outreach-sequence-generator

name	outreach-sequence-generator
description	Generate personalized multi-touch outreach sequences for Talosix clinical trial EDC sales. Creates 5-7 touch sequences across email and LinkedIn with genuine personalization, consultative tone, and clinical-trial-specific value propositions.
allowed-tools	Read, Grep, Glob, Bash, WebSearch, WebFetch
argument-hint	[prospect-name-or-company]

Outreach Sequence Generator

Purpose

Generate a personalized, multi-touch outreach sequence for a specific prospect or company. Every touch must be genuinely personalized -- not templated mail-merge content. The tone is consultative and value-first, positioning Talosix as a thought partner rather than a vendor pitching features.

Workflow

Step 1: Gather Prospect Intelligence

Before writing any outreach, collect the necessary context:

1. Check for existing dossier: Search the local workspace for any prior prospect research.

   • Use Glob to find files matching *[company-name]* or *[prospect-name]* in the workspace.
   • Read any existing research files.

2. If no dossier exists, use WebSearch to quickly gather:

   • Company overview and recent news
   • Prospect's role, tenure, and background
   • Company's clinical trial pipeline (ClinicalTrials.gov)
   • Current EDC/technology stack if discoverable
   • Recent LinkedIn activity or conference appearances
   • Any published content (articles, podcast appearances, presentations)

3. Identify personalization anchors -- specific, verifiable facts that prove this outreach was crafted for them:

   • A specific trial they registered recently
   • A conference talk they gave
   • A blog post or article they published
   • A company milestone (funding, acquisition, new indication)
   • A regulatory event (FDA approval, submission)
   • A job posting that reveals internal priorities
   • A mutual connection or shared experience

Step 2: Define the Narrative Arc

Every sequence tells a story across touches. Define:

• Core insight: One observation about their business that demonstrates understanding (not a product pitch).
• Pain hypothesis: The specific operational challenge they likely face, based on research.
• Value bridge: How Talosix's approach (not features) addresses the pain.
• Social proof angle: A relevant peer company or industry trend that validates the approach.
• Call to action progression: From soft (share a resource) to medium (brief conversation) to direct (meeting request).

Step 3: Map Clinical Trial Pain Points

Select 2-3 pain points most relevant to this prospect based on their profile:

Pain Point	Relevant When	Talosix Angle
Study build time	Company running multiple trials, tight timelines, competitive enrollment	Talosix reduces study build from weeks to days with intelligent form libraries and configuration-driven design
Data quality issues	Large/complex trials, multiple sites, regulatory scrutiny	Real-time edit checks, centralized data review dashboards, automated query management
Regulatory audit readiness	FDA/EMA submission stage, history of 483s or warning letters	Complete audit trail, 21 CFR Part 11 compliance built-in, audit-ready exports
Remote monitoring challenges	Global trials, decentralized elements, post-COVID operational model	Cloud-native platform with role-based access, real-time data visibility, risk-based monitoring support
Vendor lock-in / flexibility	Using legacy EDC with high switching costs	Open architecture, data portability, transparent pricing, rapid migration tools
Integration complexity	Multiple systems (CTMS, IRT, safety, ePRO) that don't talk to each other	API-first design, pre-built connectors, unified data model
Scaling operations	Growing trial portfolio, entering new therapeutic areas	Multi-study platform, reusable standards, global deployment capability
Cost of ownership	Budget pressure, value scrutiny from procurement	Transparent pricing, no hidden per-study fees, fast time-to-value

Step 4: Generate the Sequence

Create a 5-7 touch sequence following this cadence:

---

Touch 1: Initial Email (Day 1)

Purpose: Open the conversation with insight, not a pitch. Demonstrate you understand their world.

Structure:

• Subject line (2 A/B variants, under 50 characters, no spam triggers)
• Opening line: Reference a specific, recent event about them or their company (NOT "I hope this email finds you well")
• Insight paragraph: Share an observation about a challenge in their space that connects to their situation
• Bridge: One sentence connecting the insight to how companies like theirs are solving it
• Soft CTA: Offer a resource, perspective, or brief exchange -- not a demo request
• Signature: Keep it clean, include a relevant credential or social proof element

Rules:

• Under 150 words total
• No feature lists
• No "we" in the first two sentences
• First sentence must be about THEM, not Talosix
• Subject line must be specific enough that it could only apply to this prospect

---

Touch 2: LinkedIn Connection Request (Day 3)

Purpose: Open a second channel. The connection note should feel natural, not salesy.

Structure:

• Connection note (under 300 characters for LinkedIn limit)
• Reference a shared interest, mutual connection, or specific content they posted
• Do NOT pitch Talosix in the connection request
• If possible, reference the email ("I also sent a note about [topic]")

---

Touch 3: Email Follow-Up (Day 5)

Purpose: Add value, not pressure. Share something genuinely useful.

Structure:

• Subject line: Reply to original thread (Re: [original subject]) OR new angle (2 variants)
• Opening: Brief, acknowledge they're busy, no guilt-tripping
• Value add: Share a specific resource -- industry benchmark, regulatory update, case study, or insight relevant to their therapeutic area or trial phase
• Bridge: One sentence connecting the resource to a challenge they likely face
• CTA: Slightly more direct -- "Would a 15-minute conversation on [specific topic] be useful?"

Rules:

• Under 120 words
• The resource or insight must be genuinely valuable even if they never respond
• Do not repeat the same messaging from Touch 1

---

Touch 4: Value Share via LinkedIn or Email (Day 8)

Purpose: Demonstrate expertise. Position Talosix team as thought leaders.

Structure:

• If connected on LinkedIn: Send a message sharing a relevant article, report, or perspective
• If not connected: Send via email
• Content options:
  • A relevant industry report or benchmark (clinical trial timelines, data quality metrics)
  • A perspective on a regulatory change that affects their operations
  • A case study from a similar company (anonymized if needed)
  • Commentary on a trend in their therapeutic area
• Brief note (3-4 sentences) explaining why you thought of them specifically
• No CTA or a very soft one ("Thought this might be relevant to what you're working on")

---

Touch 5: Direct Email (Day 12)

Purpose: Make a clear, respectful ask. This is the "meeting request" touch.

Structure:

• Subject line: New thread, direct and specific (2 variants)
• Opening: Reference the value you've shared, acknowledge the outreach
• Hypothesis: State your hypothesis about a challenge they face (based on research)
• Offer: Propose a specific, time-bound conversation ("20 minutes to compare notes on [specific topic]")
• Easy out: "If this isn't a priority right now, no worries -- happy to reconnect when timing is better"

Rules:

• Under 100 words
• Be direct but respectful
• Include a specific proposed time or scheduling link
• Make it easy to say yes OR no

---

Touch 6: LinkedIn Engagement (Day 15)

Purpose: Stay visible without being pushy. Engage authentically.

Structure:

• Comment thoughtfully on one of their recent LinkedIn posts (if available)
• OR share a post tagging their company about a relevant industry topic
• OR react to their company's content
• This is a "warm presence" touch, not a direct outreach

---

Touch 7: Break-Up Email (Day 20)

Purpose: Final touch that often generates the highest response rate. Give them an easy way back in.

Structure:

• Subject line: Simple, personal (2 variants). Examples: "Should I close the loop?" / "[First name] -- one last thought"
• Tone: Genuinely gracious, zero pressure
• Brief summary of what you've shared (one sentence)
• Acknowledge timing may not be right
• Leave the door open: "If [pain point] becomes a priority, I'm an easy person to reach"
• Optional: Share one final compelling data point or insight

Rules:

• Under 80 words
• Must feel like a real human closing out, not a guilt trip
• No "I've tried reaching you X times"
• End on a positive, forward-looking note

---

Step 5: Quality Checks

Before delivering the sequence, verify:

1. Personalization audit: Every touch references something specific to this prospect. Remove any line that could apply to any company in the industry.
2. Tone check: Read each email aloud. Does it sound like a knowledgeable peer, or a salesperson? Revise if salesy.
3. Length check: No email exceeds its word limit.
4. Subject line check: No spam trigger words (free, guarantee, limited time, act now). No ALL CAPS. No excessive punctuation.
5. CTA progression: CTAs escalate naturally from soft to direct across the sequence.
6. Factual accuracy: Every referenced fact (trial, news, publication) is real and correctly attributed.
7. Compliance: No misleading claims about Talosix capabilities. No disparagement of competitors by name in outreach.

Step 6: Output Format

Deliver the complete sequence in this format:

# Outreach Sequence: [Prospect Name] at [Company]

## Prospect Context
- **Name**: [Full name]
- **Title**: [Current title]
- **Company**: [Company name]
- **ICP Score**: [If available from prior research]
- **Key Signal**: [Primary buying signal driving this outreach]
- **Core Pain Hypothesis**: [The challenge this sequence addresses]
- **Personalization Anchors**: [List of specific facts used for personalization]

## Sequence Overview
| Touch | Day | Channel | Purpose | CTA Level |
|-------|-----|---------|---------|-----------|
| 1 | 1 | Email | Insight-led open | Soft |
| 2 | 3 | LinkedIn | Connection request | None |
| 3 | 5 | Email | Value add follow-up | Medium |
| 4 | 8 | LinkedIn/Email | Thought leadership share | Soft |
| 5 | 12 | Email | Direct meeting request | Direct |
| 6 | 15 | LinkedIn | Engagement/visibility | None |
| 7 | 20 | Email | Gracious close | Open door |

## Touch 1: Initial Email (Day 1)
**Subject A**: [subject line]
**Subject B**: [subject line]

[Full email body]

---

## Touch 2: LinkedIn Connection (Day 3)
[Connection note, under 300 characters]

---

[...continue for all touches...]

## Sequence Notes
- **If they respond positively at any touch**: Stop the sequence, transition to live conversation.
- **If they respond with objection**: Address it directly, do not continue automated sequence.
- **If they connect on LinkedIn but don't respond to email**: Shift primary channel to LinkedIn.
- **Recommended follow-up after sequence**: Re-engage in 90 days with new trigger event.

Talosix Messaging Guidelines

When referencing Talosix, adhere to these principles:

• Lead with outcomes, not features: "Reduce study build time by 60%" not "Our drag-and-drop form builder"
• Use peer language: "Companies like [similar org] have found..." not "Our customers say..."
• Clinical credibility: Reference specific regulatory standards (21 CFR Part 11, ICH E6 R2) to demonstrate domain expertise
• Differentiation themes: Modern cloud-native architecture, rapid study configuration, purpose-built for clinical trials, transparent pricing
• Avoid: Feature dump, competitive bashing, urgency tactics, generic value propositions