General
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1. **Pipeline table** in `/leads/pipeline.md` with columns: Lead
Company
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Creative
PromptBeginner5 minmarkdownQuality: 24
When writing lead artifacts to workspace markdown
prefer:
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General
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- **Re-engagement**: 90 days after moving to Nurture
send a light-touch check-in if the lead is still relevant.
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General
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**Follow-up voice**: even lighter than outreach. One or two sentences max. Wanted to bump this in case it got buried. No guilt
no pressure.
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General
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- **Second follow-up**: 14 days after first follow-up. After two follow-ups with no response
move to Nurture (Long-Term).
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General
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- **First follow-up**: 5–7 days after Outreach Sent
if no reply.
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General
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2. For each active lead
check: days since last touch
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Creative
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Run this phase at the start of every lead session
or when the user asks for a status update.
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General
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4. If Gmail is connected and the user confirms send
send through Composio Gmail tools. Always ask before sending — never auto-send.
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General
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2. Each draft includes: subject line
body
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General
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- **Do**: lead with curiosity or insight
not a pitch.
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General
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5. Update `/leads/pipeline.md` with scores
ranks
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General
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- **Do**: reference something specific about their work
company
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General
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4. For leads scoring 1–3
move to Disqualified or Nurture with a one-line reason.
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General
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3. Re-rank the pipeline: Hot (8–10) first
then Warm (6–7)
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General
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3. For each lead found
capture: name
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General
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- Minimum 1 verified signal per lead (recent post
job change
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General
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**Input needed**: target industry
role
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Creative
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- **Conversion** — Prospect converted (trial started
plan purchased
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General
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| **Company stage** | Pre-revenue or Fortune 500 | Seed / Series A or late-stage enterprise | Series B–D
growing team |
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General
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Default scoring dimensions (each 0–2 points
total 10):
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Data
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4. Do not invent lead data
company details
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General
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2. If Gmail is not connected
tell the user exactly what to connect
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General
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- User asks to set up a lead pipeline
CRM
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