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spirosbaxspirosbax/insaight/skills/track-outreach/SKILL.md

track-outreach

Skill32 starsChanged 3 months agoMITView on GitHub

Record outreach sends and their outcomes in the local Insaight ledger using insaight:log_outreach and insaight:record_outcome. Trigger this skill whenever the user mentions — even in passing, as a throwaway aside mid-conversation — that a message went out or that a prospect responded or went quiet; these remarks are almost never phrased as requests, so act on them proactively instead of waiting to be asked. Send signals: 'I sent it', 'just fired that off', 'sent the DM to Maria', 'emailed him this morning', or the user pasting the final text of a message. Outcome signals: 'he replied', 'she got back to me', 'they said no thanks', 'meeting booked', 'call is Thursday', 'she ghosted me', 'no reply from Acme', 'never heard back'. Also triggers on explicit asks: 'log this outreach', 'record a reply', 'mark as ghosted'. Prior-contact checks, reply-rate stats and the memory reflection loop are all derived from this ledger, so an unlogged send or outcome is signal lost for good.

The file

We split this skill into the rules it gives an agent

6 rules. About 0 are common, 3 are distinctive, and 3 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈3

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 3

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Batch mentions: If the user reports several sends or outcomes at once, log each one and confirm them as a short list rather than a long …

    line 27
  2. Distinctive:

    Capture the text as sent, not as drafted: If the user edited your draft, ask them to paste the final version.

    line 49
  3. Very specific:

    Surface prior contact: When the response comes back with prior_contact entries, say so plainly — "that's your second message to them, …

    line 56
  4. Very specific:

    If the message was drafted with insaight-draft-outreach in this conversation, the variant and hook are already known — don't re-ask.

    line 60
  5. Very specific:

    If yes, run the insaight-reflect skill.

    line 115
  6. Distinctive:

    Ask rather than reflecting automatically.

    line 118

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Insaight — Track Outreach

The ledger is the only record of what the user actually sent and what came back. Style memory, the playbook, reply-rate evidence and prior-contact warnings are all derived from it, so a send or outcome that never gets logged is signal the rest of the system can never recover.

Load the tools first: tool_search(query="insaight").


Log in the flow, without derailing the conversation

These mentions usually arrive mid-sentence, while the user is doing something else. Treat them like a note passed across a desk: record it, confirm in one line, and hand the conversation back.

  • Infer before asking. Pull the target, channel, variant and hook from what you already have — the draft you wrote earlier, the research brief in this conversation, a previous ledger entry. Ask only for a field you genuinely cannot reconstruct.
  • Batch mentions. If the user reports several sends or outcomes at once, log each one and confirm them as a short list rather than a long back-and-forth.
  • Only log what actually happened. A draft the user is still considering is not a send; logging it early creates a phantom pending record that quietly drags down every reply rate computed later.

Moment 1 — the user sent a message

insaight:log_outreach(
    target_url="LinkedIn profile URL or email address",
    target_name="name",
    company="company",
    channel="dm" | "email",
    variant="warm" | "direct" | "follow-up",
    hook_type="question" | "statement" | "story" | "stat" | "commonality",
    message="the EXACT text that was sent",
)
  • Capture the text as sent, not as drafted. If the user edited your draft, ask them to paste the final version. Style memory is distilled from this field, so learning from an unsent draft teaches the system someone else's voice.
  • Classify honestly. variant and hook_type are what the reply-rate breakdowns are grouped by. A forced label produces a confident-looking comparison built on miscoded rows; when a send genuinely doesn't fit the standard values, a short free-text label is more useful than the nearest wrong one.
  • Surface prior contact. When the response comes back with prior_contact entries, say so plainly — "that's your second message to them, logged as a follow-up" — and set variant="follow-up" if that is what it was. The user may not remember, and repeated cold first-touches read badly to the recipient.
  • If the message was drafted with insaight-draft-outreach in this conversation, the variant and hook are already known — don't re-ask.

Moment 2 — the user reports an outcome

insaight:record_outcome(
    outreach_id=id from the log step, if known,
    target_url="or the target's URL / email",
    outcome="replied" | "positive" | "meeting" | "ghosted",
    reply_snippet="short quote from the reply, if the user shares it",
)

Outcome guide:

  • replied — any human response, including a polite no
  • positive — a reply showing real interest
  • meeting — a call or meeting is actually booked
  • ghosted — the user has given up waiting

Two judgement calls worth getting right:

  • Silence is not automatically a ghost. "Still nothing from Acme" may mean the user is still waiting, and marking it ghosted freezes an outcome that might yet change. Ask whether they consider it dead before recording it; they decide when a thread is over, not you.
  • Ask for a reply snippet on replied/positive outcomes. One quoted line is enough. Rates tell you that something worked; the snippet is the only evidence of what the person actually responded to, which is what reflection needs to say anything useful.

Examples

  • "ok that went out to Maria this morning" → log_outreach with the draft from earlier in the conversation, after confirming the text is unchanged.
  • "Maria got back to me, sounds keen, wants to talk next week" → record_outcome with outcome="positive" — no date is set yet, so it isn't a meeting.
  • "no reply from that Acme guy" → check whether they're writing it off before recording ghosted.

After recording — the reflection trigger

The record_outcome response includes reflection_due. When it is true, enough new outcomes have accumulated for patterns to have shifted since the last reflection:

"That's [N] outcomes since the last reflection. Want me to run one now? I'll analyze what's been working and propose updates to your style and playbook memory — you approve before anything is saved."

If yes, run the insaight-reflect skill. If no, drop it; the flag returns on the next outcome.

Ask rather than reflecting automatically. Reflection rewrites the memory that every future draft is built on, so the user should always be the one who decides when that happens.

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