# Outreach Ops Skill

## Purpose
Consolidated outreach operations for Rick (revenue). Covers automated outreach and follow-up cycles.

## Environment
- Lead Engine path: `C:/Users/Administrator/.openclaw/workspace/leadspanther-lead-engine` (alias: `$LE`)
- Database: Supabase (accessed via lead-engine CLI)

## automated-outreach
**Schedule**: 10:00 AM weekdays | **Agent**: Rick

Run outreach cycle:
1. **Query ready leads**: `npm --prefix $LE run query:pipeline -- --ready --verbose --limit 20`. Review leads with `ready_for_outreach=true` that haven't been contacted yet.
2. **Upwork leads**: Draft proposals using clear-not-clever language. Sell outcomes not AI. Attach skateboard demo if available.
3. **DFW leads**: Draft personalized outreach templates for Clayton's warm network blitz.
4. **Submit**: Up to 5 Upwork proposals.
5. **Queue**: Up to 3 DFW outreach messages for Clayton's review.
6. **Log**: All outreach activity.
7. Report to Alfred via Telegram.

## follow-ups
**Schedule**: 2:00 PM weekdays | **Agent**: Rick

Run follow-up cycle:
1. **Query pipeline**: `npm --prefix $LE run query:pipeline -- --ready --verbose --limit 50`. Check for leads contacted but not responded (48h+ since last touch).
2. **Draft follow-ups**: Add new value in each follow-up — never just "checking in."
3. **Upwork**: Check proposal status, follow up on active conversations.
4. **DFW**: Prepare follow-up messages for Clayton to send.
5. **Escalate**: Hot leads (responded with interest) → Alfred for immediate coordination.
6. **Update pipeline statuses** in DB.
7. Report to Alfred via Telegram.

## testimonial-collection
**Schedule**: Friday 11:00 AM | **Agent**: Rick

Review completed client engagements and request testimonials:
1. Check HubSpot for deals in Delivered or Closed Won status without testimonial request
2. For eligible clients (delivered 5+ days ago, no testimonial on file): draft personalized testimonial request. Offer options: written quote (2-3 sentences), video (30 sec), Google review, LinkedIn recommendation
3. Log any testimonials received this week
4. Ask satisfied clients for referrals
5. Report to Alfred via Telegram: testimonials requested, received, referral asks made