Outbound Prospecting Workflow

Provides a structured workflow to research a target company, identify decision-makers, and draft personalized outreach emails using company-specific insights.

SKILL.md - Outbound Prospecting

This skill provides a structured workflow for researching and initiating contact with potential leads. It follows the "Overseer Baseline" from MEMORY.md, operating in copilot mode only.

Workflow

The process is designed to be run on a single target company domain or name.

1. Research and Audit (research_auditor)

• Objective: Gather intelligence on the target company to understand their business, identify potential needs, and find personalization points.
• Actions:
  • Use web_search to find the company's official website, services, products, and recent news.
  • Use web_fetch on key pages (Homepage, About Us, Blog) to extract detailed text.
  • Analyze the fetched content to identify:
    • Core business offering.
    • Target audience.
    • Recent company announcements (product launches, funding, new hires).
    • Potential pain points (e.g., outdated website, poor SEO, lack of recent blog posts).

2. Identify Decision-Maker (contact_finder)

• Objective: Find the most relevant person to contact at the company.
• Actions:
  • Use web_search with queries like:
    • site:linkedin.com [Company Name] CEO
    • site:linkedin.com [Company Name] Founder
    • site:linkedin.com [Company Name] Head of Marketing
  • Identify the name and title of a primary decision-maker.

3. Draft Outreach Email (draft_writer)

• Objective: Create a personalized, evidence-backed email ready for human review.
• Actions:
  • Synthesize all gathered information.
  • Draft an email that follows the hybrid tone: relationship-first opener + evidence-backed revenue-loss angle.
  • The draft must include at least 3 company-specific facts discovered during the research phase.
  • The final output should be a markdown block containing the draft, ready to be copied. The email itself should not be sent by the agent.