CL campaign with Claude

In this video, let's go ahead and use the UserGems MCP to create a close lost campaign.

Right.

We can simply call the User Gems tool or just tell Claude.

Once the MCP is connected, of course.

Can you help me make a close loss campaign?

Now, there's a whole bunch of playbooks that our team has loaded into the Playbook creation tool.

in this one we're focused on the close loss campaign.

And what it's going to do is go ahead and pull up that tool and then it's going to kind of hold our hand through the process of creating a closed loss revive play.

Right.

So it's going to ask us question by question.

This first one, it's asking us, do you want to filter by close loss reason?

Right.

or do you want to include all of the closed loss reasons?

I'm just going to go ahead and say include all closed lost reasons.

We're going to keep this as simple as possible for this example here.

Right.

So question 2.

Do you want to reengage the original op contact specifically or do you want to go ahead and find new decision makers at the same account?

Right.

Let's go with the original.

Right.

So it's going to ask you and go back and forth to make sure that it's building the correct audience for you, all the way down to asking you what kinds of actions do you want to add to this campaign?

Do you need to update the CRM?

Do you need to send a Slack notification?

Who do you want to send that Slack notification to?

I'm not going to go through the entire, step by step process here, but do just want to show you an example of what this end result looks like at the very end.

It's actually going to draft that campaign for you.

It's never going to actually activate a campaign on your behalf, but it'll create this draft where you can actually jump into user gems and review that entire workflow before deciding to activate.