GTM with Claude
CRM overlap check
Checks a list of companies against what your account already has.
- Stage
- 02 Signals and lists
- Seat
- Prospect
Ask Claude
“Here are 40 companies from an event. Which ones are new to us?”
Why it needs Funnelfeedr
find_organization returns what the account already has on each company, so you don't call someone a colleague closed last month.
What it does
Look the companies up in batches with find_organization.
Sort them: new, lead, in your CRM, customer, already on a list, not found.
Flag the ones that need a word with a colleague before anyone reaches out.
What you get
The list sorted by status, with the new companies ready to save.
Funnelfeedr tools it calls
find_organization
The skill file
skills/crm-overlap-check/SKILL.md
---
name: crm-overlap-check
description: Checks a list of companies against what your account already has. Use when the user pastes a list of companies and asks which are new, which are customers, or which are already being worked.
---
# CRM overlap check
Runs on the Funnelfeedr connector. Needs a Prospect seat.
## 0. Check the connection
Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=crm-overlap-check"
## Steps
1. Look the companies up in batches with find_organization.
2. Sort them: new, lead, in your CRM, customer, already on a list, not found.
3. Flag the ones that need a word with a colleague before anyone reaches out.
## Output
The list sorted by status, with the new companies ready to save.
## Rules
- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.
Tools: `find_organization`Every rep, your best rep
The skills put your sales process in the system instead of in your reps' heads. Install them, connect Funnelfeedr, and build your first list today.