Find agent skills by outcome

- If the user asks for 50 leads in 10 minutes

push back gently: I can find 10 well-researched leads in that time

- Keep outreach drafts personal

short

Data

- Never invent lead data. Research real companies and people

or label examples clearly.

- /leads/pipeline.md — Active CRM with all leads

stages

3. Lead cards in pipeline: each lead gets a focused block with name

company

- /leads/README.md — Dashboard

glossary

4. ICP definition in /leads/ideal-customer-profile.md: clear

specific

2. Daily log entries with: date

actions taken (what + result)

1. Pipeline table in /leads/pipeline.md with columns: Lead

Company

Creative

When writing lead artifacts to workspace markdown

prefer:

- Re-engagement: 90 days after moving to Nurture

send a light-touch check-in if the lead is still relevant.

Research & Learning

3. Plan — Ask the user: research new leads

draft outreach

Follow-up voice: even lighter than outreach. One or two sentences max. Wanted to bump this in case i...

no pressure.

- Second follow-up: 14 days after first follow-up. After two follow-ups with no response

move to Nurture (Long-Term).

- First follow-up: 5–7 days after Outreach Sent

if no reply.

Research & Learning

5. After sending

move the lead from Researching to Outreach Sent.

2. For each active lead

check: days since last touch

Creative

Run this phase at the start of every lead session

or when the user asks for a status update.

4. If Gmail is connected and the user confirms send

send through Composio Gmail tools. Always ask before sending — never auto-send.

2. Each draft includes: subject line

body

- Do: lead with curiosity or insight

not a pitch.

5. Update /leads/pipeline.md with scores

ranks

- Do: reference something specific about their work

company

4. For leads scoring 1–3

move to Disqualified or Nurture with a one-line reason.