outreach

Outreach Sequence Builder

Build and launch an outreach sequence for a specific contact at a specific company. Walk through these steps ONE AT A TIME. Do not skip steps.

Step A: Identify the Target Company

Ask: "Which company do you want to reach out to? Give me a name or domain."

• Call search_companies if the name is ambiguous (e.g., "Delve" could be delve.co, delve.ai, or delvehealth.com). Present top candidates and let the user pick.
• Call get_company with the confirmed name/domain to pull the firmographic profile. Present headcount, location, funding, industry. Confirm with the user.
• If the company is not yet tracked, call lookup_company.

Step B: Find the Right Contact

Ask: "Who should we reach out to? Do you have a specific person in mind, or should I find the best contact?"

• If the user names someone: confirm the role/title and use that.
• If not: call find_company_contact to retrieve and verify the primary contact (email + phone + LinkedIn).
• Present the contact and confirm before proceeding: "I found {name}, {title} at {company}. Email: {email}. LinkedIn: {url}. Use this contact?"

Step C: Choose or Build the Sequence

Ask: "What kind of outreach sequence are you running?"

• Call list_strategies to show available cadences (e.g., "Founder Intro", "Diligence Outreach", "Follow-up After Event").
• Present the options with step counts and intervals so the user can pick.
• If none fit, ask the user to describe the cadence they want and call create_strategy with:
  • Number of steps (e.g., 4-touch sequence)
  • Days between steps (e.g., Day 0, Day 3, Day 7, Day 14)
  • Channel mix (email only, email + LinkedIn, etc.)
  • Tone (formal, casual, urgent, warm intro)

Step D: Set the Personalization Angle

Ask these one at a time. The answers feed into the campaign generation as context:

1. "What's the hook? What about this company is interesting to you right now? (recent funding, product launch, hiring spike, market trend, intro from a mutual)"
2. "What's the ask? (intro call, diligence access, market education chat, founder dinner, etc.)"
3. "Any context about your firm or thesis we should reference?"
4. "Anything to AVOID mentioning?"

Step E: Generate the Campaign

Call generate_campaign with:

• companyId (from Step A)
• contactId (from Step B)
• strategyId (from Step C)
• personalization context (from Step D)

This produces the full sequence — first email plus every follow-up, each personalized per step. Present the first email (subject + body) to the user immediately. Tell them how many follow-ups are queued.

Step F: Review and Edit Each Email

For each email in the sequence:

• Present subject + body
• Ask: "Send as-is, edit specific lines, or rewrite from scratch?"
• If edit: call update_email with the specific changes (e.g., "shorten the opening", "swap the case study").
• If rewrite: call rewrite_email with a directional note (e.g., "make it more direct", "drop the buzzwords", "lead with the mutual connection").
• Repeat until the user approves the email.

Step G: Queue and Launch

Ask: "Ready to queue the first email and start the sequence?"

• Call get_daily_send_count to confirm the user isn't over their daily send cap.
• Call start_campaign to activate the sequence.
• Call complete_campaign_step to queue the first email for send.
• Call get_outreach_schedule to show when the next emails in the sequence will go out.

Confirm: campaign is live, first email queued, follow-ups scheduled. Tell the user how to pause or cancel if needed (pause_campaign, cancel_campaign).