Draft Outreach

---
name: draft-outreach
description: Generates personalized outreach messages by pulling context from Dataverse records. Creates tailored emails for new prospects, re-engagement, follow-ups, or cross-sell. Use when user says "draft an email to [contact]", "write outreach for", "help me reach out to", "compose email", "re-engage this contact", "follow-up email", "prospecting email", or "outreach message for".
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-productivity
---

# Draft Outreach

Generic outreach gets ignored. Personalized messages that reference real context — a recent interaction, a known pain point, or a relevant product already owned — get responses. This skill eliminates the blank-page problem by pulling Dataverse data to craft contextually relevant outreach, saving reps time while improving reply rates. It works within Dataverse without requiring external enrichment tools.

## Instructions

### Step 1: Identify Target Contact and Outreach Trigger
Accept input from the user:
- **Target:** Contact name, lead name, or account name
- **Outreach type:** New intro, re-engagement, follow-up, cross-sell, renewal, or event-based
- **Goal:** Meeting request, proposal follow-up, demo invite, check-in, etc.
- **Tone:** Formal, conversational, or brief (default: conversational)

#### Step 2: Retrieve Contact or Lead Record

**If contact:**… install to load the full skill