Draft Outreach

Draft Outreach

Research first, then draft. This skill never sends generic outreach - it always researches the prospect first to personalize the message. Works standalone with web search, supercharged when you connect your tools.

Connectors (Optional)

| Connector | What It Adds | |-----------|--------------| | Enrichment | Verified email, phone, background details | | CRM | Prior relationship context, existing contacts | | Email | Create draft directly in your inbox |

> No connectors? Web research works great. I'll output the email text for you to copy.

---

How It Works

+------------------------------------------------------------------+
|                      DRAFT OUTREACH                               |
|                                                                   |
|  Step 1: RESEARCH (always happens first)                         |
|  - Web search (default)                                           |
|  - + Enrichment (if enrichment tools connected)                  |
|  - + CRM (if CRM connected)                                      |
|                                                                   |
|  Step 2: DRAFT (based on research)                               |
|  - Personalized opening (from research)                          |
|  - Relevant hook (their priorities)                              |
|  - Clear CTA                                                      |
|                                                                   |
|  Step 3: DELIVER (based on connectors)                           |
|  - Email draft (if email connected)                              |
|  - Copy for LinkedIn (always)                                    |
|  - Output to user (always)                                        |
+------------------------------------------------------------------+

---

Output Format

# Outreach Draft: [Person] @ [Company]
**Generated:** [Date] | **Research Sources:** [Web, Enrichment, CRM]

---

## Research Summary

**Target:** [Name], [Title] at [Company]
**Hook:** [Why reaching out now - the personalized angle]
**Goal:** [What you want from this outreach]

---

## Email Draft

**To:** [email if known, or "find email" note]
**Subject:** [Personalized subject line]

---

[Email body]

---

**Subject Line Alternatives:**
1. [Option 2]
2. [Option 3]

---

## LinkedIn Message (if no email)

**Connection Request (< 300 chars):**
[Short, no-pitch connection request]

**Follow-up Message (after connected):**
[Value-first message]

---

## Why This Approach

| Element | Based On |
|---------|----------|
| Opening | [Research finding that makes it personal] |
| Hook | [Their priority/pain point] |
| Proof | [Relevant customer story] |
| CTA | [Low-friction ask] |

---

## Email Draft Status

[Draft created - check ~~email]
[Email not connected - copy email above]
[No email found - use LinkedIn approach]

---

## Follow-up Sequence (Optional)

**Day 3 - Follow-up 1:**
[Short, new angle]

**Day 7 - Follow-up 2:**
[Different value prop]

**Day 14 - Break-up:**
[Final attempt]

---

Execution Flow

Step 1: Parse Request

Input patterns:
- "draft outreach to John Smith at Acme" → Person + company
- "write cold email to Acme's CTO" → Role + company
- "reach out to sarah@acme.com" → Email provided
- "LinkedIn message to [LinkedIn URL]" → Profile provided

Step 2: Research First (Always)

Use research-prospect skill internally:

1. Web search for company + person
2. If Enrichment connected: Get verified contact info, background
3. If CRM connected: Check for prior relationship

Must find before drafting:

• Who they are (title, background)
• What the company does
• Recent news or trigger
• Personalization hook

Step 3: Identify Hook

Priority order for hooks:
1. Trigger event (funding, hiring, news) → Most timely
2. Mutual connection → Social proof
3. Their content (post, article, talk) → Shows you did research
4. Company initiative → Relevant to their priorities
5. Role-based pain point → Least personal but still relevant

Step 4: Draft Message

Email Structure (AIDA):

SUBJECT: [Personalized, <50 chars, no spam words]

[Opening: Personal hook - shows you researched them]

[Interest: Their problem/opportunity in 1-2 sentences]

[Desire: Brief proof point - similar company result]

[Action: Clear, low-friction CTA]

[Signature]

LinkedIn Connection Request (<300 chars):

Hi [Name], [Mutual connection/shared interest/genuine compliment].
Would love to connect. [No pitch]

LinkedIn Follow-up Message:

Thanks for connecting! [Value-first: insight, article, observation]

[Soft transition to why you reached out]

[Question, not pitch]

Step 5: Create Email Draft

If email connector available:
1. Create draft with to, subject, body
2. Return draft link
3. Note: "Draft created - review and send"

If not available:
1. Output email text
2. Note: "Copy to your email client"

---

Capability by Connector

| Capability | Web Only | + Enrichment | + CRM | + Email | |------------|----------|--------------|-------|---------| | Personalized opening | Basic | Deep | With history | Same | | Verified email | No | Yes | Yes | Yes | | Background details | Public only | Full | Full | Full | | Prior relationship | No | No | Yes | Yes | | Auto-create draft | No | No | No | Yes |

---

Message Templates by Scenario

Cold Outreach (No Prior Relationship)

Subject: [Their initiative] + [your angle]

Hi [Name],

[Personal hook based on research - news, content, mutual connection].

[1 sentence on their likely challenge based on role/company].

[Brief proof: "We helped [Similar Company] achieve [Result]".]

Worth a 15-min call to see if relevant?

[Signature]

Warm Outreach (Have Met / Mutual Connection)

Subject: Following up from [context]

Hi [Name],

[Reference to how you know them / who connected you].

[Why reaching out now - their trigger].

[Specific value you can offer].

[CTA]

Re-Engagement (Went Dark)

Subject: [Short, curiosity-driven]

Hi [Name],

[Acknowledge time passed without being guilt-trippy].

[New reason to reconnect - their news or your news].

[Simple question to re-open dialogue].

[Signature]

Post-Event Follow-up

Subject: Great meeting you at [Event]

Hi [Name],

[Specific memory from conversation].

[Value-add: article, intro, resource related to what you discussed].

[Soft CTA for next conversation].

---

Email Style Guidelines

1. Be concise but informative — Get to the point quickly. Busy people skim.
2. No markdown formatting — Never use asterisks, bold (text), or other markdown. Write plain text that looks natural in any email client.
3. Short paragraphs — 2-3 sentences max per paragraph. White space is your friend.
4. Simple lists — If listing items, use plain dashes. No fancy formatting.

Good:

Here's what I can share:
- Case study from a similar company
- 15-min intro call this week
- Quick demo if helpful

Bad:

**What I Can Offer:**
- **Case study** from a similar company
- **Intro call** this week

---

What NOT to Do

Generic openers:

• "I hope this email finds you well"
• "I'm reaching out because..."
• "I wanted to introduce myself"

Feature dumps:

• Long paragraphs about your product
• Multiple value props at once
• No clear CTA

Fake personalization:

• "I noticed you work at [Company]" (obviously)
• "Congrats on your role" (without context)

Markdown in emails:

• Using bold or italic asterisks
• Headers or formatted lists that won't render

Instead:

• Lead with something specific you learned
• One clear value prop
• One clear ask
• Plain text formatting only

---

Channel Selection

IF verified email available:
  → Email preferred (higher response rate)
  → Also provide LinkedIn backup

IF no email:
  → LinkedIn connection request
  → Follow-up message template for after connection

IF warm intro possible:
  → Suggest mutual connection outreach first

---

Company Configuration [CUSTOMIZE]

## Outreach Settings

- My name: [Your Name]
- My title: [Your Title]
- My company: [Company Name]
- Value prop: [One sentence - what you help with]

## Signature
[Your preferred email signature]

## Proof Points
- [Customer 1]: [Result]
- [Customer 2]: [Result]
- [Customer 3]: [Result]

## CTA Options
- Default: "Worth a 15-min call?"
- Softer: "Open to learning more?"
- Specific: "Can I send over a quick demo?"

## Tone
- [Professional / Casual / Direct]
- Industry-specific language: [Yes/No]

---

Example

Input: "draft outreach to the Head of Engineering at Notion"

Research finds:

• Name: David Tibbitts
• Recent news: Notion launched AI features
• Hiring: 5 ML engineer roles open
• Background: Ex-Facebook, Stanford CS

Output:

# Outreach Draft: David Tibbitts @ Notion

## Research Summary
**Target:** David Tibbitts, Head of Engineering at Notion
**Hook:** They're scaling AI features and hiring ML talent
**Goal:** Intro call about AI infrastructure

---

## Email Draft

**To:** david@notion.so
**Subject:** Notion's AI scaling + a thought

---

Hi David,

Saw Notion's AI rollout is gaining serious traction - congrats.
With 5 ML roles open, seems like you're scaling fast.

Curious how you're thinking about inference infrastructure
as usage grows. We helped [Similar Company] cut their AI
serving costs 40% while improving latency.

Worth a 15-min call to see if relevant to your roadmap?

Best,
[Name]

---

**Subject Alternatives:**
1. Notion AI + scaling question
2. Quick thought on Notion's ML hiring

---

## Email Draft Status
Draft created - check ~~email

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: Everyone-Needs-A-Copilot
• Source: Everyone-Needs-A-Copilot/claude-copilot
• License: MIT
• Homepage: https://ineedacopilot.com

Install and usage instructions live in the source repository linked above.