7 Claude GTM Workflows That Replace Manual Research (2026)

Manual research is the biggest time drain in B2B sales. Reps spend an average of 5-6 hours per week researching prospects, updating records, and building outreach lists before they send a single email. Claude with MCP connections can handle all of these tasks through natural conversation, compressing hours of work into minutes. Here are 7 specific GTM workflows that sales teams are running today to replace manual research entirely.

Each workflow includes the exact prompts, the MCP tools required, the manual process it replaces, and the time saved. These workflows use a mix of tools including Clearcue, HeyReach, PostHog, Supabase, and HubSpot so you can pick the stack that fits your budget and setup.

What Makes Claude with MCP Different for GTM Workflows?

Claude connects directly to your sales tools through MCP (Model Context Protocol). Unlike standard AI conversations where you paste data in manually, Claude with MCP reads and writes to your tools in real time. It can pull live signal data, query your customer database, research prospects on the web, tag records, and push sequences to outreach tools without you switching between platforms.

Recent Clearcue MCP updates make these workflows even more powerful:

• Tagging from AI tools: Tag people and companies directly from Claude without leaving the conversation
• Person and company IDs in responses: Build workflows that reference specific records across tools
• Signal templates in MCP: Access ready-made signal templates to create new signals faster
• Prompts library: Pre-built prompt templates at clearcue.ai/prompts for common workflows like customer expansion, churn detection, and competitor analysis

The MCP sales stack these workflows use:

Tool	Purpose	Setup
Clearcue	Intent signals at person + company level	Settings > Integrations > Clearcue MCP, paste URL into Claude custom connectors
HeyReach	LinkedIn outreach automation	Via MCP or API integration
Supabase	Customer database (alternative to expensive CRMs)	Claude custom connectors
PostHog	Product usage analytics	Claude custom connectors
HubSpot	CRM (for teams that use it)	Claude custom connectors
Brave Search	Prospect and company research	Claude custom connectors
Slack	Team notifications	Claude custom connectors

You do not need all of these tools. Each workflow lists which tools it requires, and most need only 2-3 connections.

Workflow 1: Automated Morning Signal Briefing

Replaces: Logging into 3-4 platforms each morning to check for new leads, signals, and deal updates.

Time saved: 30 minutes per day (2.5 hours per week)

MCP tools used: Clearcue + Supabase + Slack

The prompt:

Give me today's signal briefing:
1. Show all high-intent signals from Clearcue in the last 24 hours
2. Cross-reference with my Supabase customers table to flag any signals from existing accounts (expansion opportunities)
3. Tag any prospect with 3+ stacked signals as "hot-lead" in Clearcue
4. Flag accounts where competitor engagement signals appeared overnight
5. Send a summary to #sales-daily in Slack with hot leads first, then expansion signals, then new prospects

What Claude does:

1. Queries Clearcue for overnight signals at both person and company level
2. Checks each signal against your Supabase customer database to separate new prospects from existing accounts
3. Uses Clearcue's MCP tagging to label hot leads directly from the conversation
4. Identifies competitor engagement signals as early warnings
5. Formats and posts a prioritized briefing to Slack

Why Supabase instead of a CRM: Not every team needs HubSpot or Salesforce. If you store customer data in Supabase (or any PostgreSQL database), Claude can query it directly through MCP. This saves thousands per year on CRM licenses while giving you the same cross-referencing capability.

Example output: "4 high-priority signals today. Acme Corp (existing customer): CTO engaged with competitor content, flagged as churn risk and tagged 'needs-attention'. 3 new prospects: Beta Inc VP of Sales liked 2 posts about sales automation (tagged 'hot-lead'), Gamma Ltd posted 3 engineering roles, Delta Corp CTO commented on AI infrastructure thread."

Workflow 2: Deep Prospect Research Before Sales Calls

Replaces: Manually researching each prospect across LinkedIn, company websites, news, and your database before every call.

Time saved: 15 minutes per prospect (1-2 hours per day for 5-8 calls)

MCP tools used: Clearcue + Supabase + Brave Search

The prompt:

Research [Prospect Name] at [Company Name] for my call in 1 hour:
1. Check Clearcue for all buying signals from this person and their company (include person and company IDs)
2. Check Supabase to see if anyone from this company is already a customer or was a past trial user
3. Search for recent company news, funding, or executive changes
4. Find their LinkedIn activity or recent posts
5. Give me 3 personalized talking points based on their signals and news

What Claude does:

1. Queries Clearcue for all signals, now including person and company IDs for precise record matching
2. Checks your Supabase database for any existing relationship with the company
3. Runs Brave Search for company news, press releases, and industry mentions
4. Searches for the prospect's recent professional activity
5. Synthesizes everything into a research brief with talking points that reference specific signals

Why this matters: Reps who reference specific signals and recent news in their calls see 40% higher engagement compared to generic conversations. Claude does this research in under 60 seconds. The person and company IDs from Clearcue make it easy to link the research back to specific records in your database.

Workflow 3: Signal-to-LinkedIn Outreach Pipeline

Replaces: Manually exporting signal data, building prospect lists, and setting up LinkedIn sequences in separate tools.

Time saved: 2-3 hours per week

MCP tools used: Clearcue + Supabase + HeyReach

The prompt:

Build and launch a LinkedIn outreach sequence:
1. Pull all prospects from Clearcue with 2+ stacked signals in the last 7 days
2. Filter to VP level and above at companies with 50-500 employees
3. Cross-reference with Supabase to exclude existing customers and anyone contacted in the last 30 days
4. Tag qualified prospects as "linkedin-outreach-feb" in Clearcue
5. For the top 20, create a HeyReach campaign with a 3-step LinkedIn sequence:
   - Connection request referencing their specific signal
   - Follow-up message 3 days later with a relevant insight
   - Final message 5 days later with a direct meeting ask
6. Add leads to the HeyReach campaign

What Claude does:

1. Queries Clearcue for stacked signals (person + company level) from the past week
2. Applies seniority and company size filters
3. Checks Supabase to exclude customers and recent contacts
4. Tags qualified prospects in Clearcue using the new MCP tagging feature
5. Creates personalized LinkedIn messages based on each prospect's specific signals
6. Pushes the qualified leads directly into a HeyReach campaign for automated LinkedIn delivery

Why HeyReach changes this workflow: Without HeyReach MCP, you would export a list from Clearcue, manually create a campaign in HeyReach, write generic templates, and upload the list. With both tools connected through Claude, the entire pipeline from signal detection to LinkedIn sequence launch happens in one conversation.

Example output: "Found 47 prospects with 2+ stacked signals. After filtering: 23 qualified. Tagged all 23 as 'linkedin-outreach-feb' in Clearcue. Created HeyReach campaign 'Signal Outreach Feb W4' with 20 leads. Each connection request references their specific buying signals. Campaign ready to launch."

Workflow 4: Personalized Multi-Channel Sequences

Replaces: Writing individual emails and LinkedIn messages, adapting generic templates for each prospect's context.

Time saved: 2-3 hours per week (5-10 minutes per prospect for 15-25 prospects)

MCP tools used: Clearcue + HeyReach + Brave Search

The prompt:

For the 15 prospects tagged "hot-lead" in Clearcue, generate multi-channel outreach:

Email sequence (3 emails):
- Email 1 (Day 1): Reference their specific Clearcue signals and a recent company event. 3 sentences max. End with a question.
- Email 2 (Day 4): Share a relevant insight about their industry. 3 sentences max.
- Email 3 (Day 8): Direct ask for a 15-minute call. 2 sentences max.

LinkedIn sequence via HeyReach (2 messages):
- Connection request: Reference their signal in under 300 characters
- Follow-up (Day 3 after connect): Share one insight, ask for a call

Use their first name. No generic openers. No "I hope this email finds you well."
Add leads to a new HeyReach campaign with the LinkedIn sequence.

What Claude does:

1. Pulls prospects tagged "hot-lead" in Clearcue (using the new tagging feature)
2. Retrieves each prospect's signal data (what they engaged with, when, on which platform)
3. Searches Brave for recent company news to add personalization
4. Generates unique email and LinkedIn messages per prospect, each referencing specific signals
5. Pushes the LinkedIn sequence and leads into HeyReach for automated delivery

Why this outperforms templates: Generic email templates average 5-8% reply rates. Signal-referenced outreach averages 25-35% reply rates because the prospect sees you understand their specific situation. Adding LinkedIn touchpoints through HeyReach increases total response rates by another 15-20% compared to email-only sequences.

Workflow 5: Competitor Intelligence with Product Usage Data

Replaces: Manually tracking competitor mentions, pricing changes, and correlating with product analytics to find at-risk accounts.

Time saved: 3-4 hours per week

MCP tools used: Clearcue + PostHog + Brave Search

The prompt:

Generate my weekly competitor intelligence report:
1. From Clearcue, show all signals where prospects or customers engaged with content from [Competitor A], [Competitor B], and [Competitor C] this week
2. For any existing customers showing competitor engagement, check PostHog for changes in their product usage (login frequency, feature adoption, session duration) over the last 30 days
3. Tag customers with competitor engagement + declining usage as "churn-risk" in Clearcue
4. Search for any new product announcements or pricing changes from these competitors
5. Identify net-new prospects engaging with competitor content who match our ICP
6. Suggest counter-positioning for each competitor based on this week's data

What Claude does:

1. Queries Clearcue for all competitor engagement signals (likes, comments, website visits, content engagement)
2. Cross-references with PostHog product analytics to see if customers showing competitor interest are also using your product less
3. Tags at-risk accounts directly in Clearcue using MCP tagging
4. Runs Brave Search for recent competitor updates
5. Identifies new prospects showing competitor interest who could be targeted
6. Generates counter-positioning based on actual competitor activity and your product strengths

Why PostHog makes this workflow powerful: Competitor engagement signals from Clearcue tell you who is looking elsewhere. PostHog product usage data tells you whether they are also disengaging from your product. Combining both creates the most accurate churn prediction available. A customer who liked a competitor post but still logs in daily is curious. A customer who liked a competitor post and has not logged in for 2 weeks is about to churn.

Example output: "12 customers engaged with competitor content this week. 3 flagged as churn-risk (competitor engagement + usage dropped 40%+ in PostHog). Tagged all 3. 18 net-new prospects engaged with [Competitor A] and match our ICP. [Competitor B] raised prices 25% last week. Suggest positioning: emphasize flat-rate pricing with unlimited users."

Workflow 6: Pipeline Health with Product Analytics

Replaces: Manually reviewing deals, guessing which accounts are active, and deciding which to prioritize.

Time saved: 1-2 hours per week

MCP tools used: Clearcue + HubSpot + PostHog

The prompt:

Analyze my pipeline health:
1. Pull open deals from HubSpot in stages 'Trial' through 'Negotiation'
2. For each deal, check Clearcue for recent signals from that account (last 14 days)
3. For accounts on trial or freemium, check PostHog for:
   - Daily active users from their company
   - Key features adopted (which features have they used?)
   - Session duration trends (increasing or decreasing?)
4. Score each deal:
   - Hot: Active signals + increasing product usage
   - Warm: Some signals OR moderate usage
   - Cold: No signals + declining or zero usage
5. Tag hot deals as "priority-close" in Clearcue
6. Recommend the top 5 deals to focus on this week with specific next steps

What Claude does:

1. Pulls your pipeline from HubSpot with deal stages, amounts, and close dates
2. Queries Clearcue for recent signal activity from each account
3. Checks PostHog for product usage patterns (logins, features used, engagement trends)
4. Combines CRM data + intent signals + product analytics to score deals
5. Tags priority deals in Clearcue for easy tracking
6. Recommends actions based on the combined data

Why adding PostHog transforms pipeline reviews: Most pipeline reviews rely on rep gut feelings and last contact date. Layering Clearcue signals (is the account actively researching?) with PostHog usage data (are they actually using the product?) creates a data-backed picture. Deals with active signals AND increasing usage close 3x faster than deals with no signals and flat usage.

Workflow 7: Automated Weekly Performance Report

Replaces: Manually compiling outreach metrics, signal conversion data, and campaign performance into team reports.

Time saved: 1-2 hours per week

MCP tools used: Clearcue + HubSpot + HeyReach + Slack

The prompt:

Generate my weekly GTM performance report:
1. From Clearcue: total signals detected, top performing signals by volume and conversion, new vs returning accounts, tags added this week
2. From HubSpot: meetings booked, deals moved forward, deals closed, pipeline value added
3. From HeyReach: LinkedIn connection requests sent, accepted, messages sent, reply rate, campaign performance by sequence
4. Calculate: signal-to-meeting conversion rate, LinkedIn acceptance rate by signal type, pipeline value from signal-sourced leads vs other sources
5. Compare this week to last week for each metric
6. Highlight the top 3 wins and top 3 areas to improve
7. Post to #sales-weekly in Slack

What Claude does:

1. Pulls signal performance data from Clearcue (volume, quality, conversion, tags used)
2. Queries HubSpot for pipeline and deal metrics
3. Pulls HeyReach campaign data (connection rates, replies, sequence performance)
4. Calculates cross-platform metrics that no single tool provides alone
5. Generates week-over-week comparisons
6. Posts the formatted report to Slack

Why combining HeyReach data matters: Most teams track email metrics and LinkedIn metrics separately. Claude combines Clearcue signal data with HeyReach LinkedIn performance and HubSpot deal data to show the complete picture: which signals produce the best LinkedIn acceptance rates, which sequences convert to meetings, and which channels drive actual pipeline.

Time Savings Summary: All 7 Workflows Combined

Workflow	Tools Used	Manual Time	With Claude	Weekly Savings
Morning signal briefing	Clearcue + Supabase + Slack	30 min/day	2 min/day	2.5 hours
Prospect research	Clearcue + Supabase + Brave Search	15 min each	1 min each	5-7 hours
Signal-to-LinkedIn pipeline	Clearcue + Supabase + HeyReach	2-3 hrs/week	10 min	2-3 hours
Multi-channel sequences	Clearcue + HeyReach + Brave Search	5-10 min each	1 min each	2-3 hours
Competitor + product intelligence	Clearcue + PostHog + Brave Search	3-4 hrs/week	15 min	3-4 hours
Pipeline health + analytics	Clearcue + HubSpot + PostHog	1-2 hrs/week	5 min	1-2 hours
Weekly performance report	Clearcue + HubSpot + HeyReach + Slack	1-2 hrs/week	5 min	1-2 hours
Total		15-22 hrs/week	Under 2 hrs	13-20 hours

That is 13-20 hours per rep per week returned to actual selling: calls, demos, negotiations, and relationship building.

Choosing Your Tool Stack: Budget-Friendly vs Full Enterprise

Not every team needs expensive CRMs. Here are two stack options depending on your budget:

Lean Stack (startups and small teams):

Tool	Purpose	Monthly Cost
Clearcue Starter	Intent signals (7 signals, unlimited users)	€79 (annual)
Supabase	Customer database	Free tier or $25/month
HeyReach	LinkedIn outreach	From $79/month
Brave Search	Prospect research	Free tier available

Total: Under $200/month. Covers Workflows 1-4 with no CRM license needed.

Full Stack (growth teams):

Tool	Purpose	Monthly Cost
Clearcue Pro	Intent signals (25 signals, unlimited users)	€199 (annual)
HubSpot	CRM and pipeline	Free to $15/seat
HeyReach	LinkedIn outreach	From $79/month
PostHog	Product analytics	Free tier or $0 to start
Slack	Team notifications	Free or $8.75/seat

Total: Under $400/month. Covers all 7 workflows with product analytics and CRM.

All Clearcue plans include MCP access at no extra cost. Explore ready-made prompt templates at clearcue.ai/prompts to get started faster with signal templates for expansion signals, churn detection, competitor tracking, and more.

How to Get Started

Step 1: Connect Clearcue (Settings > Integrations > Clearcue MCP). Use signal templates from the MCP to create your first signals in seconds.

Step 2: Start with Workflow 1 (morning briefing) and Workflow 2 (prospect research). These deliver immediate value with just Clearcue + Supabase or your existing database.

Step 3: Add HeyReach for Workflows 3-4 to automate LinkedIn outreach from signals.

Step 4: Layer in PostHog for Workflows 5-6 once you want product usage data in your signal analysis.

Frequently Asked Questions

How much time do these workflows actually save?

Based on sales teams running these workflows daily, the combined time savings range from 13-20 hours per rep per week. The biggest gains come from prospect research (5-7 hours saved) and morning briefings (2.5 hours saved). Individual results vary based on team size and call volume.

Do I need a CRM like HubSpot to run these workflows?

No. Workflows 1-5 work without HubSpot. If you store customer data in Supabase, PostgreSQL, or any database with MCP support, Claude can query it directly. HubSpot is used in Workflows 6 and 7 for teams that already have it, but it is not required for the core signal and outreach workflows.

What is signal stacking and why does it matter?

Signal stacking means combining multiple buying signals from the same account at both person level and company level. Clearcue detects when a VP likes a competitor post (person-level signal) while their company posts a relevant job opening (company-level signal). Stacked signals indicate stronger buying intent and are the foundation of Workflows 1, 3, and 6.

How does the Clearcue tagging feature work in these workflows?

Clearcue's MCP now supports tagging people and companies directly from Claude. When Claude identifies a hot lead or at-risk customer, it tags them in Clearcue without you leaving the conversation. Tags sync across your team and can be used as filters in future queries. This is used in Workflows 1, 3, 5, and 6.

Can I use Supabase as my main customer database with these workflows?

Yes. If your team stores customer data, trial users, or prospect lists in Supabase, Claude can query those tables directly through MCP. This gives small teams the same cross-referencing capability as HubSpot without the per-seat CRM costs. You need a Supabase MCP connection configured in Claude.

How does PostHog data improve deal scoring?

PostHog tracks product usage: who logs in, which features they use, how often they return. Combined with Clearcue intent signals, Claude can score deals based on both external behavior (are they researching solutions?) and internal behavior (are they actually using your product?). Deals with high usage + active signals close 3x faster.

Can HeyReach sequences be launched directly from Claude?

Yes. With HeyReach connected via MCP, Claude can create campaigns, add leads, and set up LinkedIn sequences. Workflow 3 builds an outreach list from Clearcue signals and pushes it directly into a HeyReach campaign for automated LinkedIn delivery.

Where can I find ready-made prompts for these workflows?

Clearcue maintains a prompts library at clearcue.ai/prompts with templates for common workflows including customer expansion signals, churn detection, competitor tracking, and ICP analysis. These prompts work directly with the Clearcue MCP and can be customized for your specific needs.

Do these workflows work for small teams?

Yes. A single rep can run all 7 workflows. The lean stack (Clearcue Starter + Supabase + HeyReach) costs under $200/month and covers the most impactful workflows. Small teams often see the biggest impact because time savings represent a larger percentage of available selling hours.

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Ready to replace manual GTM research? Start with Clearcue (MCP included on all plans from €79/month) and connect it to Claude in under 5 minutes. Use signal templates from the MCP to create your first signals, then run Workflow 1 tomorrow morning. Explore ready-made prompts at clearcue.ai/prompts. Go to Settings > Integrations > Clearcue MCP to get started.