| name | outreach-sequences |
| description | Design and manage Outreach sequences — multi-channel cadences, triggers, analytics, team workflows. Triggers on: "Outreach sequences", "Outreach cadence", "Outreach setup", "Outreach automation". |
| license | MIT |
| compatibility | Claude Code, Jesse, Codex, Hermes, Windsurf, OpenCode, Gemini CLI, Copilot, Zed, VS Code, Goose |
| metadata | {"version":"1.0.0","author":"LeadMagic","category":"tools","tags":["outreach","sequences","cadence","sales-engagement","outbound"],"frameworks":["Outreach Sequence Best Practices","ColdIQ Cadence Design","Outreach — Sales Engagement Cadence Design"]} |
Outreach Sequences
Overview
Outreach is the enterprise-grade sales engagement platform. Sequences here manage
complex multi-channel, multi-touch cadences with team routing, analytics, and
compliance controls that simpler tools lack.
Authoritative Foundations
- Outreach Sequence Best Practices — Sequence governance, task-based selling, and CRM-locked cadences.
- ColdIQ Cadence Design — Named methodology governing recommendations in this skill's process.
- Outreach — Sales Engagement Cadence Design — Sequence governance, task-based selling, and CRM-locked cadences.
When to Use
- "Set up Outreach sequences"
- "Design Outreach cadences"
- "Outreach sequence optimization"
- "Build Outreach workflows"
Step-by-Step Process
Phase 1: Sequence Design
Outreach supports complex branching:
- Linear: A → B → C → D → E. Simple, predictable. Best for SDR outbound.
- Branching: If reply positive → AE handoff. If OOO → pause and retry. If no reply → continue.
- Multi-channel: Email → Call → LinkedIn → Email → Call → Social
- Trigger-based: Enroll on Salesforce field change, intent signal, or event
Phase 2: Cadence Architecture
Standard 5-touch cold outbound cadence:
- Day 1: Email (problem hypothesis, 50-90 words)
- Day 3: LinkedIn connection + note (reference email hint)
- Day 5: Call + voicemail (if number available)
- Day 8: Email (different angle, proof point)
- Day 14: Email (breakup, "closing your file")
Phase 3: Deliverability Controls
- Max 50 emails/day per mailbox in Outreach
- Rotate across 3-5 mailboxes per rep
- 45-second minimum between sends
- Custom tracking domain for open/click tracking
- Sunset sequences after 3 consecutive bounces
Phase 4: Team Workflows
- Round-robin assignment from inbound queues
- AE handoff triggers: positive reply, meeting booked, opportunity created
- Manager approval gates for sequences targeting C-suite
- Daily task dashboards per rep with prioritized actions
Phase 5: Analytics & Optimization
- Funnel metrics: emails sent → opened → replied → meetings → opportunities
- Sequence comparison: which sequence has highest meeting rate per persona
- Rep performance: meetings per 100 touches by rep
- A/B test: subject line and opener variants
Output Format
Sequence blueprint with: cadence map, step configuration, routing rules, deliverability
settings, and analytics dashboard design.
Quality Check
Before delivering, verify:
Common Pitfalls
- Skipping research. Building output without understanding the specific context. Fix: always gather required inputs before producing deliverables.
- Generic output. "Improve your process" without concrete steps. Fix: every recommendation must include a specific action, timeline, and owner.
- Missing framework citations. Advice without named authorities. Fix: ground every recommendation in a cited framework from a recognized authority.
Execution Artifacts
references/framework-notes.md — Outreach triggers, Clay→CRM path, Eric agency scaletemplates/output-template.md — CRM map + triggers + sequence deliverablescripts/check-output.py — local checklist validator
This skill includes lightweight artifacts the agent can load on demand:references/enrichment-enrollment-gate.md — verify gate + trigger architecture../../outbound/cold-email-copywriting/references/pat-spielmann-outbound-copy.md — verify-before-enroll (Pat Spielmann)../../outbound/cold-email-strategy/references/eric-nowoslawski-outbound.md — Clay agency execution (Eric Nowoslawski)../../tools/clay-toolkit/references/gtm-table-blueprints.md — clay-toolkit table → CRM upsert../../tools/n8n-toolkit/references/gtm-flow-catalog.md — OUT-01 API enrollment../../../../references/gtm-experts-outbound-index.md — expert router
Use the artifacts when the user asks for an implementation-ready deliverable, a repeatable workflow, or a quality check rather than generic advice.
Implementation Depth
Use this section when the user asks for a finished asset, not a high-level explanation.
Diagnostic Questions
- What is the primary motion: founder-led, sales-led, product-led, partner-led, or lifecycle-led?
- Which ICP tier is the output for: small business, mid-market, enterprise, or mixed?
- What proof is available today: customer stories, usage data, third-party validation, screenshots, or none?
- What system will execute the work: CRM, sequencer, warehouse, support desk, product analytics, or manual workflow?
- What decision will the user make from this output: launch, prioritize, route, rewrite, score, coach, or measure?
Framework Application
Map the recommendation explicitly to the named frameworks in this skill:
- Outreach Sequence Best Practices: apply only the part that directly improves the requested deliverable.
- ColdIQ Cadence Design: apply only the part that directly improves the requested deliverable.
- Outreach — Sales Engagement Cadence Design: apply only the part that directly improves the requested deliverable.
Deliverable Standard
A strong output from this skill includes:
- A crisp diagnosis of the current situation
- A recommended path with tradeoffs, not a generic list
- A concrete artifact the user can use immediately: table, script, checklist, scorecard, sequence, dashboard spec, or implementation plan
- A measurement plan with leading and lagging indicators
- Risks and edge cases called out before execution
Adaptation Rules
- For small business: reduce complexity, shorten time-to-value, and prioritize owner/operator clarity.
- For mid-market: include workflow ownership, handoffs, integrations, and enablement assets.
- For enterprise: include governance, risk, procurement, stakeholder mapping, and proof requirements.
Related Skills
- cold-email-strategy, multi-channel-outreach, email-deliverability, sending-platforms, pipeline-management
