Outbound Report

Outbound Report

Generate weekly performance reports for client outbound campaigns.

When to Activate

• User asks to "generate report", "weekly report", "campaign update"
• End of week (Friday workflow)
• Client asks for a status update

Process

Step 1: Gather Data

For the specified client and time period:

1. Read campaign data from workspace/clients/{client}/campaigns/
2. Collect metrics: emails sent, opens, replies, meetings booked
3. Check email infrastructure health

Step 2: Calculate Metrics

See [GENERATE.md](modules/GENERATE.md) for metric calculations.

Key metrics:

• Open rate (target: 50%+)
• Reply rate (target: 3-5%)
• Positive reply rate
• Meetings booked
• Pipeline generated

Step 3: Generate Report

Output to:

workspace/clients/{client}/campaigns/reports/weekly-report-{date}.md

Report Structure

# Weekly Outbound Report - {Client} - Week of {date}

## Summary
{3-line executive summary}

## Campaign Performance
{Table with metrics per campaign}

## What Worked
{Top performing sequences, subject lines, segments}

## What We're Changing
{Adjustments for next week}

## Next Week Plan
{Volume, new campaigns, tests}

Source & license

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

• Author: riccardovandra
• Source: riccardovandra/forge-gtm
• License: MIT

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