GTM Orchestration

From a call transcript to a live campaign

Scott ran two Claude Code skills live. One turns a call transcript into structured buyer insight. The other finds accounts, grabs contacts, verifies emails, and pushes a campaign to Instantly. All from natural language. Zero UI clicks.

📅 March 25, 2026 ⏰ 58 minutes 🚀 Intermediate
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Clay Bootcamp • Claude Code Cohort

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Meet Scott Davidson

Scott Davidson

Scott Davidson

Founder at Driver ROI • Claude Code Coach at Clay Bootcamp

Scott came up through finance and marketing tech, and calls himself "semi-technical" (intermediate SQL, not a Python or JavaScript coder). He started using Claude Code as his way into building GTM tools without having to learn a new stack, and he's been shipping reusable skills ever since. His angle: orchestrate the tools you already use, don't replace them.

Outside of Clay Bootcamp, Scott runs Driver ROI. The two skill files he walked through in this session are posted below so you can copy, edit, and run them yourself.

What we covered

💬

Call transcripts, structured in one skill

Drop a call transcript into the terminal and a single skill returns pain points with direct quotes, buying triggers, objections, competitive intel, decision criteria, and a drafted follow-up email.

🚀

End-to-end prospecting, no UI

One natural-language brief. Claude finds ICP accounts through DiscoLike, pulls decision-maker contacts, verifies the emails, writes sequence copy with personalized variables, and stages the campaign in Instantly ready to launch.

📚

Context as a graph, not a scratchpad

Every workflow writes into a GitHub-backed repo of tagged markdown files. Positioning, objections, competitive intel. Claude traverses that context on every future run so you build on what you already know.

💡

Crawl, walk, run

Scott's framework for getting here. Start manual. Turn the manual flow into a skill. Put the skill behind a cron. Eventually let Claude iterate on itself. One step at a time, not all at once.

The two skills Scott ran live

Each one is a single Claude Code skill file. The first turns raw call transcripts into structured buyer intel. The second runs a full ICP-to-campaign prospecting flow without a UI. Both files are posted on Scott's site, ready to copy and edit.

1 /extract-insights Turn a call transcript into structured intel

Drag a call transcript into the terminal, invoke the skill, and get back participants and roles, pain points with direct quotes, buying triggers, objections, competitive intel, tech stack, decision criteria and timeline, plus a drafted follow-up email. The skill file is editable, so you can swap in any discovery framework you already use (MEDDIC, SPICED, whatever). Scott's next move is to wire this to a cron that pulls last week's Gong or Fathom transcripts automatically every Monday at 8:30am.

1 file
in, structured intel out
Any
discovery framework fits
Context
saved for future runs
2 /prospect-discovery ICP to staged campaign, zero clicks

Natural-language brief: "25 accounts in construction SaaS this size in the US, and create a campaign with 3 steps and custom variables." The skill hits DiscoLike via MCP to find accounts, pulls VP+ revenue-leader contacts, verifies the emails in a second pass (DiscoLike's native emails bounce higher than Scott wanted), writes subject lines and personalized body copy, sets campaign defaults (send volume, mailboxes), and stages the campaign in Instantly ready to launch.

18 of 20
contacts found
2-pass
email verification
Zero
clicks to stage a campaign
📤

Grab Scott's actual skill files

These are the exact markdown files Scott ran in the session. Open, copy the contents into your own project's .claude/skills/ folder, edit, and run.

/extract-insights → /prospect-discovery → Output template →

What he's working on next

Two things Scott has queued up, both building on the skills above. Useful pattern references if you want to take your own workflow past "manual skill" to "the system runs itself."

Extract Insights, but async

A cron hits every Monday at 8:30am, pulls last week's CRM transcripts, runs /extract-insights, and updates the positioning, objections, and competitor docs in the Context OS repo. No human in the loop; the doc set stays current.

Karpathy-style self-learning outbound

250 test accounts split A/B. A gets Scott's copy. B gets Claude's proposed variant. After 48 hours Claude reads the delta on interested-reply rate and iterates. Inspired by karpathy/autoresearch, adapted to outbound copy. The loop closes itself.

How Scott thinks about building with Claude Code

Crawl, walk, run

Don't try to build the async self-learning end state in one go. Claude will struggle and so will you. Start manual. Turn the manual flow into a skill. Put the skill behind a cron. Each step earns the next one.

If I don't have to use the UI, I won't

The moment Scott realized he was telling Claude "move this button here, make sure that button does that," he dropped the UI entirely. Claude Code orchestrates the tools you already pay for. The UI is for humans who need it, not for machines that don't.

One use case at a time

Pick one workflow. Ship it end to end. Then pick the next. Trying to build a dozen skills in parallel gives you a dozen half-skills that don't compose. The Context OS repo grows tighter as you focus.

Context is a graph, not a scratchpad

Every skill writes its output to a GitHub-backed repo of tagged markdown files. Call notes, objections, positioning, competitive intel. Claude traverses that graph on every run, so future work builds on what you already figured out.

Don't vibe-code the end-user tools

"I'm not going to vibe-code a CRM." Keep Claude Code on orchestration. Don't rebuild the surfaces people already live in (HubSpot, Salesforce, Gong). Wire into them; don't replace them.

Destructive actions always need confirmation

Scott's one bad incident deleted about 200 contacts from a campaign in YOLO mode. The fix is a hard rule: any destructive action has to ask first. Skip that rule once and you'll buy the lesson the same way he did.

Questions Scott answered

Why Claude Code instead of Claude for Work for this?
Claude for Work came out after Scott was already deep into Claude Code. Either can technically do these workflows. For Scott it's sunk-cost plus preference: he can run a cron job ("my Git is going to invoke this every Monday morning at 8:30") the way he wants, inside a workflow he already trusts.
Does it always need a .txt file, and can it pull action items for other participants?
No text file required any more. Scott now wires the skill directly to the CRM or recording source via MCP, so "it just goes in and grabs them." And yes, the skill can surface follow-up action items for any participant, not just the one running it. "You can tell the skill to do anything you want."
What counts as small-scale for this workflow? When do you hit the ceiling?
A couple hundred rows, or whatever you're willing to wait around for (or leave running overnight). Past that, Scott pipes the verification step out to a Clay webhook, let Clay do the heavy lifting at scale, and pipes the results back to Instantly.
Are you using Obsidian to store context?
Started there about six months ago, dropped it. "It was just two places I had to be." Everything now lives in the GitHub-backed Context OS repo, inspired by Jacob Dietle's gtm-context-os-quickstart. One place, version controlled, traversable by Claude.
Where does Claude Code replace GTM work vs. just augment it?
Not replacing the end-user surfaces (CRM, Gong, sequencers). Replacing the orchestration layer between them. "If I don't have to use the UI, I'll not use the UI." The point is to stop clicking between systems, not to rebuild the systems themselves.
Have you connected the Salesforce MCP server directly?
No. Scott has heard the Salesforce MCP "is quite poor, they're trying to walled-garden their information." His workaround is to pull data into Clay, let Claude do the work there, and push results back to Salesforce. Same pattern works for HubSpot.
How do I get Claude Code to manage Instantly?
"I gave it the API docs and my key, and just said, here you go." That's the whole setup. One caveat: this is also the setup that let Scott accidentally delete ~200 contacts from a campaign in YOLO mode. Always require explicit confirmation before any destructive action.
What are your guardrails around API credit spend?
Three layers. Set a monthly max on every API key. Use a separate key per tool so you can kill one without killing everything. Check Anthropic's native dashboard for Claude itself. Scott has auto-reload set around $15-$20 so he's never waiting on a top-up mid-run.

Every tool that came up

Everything from the session

Session recording
Full 58-minute session on YouTube
Watch on YouTube →
/extract-insights skill
Markdown skill file: drop a call transcript in, get structured buyer insight out
Open SKILL.md →
/extract-insights output template
Reference template the skill writes its structured output against
Open template →
/prospect-discovery skill
Markdown skill file: ICP brief in, staged Instantly campaign out
Open SKILL.md →
GTM Context OS quickstart
Jacob Dietle's public repo that Scott's Context OS pattern is based on
Open on GitHub →
Karpathy · autoresearch
The self-learning loop Scott is adapting into an iterative outbound-copy optimizer
Open on GitHub →
Claude Code cohort page
One-week hands-on program. Build skills like these yourself.
View cohort →
Clay Bootcamp

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Questions about Clay Bootcamp?

Reach out to either of us on LinkedIn. Always happy to chat.

Scott Davidson
Scott Davidson
Founder, Driver ROI • Coach, Clay Bootcamp
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Heather Melton
Heather Melton
Head of Community Strategy, Clay Bootcamp
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