firsttouch-agent-skill-packs

Pause a live FirstTouch campaign/flow mid-send, diagnose what is wrong, cancel or hold the affected enrollments, fix the messaging or audience, and safely restart with re-enrollment - without duplicate sends. Use when the user says "pause this campaign," "stop sending," replies or acceptance rates look bad mid-run, a mistake shipped in live copy, or a running flow needs its message or audience changed.

When a champion or strong contact changes jobs, run a warm reactivation into their new company and protect the old account relationship. Drafts the congratulations note, the reconnect-when-settled follow-up, and the old-account stakeholder handoff; updates HubSpot when connected. Use when the user learns a champion moved - via a LinkedIn notification, a bounced email, an enrichment refresh, or a HubSpot update. This skill reacts to a known job change; FirstTouch does not monitor for job changes automatically.

Auto-prepare LinkedIn connection requests and thank-you/referral messages for new customers after they choose the product. Uses a HubSpot Closed Won/customer source or a FirstTouch-accessible customer list, checks owner/CSM routing and account-safety gates, drafts a warm thank-you that asks how the product can be better and whether anyone in their network would also find value, then queues approved FirstTouch Dynamic Actions. Use when the user wants a new-customer thank-you, feedback, or light referral motion.

Write on-brand, high-converting LinkedIn outreach messages - connection requests, openers, follow-ups, and meeting asks - calibrated to the prospect's seniority and a real signal. Use this BEFORE any other FirstTouch play that involves drafting a message, or whenever the user asks to write LinkedIn outreach copy, draft a connection request, or personalize a sequence.

Turn a HubSpot CRM event - lifecycle stage change, deal stage movement, form fill, list addition - into a timely, personalized LinkedIn touch. Reads the signal from HubSpot, qualifies the contact, drafts outreach via FirstTouch, gates for approval, and logs back to HubSpot when the connected FirstTouch-HubSpot integration supports it. Use when the user wants to act on HubSpot activity with LinkedIn outreach, trigger social touches from CRM events, or make outbound "event-driven." Covers any CRM event; for high-intent inbound (booked meeting, signup, trial, demo) prefer inbound-speed-to-lead.

Find HubSpot CRM tasks due today in the user/owner queue that already represent LinkedIn/social steps, such as connect, message, or follow-up, then execute the approved social action through FirstTouch and mark the HubSpot task complete only after the action is queued or sent. Use only when HubSpot MCP is connected and the team already creates these social-step tasks every day.

Run the daily recurring team AI SDR motion (for SDRs, BDRs, and AEs): start from a HubSpot contact/company list or build a new ICP list via FirstTouch Discover Contacts, enrich each prospect, generate customized LinkedIn-first outreach, and queue a daily batch for human approval. Use when the user wants AI SDR, outbound against a HubSpot list, fresh daily leads, ICP prospecting, or customized outreach for contacts/companies. For founder-voice outbound use founder-led-outbound; for a one-time campaign use social-campaigns.

Attach LinkedIn connection requests and lightweight follow-up to booked meetings, inbound signups, trial starts, demo requests, or other high-intent inbound lists. Can start from HubSpot events when connected or a FirstTouch-accessible inbound list/import when HubSpot is unavailable. Checks connection status, drafts the smallest possible conversation-starting message, gates for approval, and logs to HubSpot when connected. Use when the user wants meeting-booked auto-connect, to improve speed-to-lead for inbound, connect on LinkedIn after a signup/trial/demo request, or add a social touch to inbound conversion. Inbound-only: for other CRM events (lifecycle, deal stage, list adds) use hubspot-signal-to-linkedin-touch.

Convert a completed demo or discovery call into same-day follow-up, stakeholder expansion, and momentum touches without sounding automated. Drafts the buyer follow-up, champion thank-you, stakeholder intro, and a 3-day momentum touch from real meeting context; includes a no-show recovery path. Use right after a demo or discovery call, when the user says "we just had the demo," wants to multi-thread after a meeting, or needs to recover a no-show.

Build a ONE-TIME (not recurring) LinkedIn social campaign for a very narrow ICP segment: define precise audience criteria, source/enrich contacts from FirstTouch and optional HubSpot lists, then choose either row-level dynamic actions for rep/BDR one-at-a-time execution or static flow templates for RevOps/founder-approved one-time campaigns. Use for one-time pushes: product updates, event invites, territory pushes, reengagement lists, or team-routed social motions. For a daily recurring outbound queue, use icp-outbound-builder instead.

Build and govern a contact-based HubSpot workflow for contacts associated to open deals that are not Closed Won and not Closed Lost and have had no engagement for 60+ days. Deal-based workflow triggers are unsupported, so the workflow enrolls associated contacts, identifies stalled opportunities, diagnoses the likely stall cause, drafts a low-pressure LinkedIn reactivation touch, gates for owner approval, executes through FirstTouch, and logs back to HubSpot. Use when the user wants to revive stalled open pipeline, reactivate quiet opportunities, or reduce no-decision losses.

Turn people who recently liked or commented on the sender's posts, an executive's posts, leadership/executive personal-profile content, or a relevant competitor founder/influencer profile into conversations and pipeline. Identifies warm engagers via FirstTouch, optionally monitors a CEO/exec, competitor founder, or influencer profile, qualifies engagers when HubSpot is connected, drafts a personalized connection request or opener, and gates the send for human approval. Use when the user wants to follow up on LinkedIn engagement, monitor leadership posts, convert post likers/commenters, or work "warm" social engagement.

Turn website-visitor intent into LinkedIn outreach by using identified-visitor data or HubSpot website-visitor signals, checking connection status, drafting a lightweight message, and gating execution for approval. Use when the user wants to act on website visitors, use visitor-identification tools like RB2B with FirstTouch, or add social touches to pricing-page and high-intent web activity.

Pull FirstTouch team metrics for a selected date range, flow, sender, or campaign cohort, then summarize sends, replies, reply sentiment where available, meetings booked, opportunities, and HubSpot logging coverage. Use when RevOps asks what is working, needs a monthly attribution report, or wants performance by flow/sender/date after launch.

Run the founder AI SDR motion (for founders/CEOs sending as themselves only): build a targeted prospect list from a HubSpot list or FirstTouch Discover Contacts, enrich each prospect, draft founder-voice LinkedIn outreach, and queue a small daily batch for founder approval. Use when a founder wants their own version of AI SDR, strategic-account outbound, founder-led growth, or daily founder-voice prospecting without sounding like an SDR.

Turn founder POV, customer proof, market observations, and real sales conversations into LinkedIn posts that attract the right engagers - then route those engagers into warm follow-up. Drafts posts only; sends nothing. Use when a founder wants to post more consistently, has thin post engagement to feed the warm-engager play, asks "what should I post," or wants a week of posts drafted in their voice.

Review a FirstTouch LinkedIn campaign/sequence for risk and quality before it launches - checking send safety, messaging quality, personalization depth, duplicate risk, and compliance with the FirstTouch messaging framework. Produces a risk-scored review with specific fixes. Use when the user wants to QA a campaign, review a sequence before launch, check if outreach is safe/good, or audit existing live campaigns.

Audit a FirstTouch + HubSpot workspace for readiness before launching outreach - checks MCP connections, owner coverage, LinkedIn account health, safety limits, logging setup, and data hygiene. Produces a readiness scorecard with prioritized fixes. Use when onboarding a new customer, before launching a campaign, or when outreach "isn't working" and you suspect setup issues.