outreach-sequencer

# Outreach Sequencer — Multi-Step Personalized Campaigns Design, schedule, and execute multi-step outreach sequences across LinkedIn and email. Each message is personalized per lead using their profile data from DuckDB. ## Sequence Templates ### Template 1: LinkedIn Connection + Message ``` Day 0: Send LinkedIn connection request (with note) Day 1: If accepted → Send intro message Day 3: If no reply → Follow-up message Day 7: If no reply → Break-up / value-add message ``` ### Template 2: Cold Email Sequence ``` Day 0: Initial cold email Day 3: Follow-up (reply to original thread) Day 7: Value-add email (case study, resource) Day 14: Break-up email ("closing the loop") ``` ### Template 3: Multi-Channel ``` Day 0: LinkedIn connection request Day 2: Cold email (if not connected on LinkedIn) Day 4: LinkedIn message (if connected) OR email follow-up Day 7: Final touch (whichever channel they engaged on) ``` ## Personalization Engine Each message is generated per-lead using their DuckDB profile data. Use these variables: | Variable | Source | Example | |----------|--------|---------| | `{first_name}` | Name field (split) | "Jane" | | `{company}` | Company field | "Acme Corp" | | `{title}` | Title field | "CTO" | | `{mutual}` | Shared connections/background | "Stanford" | | `{trigger}` | Why reaching out now | "saw your Series A" | | `{value_prop}` | What you offer them | "AI-powered analytics" | | `{pain_point}` | Their likely challenge | "scaling engineering team" | ### Personalization Rules - **Never use generic openers** like "I hope this finds you well" - **Reference something specific**: recent post, company news, shared background - **Keep LinkedIn messages under 300 chars** (connection note limit) - **Keep cold emails under 150 words** (respect attention) - **Vary language across leads** — don't send identical messages to people at the same company - **Match tone to seniority**: C-suite gets concise/strategic, ICs get technical/peer-level ### Message Generation Pattern ``` 1. Read lead profile from DuckDB 2. Identify personalization hooks: - Shared background (school, company, location) - Recent company news (web search if needed) - Role-specific pain points 3. Select message template for sequence step 4. Generate personalized message 5. Store message + status in DuckDB ``` ## Execution ### LinkedIn Messages (via Browser) ``` browser → open LinkedIn messaging browser → search for recipient browser → open conversation browser → type personalized message browser → send → Update DuckDB status: "Sent" ``` ### Email (via gog CLI) ```bash gog gmail send \ --to "{email}" \ --subject "{subject}" \ --body "{personalized_body}" \ --account patrick@candlefish.ai ``` For follow-ups (reply to thread): ```bash gog gmail reply \ --thread-id "{thread_id}" \ --body "{follow_up_body}" ``` ## Sequence Status Tracking Track in DuckDB with these status fields: | Field | Values | Notes | |-------|--------|-------| | Outreach Status | Queued, Sent, Replied, Converted, Bounced, Opted Out | Main status | | Sequence Step | 1, 2, 3, 4 | Current step in sequence | | Last Outreach | date | When last message was sent | | Next Outreach | date | When next step is due | | Outreach Channel | LinkedIn, Email, Both | Active channel | | Reply Received | boolean | True if they responded | | Thread ID | text | Gmail thread ID for email chains | ```sql -- Find leads due for next sequence step SELECT "Name", "Email", "Outreach Status", "Sequence Step", "Next Outreach" FROM v_leads WHERE "Outreach Status" = 'Sent' AND "Reply Received" = false AND "Next Outreach" <= CURRENT_DATE ORDER BY "Next Outreach"; ``` ## Cron Integration Set up automated sequence execution: ``` Schedule: Every 2 hours during business hours (9am-5pm Mon-Fri) Action: 1. Query leads due for next step 2. For each due lead: a. Generate personalized message for their current step b. Send via appropriate channel c. Update status + advance step d. Set next outreach date 3. Report: "Sent 12 messages (8 LinkedIn, 4 email). 3 replies received." ``` ### Cron Job Setup (for OpenClaw) ```json { "name": "Outreach Sequencer", "schedule": { "kind": "cron", "expr": "0 9,11,13,15 * * 1-5", "tz": "America/Denver" }, "sessionTarget": "isolated", "payload": { "kind": "agentTurn", "message": "Run outreach sequence check. Query DuckDB for leads with Next Outreach <= today. Send personalized messages for their current sequence step. Update statuses. Report results.", "timeoutSeconds": 300 } } ``` ## Safety & Compliance - **Daily send limits**: Max 50 LinkedIn connection requests/day, 100 messages/day - **Email limits**: Max 100 cold emails/day (avoid spam flags) - **Opt-out handling**: If someone replies "not interested" / "unsubscribe", immediately set status to "Opted Out" and never contact again - **Bounce handling**: If email bounces, mark as "Bounced" and try alternate email patterns - **CAN-SPAM compliance**: Include sender identity, physical address option, and opt-out mechanism in emails - **LinkedIn ToS**: Keep connection notes professional, don't spam InMails - **Cool-down**: If a lead hasn't replied after full sequence, wait 90 days before any re-engagement ## Analytics After each sequence run, track: ``` Active Sequences: 85 leads ├── Step 1 (Initial): 20 leads ├── Step 2 (Follow-up): 35 leads ├── Step 3 (Value-add): 18 leads ├── Step 4 (Break-up): 12 leads │ Outcomes: ├── Replied: 23 (27% reply rate) ├── Converted: 8 (9.4% conversion) ├── Opted Out: 3 (3.5%) ├── Bounced: 2 (2.4%) └── No Response (completed): 15 (17.6%) ```