template-manager

name	template-manager
description	Manage email templates for outreach and campaigns. Use this skill when the user wants to create, edit, list, or organize email templates.
allowed-tools	["Bash","Read","Write","Glob","TodoWrite","AskUserQuestion"]

10x Template Manager Skill

Create and manage email templates for outreach campaigns.

When to Use This Skill

Use this skill when the user:

• Wants to create a new email template
• Needs to edit an existing template
• Asks to list available templates
• Wants to organize templates

When NOT to Use This Skill

Do NOT use this skill for:

• Sending emails → use outreach-manager or email-composer
• Reading inbox → use inbox-reader

Capabilities

1. List Templates - Show all available templates
2. Create Templates - Create new templates
3. Edit Templates - Modify existing templates
4. Preview Templates - See template with sample data
5. Organize - Categorize templates

Template Location

Templates are stored in:

.claude/templates/
├── email/          # Email templates
│   ├── outreach/   # Cold outreach emails
│   ├── follow-up/  # Follow-up sequences
│   ├── promotional/ # Promotional campaigns
│   └── newsletters/ # Newsletter templates
├── linkedin/       # LinkedIn message templates
├── twitter/        # Twitter message templates
└── instagram/      # Instagram message templates

Template Format

Templates use Jinja2 syntax with optional frontmatter:

---
subject: Hello {{ name }}, about {{ topic }}
---
Hi {{ name }},

{{ custom_message }}

Best regards,
{{ my_name }}

Without frontmatter:

Hi {{ name }},

{{ custom_message }}

Best regards,
{{ my_name }}

Available Variables

Variable	Description
{{ email }}	Recipient email
{{ name }}	Full name
{{ first_name }}	First name
{{ company }}	Company name
{{ custom_message }}	Custom content
{{ my_name }}	Sender name (from .env)
Any Sheet column	Custom fields from Google Sheet

Commands

List All Templates:

python .claude/scripts/template_loader.py list

List by Platform:

python .claude/scripts/template_loader.py list --platform email --category outreach

Read a Template:

python .claude/scripts/template_loader.py render --path email/outreach/cold_email

Create New Template: Use the Write tool to create: .claude/templates/[platform]/[category]/[name].md

CRITICAL: 3-Mode Workflow with TodoWrite

Mode 1: PLAN

[
  {"content": "List existing templates", "status": "in_progress", "activeForm": "Listing templates"},
  {"content": "Determine user's template needs", "status": "pending", "activeForm": "Understanding needs"},
  {"content": "Create/edit template", "status": "pending", "activeForm": "Working on template"},
  {"content": "Preview template", "status": "pending", "activeForm": "Previewing template"}
]

Mode 2: CLARIFY

Ask:

• "What type of template? (outreach, promotional, follow-up, newsletter, custom)"
• "What tone? (formal, casual, friendly)"
• "What variables do you need?"

Mode 3: IMPLEMENT

Create a Template:

Use the Write tool to create the template file.

Example template (.claude/templates/email/outreach/cold_email.md):

---
subject: Quick question about {{ company }}
---
Hi {{ first_name }},

I noticed {{ company }} is doing great work in your industry.

I wanted to reach out because {{ custom_message }}

Would you be open to a quick chat this week?

Best regards,
{{ my_name }}

Example Workflow

User: "Create a follow-up email template"

Step 1: Todo List

[
  {"content": "Understand follow-up template requirements", "status": "in_progress", "activeForm": "Understanding requirements"},
  {"content": "Draft template content", "status": "pending", "activeForm": "Drafting template"},
  {"content": "Create template file", "status": "pending", "activeForm": "Creating file"},
  {"content": "Preview template", "status": "pending", "activeForm": "Previewing template"}
]

Step 2: Clarify

• "What's the follow-up about? (meeting, proposal, introduction, etc.)"
• "How many days after initial contact?"

Step 3: Create

Write the template to .claude/templates/email/follow-up/general.md:

---
subject: Following up - {{ original_subject }}
---
Hi {{ first_name }},

I wanted to follow up on my previous email about {{ topic }}.

{{ custom_message }}

Looking forward to hearing from you.

Best regards,
{{ my_name }}

Step 4: Confirm Show the created template and confirm it's saved.

Template Categories

Outreach Templates

• cold.txt - Initial cold outreach
• introduction.txt - Self-introduction
• networking.txt - Professional networking

Promotional Templates

• product-launch.txt - New product announcement
• discount.txt - Special offer
• event.txt - Event invitation

Follow-up Templates

• general.txt - Generic follow-up
• no-response.txt - After no reply
• after-meeting.txt - Post-meeting follow-up

Newsletter Templates

• weekly.txt - Weekly digest
• monthly.txt - Monthly newsletter
• announcement.txt - Special announcement