Client Packet Engine

Client Packet Engine

Batch pipeline that takes a list of companies and produces finished GTM pitch packets — intelligence packages, growth strategies, and executed sample work (lead lists, content drafts, email sequences). Designed for prospective client pitches, not live campaign execution.

When to Use

• "Build pitch packets for [company list]"
• "Create client packets for these companies"
• "Run the full pitch pipeline for [companies]"
• "Prepare GTM packets for prospective clients"

Key Constraints

• Pitch-packet mode: Generates sample leads, content, and outreach drafts but does NOT launch live campaigns, send real emails, or spend on paid Apollo enrichment. The goal is demonstrating value.
• Cost budget: Default $5/company. Warn at 80% ($4). Hard stop at limit.
• Parallelization: Up to 3 companies concurrent (Phase 1), up to 5 strategy executions concurrent (Phase 3).
• Human checkpoints: (1) After cost estimate, (2) Strategy selection per company, (3) Before any single API call >$2.

Input

companies:
  - name: "Company Name"
    url: "https://company.com"
  - name: "Another Company"
    url: "https://another.com"

Minimum: 1 company. No hard maximum, but warn if >10 (long runtime, high cost).

Phase 0: Intake & Validation

Steps

1. Parse input: Extract company names and URLs from the user's request. Normalize URLs (add https:// if missing, strip trailing slashes).

2. Validate websites: For each URL, do a quick web fetch to confirm:

   • Site is reachable (not 404/500)
   • It's the correct company (page title or content matches company name)
   • Flag any mismatches for user confirmation

3. Estimate costs: Calculate per-company estimate based on typical skill costs:

   • Phase 1 (research + audits): ~$1.50/company (Apify credits for SEO, ads, content scraping)
   • Phase 3 (strategy execution): ~$1.00-3.00/company depending on strategy count and types
   • Total estimate: $2.50-4.50/company typical

4. Present summary for approval:

   Batch Summary:
   ┌──────────────────┬─────────────────────────┬──────────┐
   │ Company          │ URL                     │ Est Cost │
   ├──────────────────┼─────────────────────────┼──────────┤
   │ Acme Corp        │ https://acme.com        │ ~$3.50   │
   │ Beta Inc         │ https://beta.io         │ ~$3.50   │
   └──────────────────┴─────────────────────────┴──────────┘
   Total estimated cost: ~$7.00
   Budget limit: $5.00/company ($10.00 total)
   

5. Get user approval before proceeding.

Output

• Validated company list with confirmed URLs
• Cost estimate acknowledged by user

Phase 1: Research & Strategy Generation

Run the client-onboarding playbook (Phases 1-3) for each company.

Execution

• Process up to 3 companies in parallel using Task agents
• Each company gets the full client-onboarding treatment:
  • Phase 1: Intelligence Gathering (company research, competitor research, founder research, SEO audit, AEO visibility, ads review, industry scan, GTM analysis)
  • Phase 2: Synthesis into Client Intelligence Package
  • Phase 3: Strategy Generation with execution tags (see Structured Execution Tags in client-onboarding)

Cost Tracking

After each company completes:

• Log actual Apify/API costs
• Compare against per-company budget
• If at 80% of budget, warn before continuing
• If at limit, stop and report what was completed

Output per Company

• clients/<company>/intelligence-package.md
• clients/<company>/growth-strategies.md (with <!-- execution --> tags on each strategy)
• All Phase 1 research files in clients/<company>/intelligence/

Phase 2: Strategy Selection (Human Checkpoint)

Present all generated strategies across all companies for user selection.

Presentation Format

For each company, show a summary table:

## Acme Corp — 7 strategies generated

| # | Strategy | Pattern | Priority | ICE | Est Leads | Est Cost |
|---|----------|---------|----------|-----|-----------|----------|
| 1 | Hiring signal outbound (DevOps roles) | signal-outbound | P0 | 8.2 | ~50 | $0.80 |
| 2 | Competitor displacement (vs BigCo) | competitive-displacement | P0 | 7.5 | ~30 | $1.20 |
| 3 | Conference speaker prospecting | event-prospecting | P1 | 6.8 | ~20 | $0.50 |
| 4 | SEO comparison content | content-lead-gen | P1 | 6.5 | ~40 | $0.60 |
| 5 | Quarterly business review timing | lifecycle-timing | P2 | 5.0 | ~15 | $0.30 |
| 6 | LinkedIn thought leadership | manual | P2 | 4.5 | — | — |
| 7 | Partner co-marketing | manual | P2 | 3.8 | — | — |

Select strategies to execute: [e.g., "1-4", "all P0", "top 3 by ICE"]

Selection Options

Accept flexible input:

• Specific numbers: "1, 3, 5"
• Ranges: "1-4"
• Priority-based: "all P0", "P0 and P1"
• Score-based: "top 3 by ICE"
• All executable: "all" (skips manual pattern strategies)
• Per-company overrides: "Acme: 1-3, Beta: all P0"

Validation

• Warn if selected strategies exceed remaining per-company budget
• Flag any strategies tagged manual (these produce a plan document but no automated execution)
• Confirm final selection before proceeding

Phase 3: Strategy Execution (Pitch-Packet Mode)

Execute selected strategies using the execution pattern routing system.

Execution Pattern Router

Read the <!-- execution --> tag from each selected strategy and route to the appropriate skill chain.

Pattern: signal-outbound

Detect buying signal → find contacts → draft outreach.

Output: Signal report + lead CSV + draft email sequences

Pattern: content-lead-gen

Create content asset + find leads who'd care.

Output: Content asset (HTML) + lead list (names/titles/companies, no emails)

Pattern: competitive-displacement

Target competitor's unhappy customers.

Output: Competitor intel report + lead CSV + email sequences + comparison page

Pattern: event-prospecting

Find event attendees/speakers matching ICP.

Output: Event attendee list + qualified leads CSV

Pattern: lifecycle-timing

Timed outreach based on trigger events.

Output: Trigger research document + lead CSV + timing-aware email sequences

Pattern: manual

Strategy requires human execution or tools not yet automated.

Output: Strategy execution plan document (no automated work)

Parallelization

• Run up to 5 strategy executions concurrently across all companies
• Track cost per execution against remaining company budget
• If a single API call would exceed $2, pause and confirm with user

Cost Tracking

Maintain a running cost log:

Cost Tracker:
┌──────────────┬─────────────┬───────┬──────────┬───────────┐
│ Company      │ Strategy    │ Spent │ Budget   │ Remaining │
├──────────────┼─────────────┼───────┼──────────┼───────────┤
│ Acme Corp    │ Phase 1     │ $1.40 │ $5.00    │ $3.60     │
│ Acme Corp    │ Strategy 1  │ $0.70 │          │ $2.90     │
│ Acme Corp    │ Strategy 2  │ $1.10 │          │ $1.80     │
└──────────────┴─────────────┴───────┴──────────┴───────────┘

Output per Strategy

All outputs go to clients/<company>/ in the appropriate subdirectory:

• Lead CSVs → clients/<company>/leads/
• Content assets → clients/<company>/content/
• Email sequences → clients/<company>/campaigns/
• Strategy plans → clients/<company>/strategies/
• Signal/research reports → clients/<company>/intelligence/

Phase 4: Packaging

Run client-package-local for each company to produce the final deliverable.

Steps

1. For each company, run the client-package-local playbook

2. This produces a dated package directory:

   clients/<company>/client-package/<YYYY-MM-DD>/
   ├── intelligence-package.md
   ├── growth-strategies.md
   ├── executed-strategies/
   │   ├── strategy-1-signal-outbound/
   │   │   ├── signal-report.md
   │   │   ├── leads.csv
   │   │   └── email-sequences.md
   │   ├── strategy-2-competitive-displacement/
   │   │   ├── competitor-intel.md
   │   │   ├── leads.csv
   │   │   ├── email-sequences.md
   │   │   └── comparison-page.html
   │   └── ...
   └── summary.md
   

3. Generate a summary.md for each packet that includes:

   • Company overview (from intelligence package)
   • Strategies generated and which were executed
   • Key metrics: total leads found, content assets created, email sequences drafted
   • Recommended next steps (what to do if the client signs)

Final Report

After all companies are packaged, present a batch summary:

Batch Complete: 3/3 companies processed

┌──────────────┬────────────┬───────────┬────────┬──────────┬───────────┐
│ Company      │ Strategies │ Executed  │ Leads  │ Content  │ Total Cost│
├──────────────┼────────────┼───────────┼────────┼──────────┼───────────┤
│ Acme Corp    │ 7          │ 4         │ 142    │ 3 assets │ $4.20     │
│ Beta Inc     │ 5          │ 3         │ 89     │ 2 assets │ $3.80     │
│ Gamma Labs   │ 6          │ 4         │ 115    │ 3 assets │ $4.50     │
└──────────────┴────────────┴───────────┴────────┴──────────┴───────────┘

Total cost: $12.50 / $15.00 budget
Packets saved to: clients/<company>/client-package/<date>/

Error Handling

• Website unreachable: Skip company, flag in report, continue with others
• Skill failure: Retry once. If still fails, log error, skip that strategy execution, continue with others
• Budget exceeded: Stop execution for that company, package whatever was completed
• Rate limiting: Back off and retry with exponential delay (max 3 retries)
• No strategies tagged executable: Generate all strategies but flag that manual selection will be needed for execution

Configuration Overrides

Users can override defaults at invocation:

Override options:
  budget_per_company: $10      # Default $5
  max_parallel_companies: 5    # Default 3
  max_parallel_strategies: 8   # Default 5
  skip_phases: [4]             # Skip packaging
  strategy_filter: "P0 only"  # Pre-filter strategies
  pitch_packet_mode: false     # Enable live campaign mode (CAREFUL)

WARNING: Setting pitch_packet_mode: false enables live campaign execution — emails will be sent, Apollo credits will be spent. Only do this with explicit user confirmation.