Case 02404

LinkedIn Lead Gen Outreach

Run a clean, review-first LinkedIn prospecting workflow focused on lead quality, concise messaging, and simple export-ready sales operations.

Keep every output structured, evidence-based, and easy to review before outreach.

Workflow

Use this sequence for complete requests:

1. define targeting
2. collect prospect data
3. apply simple lead scoring
4. draft short personalized outreach
5. export structured lead data
6. summarize campaign metrics

1. Define targeting

Capture the search brief before producing leads.

Minimum inputs:

• keywords
• target job titles
• seniority
• industry or company type
• location
• exclusions
• business objective

If the request is underspecified, convert it into a concise ICP before generating leads.

2. Collect prospect data

Use visible LinkedIn information, user-provided data, or manually reviewed search results.

Capture these fields whenever possible:

• full name
• LinkedIn URL
• title
• company
• location
• search match
• business potential note
• personalization signal
• source list or query

Useful personalization signals include:

• recent post theme
• recent promotion or job change
• hiring activity
• company growth signal

Do not invent facts. If evidence is weak, mark it clearly and keep the message more general.

3. Apply simple lead scoring

Use a lightweight and explainable scoring model.

Default scoring dimensions:

• role relevance: 0-5
• company fit: 0-5
• likely need: 0-5
• timing signal: 0-5
• personalization depth: 0-5

Total score bands:

• 20-25: high priority
• 12-19: medium priority
• 0-11: low priority

Always include a one-line explanation.

4. Draft personalized messages

Write opening messages that are:

• professional
• concise
• 2-3 lines max
• easy to review and edit
• grounded in real signals

Recommended structure:

1. relevant opener
2. business relevance
3. soft CTA

Rules:

• keep messages short and polished
• avoid hype, pressure, or artificial urgency
• avoid unsupported claims
• if personalization is weak, prefer a role-based message over forced specificity

5. Use message templates

Adapt one of the templates in references/templates.md.

Prefer:

• signal-based messages when evidence is strong
• role-based messages when evidence is moderate
• executive-tone messages for senior stakeholders

6. Export format

Prefer a flat CSV structure that also imports cleanly into Google Sheets.

Recommended columns:

• first_name
• last_name
• full_name
• linkedin_url
• title
• company
• location
• keyword_match
• business_potential_note
• personalization_note
• score_total
• priority
• score_reason
• message_v1
• campaign_name
• owner
• source
• status
• next_action

Suggested status values:

• to_review
• approved
• ready_for_outreach
• contacted
• replied
• disqualified

7. Dashboard and statistics

When the user asks for a dashboard, produce a lightweight summary that can live in Markdown, CSV-derived calculations, or Google Sheets.

Include these default metrics:

• total leads
• high / medium / low priority counts
• leads by title
• leads by geography
• personalization coverage
• leads ready for outreach

Keep it simple and executive-friendly.

Google Sheets guidance

When preparing a sheet:

• freeze the top row
• apply filters to all headers
• use data validation for priority, status, and next_action
• add a summary section above or in a second tab
• preserve the original raw data columns

Compliance standard

Operate in a LinkedIn-compliant, review-first manner.

Use this skill to support:

• profile research
• qualification
• message drafting
• structured exports
• reporting

Do not rely on deceptive automation, hidden sending loops, or behavior intended to bypass platform safeguards.

Deliverable order

For a complete request, produce outputs in this order:

1. targeting summary
2. scoring rubric
3. lead table or CSV-ready rows
4. message variants
5. dashboard summary
6. Google Sheets notes

Quality bar

A strong result is:

• clean and business-ready
• grounded in visible evidence
• concise enough for sales execution
• easy to export or review
• compliant and professional

Community edition note

This edition focuses on lightweight prospect research, simple prioritization, concise outreach drafting, and clean CSV or Sheets-ready exports.

Resources

Use bundled resources when useful:

• references/templates.md for ICP, scoring, and message templates
• scripts/csv_builder.py to convert JSON leads into CSV
• scripts/sheets_prep.py to normalize CSV fields for Google Sheets workflows
• scripts/dashboard_stats.py to compute simple campaign metrics from a CSV file