@sellable/mcp 0.1.53 → 0.1.55
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/tools/auth.js +2 -2
- package/package.json +1 -1
- package/skills/create-campaign/SKILL.md +56 -76
- package/skills/create-campaign-v2/SKILL.md +102 -262
- package/skills/create-campaign-v2/SOUL.md +32 -60
- package/skills/create-campaign-v2/core/flow.v2.json +36 -21
- package/skills/create-campaign-v2/core/policy.md +0 -2
- package/skills/create-campaign-v2/references/approval-gate-framing.md +23 -31
- package/skills/create-campaign-v2/references/validation-criteria.md +0 -14
- package/skills/create-campaign-v2/references/watch-link-handoff.md +6 -2
package/dist/tools/auth.js
CHANGED
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@@ -138,8 +138,8 @@ export async function getAuthStatus() {
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"5) Call `mcp__sellable__wait_for_cli_login({ sessionId })` using the sessionId returned by start_cli_login. " +
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"6) If the result is `error.type === 'tool_timeout_guard'`, IMMEDIATELY re-call wait_for_cli_login with the SAME sessionId — do not narrate, do not call start_cli_login again. Loop until you get a different result. " +
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"7) On `ok: true`, the user is signed in and `~/.sellable/config.json` has been written. Branch on `isReturningUser`: " +
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"if true, say `You're in — {activeWorkspaceName} workspace, ready to roll.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending
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"if false, say `You're set up — your {activeWorkspaceName} workspace is ready.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending
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"if true, say `You're in — {activeWorkspaceName} workspace, ready to roll.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.\\n\\ne.g. https://www.linkedin.com/in/your-handle`; " +
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"if false, say `You're set up — your {activeWorkspaceName} workspace is ready.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.\\n\\ne.g. https://www.linkedin.com/in/your-handle`";
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if (error instanceof SellableApiError && error.isAuthError) {
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return {
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...base,
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package/package.json
CHANGED
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@@ -70,8 +70,9 @@ instruction loading, file lookup, plugin cache versions, missing linked files,
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or tool discovery. Start in product language:
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```text
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I’ll help you launch this as a Sellable campaign. First I’ll confirm
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and company, then
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I’ll help you launch this as a Sellable campaign. First I’ll confirm who we’re
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sending from and which company this is for, then I’ll turn that into a campaign
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brief before anything is created.
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```
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If a linked/local skill file is stale or missing, silently use the installed
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They are not a developer debugging an agent runtime. Translate the workflow into
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clear business decisions, tradeoffs, and approval gates. Use product language:
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- "setup
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- "a couple setup choices", not `request_user_input`
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- "campaign brief", not prompt artifact
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- "lead source", not provider internals unless comparing source options
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- "nothing is created until you approve", not mutation jargon
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When explaining lead-source decisions, show the concrete counts behind the
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logic: lanes searched, timeframe, raw result counts, finalist posts or preview
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rows, sampled people, sampled fits as n/N (%), estimated usable people, and the
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confidence basis.
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Only promise parallel/background work when the host actually started parallel
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branches or workers. If the host is running the flow sequentially, say the real
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sequence instead of `kicking off two workstreams`.
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confidence basis. Never show a percent like "73% match" without the numerator,
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denominator, and sample basis.
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When the user has not supplied a source and multiple source angles are viable,
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scout those angles as independent branches when the host can actually do it:
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Signals / active LinkedIn posts, Sales Nav / title + company filters, and
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Prospeo / domains only when relevant. If the host runs them sequentially, do not
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claim they ran in parallel. In chat, call the downstream copy stage `message
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generation`; `message-validation.md` is only an internal proof artifact.
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Use rendered Markdown for user review surfaces, not fenced code blocks. Keep
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lines short, use indexed section labels and bullets, and translate internal
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sourcing terms into plain language.
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Every approval gate must include artifact access after the readable inline
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content. Show
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for that stage. Do not show raw filesystem paths unless links cannot be
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or the user asks. Do this for brief approval, lead-source
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lead-filter review, message review, and final approval
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content. Show a short `Open artifact:` line with the one key clickable markdown
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link for that stage. Do not show raw filesystem paths unless links cannot be
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created or the user asks. Do this for brief approval, lead-source
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approval/review, lead-filter review, message review, and final approval packet.
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The link is for deeper inspection; never use it as a substitute for showing the
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content in chat.
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Never mention MCP namespaces, prompt chunking, plugin cache paths, missing
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linked skill versions, runbooks, or local skill files in normal customer-facing
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## Structured Questions
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Use the host-native structured question gate for
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approval:
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Use the host-native structured question gate for intake and approval:
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- Claude Code: `AskUserQuestion`
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- Codex: `request_user_input` when exposed in an interactive session. The
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installer enables this in Default mode with
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`[features].default_mode_request_user_input = true`.
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Use the structured question gate for
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at most three questions per panel: target/offer/proof first, lead source second.
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Do not use checkbox/radio multi-select language like "pick one",
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"multi-select", or "choose all that apply" for these setup questions.
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Use "quick question panel" only when explaining a missing Codex/Claude setup
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capability for approvals. Do not tell customers about `request_user_input`,
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Use the structured question gate only for multiple-choice decisions or approval
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gates. Never use it to collect open text input like LinkedIn URLs, company
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domains, notes, pasted context, campaign ideas, or feedback. For open text, ask
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in normal chat and wait for the user to paste the value.
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Customer-facing language must call this "a couple setup choices" during normal
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campaign progress. Use "quick question panel" only when explaining a missing
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Codex/Claude setup capability. Do not tell customers about `request_user_input`,
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Default mode, plugin caches, prompt loading, or skill file versions.
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Never narrate local draft housekeeping to the user. If you create directories,
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recent company, then ask a structured confirmation question:
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```text
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I found {matched sender} connected here.
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I’m ready to build this in {workspace}. I found {matched sender} connected here.
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Is that you, and is this campaign for {company}?
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```
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URL or the company they want to send on behalf of so you can research context:
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```text
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I’m ready to build this in {workspace}.
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First, paste your LinkedIn URL or the company website
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source.
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First, paste your LinkedIn URL or the company website you want to send on
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behalf of. I’ll use that to understand the company before we pick the target,
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offer, proof, and lead source.
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```
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If there is no strong sender match, do not show a structured choice that says
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customer-facing shape should be:
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```text
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I’m ready to build this in {workspace}.
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First, what’s your LinkedIn URL? If you’d rather start from the company, paste
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the company website instead.
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recent company from the profile. For a company website, call
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`mcp__sellable__fetch_company` when possible, otherwise one web lookup.
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Before the lookup, use concise progress copy:
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lookup to see whether the fetched user appears to match a connected sender. If
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me`, `I’ll paste a different sender profile`, and `Other / custom`.
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After the user confirms the subject and sender, run one
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run tools in parallel, use one parallel batch with at most 2-3 cheap lookups:
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available; `WebFetch` for the company website/domain when available; otherwise
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one `WebSearch` for `{company} official website` or `{company} product`. If
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parallel tool calls are unavailable, do the single highest-confidence lookup
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first and continue. Do not run full company research, source discovery, Sales
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Nav, Prospeo, Signals, or multi-query browsing here. The goal is a fast 15-30
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second context read so the four setup questions feel specific.
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lookup if it has not already run, then ask the campaign setup questions. The
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setup questions should use the confirmed company context so they do not feel
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generic.
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```text
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I’m ready to build the campaign in {workspace}.
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First I’ll check whether you already have a connected LinkedIn account here. If
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I can’t confirm it, I’ll ask for your LinkedIn URL or company website and use
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that to understand the company before we choose the target, offer, proof, and
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lead source.
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ask for your LinkedIn URL or company website before we choose the target, offer,
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proof, and lead source.
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Then I’ll turn that into a campaign brief for you to approve before anything is created.
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```
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unavailable in an interactive session.
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does not expose structured setup input. Stop only when an approval gate needs the
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quick question panel:
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Do not silently ask Codex intake or approval questions as plain chat when
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the user:
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```text
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I need Codex’s quick question panel
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I need Codex’s quick question panel to collect campaign inputs and approvals cleanly.
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It isn’t enabled in this Codex session yet. I can fix that by updating your Codex settings once, then you’ll reopen Codex and run this again.
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$sellable:create-campaign
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After that, I’ll confirm who we’re launching for, then ask the setup questions
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and start the campaign brief.
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```
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If they decline, tell them:
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```text
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You're in — {activeWorkspaceName} workspace, ready to roll.
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Now — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.
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e.g. https://www.linkedin.com/in/your-handle
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```
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```text
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Now — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.
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```
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Each stage writes its own artifact into the draft directory before the next
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stage starts. `brief-v1.md` is
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stage starts. `brief-v1.md` is the customer-facing brief output; `brief.md` is
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the canonical downstream campaign thesis input.
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After validation artifacts are complete, show the user a commit gate with 6
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choices (approve / revise-brief / revise-leads / revise-rubric /
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Claude Code, this is `AskUserQuestion`. In Codex, this is
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setup question must allow a custom typed answer. In Codex,
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`Other / custom` option. Keep setup intake to two panels because Codex
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supports at most three questions per panel: target/offer/proof first, lead
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source second. Do not use checkbox/radio multi-select language like "pick
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one", "multi-select", or "choose all that apply" for these setup questions.
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If an interactive
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same draft artifacts after the user answers. Use this structured gate only for
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multiple-choice decisions or approval gates. Never use it to collect open text
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input like LinkedIn URLs, company domains, notes, pasted context, campaign
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ideas, or feedback. For open text, ask in normal chat and wait for the user to
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paste the value. If an interactive
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a plain chat question; stop and tell the user:
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```text
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I need Codex’s quick question panel to collect campaign inputs and approvals cleanly.
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$sellable:create-campaign
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After that, I’ll confirm who we’re launching for, then ask the setup questions
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and start the campaign brief.
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```
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If they decline, tell them to switch to Plan/collaboration mode and rerun
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- Any time the user is reviewing a list or decision, use rendered Markdown with
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short indexed sections and bullets. Do not use label-plus-paragraph blocks
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like `Key numbers:` followed by one long paragraph. Do not use fenced code
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blocks for review surfaces.
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```text
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## Lead source decision
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**1. Chosen source**
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- Signals, with a strict filter
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**2. Quick numbers**
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- **Signals:** 491 posts reviewed. 9/40 sampled engagers fit. Estimate:
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180-260 usable leads.
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- **Sales Nav:** 2,598 active profiles. Preview was broader and noisier.
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**3. Sample leads**
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- Joyjit Ghosh — Co-Founder, Prospectee.io
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- Ashish Rai — Founder & CEO, ReachHQ
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**4. Tradeoff**
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- More context, but the filter needs to cut consultants and creators.
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```
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blocks for review surfaces.
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- Do not treat the active Sellable workspace as the campaign subject. The
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workspace only tells you where the campaign will be saved. Before buyer, CTA,
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proof, or source questions, identify two things:
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or most recent company, then ask a structured confirmation question:
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```text
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I found {matched sender} connected here.
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I’m ready to build this in {workspace}. I found {matched sender} connected here.
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Is that you, and is this campaign for {company}?
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```
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company they want to send on behalf of so you can research context:
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```text
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I’m ready to build this in {workspace}.
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First, paste your LinkedIn URL or the company website
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source.
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First, paste your LinkedIn URL or the company website you want to send on
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behalf of. I’ll use that to understand the company before we pick the target,
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offer, proof, and lead source.
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If there is no strong sender match, do not show a structured choice that says
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customer-facing shape should be:
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```text
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I’m ready to build this in {workspace}.
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First, what’s your LinkedIn URL? If you’d rather start from the company, paste
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the company website instead.
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`fetch_linkedin_profile` and infer the user's current or most recent company
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from the profile. For a company website, call `fetch_company` when possible,
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otherwise one web lookup.
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`Got it — I’ll look it up and confirm the sender + company.`
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whether the fetched user appears to match a connected sender. If there is a
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lookups: `fetch_company` on a LinkedIn company URL from the profile when
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available; `WebFetch` for the company website/domain when available; otherwise
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parallel tool calls are unavailable, do the single highest-confidence lookup
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first and continue. Do not run full company research, source discovery, Sales
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second context read so the four setup questions feel specific. If identity is
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still unavailable, use neutral/custom intake options instead of guessed
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vertical-specific options.
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After the user confirms the subject and sender, run one lightweight company
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lookup if it has not already run, then ask the campaign setup questions. The
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setup questions should use the confirmed company context so they do not feel
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generic. If identity is still unavailable, use neutral/custom intake options
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instead of guessed vertical-specific options.
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I’m ready to build the campaign in {workspace}.
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First I’ll check
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ask for your LinkedIn URL or company website
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offer, proof,
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First I’ll check whether you already have a connected LinkedIn account here.
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If I can’t confirm it, I’ll ask for your LinkedIn URL or company website and
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use that to understand the company before we choose the target, offer, proof,
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and lead source.
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Then I’ll turn that into a campaign brief for you to approve before anything is created.
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one lightweight identity lookup, then
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identity is confirmed, run the bounded lightweight company-context pass above
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before generating buyer/offer/proof/source options. If the user
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one lightweight identity lookup, then use the structured question gate. If the user
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generating setup options. If the user supplied a LinkedIn profile URL, call
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`fetch_linkedin_profile` before generating setup options. Do not infer the
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product category from the company name alone. If no domain, website, LinkedIn
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must ask for the launch identity before buyer/offer/source. Before that first
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per question as fast-start shortcuts, and rely on the freeform custom path for
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nuanced answers.
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confirmed, the setup packet must ask buyer, offer/CTA, proof, and lead source,
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and all four questions must include an `Other / custom` option.
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explanation. Avoid bare phrases like `signal discovery`, `founder-led GTM`,
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`RevOps`, `outbound systems`, or `pipeline architecture` unless they are
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translated into what the user can understand.
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```text
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who are talking about pipeline problems, CRM handoffs, outbound tooling, or
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messy sales processes.
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```
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Do not paste the full rich brief into chat for approval unless the user asks.
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Do not show long filesystem paths in the normal approval view. After the slim
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brief, include only:
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If clickable links cannot be created, show one compact fallback line:
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`Trouble opening artifacts? I can show the file paths.`
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The `Offer / CTA` section must name the useful thing the buyer gets by
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replying. Do not use vague peer-call framing like `compare notes`, `swap
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notes`, `worth chatting`, `pick your brain`, or a bare `15 minute call` unless
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the user explicitly asks for that. A low-friction CTA is only good when the
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object is concrete: a checklist, workflow teardown, benchmark, sample, short
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loom, diagnostic, bottleneck map, relevant proof asset, or a working session
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with a clear output. If the first draft produces a vague CTA, revise it before
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showing the brief.
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translated into what the user can understand.
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After rendering that brief, ask for brief approval when there is a real
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strategic choice or the user has not already made the direction obvious. The
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`npx`), call APIs, query databases, inspect prompt dumps, run git, or
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synthesize artifact content. Use `Read`/`Write`/`Edit` for artifact files and
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- `brief-v1.md` is
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current user-facing brief, and thesis source.
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long brief-generation pass just to create `brief-v2.md`. If version history is
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ever needed, create it only as a cheap local copy after the edit; never spend
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model/research time writing duplicate versions.
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- `brief-v1.md` is the user-facing brief. `brief.md` is the stable downstream
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input and remains the thesis source.
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- `lead-review.md` and `lead-sample.json` are the required outputs of `find leads`.
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sample rows that already look like probable good fits. It can contain rough
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candidate messages and element tests, but it cannot select the final winner
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and cannot override `lead-filter.md`.
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- `message-validation.md` is the internal validation artifact produced by the
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user-facing `message generation` stage.
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- `message-review.md` and `message-review-decision.md` are the mandatory
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message quality gate outputs between `message-validation.md` and
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`approval-packet.md`.
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once `lead-review.md` and `lead-sample.json` exist, run `filter leads` and
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`message generation` as parallel branches from the same basis (`brief.md`,
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`lead-review.md`, `lead-sample.json`). Approval waits for both
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`lead-filter.md` and `message-validation.md`, then reconciles that the
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selected message basis rows still pass the final filter.
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- Parallel means real parallel execution, not
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unless parallel branches were actually launched.
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- Parallel means real parallel execution, not optimistic progress copy. After
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lead review, if the host exposes Task/subagent workers and host policy allows
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them for this user request, launch two disjoint workers: one owns
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`lead-filter.md` and optional `rubric.json`; the other owns the user-facing
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message generation branch and may write `message-prep.md`,
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`message-validation.md`, and `message-review.md`. If only parallel tool
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batching is available, batch independent tool reads/lookups only. If real
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parallel execution is not available or not allowed, run the same DAG
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sequentially and use honest copy: `I’ll tighten the filter first, then draft
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the message from the same sample.` Never say `kicking off two workstreams`,
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`in parallel`, or `background` unless parallel branches were actually
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launched.
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- Never run a downstream stage until the active `flow.v2.json` step's
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`requiredArtifacts` exist.
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- Never call a tool outside the active step's `allowedTools`, and never call a
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packet so the founder can approve or revise the message deliberately.
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When asking subjective strategy questions (buyer scope, first ask, proof
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emphasis, tone, lead-source preference),
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lead source in a second panel. Do not add custom options to the final six-choice
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commit gate.
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emphasis, tone, lead-source preference), always make it clear the user can give
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a custom answer. Add an explicit `Other / custom` option to each subjective
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question. Do not rely on prose like "you can add detail" as the only custom
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path. Do not add custom options to the final six-choice commit gate.
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Use customer-facing question wording:
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- target prospects: `Who should this campaign
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- main CTA / offer: `What
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- proof emphasis: `
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- target prospects: `Who should be the target prospects for this campaign? Pick one or combine.`
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- main CTA / offer: `What should the main CTA or offer be? Pick one or combine.`
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- proof emphasis: `Which proof point would most increase this buyer's confidence in {{company}}? Multi-select fine.`
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- lead source: `How should we get the people for this campaign?`
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the
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contain up to 7,500 rows but only 1,000 unique domains.
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Ask the lead-source question as the last question in the first strategy
|
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batch, after buyer, offer/ask, and proof/safety are understood. Frame supplied
|
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lists as optional, not required. The three visible options are exactly:
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1. `Find people for me (recommended if you don't already have your own list)`
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2. `I have a CSV of LinkedIn profiles`
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3. `I have a CSV of company domains`
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Keep `Other / custom` available for freeform answers such as a pasted list,
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+
an existing Sellable lead list, or another source idea. Do not put existing
|
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Sellable lead lists in the main three-option first batch; support them through
|
|
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|
+
custom/freeform input. If the user pastes up to 100 LinkedIn profile URLs or
|
|
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|
+
company domains, normalize the paste into a temporary local CSV and continue
|
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+
through the matching CSV preview path. Mixed, ambiguous, malformed, or oversized
|
|
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|
+
pastes should ask for a real CSV file instead of guessing. Uploaded CSV support
|
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|
+
is larger than paste support: LinkedIn profile CSVs can contain up to 7,500
|
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|
+
rows; domain CSVs can contain up to 7,500 rows but only 1,000 unique domains.
|
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|
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|
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531
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Avoid internal wording like `Which proof points should the message be allowed
|
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|
to lean on?` because it describes the artifact, not the founder decision.
|
|
@@ -642,12 +563,25 @@ Required behavior:
|
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- do not set `selectedLeadListId`
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564
|
- do not create lead-list rows
|
|
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565
|
- do not mutate DB-backed campaign state
|
|
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|
-
- run a parallel source scout when the source is not supplied
|
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-
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-
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-
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-
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-
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- run a real parallel source-angle scout when the source is not supplied and at
|
|
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|
+
least two viable source angles exist. Treat source scouting as independent
|
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|
+
branches, then compare the outputs in `lead-review.md`.
|
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+
- Branch A: Signals / active LinkedIn posts. Search relevant keyword lanes,
|
|
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|
+
review finalist posts, fetch top-post engagers, and estimate warm-fit
|
|
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|
+
volume.
|
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+
- Branch B: Sales Nav / title + company filters. Run preview filters, inspect
|
|
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|
+
preview rows, and estimate scalable-fit volume.
|
|
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|
+
- Branch C: Prospeo / domains only when the campaign has a domain/account
|
|
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|
+
path or the user supplied domains. Estimate email/contact scale and call out
|
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|
+
weaker LinkedIn activity.
|
|
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|
+
If the host cannot run these branches in parallel, run them sequentially and
|
|
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|
+
do not claim they ran in parallel. If only one source angle is credible, say
|
|
579
|
+
that and run the best primary source plus one cheap fallback/quality check
|
|
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|
+
when available. For Signals-first campaigns, search multiple Signals keyword
|
|
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|
+
lanes and fetch top-post engagers in parallel when tool batching allows it.
|
|
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|
+
For Sales Nav-first or Prospeo/account-first campaigns, run multiple preview
|
|
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|
+
lanes for that provider in parallel and use Signals only as a warmth/quality
|
|
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|
+
check when relevant
|
|
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585
|
- for Signals-first campaigns, raw post search volume is only inventory, not
|
|
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586
|
lead volume. `492 post results` means matching LinkedIn posts found across
|
|
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587
|
keyword lanes; it does not mean 492 prospects. The source decision must name
|
|
@@ -753,17 +687,12 @@ table with one row per selected or finalist post:
|
|
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687
|
`## Evidence Snapshot` must include a compact numbers-first table:
|
|
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688
|
|
|
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|
- source lane / keyword or filter
|
|
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|
-
- provider/source angle label, e.g. `Signals / AI outbound posts`,
|
|
757
|
-
`Sales Nav / active SaaS founders + GTM leaders`, or
|
|
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|
-
`Prospeo / domain-filtered agencies`
|
|
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|
- timeframe searched
|
|
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|
- raw results found
|
|
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692
|
- finalist posts or preview rows reviewed
|
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|
- sampled people
|
|
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694
|
- sampled fits, shown as `n/N (%)`
|
|
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|
- estimated usable people
|
|
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|
-
- estimated good-fit range after cleanup
|
|
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|
-
- expected reply-rate range
|
|
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696
|
- confidence note (`sample-backed`, `directional`, or `needs more sample`)
|
|
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697
|
|
|
769
698
|
For Signals-first campaigns, `## Sample Leads` must group representative sample
|
|
@@ -777,11 +706,11 @@ directional range and label it `directional`, not definitive.
|
|
|
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706
|
|
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|
When showing `lead-review.md` to the user, render a slim decision summary in
|
|
779
708
|
chat, not the full evidence table. Use rendered Markdown directly with short
|
|
780
|
-
bullet lines; do not use fenced code blocks for the
|
|
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|
-
The visible response must include:
|
|
709
|
+
indexed sections and bullet lines; do not use fenced code blocks for the
|
|
710
|
+
user-facing lead review. The visible response must include:
|
|
782
711
|
|
|
783
712
|
- `Lead source decision`
|
|
784
|
-
- `
|
|
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|
+
- `Recommendation`
|
|
785
714
|
- `Why it won`
|
|
786
715
|
- `Quick numbers` as bullet points, with one provider/source angle per bullet.
|
|
787
716
|
Each bullet must include raw volume, sampled fit rate as `n/N`, estimated
|
|
@@ -794,33 +723,6 @@ Keep `## Evidence Snapshot`, selected posts, discarded paths, full sample rows,
|
|
|
794
723
|
and `lead-sample.json` details in artifacts. Do not show raw filesystem paths
|
|
795
724
|
unless links cannot be created or the user asks.
|
|
796
725
|
|
|
797
|
-
Use this chat shape for the quick-number bullets:
|
|
798
|
-
|
|
799
|
-
```text
|
|
800
|
-
**1. Quick numbers**
|
|
801
|
-
- **Signals / AI outbound posts:** 249 posts found. Sampled 40 engagers; 18/40
|
|
802
|
-
looked usable. Estimate: 100-250 good warm fits. Expected reply: 6-12%.
|
|
803
|
-
- **Sales Nav / active SaaS founders + GTM leaders:** 27,454 active profiles before
|
|
804
|
-
filtering. First 25 had 12 strong/probable fits. Estimate: 300-800 good fits
|
|
805
|
-
after title/company cleanup. Expected reply: 4-9%.
|
|
806
|
-
- **Prospeo / domain-filtered agencies:** 1,000+ likely contacts if we need scale,
|
|
807
|
-
but weaker LinkedIn activity. Estimate: 500-1,000 contacts. Expected reply:
|
|
808
|
-
2-5%.
|
|
809
|
-
```
|
|
810
|
-
|
|
811
|
-
After the lead source is set, use this progress copy before the parallel
|
|
812
|
-
filter/message work:
|
|
813
|
-
|
|
814
|
-
```text
|
|
815
|
-
Lead source is set.
|
|
816
|
-
|
|
817
|
-
I’m kicking off two workstreams now:
|
|
818
|
-
1. Tighten the fit filter so we only reach out to the right people.
|
|
819
|
-
2. Draft the first message from the approved brief and real sample leads.
|
|
820
|
-
|
|
821
|
-
These can run in parallel and usually take ~2-3 min.
|
|
822
|
-
```
|
|
823
|
-
|
|
824
726
|
For supplied profile CSVs and existing lead lists, `lead-review.md` must not
|
|
825
727
|
describe a generic TAM estimate or pretend the rows came from Sales Nav/Prospeo
|
|
826
728
|
discovery. For supplied domain/account lists, explain that domains are account
|
|
@@ -891,31 +793,6 @@ Required behavior:
|
|
|
891
793
|
- `Recommendation`
|
|
892
794
|
- `Implementation Details`
|
|
893
795
|
|
|
894
|
-
When showing the filter result in chat, render a slim summary before moving to
|
|
895
|
-
message review. Use rendered Markdown, indexed sections, and short bullets:
|
|
896
|
-
|
|
897
|
-
```text
|
|
898
|
-
## Lead filter
|
|
899
|
-
|
|
900
|
-
**1. Keep**
|
|
901
|
-
- {role/title family}
|
|
902
|
-
- {company/context family}
|
|
903
|
-
|
|
904
|
-
**2. Exclude**
|
|
905
|
-
- {false-positive family}
|
|
906
|
-
- {false-positive family}
|
|
907
|
-
|
|
908
|
-
**3. Why**
|
|
909
|
-
- {sample-backed reason}
|
|
910
|
-
|
|
911
|
-
**4. Expected impact**
|
|
912
|
-
- {1 line}
|
|
913
|
-
|
|
914
|
-
Open artifact: lead-filter.md
|
|
915
|
-
```
|
|
916
|
-
|
|
917
|
-
Keep production rubric details and `rubric.json` internals in the artifact.
|
|
918
|
-
|
|
919
796
|
When `rubric.json` is emitted, it must use the production rubric shape, not a
|
|
920
797
|
custom sidecar schema:
|
|
921
798
|
|
|
@@ -956,43 +833,6 @@ Continue chunked-read until `hasMore=false`. Treat all chunks as one prompt load
|
|
|
956
833
|
|
|
957
834
|
Do NOT proceed to Step 4 (message review gate) without loading and following the full generate-messages workflow. `message-validation.md` must prove the full workflow ran (all required sections present + raw sendable Selected Winner) before `message-review.md` can recommend `approve-message`. If the message review or approval packet is ready but the generate-messages prompt was not retrieved in this run, route back to message-generation instead of asking the commit gate.
|
|
958
835
|
|
|
959
|
-
When showing message review in chat, lead with one fully filled sample message,
|
|
960
|
-
not the tokenized template. Use rendered Markdown, indexed sections, and short
|
|
961
|
-
bullets around the sample. The visible response must include:
|
|
962
|
-
|
|
963
|
-
- `Message review`
|
|
964
|
-
- `Subject`
|
|
965
|
-
- `Sample message` with no `{{tokens}}`
|
|
966
|
-
- `Why it should work`
|
|
967
|
-
- `Concern`
|
|
968
|
-
- `Recommendation`
|
|
969
|
-
- `Open artifact: message-review.md`
|
|
970
|
-
|
|
971
|
-
Keep tokenized templates, token fill basis, rendered examples, good/bad token
|
|
972
|
-
fill examples, validation notes, and `message-validation.md` details in
|
|
973
|
-
artifacts.
|
|
974
|
-
|
|
975
|
-
## Step 4: Final Approval Packet
|
|
976
|
-
|
|
977
|
-
When showing the final approval packet, render a slim "ready to create" summary
|
|
978
|
-
in chat. Use rendered Markdown, indexed sections, and short bullets. The visible
|
|
979
|
-
response must include:
|
|
980
|
-
|
|
981
|
-
- `Ready to create campaign`
|
|
982
|
-
- `Campaign`
|
|
983
|
-
- `Target` with concrete role/title names
|
|
984
|
-
- `Lead source` with one key metric
|
|
985
|
-
- `Filter`
|
|
986
|
-
- `Sample message` with one fully filled sample and no `{{tokens}}`
|
|
987
|
-
- `What approval creates`
|
|
988
|
-
- `Safety`
|
|
989
|
-
- `Open artifact: approval-packet.md`
|
|
990
|
-
|
|
991
|
-
Keep tokenized templates, evidence tables, rubrics, validation notes, and long
|
|
992
|
-
implementation details in `approval-packet.md`. Do not include
|
|
993
|
-
sequence/settings in the final approval packet; sequence attachment and launch
|
|
994
|
-
settings happen after campaign creation and before the later greenlight.
|
|
995
|
-
|
|
996
836
|
## Tail (MANDATORY TOOL ORDER + Steps 13-16 + Threshold Trips + Hard Rules)
|
|
997
837
|
|
|
998
838
|
The full tail detail (~17k chars: MANDATORY TOOL ORDER, auto-execute-leads, validate-sample loop, auto-execute-messaging, awaiting-user-greenlight, threshold-trip logging, tail hard rules) lives in a dedicated on-demand subskill to keep this entry prompt fast to load.
|
|
@@ -57,23 +57,20 @@ turn anchored to that:
|
|
|
57
57
|
|
|
58
58
|
Approvals only feel safe when the user can see what they are approving. Before
|
|
59
59
|
any approve/revise question, show the relevant decision in plain language. For a
|
|
60
|
-
brief approval, render the
|
|
61
|
-
Any list the user is expected to review should be rendered Markdown with short
|
|
62
|
-
indexed sections and bullets. Avoid label-plus-paragraph blocks like
|
|
63
|
-
`Key numbers:` followed by a dense paragraph, and never use fenced code blocks
|
|
64
|
-
for review surfaces.
|
|
60
|
+
brief approval, render the brief itself, not just a direction summary.
|
|
65
61
|
|
|
66
62
|
Every approval should also give the user a way to inspect the source artifact.
|
|
67
|
-
After the readable inline content, include an `Open
|
|
68
|
-
|
|
69
|
-
|
|
70
|
-
for inspection, not a replacement for showing the decision in chat.
|
|
63
|
+
After the readable inline content, include an `Open artifacts:` line with links
|
|
64
|
+
or plain paths to the files behind the decision. The artifact links are a backup
|
|
65
|
+
for inspection, not a replacement for showing the content in chat.
|
|
71
66
|
|
|
72
67
|
This applies especially to message approvals. Never ask someone to approve a
|
|
73
|
-
message they cannot see.
|
|
74
|
-
|
|
75
|
-
|
|
76
|
-
|
|
68
|
+
message they cannot see. Show the subject, tokenized template, a filled sample
|
|
69
|
+
prospect version, good fill example, good omit example, bad fill example, why
|
|
70
|
+
the bad fill is wrong, token notes, your take, and suggested adjustment first.
|
|
71
|
+
The user should be able to compare "here is the template" against "here is what
|
|
72
|
+
one real prospect would receive" before approving, and understand exactly how
|
|
73
|
+
the tokens should and should not be filled.
|
|
77
74
|
|
|
78
75
|
Every token needs a fallback. If the row does not have clean data for a token,
|
|
79
76
|
the approval view should say whether to use a safe segment-level phrase, omit
|
|
@@ -95,17 +92,7 @@ Every customer-facing update should answer one of these:
|
|
|
95
92
|
- What will the user see next?
|
|
96
93
|
- What is protected until approval?
|
|
97
94
|
|
|
98
|
-
|
|
99
|
-
cannot or should not launch background branches, say the real sequence:
|
|
100
|
-
`I’ll tighten the filter first, then draft the message from the same sample.`
|
|
101
|
-
Do not say `kicking off two workstreams`, `in parallel`, or `background` as
|
|
102
|
-
aspirational copy.
|
|
103
|
-
|
|
104
|
-
Before a brief approval, the user should see a slim approval brief in chat. The
|
|
105
|
-
rich current brief exists in `brief.md`; the chat view is the decision surface,
|
|
106
|
-
not the full working memo. `brief-v1.md` is an internal first-draft snapshot, not
|
|
107
|
-
part of the normal approval UI. It should be skimmable in under 45 seconds and
|
|
108
|
-
include:
|
|
95
|
+
Before a brief approval, the user should see:
|
|
109
96
|
|
|
110
97
|
- who we are targeting
|
|
111
98
|
- why they should care
|
|
@@ -116,11 +103,6 @@ include:
|
|
|
116
103
|
- risks / assumptions
|
|
117
104
|
- what happens after approval
|
|
118
105
|
|
|
119
|
-
The offer / CTA should be useful before it is convenient. Avoid vague
|
|
120
|
-
peer-call asks like "compare notes" unless the user explicitly chose that. The
|
|
121
|
-
buyer should know what they get if they reply: a checklist, teardown, diagnostic,
|
|
122
|
-
sample, benchmark, relevant example, or working session with a concrete output.
|
|
123
|
-
|
|
124
106
|
For lead-source decisions, confidence comes from concrete counts. Do not say
|
|
125
107
|
"strong sample", "73% match", or "meaningful concentration" without showing the
|
|
126
108
|
sample size and what was counted. Prefer:
|
|
@@ -132,37 +114,6 @@ sampled engagers; 31 looked like real ICP fits, so I’d treat this as direction
|
|
|
132
114
|
usable people if the remaining engagers behave similarly.
|
|
133
115
|
```
|
|
134
116
|
|
|
135
|
-
Lead review chat should be short and numeric. It must use rendered Markdown,
|
|
136
|
-
not a fenced code block, and include bullet-pointed provider/source-angle
|
|
137
|
-
estimates, one bullet per angle, so the sourcing logic is easy to scan:
|
|
138
|
-
|
|
139
|
-
```text
|
|
140
|
-
**1. Quick numbers**
|
|
141
|
-
- **Signals / AI outbound posts:** 249 posts found. Sampled 40 engagers; 18/40
|
|
142
|
-
looked usable. Estimate: 100-250 good warm fits.
|
|
143
|
-
- **Sales Nav / active SaaS founders + GTM leaders:** 27,454 active profiles before
|
|
144
|
-
filtering. First 25 had 12 strong/probable fits. Estimate: 300-800 good fits.
|
|
145
|
-
- **Sales Nav / agencies + GTM consultants:** Smaller but higher intent. Estimate:
|
|
146
|
-
150-400 good fits.
|
|
147
|
-
```
|
|
148
|
-
|
|
149
|
-
Then show chosen source, why it won, expected connection acceptance, expected
|
|
150
|
-
reply rate, 3-5 sample leads, and one tradeoff. Full tables belong in
|
|
151
|
-
`lead-review.md`.
|
|
152
|
-
|
|
153
|
-
Lead filter chat should always use indexed rendered Markdown and show what
|
|
154
|
-
changed: keep, exclude, why, expected impact, and
|
|
155
|
-
`Open artifact: lead-filter.md`.
|
|
156
|
-
|
|
157
|
-
Message review chat should use indexed rendered Markdown, show one fully filled
|
|
158
|
-
sample message without tokens, and keep tokenized templates in the artifact.
|
|
159
|
-
|
|
160
|
-
Final approval chat should use indexed rendered Markdown for a ready-to-create
|
|
161
|
-
summary: campaign, target with concrete role/title names, lead source, filter,
|
|
162
|
-
one filled sample message, what approval creates, and the safety note that
|
|
163
|
-
nothing sends live until greenlight. Do not include sequence/settings in final
|
|
164
|
-
approval; that belongs after campaign creation.
|
|
165
|
-
|
|
166
117
|
Avoid:
|
|
167
118
|
|
|
168
119
|
```text
|
|
@@ -268,6 +219,27 @@ setting: `~/.codex/config.toml` with
|
|
|
268
219
|
|
|
269
220
|
## Approval Ethic
|
|
270
221
|
|
|
222
|
+
## Parallelism + Naming
|
|
223
|
+
|
|
224
|
+
Source-angle comparison should be real, not implied. When the source is not
|
|
225
|
+
supplied and multiple source angles are viable, scout Signals, Sales Nav, and
|
|
226
|
+
relevant domain/contact paths as independent branches when the host can do so.
|
|
227
|
+
If the host runs them sequentially, keep the output numeric but do not claim the
|
|
228
|
+
source scout was parallel.
|
|
229
|
+
|
|
230
|
+
Only promise parallel post-lead work when parallel work actually started. If the
|
|
231
|
+
host cannot or should not launch background branches, say the real sequence:
|
|
232
|
+
|
|
233
|
+
```text
|
|
234
|
+
I’ll tighten the filter first, then run message generation from the same sample.
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```
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aspirational copy.
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`message-validation.md` is an internal proof artifact, not the workstream name.
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```text
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"approve this brief",
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"minimumVisibleBriefDetail": "full_readable_brief_before_question",
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"requiredArtifactLinks": ["brief-v1.md", "brief.md"],
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"chatRenderRule": "Show the brief as rendered Markdown, never as a fenced code block. Use ## Campaign brief, a one-sentence bold Decision, indexed bold section labels, and short bullets. In Lead plan, translate provider shorthand into plain user-facing language about who will be searched for and why; do not rely on bare terms like signal discovery, RevOps, outbound systems, or pipeline architecture.",
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"avoidQuestionWhenOnlyUsefulAnswerIs": "looks good"
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{
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"action": "run_subskill",
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"sourceScoutRule": "When source is not user-supplied and at least two viable source angles exist, scout independent source angles in parallel when host/tooling permits: Signals active-post branch, Sales Nav title/company branch, and Prospeo/domain branch only when relevant. If real parallel execution is unavailable, run the same scouts sequentially and do not claim parallel execution. Compare outputs by raw volume, n/N sampled fit, estimated good-fit range, expected reply range, and tradeoff."
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"action": "show_lead_review",
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"artifact": "lead-review.md",
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"## Lead source decision",
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"Recommendation",
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"Why it won",
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"
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"Quick numbers",
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"Tradeoff"
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],
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"forbidPercentOnlyFitRates": true,
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"requiredArtifactLinks": ["lead-review.md"],
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"artifactLinkTiming": "before_next_step_or_revision_question",
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"
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"doNotCompressToSummaryOnly": false,
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"doNotRenderArtifactLinksOnly": true,
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"chatRenderRule": "Show a slim rendered-Markdown decision summary only, never a fenced code block. Use indexed sections and short bullets: recommendation, why it won, Quick numbers with one provider/source angle per bullet, raw volume, sampled fit rate as n/N, estimated good-fit range after cleanup, expected reply rate range, 3-5 representative sample leads, and one tradeoff. Keep evidence tables, selected posts, discarded paths, full sample rows, and lead-sample.json details in lead-review.md. Do not show plain filesystem paths unless links cannot be created."
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},
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"
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"Message generation",
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"approved brief and real sample leads",
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"parallel only if real parallel branches were launched"
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],
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"timeEstimate": "~2-3 min",
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"chatRenderRule": "If real parallel workers/branches were actually launched, say: 'I’m kicking off two workstreams now' and list the
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"chatRenderRule": "If real parallel workers/branches were actually launched, say: 'I’m kicking off two workstreams now' and list 'Tighten the fit filter' and 'Message generation'. If not, do not mention parallel/background work; say: 'I’ll tighten the filter first, then run message generation from the same approved brief and sample leads.' Never claim parallelism unless the host actually started parallel execution. User-facing stage name is message generation; message-validation.md is only the internal artifact."
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"## Lead filter",
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"Keep",
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"Why",
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"recommendation"
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],
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"minimumVisibleMessageDetail": "filled_sample_message_only",
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"Status: message-review",
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"Subject:",
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"Tokenized template:",
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"Sample prospect fill:",
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+
"Token fill basis:",
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"My take:",
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-
"
|
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+
"Suggested adjustment:",
|
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|
"Recommendation:"
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|
],
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"forbiddenWhenMissingVisibleMessage": true,
|
|
@@ -973,7 +977,18 @@
|
|
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},
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|
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{
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"action": "surface_watch_link",
|
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"requires": ["create_campaign_succeeded", "save_rubrics_succeeded"]
|
|
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|
+
"requires": ["create_campaign_succeeded", "save_rubrics_succeeded"],
|
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|
+
"reference": "references/watch-link-handoff.md",
|
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|
+
"requiredVisibleContent": [
|
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|
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"Campaign created",
|
|
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|
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"approved brief",
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+
"Open this to watch",
|
|
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|
+
"lead sourcing",
|
|
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|
+
"rubric scoring",
|
|
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|
+
"messaging populate live",
|
|
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|
+
"Watch link:"
|
|
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|
+
],
|
|
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|
+
"watchUrlSource": "create_campaign.watchUrl"
|
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|
}
|
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|
],
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"allowedTools": [
|
|
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|
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non-interactive `codex exec` smoke/rehearsal runs because structured user input
|
|
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is unavailable by design there.
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|
-
The packet should read like an AI GTM engineer
|
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|
-
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|
-
The packet artifact must include a dedicated `## Message Review` section
|
|
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|
-
immediately before `## Approved Message Template`. This is the customer-facing
|
|
150
|
-
messaging gate. It should not be a raw validation dump; it should answer:
|
|
124
|
+
The packet should read like an AI GTM engineer explaining the campaign, not an
|
|
125
|
+
internal validation report. Start with the practical direction in plain
|
|
126
|
+
language: who we will contact, why this buyer should care, what lead source we
|
|
127
|
+
will use, what the first message says, and what happens if the user approves.
|
|
128
|
+
Keep implementation details available, but move them below the customer-facing
|
|
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|
+
summary.
|
|
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|
+
|
|
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|
+
1. **brief** — `brief.md` thesis, product, ICP, offer
|
|
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|
+
2. **lead sample** — first 5-10 rows from `lead-sample.json` rendered as
|
|
133
|
+
`Name / Title / Company` lines, plus the `lead-review.md` pass-rate
|
|
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|
+
and supplied-source framing when `lead-source-intake.json` exists:
|
|
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|
+
supplied people list, existing Sellable lead list, or supplied account list
|
|
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|
+
plus people search
|
|
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|
+
3. **lead filter** — the `Decision`, `Who We'll Keep`, `Who We'll Exclude`,
|
|
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|
+
`Pass Rate`, and `Recommendation` blocks from `lead-filter.md`; keep
|
|
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|
+
rubric internals in `Implementation Details` unless the user asks to inspect
|
|
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|
+
the saved filter criteria
|
|
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|
+
4. **message validation** — the `Selected Winner` from `message-validation.md`,
|
|
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|
+
rendered as it will appear in the outbound, plus the `Findings` + `Recommendation`
|
|
143
|
+
|
|
144
|
+
The packet must include a dedicated `## Message Review` section immediately
|
|
145
|
+
before `## Approved Message Template`. This is the customer-facing messaging
|
|
146
|
+
gate. It should not be a raw validation dump; it should answer:
|
|
151
147
|
|
|
152
148
|
- `Verdict:` strong / usable-but-could-improve / needs-revision
|
|
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149
|
- `What works:` why the message is likely to earn replies
|
|
@@ -167,10 +163,6 @@ message from the brief. If no winner/template can be extracted, this exact-match
|
|
|
167
163
|
gate is skipped, but the packet still needs a usable approved template unless
|
|
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164
|
the user explicitly chose AI-generated messages.
|
|
169
165
|
|
|
170
|
-
The chat render must not lead with `## Approved Message Template` or token fill
|
|
171
|
-
rules. Show one filled sample first. The artifact can contain the tokenized
|
|
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|
-
template and fill basis.
|
|
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|
-
|
|
174
166
|
Do NOT render the packet as a bundle of opaque validation anchors or a dump
|
|
175
167
|
of raw JSON. The user is approving a live campaign — they need to see what
|
|
176
168
|
they are approving.
|
|
@@ -131,20 +131,6 @@ usable leads after filtering, likely connection acceptance range, likely reply
|
|
|
131
131
|
range, and estimate basis. If exact performance data is unavailable, use a
|
|
132
132
|
directional range and label it `directional`, not definitive.
|
|
133
133
|
|
|
134
|
-
`## Evidence Snapshot` and the visible lead-review chat must break estimates out
|
|
135
|
-
by provider/source angle. Do not collapse everything into one raw count. Use
|
|
136
|
-
one row or bullet per angle. The visible chat version should be rendered
|
|
137
|
-
Markdown with indexed sections and short bullets, not a fenced code block. For
|
|
138
|
-
example:
|
|
139
|
-
|
|
140
|
-
- `Signals / AI outbound posts`
|
|
141
|
-
- `Sales Nav / active SaaS founders + GTM leaders`
|
|
142
|
-
- `Sales Nav / agencies + GTM consultants`
|
|
143
|
-
- `Prospeo / domain-filtered agencies`
|
|
144
|
-
|
|
145
|
-
Each angle must show raw pool, sampled fits as `n/N`, estimated good-fit range
|
|
146
|
-
after cleanup, expected reply-rate range, and confidence basis.
|
|
147
|
-
|
|
148
134
|
`lead-sample.json` must include enough structured lead data for downstream
|
|
149
135
|
filtering:
|
|
150
136
|
|
|
@@ -37,14 +37,18 @@ between the two calls. Never print the link if either call fails.
|
|
|
37
37
|
After both tool calls succeed, print exactly one user-facing block. The block
|
|
38
38
|
must contain:
|
|
39
39
|
|
|
40
|
+
- a plain confirmation that the campaign was created and the approved brief was
|
|
41
|
+
saved
|
|
40
42
|
- a one-line orientation sentence: `Open this to watch lead sourcing, rubric
|
|
41
|
-
scoring, and messaging populate live.`
|
|
43
|
+
scoring, and messaging populate live.`
|
|
42
44
|
- the `watchUrl` captured from the `create_campaign` response
|
|
43
45
|
|
|
44
46
|
Example skeleton:
|
|
45
47
|
|
|
46
48
|
```text
|
|
47
|
-
Campaign
|
|
49
|
+
Campaign created. I saved the approved brief too.
|
|
50
|
+
|
|
51
|
+
Open this to watch lead sourcing, rubric scoring, and messaging populate live.
|
|
48
52
|
|
|
49
53
|
Watch link: {watchUrl}
|
|
50
54
|
```
|