campaign-execution

Campaign Execution Skill

Execute LinkedIn outreach campaigns by performing due actions and tracking progress. Uses a manual check-in approach where users invoke this skill periodically to process pending actions.

Process

Step 1: Load Campaign

If campaign_id not provided:

1. Search for campaigns in .business_growth/sales/campaigns/
2. Display campaigns with status and progress
3. Ask user to select campaign

Load the campaign's CAMPAIGN.md and LIST.md files from the campaign folder (.business_growth/sales/campaigns/<campaign_id>/).

Step 2: Determine Action

Based on action parameter or ask user:

Action	Description
run	Execute all due actions for leads
status	Show campaign progress without actions
pause	Set campaign status to paused
resume	Set campaign status to running

Step 3: For "status" Action

Display campaign summary:

• Campaign name and status
• Total leads in target list
• Breakdown by execution status
• Recent activity log
• Pending actions count

Step 4: For "run" Action

Process each lead in the target list:

4a. Check/Create Execution File

For each lead, check if execution file exists at: .business_growth/sales/campaigns/campaign_<name>/leads/<lead_name>/execution.md

Lead Naming: Generate meaningful snake_case names for leads based on their name and company (e.g., john_smith_acme, sarah_jones_techcorp). Keep names concise, lowercase with underscores.

If not exists, create it:

# Execution: <Lead Name>

## Lead Info
- **Name**: <name>
- **LinkedIn**: <url>
- **Company**: <company>
- **Campaign**: campaign_<name>   # e.g., campaign_q1_outreach_fintech

## Status
- **Current**: pending
- **Current Step**: 1
- **Next Action**: connection_request
- **Next Action Time**: <now>

## Action Log
<!-- Actions will be logged here -->

4b. Check If Action Due

Read execution file and check:

1. Is status pending or in_progress?
2. Is current date >= next action time?
3. Has previous step completed successfully?

If all true, action is due.

4c. Execute Due Action

Based on action type:

Connection Request:

1. Navigate to lead's LinkedIn profile
2. Click "Connect" button
3. Add personalized note from template
4. Send connection request
5. Take screenshot for verification

Message:

1. Navigate to lead's profile or messaging
2. Open message compose
3. Enter personalized message from template
4. Send message
5. Take screenshot for verification

Important: Replace template tokens with lead data:

• {{first_name}} → Lead's first name
• {{company}} → Lead's company
• {{title}} → Lead's title
• {{custom}} → Custom personalization from research.md if exists

4d. Log Action and Update Status

Update execution.md:

## Status
- **Current**: in_progress
- **Current Step**: 2
- **Next Action**: message
- **Next Action Time**: <calculated based on sequence timing>

## Action Log

### <timestamp>
- **Step**: 1
- **Type**: connection_request
- **Content**: <actual message sent>
- **Outcome**: sent
- **Screenshot**: <reference if taken>

4e. Handle Special Cases

Connection Accepted (see references/CHECK_CONNECTION_ACCEPTS.md for full procedure):

• Check accepts via LinkedIn Connections page (sorted by recently added) — NOT sent invitations
• Send Step 2 welcome message from campaign template
• Update execution status and calculate next action time

Reply Received:

• Set status to replied
• No more automated actions
• Flag for manual follow-up

Failed Action:

• Log error in execution file
• Set status to failed with reason
• Continue with next lead

Step 5: Rate Limit Management

Track actions taken and advise on limits:

• Connection requests: ~20-25/day
• Messages: ~50-100/day
• Profile views: ~30/hour

When approaching limits:

1. Pause execution
2. Inform user of limits reached
3. Suggest resuming after cooldown period
4. Calculate when safe to resume

Step 6: Report Progress

After processing all due actions, provide summary:

## Campaign Execution Summary

**Campaign**: <name>
**Execution Time**: <timestamp>

### Actions Taken
- Connection Requests Sent: X
- Messages Sent: Y
- Total Actions: Z

### Lead Status Breakdown
- Pending: X leads
- In Progress: Y leads
- Replied: Z leads (🎉)
- Completed: W leads
- Failed: V leads

### Next Check-In
Recommend checking back in: <calculated time>
Reason: <rate limit cooldown / sequence timing>

### Leads Requiring Attention
- <Lead Name>: <reason - e.g., "Replied to connection request">

Step 7: Update Campaign Metrics

Update CAMPAIGN.md performance metrics section with current counts.

Execution Statuses

Status	Meaning
pending	Not yet started
in_progress	Sequence in progress, awaiting next step
replied	Lead replied, stop automation
completed	All steps executed
failed	Error occurred, needs review

Browser Tools Used

Tool	Purpose
tabs_context_mcp	Get browser context
navigate	Go to LinkedIn profiles
read_page	Verify page state
find	Locate buttons and inputs
form_input	Enter message text
computer	Click, scroll, screenshot

Error Handling

Common issues and responses:

Issue	Response
Profile not found	Mark as failed, log reason
Connect button unavailable	May already be connected, verify
Rate limit warning	Stop execution, report to user
Login required	Ask user to log in manually
Message failed to send	Retry once, then mark failed

Manual Check-In Approach

This skill is designed for periodic manual invocation:

1. User invokes skill when ready to execute
2. All due actions are processed
3. Summary provided with next check-in time
4. User invokes again when ready

This approach:

• Respects LinkedIn rate limits
• Gives user control over timing
• Allows review between batches
• Avoids continuous automation flags