This folder contains generalized templates and workflows for both cold outreach and warm lead generation campaigns.

This system provides a complete framework for:

• Managing leads and campaigns
• Researching and personalizing outreach
• Tracking engagement and responses
• Automating workflows with AI agents

shared/
├── .claude/                          # AI Agent Configuration
│   ├── agents/                      # Specialized subagents
│   └── settings.local.json          # MCP permissions template
├── leads/                           # Lead Management
│   ├── master-leads.csv             # Central lead database
│   ├── leads-schema.md              # Field documentation
│   ├── DISQUALIFICATION-CRITERIA.md # Lead filtering rules
│   ├── raw/                         # Original source files
│   └── archive/                     # Historical/inactive leads
├── campaigns/                       # Campaign Organization
│   └── _template/                   # Campaign template
│       └── campaign-info.md
├── messaging/                       # Email Content Management
│   ├── BEST-PRACTICES.md           # Writing guidelines
│   ├── templates/                   # Email templates
│   └── drafts/                      # Generated drafts
├── research/                        # Background Research
│   └── company-notes/               # Company-specific notes
├── responses/                       # Response Categorization
│   ├── interested/
│   ├── not-interested/
│   └── meetings-scheduled/
├── scripts/                         # Automation
│   └── helpers/
├── COMPANY-INFO.md                  # Your company details (CUSTOMIZE THIS!)
├── README.md                        # This file
├── WORKFLOW.md                      # Process documentation
└── SESSION-STATE.md                 # Progress tracker

IMPORTANT: Edit COMPANY-INFO.md with your company's details:

• Product description and value propositions
• Target customer profile (ICP)
• Buyer personas
• Email signatures
• Outreach assets

Edit .claude/settings.local.json to control which tools agents can access:

• LinkedIn research tools
• Email drafting (vs sending)
• Web search and fetch
• Git operations

1. Create a new campaign folder: campaigns/YYYY-MM-DD-campaign-name/
2. Copy campaigns/_template/campaign-info.md to your campaign folder
3. Customize campaign strategy, objectives, and messaging
4. Create outreach-log.csv and responses.md in campaign folder

1. Place raw lead files in leads/raw/
2. Process and deduplicate into leads/master-leads.csv
3. Follow schema defined in leads/leads-schema.md

Follow the process documented in WORKFLOW.md:

• Research leads
• Draft personalized messages
• Review for quality
• Create Outlook drafts
• Track responses
• Schedule follow-ups

For reaching out to leads from purchased lists or sourced databases:

1. Import and qualify leads
2. Research company and contacts
3. Draft personalized cold emails
4. Track responses and follow-up sequences

For leveraging influencer networks and warm introductions:

1. Extract companies from influencer posts
2. Filter against ICP criteria
3. Research decision-makers
4. Request warm introductions
5. Track introduction acceptance and meetings

Consistency is critical for automation:

• Lead files: YYYY-MM-DD-source-description.csv
• Campaign folders: YYYY-MM-DD-campaign-name/
• Email drafts: YYYY-MM-DD-[lastname]-[type].md
• Research notes: YYYY-MM-DD-[company-name]-research.md

Date format: Always use YYYY-MM-DD (ISO 8601)

• Sorts chronologically
• Unambiguous internationally
• Easy to parse programmatically

• interested/ - Positive responses showing interest
• not-interested/ - Polite declines or out-of-office
• meetings-scheduled/ - Converted to calendar meetings

• 10 deeply researched emails > 100 generic ones
• Every email must pass quality review standards
• Apply "stranger test": Would a busy executive respond?

• Never modify raw source files
• Always update master-leads.csv after interactions
• Use git commits to track campaign progress
• Document responses immediately for context

• Use AI agents for parallel research
• 5-10 minutes of research per lead
• Find specific hooks (posts, initiatives, challenges)
• Quote exact language from their content

• Draft 5-10 emails simultaneously
• Review 5-10 drafts simultaneously
• Dramatically faster than sequential processing
• Maintains quality through reviewer checkpoints

• Quality review acts as a gate before sending
• Disqualify borderline leads rather than waste time
• High-profile leads get extra scrutiny
• Never skip review process

This system integrates with:

• LinkedIn MCP: Profile research, post analysis, company data
• Outlook MCP: Email drafting (sending requires user approval)
• Icypeas MCP: Email verification at scale
• Web Search/Fetch: Company research and validation
• Git: Version control for tracking and collaboration

• Lead volume by source
• Email open and response rates
• Response sentiment (positive/neutral/negative)
• Conversion rate (leads → meetings)
• Campaign ROI and velocity
• Disqualification reasons (improve targeting)

This is a template system - customize freely:

• Add your own email templates
• Modify disqualification criteria
• Create custom subagents
• Adjust ICP definitions
• Add new response categories

For questions about this system:

1. Review WORKFLOW.md for detailed processes
2. Check COMPANY-INFO.md for customization points
3. Examine leads/leads-schema.md for data structure
4. Read .claude/agents/ for subagent documentation