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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
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# 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"

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