targeted-outreach-sequence

name	targeted-outreach-sequence
description	Build warm-first, ICP-matched outreach sequences that book conversations and drive vendor/supplier registrations and RFQs. Validate the list against the ICP, research a real trigger per contact, run a multi-touch multi-channel cadence with reply branching, and guarantee no contact exits without a logged next step. Honest, tracked, relationship-aware.
version	1.0.0
category	marketing
applies-to	["hermes","claude","codex","gemini"]
trigger	manual
auto_execute	false
tags	["marketing","outreach","sales","bd","cadence","vendor-registration","pipeline"]

Targeted Outreach Sequence

The CONVERT stage of the marketing operating system (see ../INDEX.md). Turns warmed audiences and target lists into booked conversations and registrations.

Use when

The user asks to "do outreach", "build an outreach sequence/cadence", "reach out to [segment]", "get on supplier/vendor lists", "reactivate dormant clients", or "draft warm intros".

Goal

A repeatable engine where each owner works the targets they can actually win, every touch carries credibility + a relevant proof point + one clear ask, and every contact has a logged next step — converting to vendor registrations · RFQs · qualified conversations · won work.

Inputs to gather

1. The campaign plan + ICP from marketing-campaign-plan.
2. Target list with warm/cold flag and the owner who has the relationship.
3. Per-target trigger/relevance (shared history, a live project, a portal, a referral path).
4. The matching collateral from capability-collateral.
5. Where contacts/replies get logged (the pipeline tracker / per-target threads).

Method

1. ICP-gate the list — every contact matches the profile; quality beats size. Drop or demote misfits to a slow background track.
2. Rank warm-first and split into owner lanes (e.g. an engineering lane and a legal/relationship lane) — different audiences, run in parallel.
3. Research a real trigger per contact — personalization tied to something true, not generic flattery.
4. Draft each touch to the rule: credibility line → 1–3 relevant proof points → one clear ask. Lead warm contacts with the note, not the brochure.
5. Sequence the cadence: multi-touch (≈7–13 over a few weeks), multi-channel (email + LinkedIn + call), front-loaded in the first few days; define reply branches (interested / not now / wrong person / no reply) and objection handling.
6. Honest posture for cold/registration outreach: no implied active project or vendor status; ask for the correct supplier-registration / category-routing contact; copy the relationship owner once the route is verified.
7. Vendor/supplier registration path: maintain a portal inventory (open / invite / TBD), reuse a standard answers/claims library, record credentials + renewal dates, and route any resulting RFQ straight into the pipeline.