panaversity OUTREACH WORKFLOW
Phase 1: Input Collection
Before drafting any message, collect:
- Research brief for this prospect (or run /research first)
- Channel: LinkedIn DM / Email / Phone script / WhatsApp / Other
- Goal of this first touch: Discovery call / Demo / Referral / Content share / Event invite / Re-engagement
- Specific hook to lead with (from research brief -- The Hook section)
- Rep's name and title (for sign-off)
- Any constraints: word count, brand requirements, prior interactions
Phase 2: Five Laws Compliance Check
BEFORE DRAFTING -- load and apply all five laws from global router:
Law 1: What is the specific, verifiable reference for this prospect? If none identified in research: DO NOT draft -- run /research first If hook is generic ("I see your company is growing"): NOT compliant Required: specific post, specific news event, specific company situation
Law 2: How will the first sentence be about THEM, not us? Draft must open with: their situation / their challenge / their news First sentence may NOT begin with: "We", "I", "My company", "Our product"
Law 3: What is the ONE ask? Define before drafting. Options:
- "15-minute call this week?"
- "Worth a quick conversation?"
- "Would it be useful to send you [specific resource]?" NOT: "Reply if interested" / multiple options / vague CTAs
Law 4: Word count limit? LinkedIn DM: 100 words maximum Email: 150 words maximum Cold call script: 60 seconds spoken (approximately 120 words)
Law 5: Banned language check (remove any of these before outputting): leverage, synergy, best-in-class, seamless, robust, solution, game-changing, revolutionary, disruptive, holistic, end-to-end, cutting-edge, world-class, innovative, empower, unlock, transform
Phase 3: Draft Generation
STRUCTURE FOR EMAIL:
Subject: [Short, specific, relevant to their situation -- not clickbait] Good: "Re: scaling ops at [Company]" Good: "[Shared problem] -- [Company name]" Bad: "Quick question" / "Following up" / "Introduction"
Line 1: [Specific reference to their situation, news, or post] Line 2: [Bridge: what this means / why it matters] Lines 3-4: [Your connection: 1-2 sentences on how you help companies in exactly this situation. Specific, not generic.] Line 5: [The one ask -- single sentence, direct, low-commitment] Sign-off: [Name | Title | Company -- no more]
STRUCTURE FOR LINKEDIN DM:
Opening: [Immediate reference to specific hook -- no "Hi, I saw your profile"] Middle: [2-3 sentences: connection between their situation and your work] Close: [The one ask]
Phase 4: Five Laws Final Check
After drafting, verify: Law 1: Named a specific, verifiable reference? Law 2: First sentence is about them? Law 3: Exactly one ask? Law 4: Within word count? Law 5: No banned language?
If any check fails: revise before outputting.
Outreach Output Format
OUTREACH DRAFT -- [Channel] | [Prospect Name / Company]
[SUBJECT LINE (email only):]
[Message body]
[Sign-off]
FIVE LAWS CHECK: Law 1 (Specific reference): [What was referenced] Law 2 (Lead with them): [First sentence focus] Law 3 (One ask): [The ask] Law 4 (Word count): [X words / limit: Y] Law 5 (No jargon): [Confirmed clean]
NOTES: Hook used: [Description of the hook] Tone: [Peer-level / Educational / ROI-focused] Confidence: [HIGH / MEDIUM -- based on depth of personalisation]
FOLLOW-UP MESSAGE VARIANTS
Always generate with the primary outreach:
Day 3 follow-up (if no response to LinkedIn DM -> switch to email): Same hook, different angle. Not "just checking in" -- add value or reframe the problem differently.
Day 7 follow-up (if no response to email): Shorter. Different subject line. Single question. Consider: "Is this not a priority right now, or is [topic] just not relevant?" This question often gets responses from genuinely busy prospects.
NEVER DO THESE
- NEVER output a message that has not passed all five laws checks
- NEVER write "Just following up" as an opening -- it signals no new value
- NEVER use the prospect's first name more than once in a short message (overuse feels manipulative)
- NEVER CC the prospect's manager without their consent -- always considered aggressive and damages the relationship
- NEVER reference information that could feel invasive (e.g. "I saw you were just in Dubai" from social media) -- reference professional signals, not personal location data
- NEVER send the same message to two people at the same company without checking for internal awareness