automatewithuday/GTM-Skills

57 skill entries

• abm-measurement

  Use when measuring, reporting on, or auditing an account-based marketing (ABM) program — choosing account-level metrics by funnel stage (coverage, awareness/reach, engagement, pipeline, revenue), picking an attribution model (weighted multi-touch, W-shaped, hybrid), calculating ABM ROI, pipeline ROI, cost per engaged account, cost per pipeline account, pipeline velocity, ABM CAC or LTV:CAC, comparing results to benchmarks, or checking measurement maturity before launch. Also use when someone reports ABM results with lead or MQL metrics — that is the wrong model and this skill corrects it.

  Self-containedInstructions only1,391 words
• abm-retargeting

  Use when planning, building, or troubleshooting retargeting campaigns for ABM target accounts — segmenting audiences by engagement level or page visited, setting ad frequency caps and creative rotation, sequencing a multi-channel play (LinkedIn, Meta, Google, email, BDR, direct mail) after a trigger like a pricing-page visit, setting up website or matched audiences in LinkedIn Campaign Manager, Meta, or Google Ads, syncing CRM (HubSpot) lists to ad audiences, or weighting multi-touch attribution for retargeting. Also use when someone treats ABM retargeting like generic display retargeting or is seeing ad fatigue on target accounts.

  Self-containedInstructions only1,234 words
• abm-target-accounts

  Use when building, sizing, scoring, tiering, or managing a target account list for ABM — working out how many accounts a revenue target needs, defining ICP criteria, building lookalikes from best customers, enriching and scoring accounts (Clay, BuiltWith, Apollo), setting A/B/C/D tiers, importing accounts into HubSpot with ABM stage properties, syncing company lists to LinkedIn Campaign Manager, or automating stage progression from ad engagement. Also use when a team is starting ABM from leads instead of accounts, or is over-engineering account scoring with intent and de-anonymization data.

  Self-containedInstructions only1,336 words
• auto-research-public

  Use when launching a cold email campaign from a single target company domain with no list, ICP, or copy yet, Smartlead inboxes are already warmed, and the goal is a live campaign in under an hour with minimal hand-holding. Also use when someone wants the whole scrape-to-upload pipeline automated rather than run skill by skill.

  Needs a keyActs undeclared1,409 words
• b2b-cold-email-copywriting

  Use when writing or fixing cold email that has to land in the primary inbox and get replies at volume — a cold sequence for an enriched list, outbound copy for a new offer, or a campaign getting no replies. Covers the Big-3 diagnosis order (list, offer, copy), deliverability prerequisites, five email frameworks, the personalisation ladder, interest-based CTAs, the follow-up arc, deliverability-safe spintax, banned words, and a pre-send QA checklist. Also use when copy is being blamed for a list or offer problem, or when a draft asks for a meeting or drops a link in email one.

  Self-containedInstructions only1,950 words
• blitz-list-builder

  Use when a list of company domains already exists (competitors, Google Maps export, named accounts) and the job is finding the owner, founder, CEO, or VP at each one via the Blitz API. Best for SMB owner-finding and named-account ABM. Also use when Prospeo's title-first search misses small companies.

  Needs a keyActs undeclared1,009 words
• campaign-copywriting

  Use when writing or rewriting cold email campaign copy — subject lines, first lines, body, and the follow-up sequence — from a campaign strategy doc, a website, or client context, or when reviewing, scoring, or tightening an existing cold email. Also use when a draft has banned phrases, weak follow-up openers, or forced AI personalization.

  Self-containedInstructions only1,626 words
• campaign-strategy

  Use when planning cold outbound campaigns for a client or your own company — generating a slate of campaign ideas from broad to niche with list filters, AI-personalization strategies, and value propositions, given a website, ICP profile, or client context. Also use when deciding what data to source or enrich for outbound, or when a proposed campaign relies on data that isn't publicly available.

  Self-containedActs undeclared3,310 words
• champion-move-detection

  Use when running a monthly sweep for champions or heavy users of paying customers who changed jobs — building per-account watchlists, verifying moves against live LinkedIn data, routing qualifying moves into account scoring as MQLs, and flagging churn risk on the account they left. Also use when a job-change signal fired a false MQL (same-name profile, stale headline, or a free-trial user treated as an advocate). Never sends outreach.

  Self-containedInstructions only3,007 words
• clay-playbooks

  Use when building or running any of the signal playbooks in Clay, either as a browser-built table or a CLI-built workflow, and the shared conventions, credit gates, and build harnesses are needed. Also use as the index to pick which playbook produces which field.

  Needs a keyActs undeclared1,210 words
• closed-won-replication-play

  Use when a deal moves to Closed Won and you want to turn the win into new pipeline right away — finding lookalike companies not yet in the CRM and drafting outreach from the deal owner for batch review. Also use when setting up or auditing a closed-won trigger workflow. Nothing sends without human approval.

  Self-containedInstructions only1,047 words
• cold-email-kickoff

  Use when someone is starting cold email from scratch, says \"where do I begin\", or needs the guided entry point that walks through ICP, lead magnet, campaign strategy, and a plan before touching domains or lists. Also use when a new client or business needs onboarding into the cold email workflow.

  Needs a keyActs undeclared1,062 words
• cold-email-starter-kit

  Use when learning cold email end to end or launching a first campaign the manual way: buying domains (Dynadot), provisioning inboxes (Zapmail), building lists (Prospeo), writing copy, enrichment, and sending (Smartlead or Instantly). Also use as the reference library when another skill needs deliverability, sequence, API, legal, or troubleshooting detail.

  Needs a keyActs undeclared1,871 words
• cold-email-weekly-rhythm

  Use when a cold email program is live and the question is what to do each Monday, Wednesday, Friday, biweekly, monthly, and quarterly to keep it healthy. Also use when reply rates are drifting and nobody is running deliverability checks, reply sweeps, or retrospectives on a schedule.

  Self-containedActs undeclared1,164 words
• competitor-engagers

  Use when building a list of people who like or comment on competitors' LinkedIn posts, starting from a website URL. Also use when the ask is \"find people already engaging with vendors like us\" and the output needs ICP qualification before outreach.

  Needs a keyActs undeclared561 words
• deliverability-incident-response

  Use when cold email deliverability breaks: \"I landed in spam\", bounce rate spiked, a domain is blacklisted, warmup got blocked, or reply rate fell off a cliff. Symptom-keyed triage for what to check first, likely cause, fix, and recovery timeline. Pair with email-deliverability-audit for a full diagnosis.

  Reaches the webActs undeclared1,360 words
• deliverability-test-public

  Use when comparing reply, bounce, and positive-reply rates by inbox type (SMTP vs Gmail vs Outlook) across a Smartlead account, or deciding which inbox provider to buy more of. Also use when a mixed inbox fleet shows inconsistent results and the provider is the suspected variable.

  Needs a keyActs undeclared515 words
• disco-like

  Use when a handful of known-good seed domains or a plain-language ICP description needs to become hundreds of lookalike companies via DiscoLike's business domain database. Also use when the market feels bigger than keyword searches are returning and a lookalike pass should widen the net.

  Needs a keyActs undeclared918 words
• email-deliverability-audit

  Use when reply rates drop, bounces spike, a Smartlead account is being taken over, or a routine weekly health check is due: SPF/DKIM/DMARC checks, inbox reputation, spam placement, and domains under the 1% reply-rate line. Also use before scaling send volume.

  Needs a keyActs undeclared1,471 words
• email-gateway-detection

  Use when building, cleaning or enriching an outbound list and you need to know which secure email gateway (Proofpoint, Mimecast, Barracuda, Cisco IronPort) or mailbox provider (Google, Microsoft) sits behind each domain; when enterprise emails are not landing; or when the user mentions SEGs, MX records, ESP matching, inbox placement at large companies, or splitting campaigns by email provider, even if they never say gateway. Also use when someone is about to pay a data vendor for the MX provider, since DNS gives it free.

  Needs a keyActs undeclared1,800 words
• experiment-design

  Use when planning a cold email test and the risk is changing list and copy at the same time and learning nothing. Covers list-only, copy-only, and combined experiments, sample size, and confidence weighting. Also use when someone asks \"did the new copy work\" and the experiment was never isolated.

  Self-containedInstructions only1,484 words
• google-maps-list-builder

  Use when targeting local SMBs (restaurants, clinics, gyms, salons, contractors) by category and location and the list should come from Google Maps as a CSV ready for enrichment. Also use when a US-wide category search needs zip-code or city splitting.

  Needs a keyActs undeclared1,086 words
• icp-onboarding

  Use when starting a new cold email engagement or client and the ICP, offer, hard filters, soft preferences, and banned industries have not been written down yet. Produces the client-profile.yaml that campaign-strategy and list-building skills consume. Also use when a website is the only input available.

  Reaches the webActs undeclared1,091 words
• icp-prompt-builder

  Use when a list-building skill (disco-like, prospeo-full-export, blitz-list-builder, google-maps-list-builder) has just produced companies and the AI prompt that decides ICP fit needs to be built or tuned before spending on enrichment. Also use when a list came back with obvious bad fits.

  Self-containedInstructions only1,274 words
• lead-magnet-brainstorm

  Use when cold email copy needs a free offer or hook, when someone asks \"what can I give away\" or \"we need a stronger CTA\", or when the core offer is too direct for a cold first touch. Also use when choosing between audits, reports, templates, and trial-style front-end offers.

  Self-containedActs undeclared1,165 words
• list-builder

  Use when the request is \"build me a list\", \"get me leads for X\", or \"find everyone who...\" and the goal is the largest qualified list possible across Prospeo, GetLeads, Blitz, and lookalike snowballing, with AI qualification and uncapped contact pull. Requires list-expander installed alongside.

  Needs a keyActs undeclared2,461 words
• list-expander

  Use when a niche list feels incomplete, known good-fit companies are missing from keyword searches, or ~10 seed companies need to become a full qualified TAM. Also use when the question is how good-fit companies are actually tagged in the database so filters can be widened.

  Needs a keyActs undeclared1,303 words
• list-quality-scorecard

  Use when a lead list is enriched and about to be uploaded to Smartlead or another sender, and it needs a grade on duplicates, title relevance, bad-title patterns, catch-all density, verification coverage, and ICP fit first. Also use when a campaign underperformed and the list is the suspect.

  Self-containedActs undeclared988 words
• personalization-subagent-pattern

  Use when a campaign needs per-lead custom variables (situation lines, value lines, CTAs) generated for hundreds of rows inside Claude Code using parallel sub-agents, with a human approval loop before scaling. Also use when personalization quality drifts across a large batch.

  Self-containedActs undeclared1,595 words
• playbook-ad-library

  Use when targeting companies currently running Meta (Facebook/Instagram) ads, or when an ad_library_line describing one live offer is needed on every row. Also use when the domain-to-Facebook-page mapping is the hard part.

  Reaches the webActs undeclared4,213 words
• playbook-ai-specificity

  Use when the offer is generic and each email needs one sentence naming what the seller would actually do for this specific company, drawn from homepage evidence. Also use when AI personalization reads as filler.

  Self-containedActs undeclared2,769 words
• playbook-case-study-page

  Use when the opener should reference a named customer the prospect publishes on their site (case studies, customer stories), with a verbatim quote as proof. Also use when investor or press logos are being mistaken for customers.

  Reaches the webActs undeclared3,251 words
• playbook-company-name-cleaning

  Use when copy names the prospect's company and the raw field is messy (legal suffixes, taglines, dba entities, ALL CAPS). Also use when mail-merge output reads like \"Irby Utilities, LLC\" instead of \"Irby\".

  Self-containedActs undeclared3,766 words
• playbook-creative-ideas

  Use when the email premise is \"I looked at your business and had three ideas\" and the three idea slots must be operator-defined, not free-form. Also use when creative-ideas copy is suggesting things the seller cannot deliver.

  Self-containedActs undeclared1,330 words
• playbook-first-name-cleaning

  Use when the greeting uses the prospect's first name and the raw field is broken: honorifics, emoji, job titles, all-caps, appended hiring notices. Also use when \"Hi Dr MATTHEW\" is showing up in previews.

  Self-containedActs undeclared4,432 words
• playbook-fundraising

  Use when the list should be companies that raised an equity round in the last 12 months, or when a funding_line is needed on every row. Also use when funding data must abstain (empty string) rather than guess.

  Reaches the webActs undeclared2,890 words
• playbook-google-site-search

  Use when a list should be filtered by whether each company's website mentions a keyword, phrase, or certification, using a site: search per domain. Also use when a site_keyword_line is needed as evidence.

  Reaches the webActs undeclared3,579 words
• playbook-hiring-surge

  Use when targeting companies growing a specific department (sales, marketing) in the last 6 months, or when a hiring_surge_line is needed with role-start counts as evidence. Also use when headcount growth should be a list filter, not just copy.

  Reaches the webActs undeclared3,984 words
• playbook-job-posting-language

  Use when the opening line should quote a live job posting that names the prospect's own problem (keywords like \"cold calling\" or \"Salesforce\" in the description), with freshness gates so aged-out postings are blanked. Also use when hiring intent should filter the list.

  Reaches the webActs undeclared2,891 words
• playbook-linkedin-engagement

  Use when the list should be people who liked or commented on a competitor's or customer's LinkedIn posts, with source-company exclusions and a DNC list. Also use when raw engager exports need filtering down to the roughly 1-in-10 that fit the ICP.

  Reaches the webActs undeclared880 words
• playbook-lookalikes

  Use when building a list around one flagship customer or case study by decomposing why it resonates (industry, headcount, keywords) and filtering lookalikes with a model judge. Also use when \"more companies like our best customer\" is the brief.

  Self-containedActs undeclared2,437 words
• playbook-name-to-other-prospects

  Use when the email should ask \"is this you or someone else\" by naming two senior colleagues at the prospect's company. Also use when a redirect CTA or wrong-person handling needs real names on every row.

  Reaches the webActs undeclared1,702 words
• playbook-new-in-role

  Use when a campaign needs a new_in_role_line on every row: prospects who recently took their seat (0-6 months) and are rebuilding their vendor stack. Also use when tenure precision matters and LinkedIn headline freshness is in doubt.

  Needs a keyActs undeclared3,854 words
• playbook-pricing-page

  Use when the list should split self-serve from sales-led companies, or when an offer needs anchoring against a prospect's published price points, read from their own pricing page. Also use when a pricing_public boolean is needed as a filter.

  Reaches the webActs undeclared3,969 words
• playbook-social-link-finding

  Use when a campaign needs each company's verified official social profile URLs (LinkedIn, X, Facebook, Instagram, YouTube, TikTok) from a domain. Also use before engagement scraping or ad-library lookups that need the right page.

  Reaches the webActs undeclared2,004 words
• playbook-social-posts

  Use when the opening line should reference one recent post from the prospect or their company page, with a skip filter for personal, political, or charged content. Also use when campaigns need proof of research without deep manual reading.

  Reaches the webActs undeclared1,131 words
• playbook-tech-on-website

  Use when targeting by technology installed on the prospect's website (Shopify, HubSpot, WordPress, Klaviyo) and technographic vendor claims need verifying against the live site. Also use when a tech_confirmed flag should gate the list.

  Self-containedActs undeclared1,969 words
• playbook-warm-intros

  Use when the opener should come from a real connection: prospects who used to work at a current customer or case-study company, share an investor, metro, or event. Also use when a warm_intro_line needs evidence attached to every row.

  Self-containedActs undeclared1,548 words
• positive-reply-scoring

  Use when judging whether a Smartlead campaign is actually working: pull replies, classify them (interested, soft positive, referral, neutral, negative, OOO, bounce, unsubscribe), and compute positive reply rate against the 1% bar. Also use when raw reply rate looks fine but pipeline is not showing up.

  Needs a keyActs undeclared1,085 words
• prospeo-full-export

  Use when exporting an entire Prospeo people search to CSV, including searches over the 25K result limit that need state-by-state splitting. Also use when someone built filters in Prospeo's UI and wants every matching contact out via the API.

  Needs a keyActs undeclared1,226 words
• prospeo-search-api

  Use when calling the Prospeo Search Person API directly and the exact request format, filter types, industry values, pagination, or rate limits are needed. Also use when a search is hitting the 25K cap or returning errors on filter syntax.

  Needs a keyActs undeclared1,058 words
• smartlead-api

  Use when any Smartlead operation needs to be done programmatically: campaigns, leads, email accounts, analytics, master inbox, webhooks. Endpoint reference, auth, rate limits, and TypeScript patterns shared by the other Smartlead skills.

  Needs a keyActs undeclared721 words
• smartlead-campaign-upload-public

  Use when a leads CSV and a variants.yaml (from campaign-copywriting) are ready and need to become a DRAFT campaign in Smartlead with A/B/C variants, tag-scoped inboxes, custom-field mapping, and schedule. Never starts the campaign; a human hits Start.

  Needs a keyActs undeclared607 words
• smartlead-inbox-manager

  Use when managing Smartlead inboxes at scale: enabling or disabling warmup with correct ramp settings, bulk-setting signatures, tagging inboxes active vs insurance, or checking inbox health. Also use right after new inboxes arrive from zapmail-domain-setup-public.

  Needs a keyActs undeclared1,177 words
• smartlead-spintax

  Use when a cold email sequence needs Smartlead-compatible spintax ({option1|option2}) on subject lines, openers, CTAs, or transitions for deliverability, or when existing spintax may be producing broken sentences. Also use when someone asks to \"spin\" or add variations to copy.

  Self-containedInstructions only1,028 words
• spam-word-checker

  Use when writing, reviewing, or QA-ing cold email copy for spam-trigger words, promotional pressure, fake urgency, and phishing-style phrasing that hurt deliverability. Runs on any draft during campaign-copywriting or as a standalone check before upload.

  Self-containedInstructions only1,383 words
• zapmail-domain-setup-public

  Use when setting up cold email infrastructure from zero: generating short domain names, checking availability and buying on Dynadot, switching nameservers, connecting domains on Zapmail, creating inboxes, and exporting them to Smartlead. Also use when planning the 2-week warmup timeline before a launch.

  Needs a keyActs undeclared1,871 words