A Google Sheet + Apps Script that finds prospective Palo Alto Networks customers in Ontario, enriches them with contact data, and writes one Google Doc per prospect with a full account strategy plan and draft outreach emails for CIO / CISO / VP of Security / Director of IT / IT Manager.
No install. No terminal. Runs inside a Google Sheet.
- Queries Apollo.io for Ontario companies with ≤ 1,500 employees that are running a competitor security stack (Fortinet, Check Point, Cisco, Zscaler, CrowdStrike, SentinelOne, Netskope, Cloudflare, Arctic Wolf, Sophos).
- Skips anyone whose stack already shows PANW / Prisma / Cortex — they're likely existing customers.
- Pulls contact details for CIO / CISO / VP of Security / Director of IT / IT Manager.
- Asks Claude Opus 4.7 to produce a per-account strategy: pain hypotheses, PANW product fit, recommended entry point, and a tailored outreach email for each persona.
- Creates one Google Doc per prospect and logs the link back to a "Results" sheet.
See SETUP.md for the step-by-step setup. It's about 5 minutes of copy-paste in your browser — no software to install.
| File | What it is |
|---|---|
apps_script/Code.gs |
The main script you paste into Apps Script |
apps_script/appsscript.json |
Permissions manifest |
SETUP.md |
Step-by-step setup guide |
All the filters and messaging are inside Code.gs:
- Competitor tech to flag —
COMPETITOR_TECH_UIDSnear the top. - PANW tech to exclude —
PANW_TECH_UIDS. - Personas to target —
TARGET_TITLES. - PANW product knowledge / messaging — the
SYSTEM_PROMPTconstant. Edit this to change tone, talking points, or what Claude emphasizes.
After editing, save the file in Apps Script. Changes take effect on the next Run.
- Apollo's free tier is stingy: limited monthly credits, no guaranteed verified emails. Expect to get LinkedIn URLs more often than emails.
- "Not a PANW customer" is inferred from tech-stack signals, not ground truth. Cross-check against your CRM before you send anything.
- Claude is instructed not to invent customer names, stats, or case studies. Still — always read drafts before hitting send.
- Each click of Run is capped at 6 minutes by Google Apps Script. Keep
Max Prospects Per Runat 3–5 and run multiple times if you want more.
