email-outreach

When to use

Trigger this skill when:

• A lead-research brief has been produced and the rep is ready to initiate outbound.
• A warm introduction has been made and the rep needs a multi-step follow-up plan.
• A prospect went cold after a meeting and needs a re-engagement sequence.
• A rep is drafting a LinkedIn connection + follow-up pattern tied to a specific angle.

Do not use this for newsletter-style nurture emails or for templated mass sends. This skill produces account-specific sequences.

Inputs

Required:

• research_brief — output of lead-research. If missing, block on this and request it.
• sequence_type — one of: cold-3, warm-4, linkedin-follow, break-up.
• target_persona — role and name of the recipient.
• sender_identity — who the email is from (name, title, one-line credibility).

Optional:

• preferred_angle — which of the three angles from the research brief to lead with. Default: angle 1.
• referral_context — required if sequence_type=warm-4. Name of the referrer and context of the introduction.
• calendar_link — if available, used in the CTA of the demo-request email.
• avoid_topics — anything off-limits (e.g. competitor names, recent layoffs).

Outputs

A Markdown document containing the full sequence. Each email block has:

• Cadence day (Day 0, Day 3, Day 7, etc.).
• Subject line (under 45 characters).
• Body (under 120 words).
• A single, specific CTA.
• A one-line rationale for the sender to see why this email exists.

For linkedin-follow, the output includes the connection request message (under 300 characters, per LinkedIn’s limit) plus a follow-up DM.

Tool dependencies

• None required to draft. The skill runs on the research brief plus sender context.
• Gmail / Outlook MCP — optional; used to save drafts directly into the rep’s outbox.
• Salesforce / HubSpot MCP — optional; logs the sequence as activities on the contact/account.

Procedure

1. Parse the research brief. Extract: chosen angle, the trigger it’s tied to, the persona, and the hypothesis.
2. Pick the sequence pattern.
   • cold-3: Day 0 opener → Day 3 value-add → Day 7 break-up.
   • warm-4: Day 0 intro ack → Day 4 value-add → Day 9 specific ask → Day 14 break-up.
   • linkedin-follow: connection request → DM 3 days after acceptance → email 7 days after DM.
   • break-up: single email ending a dormant sequence.
3. Draft subject lines. Under 45 characters, lowercase-friendly, no clickbait. Reference something specific — a trigger, a mutual connection, a metric.
4. Draft bodies. Under 120 words. Structure:
   • Line 1: Reference the trigger, by name. (“Saw the Insight Partners round.”)
   • Lines 2-3: Hypothesis about their situation. Specific, not generic.
   • Lines 4-5: One concrete proof point — a customer name + outcome.
   • Last line: one specific CTA.
5. Choose one CTA per email. Valid CTAs:
   • A specific meeting time (“Tuesday 10am PT or Wednesday 2pm PT?”).
   • A binary question (“Is this worth a 15-minute look, or not a priority this quarter?”).
   • A resource link tied to their situation.
   • For break-up: permission to close the file.
6. Write the LinkedIn connection message if applicable. Under 300 chars. No pitch. Reference a specific shared context.
7. Write the break-up email with dignity. Name the topic, offer a resource, close the loop. No “just following up.”
8. Add a one-line rationale above each email so the rep understands the intent and can edit with context.

Examples

Example 1 — cold-3 sequence for Acme Retail VP Data

Inputs: research brief showing Series B + new VP Data + real-time CDP JDs. Angle 1 selected. Persona: Priya Shah, VP Data.

Output:

Day 0 — Opener

Rationale: Lead with the trigger (Series B + stated use of funds on personalization) and anchor on a relevant customer. Short and specific.

Subject: acme + insight partners round

Hi Priya,

Saw the $35M Series B and the stated focus on personalization. Congrats.

We helped Warby Parker lift repeat-purchase rate 6.2% in the first 90 days after moving their Shopify + Segment + Snowflake stack to real-time. Given your job posts for real-time CDP engineers, you’re likely heading to the same architecture.

Worth a 15 minute comparison of that build vs. a managed path? Tuesday 10am PT or Wednesday 2pm PT?

— Alex

---

Day 3 — Value-add

Rationale: If no reply, add a proof point. Send a specific artifact — not a “circling back.”

Subject: 90-day personalization blueprint

Priya — since Acme’s stack mirrors Warby Parker’s, I pulled the 90-day rollout plan they used.

Three surfaces (homepage, PDP, cart-abandon), one measurement framework, and the internal staffing model (1 PM, 2 eng, 1 analyst).

Happy to send, or walk through it live. Which is easier?

— Alex

---

Day 7 — Break-up

Rationale: Permission to close. No guilt, no “one more try.” A polite break-up often gets a response.

Subject: closing the loop

Priya — I’ll stop reaching out on this thread. If real-time personalization moves up your priority list in Q3 or Q4, I’ll be around.

In the meantime, here’s the Warby Parker teardown in case it’s useful: [link].

— Alex

Example 2 — warm-4 sequence for Nimbus Logistics CIO

Referral from a mutual VC. Sequence acknowledges the intro in Day 0, sends a short case-study link in Day 4, proposes a specific meeting in Day 9, and breaks up cleanly in Day 14. Day 0 subject: intro from sarah at bain capital.

Example 3 — LinkedIn connection + follow-up for a VP RevOps

• Connection request (under 300 chars): “Hi Morgan — saw your talk on revenue attribution at SaaStr. We work with a few teams wrestling with the same Salesforce-to-data-warehouse mismatch you raised. Happy to connect.”
• DM after acceptance: 2-sentence intro + one resource link + a binary CTA.
• Email 7 days later: references the DM, adds a customer proof point, proposes a time.

Constraints

• Subject lines under 45 characters. Count them.
• Email bodies under 120 words. Count them.
• One CTA per email. Never two asks in the same message.
• Banned phrases: “just checking in,” “circling back,” “touching base,” “per my last email,” “hope this finds you well,” “I wanted to reach out,” “quick question” (unless genuinely one line).
• Every email in a cold sequence must reference something specific to the account — a trigger, a named person, a verbatim phrase from their site or a JD.
• Break-up email must not guilt-trip or imply persistence will resume.
• LinkedIn connection messages stay under 300 characters.
• No more than one link per email.
• Signature line minimal: name + one-line credibility, optional phone.

Quality checks

Before returning:

• Subject lines all under 45 chars.
• Email bodies all under 120 words.
• Each email has exactly one CTA.
• No banned phrases present.
• Each cold email references at least one account-specific detail from the research brief.
• Break-up email is included (cold-3 and warm-4).
• For warm-4, Day 0 acknowledges the referrer by name.
• CTAs for meeting asks include either a specific time or a link — not “let me know when works.”
• Rationale line present above each email.