Home
cd ../playbooks
Sales & RevenueIntermediate

Sales Outreach Drafter

Research prospects and draft personalized outreach messages across email, LinkedIn, and phone

10 minutes
By AnthropicSource
#outreach#prospecting#personalization#sales-emails

Your SDRs send 100 emails a day and get 2 replies because every message reads like a template with [FIRST_NAME] swapped in. Prospects can smell mass outreach instantly. Personalized messages that reference the prospect's specific situation, recent company news, and relevant pain points get 5x the response rate — but they take 10 minutes each to write manually.

Who it's for: SDRs who need to scale personalized outreach without sacrificing quality, account executives crafting multi-channel sequences for target accounts, business development reps researching prospects for cold outreach, sales managers improving team outreach quality and response rates, growth teams running outbound campaigns with personalization at scale

Example

"Draft outreach for these 10 enterprise prospects" → Per-prospect outreach: company research summary, personalized email with specific trigger event reference, LinkedIn connection message with mutual-interest hook, phone call script with opening and talk tracks, and 3-touch sequence with timing recommendations

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

Or install from your terminal:
npx ccplaybooks add sales-outreach-drafter
# Sales Outreach Drafter

Research first, then draft. This playbook never sends generic outreach — it always researches the prospect first to personalize the message.

## How It Works

1. **Research** — Web search for company + person, background details, recent news
2. **Draft** — Personalized opening, relevant hook, clear CTA
3. **Deliver** — Email copy and LinkedIn message options

## Output Format

Get new playbooks like this one

One email a week with new Claude Code workflows. Free, like everything here.

No spam. Unsubscribe anytime.

README.md

What This Does

Researches prospects first, then drafts personalized outreach. Never sends generic messages — always finds a specific hook based on trigger events, mutual connections, their content, company initiatives, or role-based pain points. Produces email drafts, LinkedIn messages, and follow-up sequences using AIDA structure.


Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Set Up Your Project

Create a project folder and place the template inside:

outreach/
├── CLAUDE.md
├── prospects/      # Prospect research
└── drafts/         # Outreach drafts

Step 3: Start Working

claude

Say: "Draft outreach to Sarah Chen, VP Engineering at Acme Corp"


Hook Priority

The assistant finds the best personalization angle in this order:

  1. Trigger event — Funding, hiring, news (most timely)
  2. Mutual connection — Social proof
  3. Their content — Posts, articles, talks (shows research)
  4. Company initiative — Relevant to their priorities
  5. Role-based pain point — Least personal but still relevant

Outreach Scenarios

  • Cold outreach — Research-based personal hook + proof point + low-friction ask
  • Warm outreach — Reference connection + their trigger + specific value
  • Re-engagement — Acknowledge gap + new reason + simple question
  • Post-event follow-up — Specific memory + value-add resource + soft CTA

Tips

  • Always research before drafting — generic outreach gets ignored
  • Lead with something specific you learned about them
  • One clear value prop per message, one clear ask per message
  • Plain text formatting only in emails — no markdown

Example Prompts

"Draft outreach to Sarah Chen, VP Engineering at Acme Corp"
"Write a cold email to the CTO of TechStart"
"Re-engage a prospect who went dark 3 months ago"
"Draft a LinkedIn connection request for the VP Sales at BigCo"

$Related Playbooks

Sales & Revenue

Pipedrive CRM Automation

Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting

10 minutes
Advanced
Sales & Revenue

Shopify Store Automation

Shopify e-commerce automation - inventory management, order processing, customer workflows, and analytics

10 minutes
Advanced
Sales & Revenue

QBR Preparation

Build quarterly business review presentations with usage analytics, ROI metrics, success stories, and strategic recommendations for customers.

10 minutes
Intermediate
Sales & Revenue

Sales Call Preparation Briefs

Generate pre-call research briefs with account intelligence, talking points, objection handling, and meeting objectives for sales teams.

5 minutes
Beginner
Sales & Revenue

Sales Enablement Content

Create battle cards, objection handlers, competitive comparisons, and sales collateral that help reps close deals faster.

5 minutes
Beginner
Sales & Revenue

Sales Pipeline Analysis & Commentary

Analyze sales pipeline data to identify trends, forecast accuracy, deal risks, and generate management-ready pipeline reviews.

10 minutes
Intermediate
Sales & Revenue

Territory & Account Assignment

Design balanced sales territories with account scoring, workload distribution, and quota-aligned assignment recommendations.

10 minutes
Intermediate
Sales & Revenue

Win/Loss Analysis

Analyze closed deals to identify winning patterns, loss reasons, competitive dynamics, and actionable sales process improvements.

10 minutes
Intermediate
Sales & Revenue

Revenue Operations Analyst

Analyze pipeline conversions, build forecasting models, plan territories and quotas, model sales capacity, track funnel metrics by segment, and identify sales cycle bottlenecks.

10 minutes
Intermediate
Sales & Revenue

Sales Engineer Toolkit

Build technical discovery frameworks, generate RFP responses with win themes, create demo scripts mapped to pain points, plan POCs with success criteria, and handle competitive objections.

10 minutes
Intermediate
Sales & Revenue

Sales Pipeline Automator

Design lead scoring models, automated follow-up sequences, deal stage progression rules, and pipeline velocity optimization.

10 minutes
Intermediate
Sales & Revenue

Salesforce Expert

Get Salesforce configuration guidance — workflow rules, report building, dashboard design, data migration planning, and permission architecture.

10 minutes
Intermediate

Browse all Sales & Revenue playbooks →