General
PromptBeginner5 minmarkdownQuality: 24
- **Reach**: Do they have an audience
team
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General
PromptBeginner5 minmarkdownQuality: 24
- Professional
warm
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General
PromptBeginner5 minmarkdownQuality: 24
- **Timing**: Is there a signal they're looking for something new? (job change
tool migration
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General
PromptBeginner5 minmarkdownQuality: 24
- **Relevance**: Does their work intersect with writing
docs
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General
PromptBeginner5 minmarkdownQuality: 24
- **Hook**: Find one specific
genuine connection to WordPilot's value.
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Research & Learning
PromptBeginner5 minmarkdownQuality: 24
For promising leads
research their:
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General
PromptBeginner5 minmarkdownQuality: 24
- **Current stack**: What tools do they mention? Notion
Confluence
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General
PromptBeginner5 minmarkdownQuality: 28
Always search with recency and role qualifiers. Review citations for real people
not generic listicles.
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General
PromptBeginner5 minmarkdownQuality: 24
- For Qualified leads: draft first outreach. If Gmail connected
offer to send.
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General
PromptBeginner5 minmarkdownQuality: 24
Summarize: what was done today
pipeline health (counts per stage)
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General
PromptBeginner5 minmarkdownQuality: 24
- For Nurturing leads: suggest next value-add (case study
feature highlight
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General
PromptBeginner5 minmarkdownQuality: 24
When the user checks in each day (or you're invoked for lead work)
follow this loop:
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Research & Learning
PromptBeginner5 minmarkdownQuality: 24
- Pick 1–2 research segments (by persona
industry
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General
PromptBeginner5 minmarkdownQuality: 24
├── daily-board.md ← Today's todos
progress
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General
PromptBeginner5 minmarkdownQuality: 24
├── archive/ ← Converted
dead
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General
PromptBeginner5 minmarkdownQuality: 24
├── templates.md ← Outreach templates
follow-up patterns
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General
PromptBeginner5 minmarkdownQuality: 28
Lead meets qualification criteria: decision-making authority or influence
active in relevant space (writing
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General
PromptBeginner5 minmarkdownQuality: 24
Lead has signed up
joined a waitlist
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General
PromptBeginner5 minmarkdownQuality: 24
Deep context gathered: recent work
pain points
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Research & Learning
PromptBeginner5 minmarkdownQuality: 24
Lead has been identified through research. Basic info captured: name
role
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Research & Learning
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- User asks to research a specific segment
industry
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General
PromptBeginner5 minmarkdownQuality: 28
- Google Sheets or Notion are optional but recommended for external CRM sync. If connected
leads can sync bidirectionally.
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Research & Learning
PromptBeginner5 minmarkdownQuality: 28
- Gmail should be connected (via Integrations → Composio) for outreach and tracking. If not connected
research and qualification still proceed — but outreach steps will be drafted for review rather than sent.
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General
PromptBeginner5 minmarkdownQuality: 28
3. **Slow is smooth.** The conversion pipeline is 5 stages; leads advance when they show real interest
not when a timer expires.
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