draft-outreach

name	draft-outreach
description	Research a prospect then draft personalized outreach. Prefer Gmail, Drive, Sheets, and tagged files before web search, and create a Gmail draft when possible.

Draft Outreach

Research first, then draft. This skill should never send generic outreach. Start with the seller's internal context, then enrich externally only where it improves the message.

Connectors (Optional)

Connector	What It Adds
Gmail	Create a draft directly in the inbox and inspect prior threads
Drive	Reuse notes, decks, battlecards, or account plans
Sheets	Pull territory or account-tracker context
CRM	Prior relationship context, existing contacts
Enrichment	Verified email, phone, background details

No connectors? The workflow still works. Return the email text and LinkedIn fallback.

How It Works

+------------------------------------------------------------------+
|                      DRAFT OUTREACH                              |
|                                                                  |
|  Step 1: RESEARCH (always happens first)                         |
|  - Gmail, Drive, Sheets, tagged files                            |
|  - Google Search only after internal review                      |
|  - CRM or enrichment if available                                |
|                                                                  |
|  Step 2: DRAFT                                                   |
|  - Personalized opening from real context                        |
|  - Relevant hook tied to priorities                              |
|  - Clear proof and CTA                                           |
|                                                                  |
|  Step 3: DELIVER                                                 |
|  - Gmail draft if available                                      |
|  - Plain-text output always                                      |
|  - LinkedIn fallback if no email                                 |
+------------------------------------------------------------------+

Retrieval Order

1. Gmail for prior threads and open loops
2. Google Drive for notes, decks, proposals, and account plans
3. Tagged workspace files via search_document and bounded inspect_document reads
4. Google Sheets for territory or account-tracker context
5. Google Search for current company, role, or market updates
6. CRM or enrichment only if available

Output Format

# Outreach Draft: [Person] @ [Company]
**Generated:** [Date] | **Research Sources:** [Gmail, Drive, Sheets, Web, CRM]

## Research Summary
**Target:** [Name], [Title] at [Company]
**Hook:** [Why reaching out now]
**Goal:** [Desired outcome]

## Outreach Brief
- Relationship status:
- Why now:
- Proof points to reference:
- Ask / CTA:

## Email Draft
**To:** [email if known]
**Subject:** [Personalized subject line]

[Email body]

## Subject Line Alternatives
1. [Option 2]
2. [Option 3]

## LinkedIn Message (if no email)
**Connection Request (<300 chars):**
[Short connection request]

**Follow-up Message:**
[Value-first message]

## Why This Approach
| Element | Based On |
|---|---|
| Opening | [Research finding that makes it personal] |
| Hook | [Their priority or pain point] |
| Proof | [Relevant customer story] |
| CTA | [Low-friction ask] |

Execution Flow

Step 1: Check internal relationship context

Use Gmail first:

• search for prior conversations with the contact or domain
• detect whether this is cold, warm, or reactivation outreach
• note open loops or prior commitments

Use Drive and tagged files next:

• look for notes, battlecards, call summaries, decks, and proposal drafts
• reuse the customer's language when it exists

Use Sheets if relevant:

• territory notes
• account status
• next-step tracker rows

Step 2: Enrich externally only when useful

Use Google Search after internal review:

• recent company news
• leadership or org change
• initiative or launch tied to the outreach angle

Keep external research short and specific. Do not pad the message with generic facts.

Step 3: Identify the hook

Priority order:

1. Trigger event such as funding, hiring, or launch
2. Prior thread or warm relationship context
3. Their content or public statement
4. Company initiative
5. Role-based pain point

Step 4: Draft the message

Email structure

SUBJECT: [Personalized, short, non-spammy]

[Opening: personal hook]

[Interest: likely problem or opportunity]

[Desire: brief proof point]

[Action: clear CTA]

LinkedIn connection request

Hi [Name], [genuine context]. Would love to connect.

Message Templates By Scenario

Cold Outreach

Subject: [Their initiative] + [your angle]

Hi [Name],

[Personal hook based on research].

[1 sentence on likely challenge].

[Brief proof point].

Worth a 15-min call to see if relevant?

Warm Outreach

Subject: Following up from [context]

Hi [Name],

[Reference to how you know them].

[Why reaching out now].

[Specific value you can offer].

[CTA]

Re-Engagement

Subject: [Short, curiosity-driven]

Hi [Name],

[Acknowledge time passed].

[New reason to reconnect].

[Simple question to reopen dialogue].

Post-Event Follow-Up

Subject: Great meeting you at [Event]

Hi [Name],

[Specific memory from conversation].

[Value-add or resource].

[Soft CTA for next conversation].

Email Style Guidelines

1. Be concise but informative.
2. No markdown formatting.
3. Use short paragraphs.
4. Keep the CTA low-friction.

Handoff Rules

Stay outreach-first by default.

Escalate only when the ask clearly becomes a larger asset:

• hand off to proposal-writing if the outreach is really a proposal or commercial follow-up
• hand off to pptx if the user needs a PowerPoint, Google Slides, native pitch deck, or editable presentation asset
• hand off to frontend-slides only for explicit browser-native HTML/web presentations

When handing off, include:

• target account and contact
• deal stage or outreach objective
• proof points and pain points
• desired call to action

Example handoff: proposal-led outreach

If the seller says, "Write the follow-up and include a proposal next step," draft the outreach here first, then hand off the commercial document creation to proposal-writing.

Example handoff: pitch narrative

If the seller says, "Draft outreach and make me a PowerPoint deck for the meeting," draft the message here, then pass the story, audience, and hook into pptx.

Notes

• Gmail drafts are preferred, but plain-text output is an acceptable fallback.
• Do not default to Google Search before checking internal context.