draft-outreach

Draft Outreach

Generic outreach gets ignored. Personalized messages that reference real context — a recent interaction, a known pain point, or a relevant product already owned — get responses. This skill eliminates the blank-page problem by pulling Dataverse data to craft contextually relevant outreach, saving reps time while improving reply rates. It works within Dataverse without requiring external enrichment tools.

Instructions

Step 1: Identify Target Contact and Outreach Trigger

Accept input from the user:

• Target: Contact name, lead name, or account name
• Outreach type: New intro, re-engagement, follow-up, cross-sell, renewal, or event-based
• Goal: Meeting request, proposal follow-up, demo invite, check-in, etc.
• Tone: Formal, conversational, or brief (default: conversational)

Step 2: Retrieve Contact or Lead Record

If contact:

SELECT contactid, fullname, firstname, jobtitle, accountid, emailaddress1,
       telephone1, description, createdon, modifiedon
FROM contact
WHERE fullname LIKE '%[name]%'

If lead:

SELECT leadid, fullname, firstname, jobtitle, companyname, emailaddress1,
       telephone1, description, leadsourcecode, leadqualitycode, createdon
FROM lead
WHERE statecode = 0
AND fullname LIKE '%[name]%'

Present matches if multiple found. Confirm the target with the user before proceeding.

Step 3: Gather Account Context

If a contact was found, retrieve their account:

SELECT accountid, name, industrycode, revenue, numberofemployees,
       description, address1_city, address1_stateorprovince,
       customertypecode, accountcategorycode
FROM account
WHERE accountid = '[accountid]'

Step 4: Review Relationship History

Recent activities (last 90 days):

SELECT activityid, activitytypecode, subject, actualend, description,
       statecode, regardingobjectid
FROM activitypointer
WHERE regardingobjectid = '[contactid or accountid]'
AND statecode = 1
ORDER BY actualend DESC

Limit to 10 most recent. Note:

• Days since last interaction
• Last activity type and topic
• Any commitments made (from description)