Draft Outreach

What the skill covers

The sections of its instructions, in order.

1. 01 Tools used
2. 02 Inputs
3. 03 Step 1 - Ground
4. 04 Step 2 - Gather context
5. 05 Step 3 - Draft the email
6. 06 Step 4 - Create the draft
7. 07 Step 4b - Add to a sequence (when asked)
8. 08 Step 5 - Output
9. 09 How it adapts (guidance for Claude; never show these labels to the user)

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• Account Plan

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• Account Research

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• Account Tiering

  Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts"…

• Call Prep

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• Call Summary and Follow-Up

  Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up…

• Close Plan

  Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use…

• Competitive Intelligence

  Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks…

• Create an Asset

  Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset…

• CRM Hygiene Check

  Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when…

• Customer Health

  Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their…

• Customer Voice

  Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "what are…

• Daily Briefing

  Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily…

• Deal Advance Gap

  Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when. Use when the user asks "what's…

• Deal Review

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• Deal Signals

  Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a short alert…

• Deal Slip Scenario

  Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user…

• End of Day

  The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says…

• Expansion Whitespace

  Find the expansion whitespace in an account or a book - what they own vs. what they could own, the evidence for each play, and the open opps to create. Use when the user asks…

• Forecast

  Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. Use when the…

• Handle Objection

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• Inbox Sweep

  Batch-process unread customer emails - classify, prioritize, and draft replies. Use when the user asks "sweep my inbox", "what customer emails need a reply", "draft replies to my…

• Lead Triage

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• Log Activity

  Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportunity, and contact - drafted from your description or a…

• Pipeline Review

  Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health"…

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• Rep Context

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• Setup

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• Stakeholder Map

  Map the people in a deal or account - roles, influence, sentiment, who's missing, and your best access path to the people you haven't reached. Use when the user asks "who are the…

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• Weekly Wrap

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