
Purpose: Build a list of Series A and Series B funded companies that match Jamie's ICP. This is a sourcing step -- Crunchbase gives you the companies, then Step 3C finds the founders. Crunchbase does NOT have founder contact info -- it only has company-level data (funding, revenue, headcount).
Part 1: Install Instant Data Scraper (one-time setup)
Open Google Chrome. Go to Instant Data Scraper on Chrome Web Store
Click "Add to Chrome" > "Add Extension". This is Instant Data Scraper (free, no credit limits, no account needed).
You will see a small Instant Data Scraper icon in your Chrome toolbar (top right). If you don't see it, click the puzzle piece icon and pin it.
Part 2: Set up Crunchbase search with exact Jamie ICP filters
Go to crunchbase.com/discover/organization.companies. Log in if prompted. You will see the Companies tab selected at the top left (next to Contacts and Investors). Below it is a row of filter category cards: Overview, Contacts, Predictions, Insights, Competitors, Financials, Company Status, Deals, Notes, Lists, Tags, Partner Filters. Each card has a small ⊕ icon on the right side.
Open the Overview card: Click the ⊕ icon on the "Overview" card. A panel opens showing: Description Keywords, Headquarters Location, Industry, Number of Employees, Founded, Actively Hiring, and more.
Set Industry: In the Overview panel, find the "Industry" search box. Type Software and select it from the dropdown. It appears as a blue pill with an X. (For Jamie, "Software" alone is sufficient -- it captures SaaS, software dev, and tech companies without pulling in irrelevant results.)
Set Headquarters Location: In the same Overview panel, find the "Headquarters Location" search box. Type Canada and select it (blue pill). Then type United States and select it (blue pill). Both should appear as removable pills.
Set Number of Employees: In the same Overview panel, find "Number of Employees". This is a slider with two drag handles (NOT checkboxes). Drag the left handle to 11 and the right handle to 100. The numbers display above the slider as you drag. This targets companies with 11-100 employees.
Close the Overview panel by clicking the X in the top right of the panel. Your Overview card should now show "Overview: Canada, United States, +3" (indicating 3 additional filters active).
Open the Financials card: Click the ⊕ icon on the "Financials" card. A panel opens showing: Last Funding Date, Last Funding Type, Last Funding Amount, Total Funding Raised, Valuation, Investors.
Set Last Funding Type: In the Financials panel, find "Last Funding Type" on the right side. You will see checkboxes: Pre-Seed, Seed, Series A, Series B, and a "+ More Options" link. Check Series B. (For a separate search, you can also check Series A -- run them as separate saved searches to stay under the 1,000 export limit.)
Set Last Funding Date (optional): In the same Financials panel, find "Last Funding Date" on the left side. You will see radio buttons: Past 30 Days, Past 60 Days, Past 90 Days, Past Year, Custom Date Range. Select "Past Year" to target companies that raised within the last 12 months. Or leave it unset to capture all recently-funded companies regardless of when they raised.
Close the Financials panel. Your Financials card should now show "Financials: Series B".
Open the Company Status card: Click the ⊕ icon on the "Company Status" card. A panel opens showing: Type, Operating Status, M&A Status, and IPO Status.
Set Type: Check For Profit (uncheck Non-profit).
Set Operating Status: Check Active (uncheck Closed).
Set IPO Status: Check Private (uncheck Public and Delisted -- you want pre-IPO companies only).
Close the Company Status panel. Your card should show "Company Status: For Profit, Active, +1".
Save the search: Click "Save Changes" (top right, next to the green "Sync" button) or click the 🔖 pin icon next to the search title to save it to My Dashboard > Saved Searches. Name it descriptively, e.g., Jamie software, 11 to 100 employees, Series B, for-profit, Canada/USA.
| Filter Card | Filter Name | Value to Set | UI Control |
|---|---|---|---|
| Overview | Industry | Software | Search box > type > select pill |
| Overview | Headquarters Location | Canada, United States | Search box > type > select pills |
| Overview | Number of Employees | 11 to 100 | Drag slider handles (left=11, right=100) |
| Financials | Last Funding Type | Series B (or Series A for second search) | Checkbox |
| Financials | Last Funding Date | Past Year (optional) | Radio button |
| Company Status | Type | For Profit | Checkbox |
| Company Status | Operating Status | Active | Checkbox |
| Company Status | IPO Status | Private | Checkbox |
After setting all filters, check the result count at the top left of the results table (e.g., "1-50 of 765 results"). The results table shows columns: Organization Name, employee count, Headquarters Location, Description, Website, LinkedIn, Contact Email, Full Description, Estimated Revenue Range, Founded Date. Your target is under 1,000 results. If it shows more than 1,000, tighten filters (see warning below) before proceeding to Part 3.
Part 3: Scrape the results with Instant Data Scraper
Make sure you are on the Crunchbase search results page and the results table is visible (showing Organization Name, employee count, etc.).
Click the Instant Data Scraper icon in your Chrome toolbar. A popup window opens showing a preview of the scraped data from the current page. It auto-detects the table columns (Organization Name, Headquarters Location, Description, Website, LinkedIn, Contact Email, etc.).
If Instant Data Scraper does not detect the table, scroll down the Crunchbase page first so the table fully loads, then click the icon again.
Click "Locate 'Next' button" (blue button, top left of the popup). Instant Data Scraper will highlight the Crunchbase "Next >" pagination link. If it highlights the correct button, you are ready. If it highlights the wrong element, click "Locate 'Next' button" again until it finds the right one.
Set the delay between pages: Min delay: 2 sec, Max delay: 20 sec. This prevents Crunchbase from rate-limiting you. Leave the "Infinite scroll" checkbox unchecked (Crunchbase uses pagination, not infinite scroll).
Click "Start crawling". Instant Data Scraper will automatically: scrape the current page (50 rows), click "Next", wait 2-20 seconds, scrape the next page, and repeat through all pages. The status shows: Pages scraped, Rows collected, and Working time. Let it run until it reaches the last page.
When it finishes (or you click "Stop crawling"), click the "CSV" button (green, top right of popup) to download all collected data as a CSV. Save as Jamie_Crunchbase_Companies.csv. You can also click "XLSX" for Excel format or "COPY ALL" to paste into Google Sheets.
Part 3B: Clean Your Raw Crunchbase CSV
The CSV from Instant Data Scraper has raw CSS class names as column headers. Use the cleaner in Part 4 below to fix this before proceeding to Step 3C.
Part 4: Clean your raw Crunchbase CSV
The CSV from Instant Data Scraper has raw CSS class names as column headers. The cleaner below fixes this automatically -- drop your raw CSV in and it renames columns, removes junk, and shows a preview.
Output: A clean CSV of funded companies with proper column names (Company Name, Website, Funding Type, Total Funding, Employees, etc.). You will use this in Step 3C.
The problem: Crunchbase gives you funded companies but NOT the people running them. You can't load company URLs into HeyReach or Expandi -- those tools need personal LinkedIn profile URLs.
The solution: Use Prospeo's Search Person API to find CEOs, Founders, and Co-Founders at each company by domain. Prospeo returns their name, title, and personal LinkedIn URL -- exactly what you need for outreach.
Step-by-step:
1. Open your terminal and type claude to start Claude Code
2. Drag in your clean Crunchbase CSV from Step 3B (the one with proper column names)
3. Copy the prompt below and paste it into Claude Code. Hit Enter.
4. Claude extracts the company domains, calls the Prospeo API in batches, filters results to only CEOs/Founders/Co-Founders, and outputs a clean CSV with personal LinkedIn URLs.
5. This takes 20-40 minutes depending on how many companies (rate limits). Claude handles the waiting automatically.
Expected results: ~3,000 founders/CEOs across ~1,700 companies (55-60% hit rate). This is a separate lead list from your Sales Nav leads -- these are guaranteed funded startup founders.
Jamie_CB_Founders_Clean.csv -- founders/CEOs with personal LinkedIn URLs, ready to load into Expandi as its own segment.| List | Source | What It Contains | Size |
|---|---|---|---|
| Track A | Sales Nav + HeyReach | SaaS founders/CEOs, deduped + filtered, split into 2 parts for upload | 4,232 (2 x 2,116) |
| Track B | Crunchbase + Prospeo | CEOs/Founders at Series A/B funded companies with LinkedIn URLs | 2,997 |
Both lists go into Expandi as separate segments in Phase 3. Track A = "SaaS Growth Founders" (split into Part 1 and Part 2). Track B = "CB Founders Series A/B". This lets you measure which source converts better and tailor messaging accordingly.
Your two lead lists from Phase 2 -- Track A (Sales Nav leads) and Track B (Crunchbase funded founders) -- both go into Expandi as separate segments. Expandi finds personal Gmail/Outlook addresses from LinkedIn profiles. After Expandi, merge Track B with Crunchbase funding data, dedup against your master contacted lists, then backfill missing emails with Prospeo/Apollo.
Why Expandi first: Expandi finds personal Gmail/Outlook addresses from LinkedIn profiles. Founders read personal inbox more than corporate. Personal emails get 2-3x higher reply rates.
Log in to app.expandi.io
In the left sidebar, click "People" > "Import" > "Upload CSV"
Select your first file. For Track A, upload Jamie_Deduped_Clean_Updated_Part1.csv first.
Map columns CAREFULLY -- this is the most important step:
| CSV Column | Map to Expandi Field | Priority |
|---|---|---|
| Profile URL / LinkedIn URL | profile_link | CRITICAL -- without this, nothing works |
| First Name | first_name | Required |
| Last Name | last_name | Required |
| Full Name | name | Required |
| Job Title | job_title | Required |
| Company / Company Name | company_name | Required |
| Company Website | dynamic placeholder | Optional (for personalization) |
Name the list clearly so you can tell lists apart later. Examples: Jamie - SaaS Growth Founders Part 1 - Mar 2026, Jamie - CB Founders Series A/B - Mar 2026
Leave "Auto-refresh" and "Auto-assign to campaign" unchecked. Click "Confirm".
Repeat for each remaining CSV: Part 2 of Track A, and Track B (Jamie_CB_Founders_Clean.csv).
Expandi processes the lists in the background. Email enrichment happens automatically -- wait 1-4 hours for large lists.
When complete, export each list from Expandi as CSV. The export includes all original fields PLUS the enriched email, phone, location, and company data from LinkedIn.
Expected hit rate: ~50% will have emails found. Jamie's results: Track A = 1,329 of 3,335 (40%), Track B = 1,363 of 2,845 (48%).
After Expandi, recombine your split files and (for Track B) merge back the Crunchbase funding data that Expandi doesn't carry.
The Expandi export has emails and LinkedIn data but lost the Crunchbase funding data (revenue, total funding, last raise, founded year, growth score). Merge it back by matching on company website domain.
Jamie_SaaS_Growth_Founders_Master.csv (Track A) + Jamie_CB_Founders_Master.csv (Track B with funding data)Before spending credits on email backfill, remove anyone you have already contacted. Check against ALL outreach history: Instantly campaigns, HeyReach LinkedIn outreach, and any manual sends.
| List | Total | With Email | Missing Email |
|---|---|---|---|
| Track A -- Sales Nav Founders | 3,335 | 1,329 (40%) | 2,006 |
| Track B -- CB Founders (with funding data) | 2,845 | 1,363 (48%) | 1,482 |
| Total | 6,180 | 2,692 | 3,488 need backfill |
Jamie_SalesNav_Founders_Uncontacted.csv + Jamie_CB_Founders_Uncontacted.csv -- these are your final clean lists ready for email backfill in Steps 5-7.Go to app.apollo.io and log in
Click "People" in the left sidebar
Click "Import" > "Upload CSV". Select your uncontacted list (leads WITHOUT email from Expandi).
Map columns: First Name, Last Name, Company, LinkedIn URL. Click "Import".
Once imported, select all contacts. Click "Enrich" or "Find Emails" (each lookup costs 1 Apollo credit -- you will NOT be charged if no email is found).
When enrichment completes, filter by contacts that have an email. Export as CSV: Jamie_Apollo_Found.csv.
Filter by contacts with NO email. Export: Jamie_Apollo_Missing.csv.
Expected hit rate: 40-50% of remaining leads
Jamie_Apollo_Found.csv + Jamie_Apollo_Missing.csvGo to app.prospeo.io and log in
Click "Enrich" in the top navigation (NOT the old "Email Finder" which is deprecated)
Click "Bulk Enrich" > "Upload CSV". Select your Jamie_Apollo_Missing.csv file.
Map the "LinkedIn URL" column -- Prospeo's enrich-person uses LinkedIn URLs to find emails. If no LinkedIn URL, map "First Name" + "Last Name" + "Company Website" instead.
Click "Start". Processing takes 15-30 minutes.
When complete, click "Download Results". The CSV will have an "Email" column.
Split the results: rows WITH email = Jamie_Prospeo_Found.csv. Rows WITHOUT = Jamie_Still_Missing.csv.
Expected hit rate: 20-35% of remaining leads
Jamie_Prospeo_Found.csv + Jamie_Still_Missing.csvGo to exa.ai and log in
Take Jamie_Apollo_Missing.csv -- scan through and pick the best 50-100 leads worth researching.
For each lead, type in the Exa search bar: "[First Name] [Last Name]" "[Company Name]" email
Exa searches the entire web -- look for: conference speaker bios, podcast guest pages, company about/team pages, press releases with contact info, personal blogs.
If you find an email, add it to the lead's row in your master spreadsheet.
Leads where Exa found an email go into Jamie_Exa_Found.csv. Remaining leads go into Jamie_No_Email_Final.csv (these go to HeyReach LinkedIn in Step 7B).
Expected hit rate: 10-20% of the leads you search
These leads still have value. You already have their LinkedIn URLs from the Step 2 HeyReach scrape. If Expandi, Prospeo, Apollo, and Exa all failed to find an email, reach them on LinkedIn instead.
Take Jamie_No_Email_Final.csv (leads with LinkedIn URL but no email)
Upload to HeyReach as a separate lead list per segment
Run LinkedIn-only connection campaigns (separate from T1 overlay)
Connection request note + 2 follow-up messages after accept
Expected: 200-500 leads will have no email. At 30-40% connection acceptance, that's 60-200 additional conversations.
This is NOT the same as Step 14 (T1 LinkedIn overlay). Step 14 is multi-channel for your best leads. This catches everyone else that email couldn't reach.
Hi {{first_name}}, I noticed you're building {{company_name}} in the SaaS space. I work with venture-backed founders who've hit the growth ceiling between their first million and ten. Would love to connect and trade notes.
Jamie's new domains are actively sending -- protect their reputation. Every bounce hurts deliverability. Verify aggressively -- OK status ONLY.
Take your merged Jamie_All_Emails_For_Verification.csv (from the Claude Code step above).
Go to millionverifier.com and log in
Click "Bulk Verifier" in the top menu
Click "Upload File". Select your merged CSV.
MillionVerifier will ask which column contains the email addresses. Select the email column. Click "Start Verification".
Verification takes 5-30 minutes. When complete, you will see a breakdown: OK, Catch-All, Risky, Unknown, Invalid, Disposable.
Click "Download Results". The CSV will have a new "Result" column next to each email.
Open the results CSV. Filter the "Result" column to show ONLY "ok". Delete every other row.
DO NOT keep "catch-all" (spam traps hide here). DO NOT keep "risky" or "unknown." Only "ok" status. No exceptions.
Save as Jamie_Verified_Master.csv.
Expected pass rate: 70-85% will show "ok" status.
Jamie_Verified_Master.csv (target: 1,000+ clean, verified emails ready for tiering)T1 hyper-personalized = 15-25% reply. T2 segment-personalized = 5-10%. T3 volume = 2-5%. Concentrate dossier research on T1 where $15K deals close.
Scoring signals:
| Signal | Points | Source |
|---|---|---|
| Venture-backed (Series A/B confirmed) | +40 | Crunchbase |
| SaaS/B2B SaaS industry | +30 | Company industry |
| $1-10M ARR range | +25 | Crunchbase / estimates |
| Recently raised (last 12 months) | +20 | Crunchbase |
| 11-100 employees (sweet spot) | +15 | Company size |
| Founder/CEO title | +10 | Title |
| Hiring signals (FireCrawl) | +10 | Website |
| Active on LinkedIn (posted recently) | +5 | Profile |
| Tier | Score | Volume | Treatment |
|---|---|---|---|
| T1 (top 10-15%) | 120+ | ~100-150 | Hyper-personalized + LinkedIn + dossier |
| T2 (next 35-40%) | 80-119 | ~350-400 | Segment-personalized templates |
| T3 (remaining) | <80 | ~400-500 | Volume play, generic but targeted |
Jamie_T1.csv, Jamie_T2.csv, Jamie_T3.csvPlateau signals: "hiring freeze" in blog, flat team size on LinkedIn, job posts removed, founder posting about "refocusing." These are personalization gold -- "I noticed [Company] seems to be at an inflection point..."
Scrape each T1 company website
Look for: team/about page (team size), careers page (hiring or frozen), blog frequency (active or stalled), product updates
Hiring signals = growth. No hiring = potential plateau. Both are useful data.
Search: founder name + company
Find: podcast appearances, conference talks, press coverage, LinkedIn posts
Extract personalization hooks: "I heard your episode on [podcast]" / "Saw [Company] just launched [feature]"
Feed T1 list to Sherlock
Dossier includes: founder background, company trajectory, recent activity, plateau indicators, personalization angles
Jamie_T1_Dossiers/, one file per lead, feeds into campaign personalization variables6 warmed domains active since January 2026, already generating replies. Spread campaigns across all 6 domains for maximum deliverability. Monitor spam scores weekly in Instantly -- pull back volume on any domain that dips below 95%.
T1: ~100-150 at 15-25% = 15-37 replies. T2: ~350-400 at 5-10% = 17-40 replies. T3: ~400-500 at 2-5% = 8-25 replies. Total: 40-100 conversations. At 540/day max capacity, the entire 1,000-lead list sends in under 2 days -- but don't blast all at once. Ramp: Week 1 at 10/day/domain (180/day), Week 2 at 20/day/domain (360/day), Week 3+ at 30/day/domain (540/day). Each lead gets a 3-email sequence over 7 days = actual runtime is ~3-4 weeks per batch.
These rules apply to ALL templates below. Break them and your domains burn:
No dollar signs -- write "fifteen thousand" not "$15K"
No "free" -- use "complimentary", "no-cost", or just offer the thing without labeling it
No exclamation marks -- ever
No ALL CAPS words in subject or body
No links in Email 1 -- first touch is text only, Calendly link goes in follow-up
Subject lines under 50 characters
Body under 100 words -- shorter emails get more replies
ASCII only -- no em dashes, smart quotes, or special characters
One CTA only -- don't give them 3 options
| Campaign | Tier | Leads | Personalization |
|---|---|---|---|
| Jamie -- SaaS Series A T1 | T1 | ~50-75 | Dossier: company trajectory, plateau signals |
| Jamie -- SaaS Series A T2 | T2 | ~125-150 | Segment template: Series A pain |
| Jamie -- SaaS Series A T3 | T3 | ~125-150 | Generic plateau messaging |
| Jamie -- SaaS Series B T1 | T1 | ~25-40 | Dossier-based |
| Jamie -- SaaS Series B T2 | T2 | ~100-110 | Segment template: Series B scaling |
| Jamie -- SaaS Series B T3 | T3 | ~100-110 | Generic |
| Jamie -- Tech Founders T2 | T2 | ~100 | Non-SaaS template |
| Jamie -- Tech Founders T3 | T3 | ~100 | Generic |
| Jamie -- Recently Funded T1 | T1 | ~25-35 | Dossier: recent raise, post-raise plateau |
| Jamie -- Recently Funded T2 | T2 | ~85-100 | Post-raise template |
| Jamie -- Recently Funded T3 | T3 | ~85-100 | Generic |
Spread leads across all 6 warmed domains. Start at 20/day/domain, ramp to 40/day as replies stay healthy.
Approach A: Podcast Invite, Trojan horse. Non-threatening entry. Surface pain during recording, transition to audit off-air. Highest close rate but slowest funnel.
Approach B: Direct Audit, "I looked at your situation and noticed X." Offer a 30-minute diagnostic. Pattern recognition, not a pitch. Fastest path to call.
Approach C: Workshop Invite, "I'm running a small group session for founders in your stage." Exclusive feel, limited spots. Attendees self-select as interested. Workshop structure: (1) Deconstruct their growth blockers, (2) Reposition based on clarity, (3) Build a 90-day action plan. Upsell to paid intensive happens naturally when they see the value.
Subject: {{first_name}}, would love your take on scaling past PMF
Hi {{first_name}},
I host a podcast where I interview founders who've navigated the messy middle between product-market fit and real scale. {{recent_milestone}} caught my eye. Not many companies pull that off at your stage.
It's a 30-minute conversation, not a pitch. We'd cover what worked, what surprised you, and where the real friction shows up when growth stalls.
Would you be open to a quick recording? I can work around your schedule.
Subject: {{company_name}}, noticed something about your growth trajectory
Hi {{first_name}},
I've been tracking {{company_name}} since {{recent_milestone}}. Impressive execution, but I'm seeing a pattern that matches about 80% of the founders I advise at your stage.
The playbook that gets you to this point usually stops working right around now. It's almost never an effort problem. It's 1-2 strategic blind spots.
I do a 30-minute diagnostic for founders at this inflection point. No slides, no pitch. Just pattern recognition from working with 100+ companies. Worth 30 minutes?
Subject: Small group session for founders at your stage
Hi {{first_name}},
I'm putting together a small session (6-8 founders) specifically for venture-backed SaaS companies between their first and tenth million in revenue. Given where {{company_name}} is right now, you'd be a great fit.
We spend 90 minutes deconstructing why growth stalls at your stage and building a 90-day action plan to break through. No fluff. Every founder leaves with a specific playbook.
Interested in a spot? I can send details.
Subject: Quick podcast invite for Series A founders
Hi {{first_name}},
I interview SaaS founders who've proven product-market fit but are navigating the next phase of growth. Most describe a moment where what got them here stopped working.
Would love to hear your perspective. It's a 30-minute conversation, nothing formal. Interested?
Subject: The wall between one and ten million
Hi {{first_name}},
Most SaaS founders I work with hit the same wall somewhere between their first million and ten million in revenue. Same levers, diminishing returns.
I do a 30-minute diagnostic where I identify the 1-2 strategic bottlenecks. Not execution gaps, strategic ones. Pattern matching from 100+ companies at this exact stage.
Worth a conversation?
Subject: Workshop for SaaS founders stuck between PMF and scale
Hi {{first_name}},
I'm hosting a small group session for venture-backed SaaS founders navigating the growth plateau after product-market fit. We'll break down what's actually blocking the next phase and build specific action plans.
6-8 founders, 90 minutes, no theory. Just practical strategy. Would you want a spot?
Subject: More resources, same growth rate
Hi {{first_name}},
After a Series B, most SaaS companies face the same paradox: bigger team, bigger budget, but growth per dollar invested starts declining. It's rarely an execution problem. It's a strategy problem hiding behind busy work.
I help founders identify the 1-2 pivots that unlock the next phase. Takes weeks, not months. Seeing diminishing returns on effort?
Subject: 6 months post-raise, trajectory check
Hi {{first_name}},
Most founders I talk to face the same question about 6 months after a raise: hired the team, spending the budget, but the numbers aren't moving proportionally.
It's the most common post-raise plateau. I help founders identify whether it's strategy, positioning, or go-to-market. Usually takes one focused session. Worth 30 minutes to pressure-test your current trajectory?
Subject: Growth plateau, strategic or operational
Hi {{first_name}},
The hardest part about being stuck isn't the plateau itself. It's not knowing if the problem is strategic or operational. Most founders default to "we need to execute better." In my experience, it's almost always strategic.
I help tech founders diagnose this in 30 minutes. Just pattern matching from 100+ companies. Worth a conversation?
Subject: Quick podcast invite
Hi {{first_name}},
I interview tech founders about the moment where pushing harder stops producing results. Most say it's the hardest strategic challenge they've faced.
30 minutes, casual conversation. Interested?
Subject: When pushing harder stops working
Hi {{first_name}},
80% of venture-backed companies hit a growth plateau. The playbook that got them here stops working, but they keep pushing the same levers harder.
I do a 30-minute diagnostic for founders at this stage. Pattern recognition from 100+ companies. If you're seeing diminishing returns on effort, worth a quick conversation?
Subject: Small group strategy session for tech founders
Hi {{first_name}},
I'm running a small group session for venture-backed founders navigating growth plateaus. 90 minutes, 6-8 founders, practical strategy for breaking through the wall between early traction and real scale.
Would you want details?
Subject: Re: [original subject]
Hi {{first_name}}, circling back on this. If the timing is off, no worries. But if you're experiencing what I described, even a quick call could save you months of spinning wheels.
Subject: Re: [original subject]
{{first_name}}, last note on this. I know your inbox is a warzone. Here is my calendar link if it's easier to just grab 15 minutes: [Calendly link in this email only, never in Email 1]
If this isn't relevant right now, feel free to ignore and I will not follow up again.
Upload Jamie_T1.csv to HeyReach
Connection request with personalized note
LinkedIn connection first, email 2-3 days later
Follow-up after connection accepted
Already active: 215 leads in HeyReach (needs quality review -- most rating 1-3/5)
Hi {{first_name}}, I work with venture-backed SaaS founders who've hit the growth wall after product-market fit. Sounds like {{company_name}} is right in that range. Would love to connect and compare notes on what's working.
VCs have portfolio companies that are stuck. They need advisors to recommend. But: founders DISTRUST VC recommendations. Jamie needs to build independent credibility first -- podcast appearances, case studies, social proof. VCs are a medium-term play, not immediate.
Subject: Resource for portfolio companies that have plateaued
Hi {{first_name}},
Quick question, do any of your portfolio companies feel stuck? Growing but not as fast as the model predicted?
I work with venture-backed SaaS founders specifically on this plateau problem. 2-4 week intensive focused on finding the 1-2 strategic blind spots holding them back.
If you ever need an outside advisor to recommend, happy to share my approach.
Fractional executives working inside SaaS companies see the plateau daily. They handle execution, Jamie handles strategy. Cross-referral opportunity -- zero competition.
Hi {{first_name}}, I noticed we work with similar companies (venture-backed SaaS, post-PMF). I focus on strategy (why growth stalled), sounds like you focus on {{their_specialty}}. Our clients often need both. Open to a referral relationship?
EOS gives companies process and structure. But sometimes the issue is strategic -- wrong market, wrong positioning, wrong GTM. Jamie is the complement: strategy on top of structure.
Subject: When EOS isn't enough, the strategy layer
Hi {{first_name}},
I keep meeting founders who've implemented EOS but are still stuck. The process is great, but sometimes the issue is strategic. Wrong market, wrong positioning, wrong go-to-market.
That's where I come in. I work with venture-backed SaaS founders on exactly this. Would love to be a referral option for your clients who need strategy, not just structure.
| Tool | Credits Used | Cost | What You Get |
|---|---|---|---|
| Sales Navigator | Included in subscription | ~99/mo | Unlimited searches + filter access |
| HeyReach (scraping) | Included in plan | Existing plan | Unlimited Sales Nav URL imports + CSV downloads |
| Expandi | ~2,000-3,000 lookups | Existing plan | ~1,000-1,500 personal emails found |
| Prospeo | ~800-1,200 lookups | ~29/mo (1K credits) | ~300-500 additional emails |
| Apollo | ~400-600 lookups | ~49 one-time (2.5K credits) | ~100-200 additional emails |
| Exa | ~200-300 searches | Existing plan | ~30-80 emails + T1 research data |
| MillionVerifier | ~1,500-2,000 verifications | ~15-20 one-time | ~1,000+ OK-status emails |
| Crunchbase Pro | Search + spot-check | ~49/mo | 1,000 per export, 2,000 exports/mo. Tighten filters to stay under 1K. |
| FireCrawl | ~100-150 pages | Existing plan | T1 company data |
Total incremental cost: ~100-140 for this entire 1,000-lead build. Most tools are already on existing plans.
Biggest credit waste: Enriching leads that don't fit. Old approach: scrape 8K leads, enrich all of them, then qualify. That burns 8K Expandi credits on leads where 70% get rejected.
This pipeline's fix: Qualify BEFORE enriching (Step 3 before Step 4). Only ~2-3K qualified leads hit Expandi. Saves 5,000+ wasted lookups.
Second biggest waste: Researching leads with dead emails. Old approach: build dossiers, then verify. This pipeline verifies BEFORE tiering (Step 8 before Step 9). No dossier time wasted on bounced emails.
Third waste: Using expensive tools when cheap ones work. Waterfall order matters: Expandi (included) catches 40-60%, then Prospeo (cheap), then Apollo (moderate), then Exa (most expensive per lead). Reverse this order and you spend 3x more.
| Step | Action | Tool | Input | Output |
|---|---|---|---|---|
| 0 | VERIFY DOMAIN HEALTH | Instantly | 6 active domains | Confirm all scoring 95%+ deliverability |
| 1 | Build 9-12 Sales Nav sub-searches (each under 2,500) | Sales Navigator | Filters from tables above | Search URLs |
| 2 | Scrape each sub-search URL | HeyReach | 7 Sales Nav URLs | 7 CSVs (~8.8K raw, heavy overlap) |
| 3A | Dedup + qualify (remove bad titles/industries) | Claude Code + Google Sheets | Raw CSVs merged | ~2-3K unique qualified leads |
| 3B | Crunchbase verify via DataScraper | DataScraper + Crunchbase + Sheets | Deduped CSV + Crunchbase filters | Leads enriched with funding/revenue data |
| 4 | Find personal emails | Expandi | Qualified CSV | ~1,000-1,500 with emails |
| 5 | Fill Expandi gaps | Prospeo | Expandi misses | +200-400 emails |
| 6 | Fill Prospeo gaps | Apollo | Prospeo misses | +100-200 emails |
| 7 | Last-resort search | Exa | Apollo misses | +30-80 emails |
| 7B | No-email leads to LinkedIn | HeyReach | No-email CSV | 200-500 LinkedIn-only campaigns |
| 8 | Verify all emails | MillionVerifier | All enriched merged | ~1,000+ OK emails |
| 9 | Tier leads T1/T2/T3 | Claude Code | Verified CSV | 3 tiered CSVs |
| 10 | Scrape T1 websites | FireCrawl | T1 CSV | Company data + hiring signals |
| 11 | Company intel search | Exa | T1 CSV | News, podcasts, hooks |
| 12 | Build dossiers | Sherlock | FireCrawl + Exa | Dossier per T1 lead |
| 13 | Build Instantly campaigns | Instantly | T1/T2/T3 CSVs | 11 campaigns (3 tiers x 4 segments) |
| 14 | LinkedIn overlay T1 | HeyReach | T1 CSV | Multi-channel sequences |