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: Check references/banned-phrases.md. Any banned phrase → 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 first.

STEP 0 — Gather Context

Ask if not provided:

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

STEP 1 — Check ~~CRM / DNC

If ~~CRM is connected:

• Search for this contact — existing relationship or AE ownership?
• Check for any "do not contact" flags

🛑 STOP if contact is AE-owned or flagged. Tell seller: "This contact is owned/flagged. Coordinate before reaching out."

STEP 2 — Read Research File

Find and read the most recent research file in accounts/{account}/research/.

Extract:

• 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 /research first, then return here.

STEP 2.5 — Live Proof Point Search

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

Priority order (most specific wins):

1. Scrape the seller's company case study page — filter by prospect's industry and use case
2. Web search: "[seller's company] [prospect industry] case study" and "[seller's company] [their tech stack] migration"
3. Check ~~CRM for internal proof points
4. Fall back to references/proof-points.md only if no live match

STEP 3 — Select the Hook

Hook selection priority:

1. Personal signal: Did they publish a blog post, speak at a conference, post on LinkedIn?
2. Company signal: Recent product launch, funding, job posting, news (from research file)
3. Technical signal: A specific tool they use that has a known pain
4. Role signal: What does someone in this title care about most? (from 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
• 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? Why Product confirmed? Why Now confirmed? If Why Now is ⬜ → 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?

Exec contacts: aim for ≤200 chars.

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

Subject line: Pain hypothesis as a question. Never: product name, "introduction", "checking in".

Body:

1. Hook (1 sentence — reference the research signal)
2. Pain statement (what's the friction for 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 the AE or seller)

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

Subject: [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]

[Seller's name] works with [their type of] teams.
Would a 20-min call this week make sense?

[Seller name + title + contact]

Optional P.S.: "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 (specific signal) → Pain + outcome → Soft ask
• AAA objection handling for likely objections for their role
• Voicemail variant (20-30 sec max)

STEP 6 — 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 tasks via ~~CRM (or output as paste-ready block):

Task 1 — Day 1 Send:

"Send outreach — {Contact} @ {Company} (Day 1: LI + Email)"
Due: Today | Priority: High | Notes: File path + LI URL

Task 2 — Day 3 Call:

"Call — {Contact} @ {Company} (Day 3 follow-up)"
Due: Today + 3 days | Notes: Cold call script in outreach file

Quality Gates

• ~~CRM/DNC checked
• 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 with metric and source
• No banned phrases (checked against references/banned-phrases.md)
• Sales Motion Route and Value Driver mapped
• Output file saved
• 2 CRM tasks created or output as paste-ready block