Outreach Message

Capture the prospect and the offer before researching.

Record:

• Prospect — name, role, company, and contact channel
• Your offer — what you are reaching out about, in one sentence
• Desired outcome — a reply, a meeting, a demo
• Any prior contact with this prospect or account

If this prospect came from a Prospect Research workflow, pull their
entry from that list. If key details are missing, ask the operator.

Save the prospect and offer as a task note with task_notes_add. The
next step — Research — reads this note.

Read the task notes with task_notes_list — the note from the Prospect
Intake step contains the prospect and offer. Work from it.

Research the prospect and account to find a genuine, specific hook. What
good looks like:

• One concrete, current detail you can reference — a recent post,
  a hire, a funding round, a product change, a stated pain
• Why that detail connects to your offer
• The right angle for this specific person, not a generic pitch

A relevant hook beats a clever line. If you find nothing specific, say
so rather than inventing it.

Save the research hook and angle as a task note with task_notes_add. The
Draft step reads this note.

Read the task notes with task_notes_list — the Research note holds the
hook and angle, and the Prospect Intake note holds the offer and
desired outcome. Work from them.

Write the message. What good looks like:

• Opens on the specific hook, not "I hope this finds you well"
• Connects the hook to the offer in a sentence or two
• One clear, low-friction ask matching the desired outcome
• Short — respect the reader's time
• The right tone and length for the channel (email vs LinkedIn)

Save the full message as a task note with task_notes_add. The Send
Review step reads this note.

Read the task notes with task_notes_list — the note from the Draft
step contains the message. Work from it.

Check the message before sending:

• Right name, role, and company — no merge-field mistakes
• The hook is accurate and the claim is true
• The ask is clear and matches the desired outcome
• Any link works

Ask the operator to approve the message for sending. This is a
checkpoint — sending is irreversible, so the AI cannot advance until you
approve. If you reject, the workflow returns to Draft.

The message is approved and sent. Record the outcome so the next person
— or a follow-up workflow — has the full picture.

Save a task note with task_notes_add capturing:

• Who was contacted, on which channel, and the date
• The message that was sent
• The result so far — replied, no reply, bounced, meeting booked
• The next action and when, if any

This note is the audit trail for this outreach and the named input for a
Meeting Follow-Up workflow if the prospect responds. Close out the task.