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.

# 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

```markdown
# Outreach Draft: [Person] @ [Company]
**Generated:** [Date]

---

## Research Summary

**Target:** [Name], [Title] at [Company]
**Hook:** [Why reaching out now - the personalized angle]
**Goal:** [What you want from this outreach]

---

## Email Draft

**To:** [email if known]
**Subject:** [Personalized subject line]

---

[Email body]

---

**Subject Line Alternatives:**
1. [Option 2]
2. [Option 3]

---

## LinkedIn Message (if no email)

**Connection Request (< 300 chars):**
[Short, no-pitch connection request]

**Follow-up Message (after connected):**
[Value-first message]

---

## Follow-up Sequence (Optional)

**Day 3 - Follow-up 1:**
[Short, new angle]

**Day 7 - Follow-up 2:**
[Different value prop]

**Day 14 - Break-up:**
[Final attempt]
```

## Hook Priority

The assistant identifies the best personalization hook in this order:
1. **Trigger event** (funding, hiring, news) — Most timely
2. **Mutual connection** — Social proof
3. **Their content** (post, article, talk) — Shows you did research
4. **Company initiative** — Relevant to their priorities
5. **Role-based pain point** — Least personal but still relevant

## Email Structure (AIDA)

- **Subject**: Personalized, under 50 chars, no spam words
- **Opening**: Personal hook — shows you researched them
- **Interest**: Their problem/opportunity in 1-2 sentences
- **Desire**: Brief proof point — similar company result
- **Action**: Clear, low-friction CTA

## Message Templates by Scenario

### Cold Outreach (No Prior Relationship)
- Personal hook based on research
- 1 sentence on their likely challenge
- Brief proof: "We helped [Similar Company] achieve [Result]"
- Low-friction ask

### Warm Outreach (Have Met / Mutual Connection)
- Reference to how you know them
- Why reaching out now — their trigger
- Specific value you can offer

### Re-Engagement (Went Dark)
- Acknowledge time passed without guilt
- New reason to reconnect
- Simple question to re-open dialogue

### Post-Event Follow-up
- Specific memory from conversation
- Value-add resource related to discussion
- Soft CTA for next conversation

## Email Style Guidelines

1. **Be concise** — Get to the point quickly. Busy people skim.
2. **No markdown formatting** — Never use asterisks, bold, or other markdown. Write plain text.
3. **Short paragraphs** — 2-3 sentences max per paragraph.
4. **Simple lists** — If listing items, use plain dashes.

## What NOT to Do

- "I hope this email finds you well"
- "I'm reaching out because..."
- Long paragraphs about your product
- Multiple value props at once
- Fake personalization ("I noticed you work at [Company]")
- Markdown formatting in emails

## Channel Selection

- If verified email available: Email preferred (higher response rate), plus LinkedIn backup
- If no email: LinkedIn connection request with follow-up message template
- If warm intro possible: Suggest mutual connection outreach first

## 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
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