Starting from nothing

Tell Claude about the people you're already talking to, a few at a time: "Add Ana from Corvid Labs, we met at an event last week and she asked for a proposal." Claude fills what it can, leaves the rest empty, and asks before writing.

From a spreadsheet or another CRM (HubSpot, Pipedrive, etc.)

1. Export your contacts as a CSV.
2. Option A (fastest): In Notion, open the Contacts database → ⋯ → Merge with CSV (or import the CSV) and map the columns.
3. Option B (cleaner): Paste or upload the CSV to Claude and say: "Clean this, dedupe it against my Contacts, score fit against the Playbook, and show me a shortlist before adding anything."
4. Then ask: "Set a Stage and Next follow-up for everyone I've already contacted."

Keeping your history

If your old tool has notes or email history you care about, paste the important bits into the person's Notes or ask Claude to log them as Activity rows. You don't need everything; the last touch and what was said are what matter.