Stage 1: tool setup
Cursor, Claude Code, Codex, GitHub Desktop, repo creation, commit/push workflow, and error notes.
I started by learning the tools, then researched ten practitioners across the B2B SaaS outbound pipeline. In the final stage, I had to stop summarising other people and decide what I actually agreed with, rejected, and would use.
You can follow the project from tool setup, through source research, to the final playbook and the choices behind it.
Current public repository checked on GitHub. It includes the README, final playbook, saved LinkedIn posts, source notes, and YouTube transcripts.
Cursor, Claude Code, Codex, GitHub Desktop, repo creation, commit/push workflow, and error notes.
Ten practitioners mapped across the B2B SaaS cold-outreach pipeline, with sources saved and checked.
A practical playbook with three expert disagreements, two rejected ideas, two original observations, and an honest weaknesses section.
LinkedIn posts were checked against originals because automated extraction can drop or change words.
Claude helped fetch/draft, but source choices, exclusions, and final notes were reviewed by Amrutha.
Each source owns a distinct layer of the same outbound process.
Mark Colgan: account selection, channels, AI-assisted research, data quality.
Jan Brochwicz: ICP matrix, segmentation, disqualifiers, persona mapping.
Anthony Natoli: turning a funding, hiring, or launch signal into a real reason to reach out.
Jason Bay and Josh Braun: outbound frameworks, neutral questions, useful follow-up.
Kevin Hopp and Laura Erdem: permission-based cold calls and LinkedIn/social selling tied to pipeline.
Petr Kaliuzhny, Nick Abraham, and Jen Allen-Knuth: sequence QA, inbox placement, and discovery/qualification.
The playbook shows where the experts disagree, where I land, and where their advice stops being useful for a small B2B SaaS team.
I compared three genuine disagreements and explained which approach I would use for a small team.
Agency-scale infrastructure and a discovery framework forced into a cold opener both got left out.
I used a real campaign to argue that target choice often does more work than teams give it credit for.
The second original idea became a five-touch stack that a small team could actually repeat.
The playbook is clear about its limits: it goes deep on list building, not the entire outbound system.
The sources, saved posts, transcripts, edits, and final reasoning all remain open for review on GitHub.
It shows that I can collect evidence, notice where advice conflicts, make a decision, and turn the result into something a small team could use.