General
PromptBeginner5 minmarkdownQuality: 24
- Created lead generation workspace with pipeline
daily log
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General
PromptBeginner5 minmarkdownQuality: 24
A writing workspace with AI assistance
Plate-based markdown editing
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General
PromptBeginner5 minmarkdownQuality: 24
Demo
discovery call
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General
PromptBeginner5 minmarkdownQuality: 24
- [Lead name]
[Company]
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Creative
PromptBeginner5 minmarkdownQuality: 24
Trial started
plan purchased
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General
PromptBeginner5 minmarkdownQuality: 28
This file is your single source of truth for all active leads. Every lead belongs to exactly one stage. Update stage
score
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General
PromptBeginner5 minmarkdownQuality: 24
- Keep outreach drafts personal
short
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Communication
PromptBeginner5 minmarkdownQuality: 24
- Never claim an email was sent
received
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General
PromptBeginner5 minmarkdownQuality: 24
- `/leads/pipeline.md` — Active CRM with all leads
stages
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Communication
PromptBeginner5 minmarkdownQuality: 24
- `/leads/templates.md` — Email templates by stage (personalization-first
non-salesy).
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General
PromptBeginner5 minmarkdownQuality: 24
3. **Lead cards** in pipeline: each lead gets a focused block with name
company
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General
PromptBeginner5 minmarkdownQuality: 24
- `/leads/README.md` — Dashboard
glossary
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General
PromptBeginner5 minmarkdownQuality: 24
4. **ICP definition** in `/leads/ideal-customer-profile.md`: clear
specific
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General
PromptBeginner5 minmarkdownQuality: 24
2. **Daily log entries** with: date
actions taken (what + result)
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General
PromptBeginner5 minmarkdownQuality: 24
1. **Pipeline table** in `/leads/pipeline.md` with columns: Lead
Company
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Creative
PromptBeginner5 minmarkdownQuality: 24
When writing lead artifacts to workspace markdown
prefer:
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General
PromptBeginner5 minmarkdownQuality: 28
- **Re-engagement**: 90 days after moving to Nurture
send a light-touch check-in if the lead is still relevant.
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General
PromptBeginner5 minmarkdownQuality: 28
**Follow-up voice**: even lighter than outreach. One or two sentences max. Wanted to bump this in case it got buried. No guilt
no pressure.
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General
PromptBeginner5 minmarkdownQuality: 28
- **Second follow-up**: 14 days after first follow-up. After two follow-ups with no response
move to Nurture (Long-Term).
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General
PromptBeginner5 minmarkdownQuality: 24
- **First follow-up**: 5–7 days after Outreach Sent
if no reply.
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Communication
PromptBeginner5 minmarkdownQuality: 28
3. Flag: leads stuck in Outreach Sent > 7 days (needs follow-up)
leads in Engaged > 14 days without a meeting (needs re-engagement)
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General
PromptBeginner5 minmarkdownQuality: 24
2. For each active lead
check: days since last touch
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Creative
PromptBeginner5 minmarkdownQuality: 24
Run this phase at the start of every lead session
or when the user asks for a status update.
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Communication
PromptBeginner5 minmarkdownQuality: 24
1. For each qualified lead
draft one outreach email.
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