General
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- `/leads/pipeline.md` — Active CRM with all leads
stages
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General
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3. **Lead cards** in pipeline: each lead gets a focused block with name
company
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General
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- `/leads/README.md` — Dashboard
glossary
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General
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4. **ICP definition** in `/leads/ideal-customer-profile.md`: clear
specific
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General
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2. **Daily log entries** with: date
actions taken (what + result)
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General
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1. **Pipeline table** in `/leads/pipeline.md` with columns: Lead
Company
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General
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- **Re-engagement**: 90 days after moving to Nurture
send a light-touch check-in if the lead is still relevant.
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Research & Learning
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3. **Plan** — Ask the user: research new leads
draft outreach
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General
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**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
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- **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
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- **First follow-up**: 5–7 days after Outreach Sent
if no reply.
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Research & Learning
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5. After sending
move the lead from Researching to Outreach Sent.
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General
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2. For each active lead
check: days since last touch
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General
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4. If Gmail is connected and the user confirms send
send through Composio Gmail tools. Always ask before sending — never auto-send.
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General
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2. Each draft includes: subject line
body
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General
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- **Do**: lead with curiosity or insight
not a pitch.
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General
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5. Update `/leads/pipeline.md` with scores
ranks
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General
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- **Do**: reference something specific about their work
company
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General
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4. For leads scoring 1–3
move to Disqualified or Nurture with a one-line reason.
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Research & Learning
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1. For each lead in Researching
deepen the research: look for recent activity
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General
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3. Re-rank the pipeline: Hot (8–10) first
then Warm (6–7)
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General
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3. For each lead found
capture: name
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General
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- Minimum 1 verified signal per lead (recent post
job change
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General
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**Input needed**: target industry
role
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