Boost Your Prospecting with askClaude — Smart Summaries & Contextual Scoring in Google Sheets

You’ve got data. Leads. Lists. But you’re missing the critical piece: the ability to quickly interpret, summarize, and act on it.

That’s exactly where askClaude comes in — a Derrick App feature that brings Anthropic’s powerful Claude language model directly into Google Sheets. The result? Reasoning, summarization, and prioritization at scale, without leaving your spreadsheet.

This playbook shows you three real-world use cases where askClaude shines — especially when context matters.

⚙️ Derrick Features Used in This Playbook

• Search Leads: Find LinkedIn profiles from first name, last name, and company.
• Lead & Company Enrichment: Pull all public LinkedIn data automatically.
• askClaude: Ask structured questions, get sales-ready, human-sounding answers instantly.

🧠 Use Case #1 — Summarize a Lead Profile

Best for: SDRs and AEs who want to quickly understand a prospect before outreach.

Goal:

Get a clean, actionable summary of a LinkedIn profile to prep your message or call.

How to do it:

1. Search Leads → Input First Name, Last Name, Company → Get LinkedIn URL
2. Enrich Lead → Input LinkedIn URL → Pull all available public info
3. askClaude → Sample prompt:

Summarize this profile in 3 bullet points: 1) Current role, 2) Focus areas or interests, 3) Outreach angle that could resonate. Info: [enriched content here]

Expected output:
A short, natural-language summary ready to use in an icebreaker or CRM.

🏢 Use Case #2 — Summarize a Company Profile

Best for: Sales teams prepping for intro calls with minimal time.

Goal:

Get a structured company profile based on enriched LinkedIn data.

How to do it:

1. Search Companies → Get the company’s LinkedIn page
2. Enrich Company → Pull company size, description, sector, etc.
3. askClaude → Sample prompt:

Summarize this company for a sales discovery call: 1) What they do, 2) Team structure (sales, marketing, product), 3) Possible entry point for a multichannel prospecting tool. Data: [enriched content here]

Expected output:
A concise briefing to help you qualify the account and steer your pitch.

🧲 Use Case #3 — Pick the Right Lead in a Target Account

Best for: Reps working strategic accounts with multiple potential contacts.

Goal:

Compare multiple leads at the same company and identify the best fit based on your target persona.

How to do it:

1. Import a list of leads from the same company
2. Enrich them to pull job titles, experience, and descriptions
3. Brief Claude with your ideal persona, ex:

You’re a prospecting expert. Here are 4 leads from the same company. Based on this ICP: "Head of Growth or Sales Ops, interested in multichannel prospecting tools, results-driven", choose the best-fit contact and explain why. Leads: [enriched list here]

Expected output:
A clear recommendation with supporting rationale — ideal for smart lead scoring.

🧠 Pro Tips

• Claude performs best on tasks involving reasoning, empathy, and abstraction
• Think beyond text generation — use it for contextual analysis
• Give as much context as possible for best results
• Structure your prompts like you’re talking to a colleague, not coding an API

🧱 Troubleshooting

• Too generic? → Add structure, e.g. “Respond in 3 points”
• Prompt too long? → Keep under 5,000 characters or split it
• Wrong output? → Rephrase your ask more clearly, add persona brief
• Slow response? → Batch your requests in smaller chunks

🚀 Recap

askClaude doesn’t just generate text — it analyzes, summarizes, and prioritizes with a high-context understanding built for sales workflows.

📍 Summarize a lead
🏢 Analyze a company
🎯 Identify the best contact

All in a few clicks — straight from Google Sheets.

👉 Try askClaude inside Derrick App today.
Turn raw data into sales intelligence — without writing a single line of code.