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โšก Prerequisite

Find Your Niche First

Before you build a single tool, you need two answers. Without them, everything else is a waste of time.

What is this?

Before you can find prospects, you need to know who you're looking for. This means getting specific โ€” not "small businesses" but "marketing agencies with 1โ€“10 employees in the US." The more specific you are, the better everything else works.

Why does it matter so much?

Without a clear answer, your list will be random and your outreach will be generic. Generic outreach gets ignored. You don't need everyone โ€” you need the right people. A thousand perfectly targeted prospects is more valuable than a hundred thousand random ones.

What do the two answers look like?

What do you do?
"We build websites for museums and cultural institutions."
Who do you do it for?
"Director-level staff at art museums, history museums, and science centers with annual budgets over $1M."

Those two sentences are enough to build an entire outreach system around.

This is the hard part. Most people skip it or stay vague because specificity feels risky. It's not โ€” it's what makes outreach work.
1

Define what you actually sell

Write one sentence that says exactly what you do, for exactly who, with an implied result. Not "we do marketing." Something like: "We write email sequences that book demos for B2B SaaS companies." If you can't write this sentence, do that work first โ€” it's outside the scope of any tool.

2

Name your ideal buyer

Who is the specific person who buys what you sell? Not "the company" โ€” the human. Their title, their department, the company size where they're the decision-maker. For professional services: founders and owners at small firms. For enterprise software: VPs and Directors at mid-size companies. Get specific.

3

Define the searchable characteristics

What makes a company findable? Industry (SIC code, NAICS code, keyword)? Geography (US only, specific metro)? Size (employee count, revenue)? These characteristics become your search filters. If you can't define them clearly, you can't build a list.

4

Validate with 20 examples

Before building any tools, manually find 20 companies that fit your criteria. Look them up on LinkedIn. Find the actual person you'd contact. Could you write a personalized one-line opener to each of them? If not, your niche is still too broad.

5

Write the one-liner that runs everything

Once you've done steps 1โ€“4, write your niche as a single sentence. This becomes your search strategy, your list criteria, your outreach angle, and your message. Everything downstream flows from it.

6

Configure your machine to run overnight

This system runs scripts while you sleep. Enrichment alone can take 8โ€“12 hours. If your machine sleeps, your work stops โ€” and half the time it won't cleanly resume where it left off. Before you run anything overnight, you need to configure Windows so the machine stays fully awake: screen can sleep, but the CPU and disk must not. This is trickier than it sounds โ€” Windows has power settings, sleep timers, hard drive sleep settings, and screensaver settings that can all independently interrupt your scripts. Get this right before Stage 2 or you'll lose hours of work to a sleep interrupt.

The full Claude Code prompt for this is in the DIVE tab below. It takes about 5 minutes and only needs to be done once.

Questions to get you there

If you're stuck, work through these in order:

  • What's the specific outcome a client gets from working with you?
  • Who has the most urgent version of that problem?
  • What industry are they in?
  • What size company can actually afford what you charge?
  • What title does the person who signs the check have?
  • Where do they congregate online? (LinkedIn groups, newsletters, associations)
  • Can you find 10,000 of these people on LinkedIn right now?
Claude Code Prompt โ€” Niche Definition Helper
I'm trying to define my ideal client profile for B2B outreach. Here's what I know so far: What I sell: [describe your service or product] Who I've worked with: [list past clients] Best clients I've had: [describe what made them great] Work I do NOT want: [describe the bad fits] Help me write: 1. A one-sentence niche statement ("We do X for Y") 2. A list of searchable characteristics (industry keywords, company size, title filters) 3. 5 example companies that would be perfect fits and why

Keep your machine awake overnight

Enrichment and contact-finding scripts run for many hours. Windows will interrupt them unless you configure it correctly. This is one of the first real friction points โ€” do it once before Stage 2.

Screen sleeping is fine. CPU/disk sleeping is not. The distinction matters โ€” Windows treats them separately. You want the monitor to go dark (saves power), but the system must stay fully active and processing.
Claude Code Prompt โ€” Configure Windows for overnight automation
I need to configure my Windows machine so it stays fully awake and running overnight while automation scripts run โ€” potentially for 8โ€“12 hours. Please: 1. Set the power plan so the computer never sleeps (sleep timeout = Never), but the display can turn off after 15 minutes 2. Disable hard disk sleep (set "Turn off hard disk after" to Never) 3. Disable the screensaver (or confirm it won't wake-lock the machine) 4. Check if "Wake timers" are enabled (needed for scheduled tasks to fire while asleep) 5. Show me the exact PowerShell commands to make all these changes 6. Verify the changes took effect by showing current power settings Also check if there's a hybrid sleep or hibernate setting that could override these and disable it if so. Use powercfg commands where possible so I can see exactly what's being changed.
Do this once, before Stage 2. If scripts mysteriously stop in the middle of the night, the first thing to check is power settings โ€” even after you've configured them. Some Windows updates reset them.
Real example: The system built for Cuberis targets museums and cultural institutions because they have predictable budgets, long client relationships, and a specific set of technology needs (ADA compliance, membership systems, ticketing integration). That specificity made it possible to build a targeted list of 4,600+ prospects โ€” not millions of random companies.

What makes a niche "buildable"

Not every niche can be turned into an automated list. Check yours against these:

โœ“
Has a searchable label โ€” "marketing agencies," "law firms," "art museums." If Google can find them with a keyword search, you can build a list.
โœ“
Has a findable decision-maker โ€” "owner," "founder," "executive director." If their title is on LinkedIn, you can find them.
โœ“
Large enough to matter โ€” at least 1,000 prospects (ideally 10,000+). Outreach at scale is a numbers game; a tiny niche limits what automation can do for you.
โœ—
"Innovative companies" or "growth-focused brands" โ€” these aren't searchable. You can't grep a database for "ambitious." Stick to observable, structural characteristics.

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