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File 002 · In the field

A GTM system that finds companies at the moment they cross from product-led growth to a sales-led motion, and acts on it before anyone else does.

Accounts tracked
34
Arms
4 / all started
Next refresh
—
34 targets · one sweep a week
Open the file
The thesis

Most outbound starts from a list. Cortana starts from a moment.

The target is a Series A to C company whose self-serve product is pulling it upmarket. That moment leaves tells in public, weeks before it shows up in a database. I built Cortana to run my own Founding-AE search across 34 of these companies.

Tell 01A first Enterprise tierPricing grows a “talk to sales” column.
Tell 02A first AE reqThe first quota-carrying seat gets posted.
Tell 03A first sales leaderSomeone gets hired to build the motion.
The system

Four arms. One foundation.

Each arm adds a capability, not a new stack. OS knows every account. Engage reaches the right person. Signal reacts when something changes. Intel plans the account.

Shared by all fourOne Salesforce orgOne MCP serverOne scoring engineOne scheduler
Cortana OS · The foundationBuilt · running weekly

Which companies are crossing over right now, and what's the evidence?

Keeps 34 target accounts continuously researched, scored and queryable. Every Monday one scheduled call runs the whole pipeline and writes the result to Salesforce. Claude reads and writes the same data through the same tools, in plain English.

Every Monday, unattended
  1. 01Pulls live hiring signal from public job boards, free, and verified to be the right company
  2. 02Carries forward cited pricing and case-study evidence
  3. 03Asks 11 typed questions per company, each answer with a confidence
  4. 04Writes score, evidence and sources to Salesforce, and archives every sales JD
  5. 05Reports which accounts moved, ignoring jitter under 7 points, and drafts a Monday digest into my inbox
What it proves

A real MCP server over a real CRM, not the stock integration. Calibrated scoring instead of a hand-tuned formula. An unattended pipeline with guardrails.

Status

Built. I found the schedule had gone silently inactive after Sept 22, turned it back on Oct 7, and a catch-up run re-scored 34 of 34. The first fully unattended run is Mon Oct 12.

Cortana Engage · OutboundLive · first sends out

Who do I talk to there, and what do I say that they'll care about?

Turns a scored account into a conversation, for the top accounts only. A tool assembles the facts, the model writes, and a person reviews and sends. The first three intros went out Oct 7, and every link back to this site is tagged so a click or a visit can be traced to the exact email.

For each top account
  1. 01Finds who owns the decision: Head of Sales, VP Sales, or whoever is hiring the founding AE
  2. 02Loads that person into Salesforce as a Contact
  3. 03Builds an evidence brief: the score, the signal behind it, the exact posting it cites
  4. 04Claude drafts the message into Gmail, and a person reviews and sends it
  5. 05Every send is logged and tracked by link clicks and site visits, so reply rate is measured, not claimed
  6. 06A follow-up loop decides what to do next from what the recipient actually did: follow up, call, wait, or mark cold
What it proves

Personalization grounded in evidence, not templates. Every claim in a message traces back to a source.

Done when

Three real intros sent and tracked so far. The bar is five or more, with replies logged.

Cortana Signal · Event-drivenFirst source live

What just changed, and does it deserve action today?

OS runs on a calendar. Signal runs on events. It scores each change with the same engine OS uses, then routes it: an Engage draft, an Intel refresh, or a note. The first source is live: every visitor to this site is tagged with the owner of their network, and a visit that follows a tracked email is credited to that exact message.

Watches for
  1. 01An account crossing the score threshold
  2. 02A first AE or sales-leader req
  3. 03An Enterprise tier appearing on the pricing page
  4. 04A new funding round
  5. 05An inbound touch: a visit to this site from a target's network, or from a tracked email
  6. 06Next source: company and sales-leader posts on X, read through the pay-per-use API
What it proves

One scoring engine serving a second consumer. Signal-based GTM, where timing is the edge, not list volume.

Done when

A real event triggers a real action end to end, with no one watching.

Cortana Intel · Account planning agentv1 built

If I win this account, what's the plan?

For an engaged account, Intel reasons over everything the system knows: Salesforce history, archived JDs, cited evidence, contacts and notes. A tool assembles the evidence pack and the model writes the plan from it, citing sources and labelling inferences. Plans are versioned and logged to Salesforce.

Produces
  1. 01A stakeholder map
  2. 02A why-now narrative
  3. 03An entry point
  4. 04The risks
  5. 05A 30 / 60 / 90
  6. 06Versioned plans, flagged stale when a score moves 7 points or a new sales role appears
What it proves

An agent that reasons over a system of record it helped build, not a chat window over a PDF.

Done when

v1 is built and the first plan is written. The bar is a plan used in a real conversation, and one that updates itself after an event.

Already running

Running on a real job search.

Researching one account by hand took me 60 minutes, and the notes went stale within a week. Cortana now assembles the same evidence brief in half a second and re-scores all 34 accounts every Monday. That is machine time. My review of each brief is still being measured.

34Target accountsResearched and re-scored every Monday, unattended.
11Typed judgmentsPer company, per run. Each answer comes back with a confidence.
23MCP toolsThe only way anything reads or writes Salesforce.
109Offline testsOn scoring, outreach, engagement, signals, digests and account plans.
What broke, and what it taught me
Wrong company, right format

Job-board slugs collide. 4 of 28 auto-discovered boards belonged to other companies, and the data looked perfectly plausible. Fixing it moved three rankings by 41 to 62 points.

LLM scores jitter

Re-scoring unchanged input moved 19 of 34 accounts by 1 to 6 points. So only a move of 7 or more counts as real movement.

Verified means in the runtime

The scheduler step passed standalone tests and still failed inside n8n twice. It only counted as working once it ran in n8n's own engine.

Silent failures are the real risk

The weekly schedule sat switched off for two weeks and nothing complained. Now a Monday task checks that the run happened, drafts the digest, and says so if it didn't.

Look at what the tool did to your email

A mail connector rewrote every tracked link and deleted the tracking pixel on save. I only caught it by inspecting the saved draft. Tracked emails are now sent from a rendered page, and links to my own site carry a tag instead of a redirect.

Credit only what happened after the send

My own browsing was being counted as a prospect's visit, because the tag sticks to the browser. Now only a landing that carries the email's tag after the real send time counts, and scanner clicks within two minutes are ignored.

Paid data for discovery only

The first Clay harvest cost ~185 credits. Weekly hiring signal now comes from free public ATS APIs, saving ~61 credits a week.

Build order

Why it ships in this sequence.

The drop list

Cortana drops soon. Be first to see it.

The full case file: architecture, scoring calibration, and the first outbound it sends, with the reply data. Five quick questions, about 30 seconds.

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