outreach-templates

Outreach Templates Skill

Generate personalized, high-converting outreach for any sales context.

Purpose

Create compelling, personalized outreach that drives engagement across different scenarios and buyer stages.

---

Required Integrations

Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.

Data Sources

# OUTREACH TEMPLATES DATA SOURCES
# Configure the sources relevant to your outreach needs

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives

# Prospect Research
- source: linkedin
  connector: "{{LINKEDIN_SALES_NAVIGATOR | LINKEDIN}}"
  data:
    - prospect_profiles
    - recent_activity
    - shared_connections
    - company_news

# CRM Data
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - lead_records
    - account_data
    - engagement_history
    - past_outreach

# Enrichment Data
- source: enrichment
  connector: "{{ZOOMINFO | CLEARBIT | APOLLO}}"
  data:
    - contact_data
    - company_data
    - technographics
    - intent_signals

# Sales Engagement
- source: sales_engagement
  connector: "{{OUTREACH | SALESLOFT | APOLLO}}"
  data:
    - sequence_performance
    - email_analytics
    - best_performing_templates

# Messaging Guidelines
- source: messaging_docs
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
  paths:
    - "/Sales Enablement/Email Templates/"
    - "/Marketing/Value Propositions/"

Output Destinations

# Where to deliver outreach outputs
outputs:
  # Always available - display in Claude UI
  - type: display
    enabled: true

  # Push to sales engagement platform
  - type: sales_engagement
    connector: "{{OUTREACH | SALESLOFT}}"
    action: create_sequence

  # Save templates
  - type: documents
    connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
    destination: "/Sales Enablement/Outreach Templates/"

---

Instructions for Claude

IMPORTANT: Before executing this skill, you MUST validate the configuration above.

Pre-Execution Checklist

1. Check for placeholder values: Scan the YAML configuration for any {{...}} placeholders. These indicate required configuration that the user must provide.

2. Validate data sources: For each data source listed:

   • If a connector field shows {{OPTIONS}} format, ask the user which option they use
   • If URLs, paths, or names contain {{PLACEHOLDER}}, ask the user to provide actual values
   • Verify any required MCP servers are connected and available

3. Validate output destinations: For any output type beyond display:

   • Confirm the connector is available as an MCP server
   • Ensure destination paths/channels are configured (not placeholders)

If Configuration is Incomplete

Do not proceed with the skill. Instead:

1. List the specific missing or placeholder values found
2. Explain what each value is needed for
3. Ask the user to provide the missing configuration
4. Offer to help them set up the required MCP integrations

Example response when config is incomplete:

Before I can run this skill, I need some configuration:

**Missing values:**
- [List specific {{PLACEHOLDER}} values found]

**MCP connections needed:**
- [List required connectors not yet available]

Please provide these values, or let me know which data sources you'd like to skip.

Minimum Requirements

At minimum, this skill requires:

• Target prospect info (name, role, company) OR target persona
• Outreach goal (cold, warm, follow-up, etc.)
• display output enabled (always available)
• Web search provides prospect research without additional setup

Enhanced functionality requires:

• LinkedIn for prospect background
• CRM for account context and history
• Sales engagement platform for templates
• Intent data for personalization triggers

---

Scheduling & Automation with Taizen

Automate this skill: Schedule outreach optimization tasks with Taizen. Create a free account to set up automated agents that run on your schedule.

How It Works

The Taizen MCP server accepts natural language requests to schedule agents. Simply describe what you want to automate:

Every Monday at 9am, analyze outreach performance from last week, identify
top performing templates, and suggest improvements. Post findings to
#sales-enablement.

Taizen will:

1. Read this skill's definition to understand the capabilities
2. Create a recurring agent with your specified schedule
3. Execute the task and deliver results to your configured destinations

Example Natural Language Requests

Weekly Performance Review:

Every Monday at 9am, analyze outreach performance from last week, identify
top performers, and suggest template improvements. Post to #sales-enablement
and save to our Outreach Analytics folder.

Event Follow-Up Generator:

When we attend an event, automatically generate personalized follow-up
sequences for the attendees. Create the sequences in Outreach and DM the
BDR owner.

Monthly Template Refresh:

On the 1st of each month, review and refresh outreach templates based on
performance data and messaging updates. Save to our Templates folder and
notify #sales-enablement.

Setting Up Taizen Automation

1. Create Account: Sign up at usetaizen.com
2. Connect MCP: Add the Taizen MCP integration in your Claude settings and authenticate
3. Connect Sales Engagement: Link your Outreach or SalesLoft
4. Schedule Agent: Describe your automation in natural language
5. Taizen Reads Skill: The agent receives this skill's full definition to understand what it can do

Technical Details

When scheduling via Taizen MCP, Claude will:

1. Read this SKILL.md file to get the full skill definition
2. Call Taizen MCP with the skill content included

Parameter	Description	Example
task	Natural language description of what to do	"Analyze outreach performance and suggest improvements"
schedule	When to run (cron or trigger)	"every Monday at 9am" or "when event attended"
skill_content	Object containing primary skill and referenced skills	See structure below
outputs	Where to send results	"Slack #sales-enablement, Outreach sequences"
outreach_type	Type of outreach	"cold", "event follow-up", "re-engagement"

skill_content structure:

skill_content:
  primary:
    name: "outreach-templates"
    content: "<full content of this SKILL.md>"
  referenced:
    - name: "product-context"
      content: "<full content of product-context SKILL.md>"

Note to Claude: When a user asks to schedule this skill with Taizen, read this entire SKILL.md file and pass it as skill_content.primary. Also read any referenced background skills (like product-context) and include them in skill_content.referenced.

---

Outreach Types

1. BDR Cold Outreach

Initial outreach to new prospects with no prior engagement:

Structure:

• Hook: Personalized opening that demonstrates research
• Problem: Articulate a relevant challenge they likely face
• Insight: Share a perspective or data point that adds value
• Bridge: Connect the problem to your solution (light touch)
• CTA: Clear, low-friction ask

Best Practices:

• Keep under 100 words
• One clear CTA
• No attachments on first touch
• Personalize beyond [First Name]

2. BDR Event Follow-Up

Follow-up after events, webinars, or content engagement:

Structure:

• Reference: Specific mention of the event/content
• Value Add: Additional insight related to the event topic
• Connection: How your solution relates to their interest
• CTA: Offer to continue the conversation

3. Warm & Re-Engagement

Reaching out to warm leads or re-engaging dormant contacts:

Structure:

• Context: Reference previous interaction or relationship
• Update: What's new or changed since last contact
• Relevance: Why reaching out now makes sense
• CTA: Rekindle the conversation

4. Executive Outreach

High-touch outreach to senior executives:

Structure:

• Credibility: Establish relevance quickly (referral, peer company, insight)
• Strategic Frame: Business-level challenge or opportunity
• Proof Point: Brief evidence of impact with similar executives
• Ask: Executive-appropriate request (brief call, peer introduction)

Best Practices:

• Maximum 75 words
• Lead with business impact, not product
• Reference peer companies or executives
• Respect their time in the CTA

5. Post-Event Follow-Up

Follow-up after meetings, demos, or significant interactions:

Structure:

• Thank You: Acknowledge their time
• Recap: Key points discussed or agreed upon
• Next Steps: Clear action items with owners
• Value Add: Additional resource or insight

---

How to Use This Skill

Invoke with natural language describing what you need:

Cold Outreach

• "Write a cold email to the VP of Sales at TechCorp"
• "Create a 3-email cold sequence for fintech CFOs"

Event Follow-Up

• "Generate follow-up for prospects who attended our webinar"
• "Create post-conference outreach for booth visitors"

Re-Engagement

• "Re-engage this dormant lead: [context]"
• "Write a re-engagement sequence for closed-lost opportunities"

Executive Outreach

• "Create executive outreach for the CTO at Nike"
• "Write a referral-based email to the CHRO"

---

Output Format

## Outreach: [Type] - [Prospect/Company]

**Created**: [Date]
**Data Sources Used**: [LinkedIn, CRM, enrichment, etc.]

---

### Subject Line Options
1. [Option 1]
2. [Option 2]
3. [Option 3]

### Email Body

[Full email text]

### Follow-Up Sequence

**Day 3 - Follow-Up 1:**
[Brief follow-up]

**Day 7 - Follow-Up 2:**
[Value-add follow-up]

**Day 14 - Break-Up:**
[Final attempt with clear close]

### LinkedIn Touch (Optional)
[Connection request or InMail text]

### Personalization Notes
- [Specific element to customize]
- [Research point to incorporate]

---

Automation Options

When configured with integrations, this skill can:

1. Sequence generation - Create multi-touch sequences based on persona
2. Performance optimization - Suggest improvements based on analytics
3. Event automation - Auto-generate follow-ups for event attendees
4. Personalization at scale - Pull prospect data to personalize templates