Write Outreach

Write Outreach

⚠️ DATA RULE: Do NOT write a single message without first reading the account's research file. Every message must reference at least one research-confirmed signal. Generic = deleted.

⚠️ BANNED: See references/banned-phrases.md. If any banned phrase appears → rewrite from scratch.

⚠️ METRICS RULE: Never invent numbers. Only use verified proof points from references/proof-points.md or a live search. Find the most specific match to this account before falling back to generic examples.

STEP 0 — Gather Context

Ask if not provided:

1. Contact name + title + company
2. Channel(s) needed: LI connection / InMail / Email / Cold Call (default: all 4)
3. Any specific angle or signal to focus on?

STEP 1 — Check CRM / DNC

If CRM MCP is configured:

• Search for this contact in CRM — is there an existing relationship or AE ownership?
• Check for any "do not contact" or AE-owned flags

🛑 STOP if contact is AE-owned or has a DNC flag. Inform seller: "This contact is owned/flagged in CRM. Coordinate before reaching out."

STEP 2 — Read Research File

Find and read the most recent research file: accounts/{account}/research/ → read the latest dated file

Extract (these are the chain interface fields from prospect-research):

• Tech Stack → what they're running
• Pain Signals → confirmed, cited pains
• Top 3 Outreach Hooks → ready-to-use angles
• Leadership Contacts → this contact's role + relevance
• Sales Motion Route hypothesis
• Value Driver for their profile

If no research file exists → run /prospect-research first, then return here.

STEP 2.5 — Live Proof Point Search

Run EVERY time before writing. Never default to the first proof point you remember.

Search priority — find the most specific match:

1. Scrape your company's case study page — filter by prospect's industry + use case
2. Web search: "{{COMPANY_NAME}} [prospect's industry] case study" and "{{COMPANY_NAME}} [their tech stack] replaced migration"
3. CRM / internal knowledge: search for industry + use case proof points
4. Fall back to references/proof-points.md only if no live match found

Selection rule:

STEP 3 — Select the Hook

Hook selection rules (priority order):

1. Personal signal: Did they publish a blog post, speak at a conference, post on LinkedIn? → Search: "{Name} {Company} conference talk blog post 2026"
2. Company signal: Recent product launch, funding, job posting, news → From research file or fresh search
3. Technical signal: A specific tool they use that has a known pain → From confirmed tech stack in research file
4. Role signal: What does someone in this title care about most? → Use references/buyer-personas.md

Never use a signal you haven't confirmed from research or live data.

STEP 4 — Map to Framework

Before writing, confirm:

• Sales Motion Route: Classic / Sprint / Fast (determines CTA format)
• Value Driver: Make Money / Save Money / Go Fast / Be Safe
• Pain: 1 specific confirmed pain (not a guess)
• Proof Point: 1 relevant customer from live search or proof-points.md
• 3 Whys status:
  • Why Anything: confirmed / missing
  • Why {{PRODUCT_NAME}}: confirmed / missing
  • Why Now: confirmed / missing (if missing → urgency must come from the hook)

STEP 5 — Write All Variants

A) LinkedIn Connection Request (≤300 chars — count every character)

Pattern:

[Name], [hot signal in 1 clause]. [pain as question or curiosity hook]. [1 proof point]. Worth connecting?

Enforce: Count characters. If over 300 → cut ruthlessly. Exec contacts: aim for ≤200.

B) LinkedIn InMail (≤500 words, target 200–300)

Subject line rules:

• Pain hypothesis as a question ✓
• Competitor tech in the question ✓
• Never: product name, "introduction", "checking in" ✗

Body structure:

1. Hook (reference the research signal, 1 sentence)
2. Pain statement (what's the friction for someone in their role, 2 sentences)
3. Evidence (2–3 bullets: what peers at their stage did + metric)
4. CTA (one ask: 15–20 min call with {{AE_NAME}})

C) Cold Email (≤400 words, target 200–250)

Subject line: [quantified pain] at [company]? or [hook signal as question]? Never: product name, "checking in", "following up"

Body:

[Name],

[1 sentence: reference the signal — why you're writing NOW]

[Pain sentence: what breaks for them right now, in their language]

Two things relevant to [Company]:
1. [Specific insight/finding from research]
2. [Proof point: Customer + metric + why it's relevant]

{{AE_NAME}} works with [their type of] teams.
Would a 20-min call this week make sense?

[Your name + title + contact]

P.S. line (optional but effective): "P.S. [Specific thing from research that shows you paid attention]."

D) Cold Call Script

Build from references/cold-call-framework.md:

• Pattern interrupt → Bridge (the specific signal) → Pain + outcome → Soft ask
• AAA objection handling for likely objections for their role/industry
• Voicemail variant (20-30 sec max)

STEP 6 — Cadence File Header

Start every outreach file with:

# Outreach — {Contact Name} @ {Company}
**Date started:** {YYYY-MM-DD}
**Seller:** {{SELLER_NAME}} | **AE:** {{AE_NAME}}
**Sales Motion Route:** {Classic/Sprint/Fast}
**Value Driver:** {Make Money/Save Money/Go Fast/Be Safe}
**Pain Hypothesis:** {1 sentence}
**Hook Signal:** {Signal used — with source URL or file}

## Cadence Schedule
- Day 1 ({date}): LI Connection + Email
- Day 3: Call
- Day 6: InMail
- Day 10: Email bump
- Day 14: Call
- Day 21: Final touch

## Status Tracker
| Touch | Date | Channel | Sent? | Response |
|-------|------|---------|-------|----------|
| 1 | {date} | LI + Email | [ ] | — |

STEP 7 — Save, Update, Create CRM Tasks

Save file: accounts/{account}/emails/{YYYY-MM-DD}-{contact-name}-outreach.md Update: accounts/{account}/account-brief.md → add to outreach log section

Create 2 CRM tasks (via {{CRM_SYSTEM}} MCP or output as paste-ready block):

Task 1 — Day 1 Send:

Task:      "Send outreach — {Contact Name} @ {Company} (Day 1: LI + Email)"
Due:       Today ({YYYY-MM-DD})
Priority:  🔴 Urgent (active deal) | 🟠 High (new outreach)
Notes:     File path + email + LinkedIn URL + LI connection ready to send

Task 2 — Day 3 Call:

Task:      "Call — {Contact Name} @ {Company} (Day 3 follow-up)"
Due:       {YYYY-MM-DD + 3 days}
Priority:  Same as Task 1
Notes:     Cold call script in same outreach file. Reference Day 1 LI + email sent.

Quality Gates

• CRM/DNC checked — no AE-owned or do-not-contact flag
• Research file read — at least 1 confirmed signal used
• Live proof point searched — most specific match found
• LI connection ≤300 chars (counted)
• Email subject does NOT mention product name or "checking in"
• Cold call has pattern-interrupt opener (not "How are you?")
• At least 1 proof point referenced with metric and source
• No banned phrases (checked against references/banned-phrases.md)
• Sales Motion Route and Value Driver mapped
• Output file saved with today's date
• 2 CRM tasks created or output as paste-ready block