draft-outreach

name	draft-outreach
description	Generates personalized outreach messages by pulling context from Dataverse records. Creates tailored emails for new prospects, re-engagement, follow-ups, or cross-sell. Use when user says "draft an email to [contact]", "write outreach for", "help me reach out to", "compose email", "re-engage this contact", "follow-up email", "prospecting email", or "outreach message for".
metadata	{"author":"Dataverse","version":"1.0.0","category":"sales-productivity"}

Draft Outreach

Generic outreach gets ignored. Personalized messages that reference real context — a recent interaction, a known pain point, or a relevant product already owned — get responses. This skill eliminates the blank-page problem by pulling Dataverse data to craft contextually relevant outreach, saving reps time while improving reply rates. It works within Dataverse without requiring external enrichment tools.

Instructions

Step 1: Identify Target Contact and Outreach Trigger

Accept input from the user:

• Target: Contact name, lead name, or account name
• Outreach type: New intro, re-engagement, follow-up, cross-sell, renewal, or event-based
• Goal: Meeting request, proposal follow-up, demo invite, check-in, etc.
• Tone: Formal, conversational, or brief (default: conversational)

Step 2: Retrieve Contact or Lead Record

If contact:

SELECT contactid, fullname, firstname, jobtitle, accountid, emailaddress1,
       telephone1, description, createdon, modifiedon
FROM contact
WHERE fullname LIKE '%[name]%'

If lead:

SELECT leadid, fullname, firstname, jobtitle, companyname, emailaddress1,
       telephone1, description, leadsourcecode, leadqualitycode, createdon
FROM lead
WHERE statecode = 0
AND fullname LIKE '%[name]%'