linkedin-outreach

LinkedIn Outreach

Generates LinkedIn connection request notes, follow-up DMs, and InMails for a list of leads. Adapts delivery method to the configured tool stack: CSV export for Dripify/Expandi, browser automation, or manual copy-paste.

Prerequisites

• agency.config.json at repo root with tools.linkedin_outreach, outreach, and case_studies sections
• crm-writer skill for tracking outreach actions
• message-generator skill for personalization
• Optional: Chrome automation (for browser delivery mode)

Phase 0: Intake

1. Read agency.config.json from the project root.
2. Extract:
   • tools.linkedin_outreach.tool -- the automation tool name (e.g., "dripify", "expandi", "manual")
   • tools.linkedin_outreach.access -- delivery method: "csv_export", "browser", or "manual"
   • tools.linkedin_outreach.daily_limit -- max connection requests per day (respect this cap strictly)
   • outreach.tone -- voice and tone guidelines for messages
   • outreach.banned_phrases -- phrases that must never appear in any message
   • case_studies -- available case studies for social proof references
3. Accept parameters:
   • leads -- array of lead objects, each with: name, title, company, linkedin_url, and optionally recent_post, role_change, company_achievement
   • message_type -- one of: "connect", "dm", "inmail", or "all" (default: "connect")

Phase 1: Generate Content

For each lead, generate messages based on message_type. Every message must be checked against outreach.banned_phrases before inclusion. Match the voice from outreach.tone.

Connection Request Note (max 300 characters)

• Include one specific personalization point. Pick from, in priority order:
  1. Their recent LinkedIn post (if recent_post provided)
  2. A role change or promotion (if role_change provided)
  3. A company achievement or news (if company_achievement provided)
  4. Their title + company combination (fallback)
• Include one reason to connect: shared industry, mutual interest, or a brief value signal.
• NO pitch in the connection note. Zero selling language. This is a human-to-human connection.
• Keep under 300 characters including spaces. LinkedIn truncates at 300.

Example structure:

Hey {first_name}, saw your post on {topic} -- really resonated.
I work with {industry} brands on {area}. Would love to connect and exchange notes.

Follow-up DM (max 150 words, for accepted connections)

• Reference the connection acceptance: "Thanks for connecting" or similar.
• Share one insight, resource, or observation relevant to their role or company.
• Soft CTA: ask a question, do not pitch. Frame as curiosity or offering help.
• Use a different angle than the connection note. Do not repeat the same personalization point.

Example structure:

Thanks for connecting, {first_name}.

I was looking at {company}'s store and noticed {observation}.
We worked on something similar with {case_study_client} and saw {result}.

Curious -- is {topic} something your team is focused on right now?

InMail (max 200 words, if InMail credits available)

• Subject line: under 40 characters. Make it specific, not generic. Avoid "Quick question" or "Opportunity."
• Lead with value or an insight about their business, not about your agency.
• Reference one case study with a specific metric.
• Soft CTA: propose a brief call or ask a question. Not "Let's schedule a demo."

Example structure:

Subject: {company}'s {specific_page} conversion

Hi {first_name},

I was reviewing {company}'s {specific_area} and noticed {observation}.

We helped {case_study_client} fix a similar issue, which led to a {X%} increase in {metric}.

Would it be worth a 15-minute look at what we found? Happy to share the analysis either way.

{sender_name}

Phase 2: Delivery

Check tools.linkedin_outreach.access to determine delivery method.

CSV Export (access: "csv_export")

For tools like Dripify, Expandi, or LinkedHelper:

1. Generate a CSV file with these columns:

   • LinkedIn_URL -- the lead's LinkedIn profile URL
   • First_Name -- extracted from lead name
   • Last_Name -- extracted from lead name
   • Company -- lead's company
   • Title -- lead's job title
   • Connection_Note -- the 300-char connection request note
   • Follow_Up_DM -- the follow-up DM text (used as sequence step 2)

2. Save to output/linkedin-outreach-{YYYY-MM-DD}.csv

3. Provide tool-specific import instructions:

   • Dripify: "Go to Campaigns > Create Campaign > Import CSV. Map LinkedIn_URL to 'Profile URL', Connection_Note to 'Connection Message', Follow_Up_DM to 'Follow-up Message 1'."
   • Expandi: "Go to Campaigns > New > CSV Import. Upload the file. Map columns in the field mapper."

Browser (access: "browser")

Use Chrome automation to send connection requests directly:

1. Navigate to each lead's linkedin_url.
2. Click the "Connect" button.
3. If "Add a note" option appears, paste the Connection_Note.
4. Send the request.
5. Wait 30-60 seconds between requests (randomized to avoid detection).
6. Stop when daily_limit is reached, even if leads remain. Report how many were sent and how many are queued for tomorrow.

Manual (access: "manual")

For manual copy-paste workflow:

1. Display each lead in sequence with:
   • Lead name, title, company
   • LinkedIn profile URL (clickable)
   • Connection note (ready to copy)
   • Follow-up DM (for after acceptance)
2. Format for easy scanning and quick copy-paste.

Phase 3: Track

After delivery (or generation):

1. Log each action to CRM via crm-writer skill, writing to the outreach_log tab.
2. For each lead, log:
   • Date
   • Lead name
   • Company
   • LinkedIn URL
   • Action taken (connection_sent, dm_sent, inmail_sent, csv_exported)
   • Message content (condensed)
   • Cadence day (Day 1 for new connections)
   • Next action (e.g., "Follow-up DM after acceptance" or "Check acceptance in 3 days")
3. Respect daily_limit: if the limit is reached mid-batch, stop and report remaining leads as "queued."

Phase 4: Summary

Present a summary report:

LinkedIn Outreach Summary ({date}):

Connections sent: {N}
DMs sent: {N}
InMails sent: {N}
Daily limit remaining: {N}
CSV exported to: output/linkedin-outreach-{date}.csv (if applicable)

Queued for tomorrow: {N} leads (daily limit reached)

Leads processed:
1. {Name} @ {Company} -- connection note sent
2. {Name} @ {Company} -- DM sent (already connected)
...

Example Usage

Trigger phrases:

• "Send LinkedIn connections to these leads"
• "Generate LinkedIn outreach for this list"
• "Create Dripify CSV for LinkedIn"
• "Draft LinkedIn DMs for accepted connections"
• "Run LinkedIn outreach"

User: Send LinkedIn connections to 10 leads from the signal scanner
Assistant: [reads config, checks daily limit, generates personalized connection notes, delivers via configured method, logs to CRM, reports summary]

User: Create a Dripify CSV for these LinkedIn leads
Assistant: [generates connection notes + follow-up DMs, exports CSV to output/, provides Dripify import instructions]