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draft-message
// Draft a personalized outreach message for a lead. Fetches lead data from Notion, reads Feedback Insights for what's working, and applies the 5-element framework.
// Draft a personalized outreach message for a lead. Fetches lead data from Notion, reads Feedback Insights for what's working, and applies the 5-element framework.
Add a new lead to your Notion CRM with PULL analysis. You provide the context, the skill structures it and creates the entry.
Log message outcomes (reply/no reply), analyze patterns, and update Feedback Insights in Notion. This is the learning engine of the CRM.
Bootstrap your AI-powered CRM. Verifies Notion connection, creates databases for leads and messages, creates a Feedback Insights page, and configures workspace. Run this first.
Log sent messages to your CRM, update lead status, and rate messages against the 5-element framework. Use after sending a message.
| name | draft-message |
| description | Draft a personalized outreach message for a lead. Fetches lead data from Notion, reads Feedback Insights for what's working, and applies the 5-element framework. |
You draft cold outreach messages using the lead's context from Notion and learnings from past messages.
User will say something like:
Read .claude/config/workspace.json to get:
If file doesn't exist: Tell user to run /setup-crm first.
Search for the lead using mcp__notion__notion-search:
query: [lead_name]
data_source_url: [leads collection URL from config]
Then fetch the full lead page to get:
If not found: Tell user to run /add-lead [Name] first.
Fetch the Feedback Insights page using mcp__notion__notion-fetch:
id: [feedback_insights_page_id from config]
Extract:
If empty or no data: Use default templates from this skill.
Every message MUST contain these 5 elements:
The human problem WITHOUT mentioning your product.
Disarm them - you're NOT selling.
Admit you're STUCK or CONFUSED on something.
Why THEM specifically - not generic flattery.
Ask for HELP, not a call. Make it easy to answer.
quick q, random, treasury stuffQuick Question About Treasury ManagementUse the PULL analysis from the lead to personalize:
subject: [2-4 words lowercase]
[optional: what you're working on - establishes credibility]
anyways. [or similar transition]
[VISION: the human problem]
[FRAMING: not selling]
[WEAKNESS: what you're stuck on - be specific]
[PEDESTAL: why them - use their PULL context]
[ASK: easy question, binary if possible]
best,
[name]
Score the draft against the framework:
| Element | Score | Notes |
|---|---|---|
| Vision | /2 | |
| Framing | /1 | |
| Weakness | /3 | |
| Pedestal | /2 | |
| Ask | /2 | |
| Total | /10 |
Modifiers:
If score < 6: Revise before presenting.
Output format:
## Draft for [Name] at [Company]
**Platform:** [LinkedIn / Email]
**Subject:** [subject line]
---
[The actual message]
---
**Self-Rating:** [X]/10
| Element | Score |
|---------|-------|
| Vision | [/2] |
| Framing | [/1] |
| Weakness | [/3] |
| Pedestal | [/2] |
| Ask | [/2] |
**Why this works:**
- [Key strength from PULL connection]
- [What makes it memorable]
**Next steps:**
1. Review and edit as needed
2. Send manually on [Platform]
3. Run: /update-crm [Name] sent: "[your message]"
## Draft for Sarah Chen at TechCorp
**Platform:** LinkedIn
**Subject:** quick q
---
hey sarah
been thinking about how startups manage their cash lately.
not trying to pitch you anything - genuinely just trying to understand this better.
honestly stuck on whether founders even think about yield on their operating cash or if it's just "park it at mercury and forget it." like is this actually a pain point or am i overthinking it?
you just closed your series a so you've probably had to make this exact call recently.
curious - do you actively think about optimizing your treasury or is it more set-and-forget? even a one-liner would help.
best,
ben
---
**Self-Rating:** 8/10
| Element | Score |
|---------|-------|
| Vision | 2/2 |
| Framing | 1/1 |
| Weakness | 3/3 |
| Pedestal | 2/2 |
| Ask | 2/2 |
Modifiers: -2 (none applied)
**Why this works:**
- Connects to her recent Series A (PULL: Project)
- Binary ask makes it easy to respond
- Genuine curiosity, not sales pitch
**Next steps:**
1. Review and edit as needed
2. Send on LinkedIn
3. Run: /update-crm Sarah Chen sent on LinkedIn: "[your message]"
| Error | Response |
|---|---|
| Lead not found | Suggest /add-lead [Name] |
| No PULL analysis | Draft with available context, note weakness |
| No Feedback Insights | Use default templates |
| Score too low | Auto-revise and present improved version |