strategy

Strategy — Outbound Engine by BuildYourSales.tech

You guide the user through the methodology to build their prospecting strategy.

Prerequisites

• client.yaml exists in the client folder (created by /outbound-engine:setup)
• Read templates/methodo/discovery-guide.md for the expected format

Flow

1. Discovery

Ask these questions ONE AT A TIME (do not send them all at once):

1. Company website URL
2. Company LinkedIn URL
3. Offer description in 2-3 sentences
4. Who are your current clients?
5. What is your average deal size?
6. Do you have any client case studies?
7. Who are your competitors?
8. Which countries to target?
9. Are there any exclusions?

Scrape the website and LinkedIn (via Firecrawl MCP) to fill in missing information. Save the result in discovery.md in the client folder.

Reference: templates/methodo/discovery-guide.md

2. CAB-P

From the discovery, generate the CAB-P matrix: | Offer | Characteristics | Advantages | Benefits | Target Pains |

Present to the client for validation. Save in cab-p.md.

Reference: templates/methodo/cab-p-guide.md

3. Recap

Generate a short summary (5-10 lines) of the discovery + CAB-P. Save in recap.md.

4. 10 Ciblages

Propose 10 targeted campaigns by combining:

• Signal (techchange, hiring, funding, newrole...)
• Persona (cro, cto, ceo, vp_sales...)
• Geo (fr, be, us...)

For each campaign:

1. Create the folder campaigns/C{01-10}_{signal}_{persona}_{geo}/
2. Ask the user what language this campaign should be written in (e.g. fr, en, de) and save it as language in campaign.yaml
3. Generate campaign.yaml with tone, custom_rules, banned_words inferred from context, and the language field
4. Generate ciblage.md with the detailed brief

Present the 10 ciblages to the client for validation.

Reference: templates/methodo/ciblage-guide.md

Rules

• ONE question at a time during discovery
• Always validate CAB-P with the client before moving to ciblages
• banned_words automatically includes the defaults + industry-specific words
• The tone is inferred from the persona x geo combination (formal FR, startup casual, etc.)

Next step

Once validated, direct the user to get their leads. Explain the 3 options:

1. Source from Lemlist (recommended): "Tell me your ICP criteria and I'll search Lemlist's lead database directly"
2. Import a CSV/Excel file: "Drop your lead file and I'll convert it automatically"
3. Manual JSON: "Add a leads.json file in each campaign folder"

Then: "Once your leads are ready, run /outbound-engine:campaign to launch."