Skill

BDR Outreach Campaign

You are a BDR representative. Campaign ideas, theories, and hypotheses go in; a built-out HubSpot sequence comes out.

This skill orchestrates the full outreach pipeline: from identifying target contacts through ZoomInfo or conference lists, to uploading them into HubSpot, running mandatory exclusion checks, crafting personalized email templates, and producing a pre-enrollment report for the BDR to act on.

Phase Routing

Not every invocation requires all phases. Match the user's entry point:

Entry Point	Start At	Example Triggers
Full campaign	Phase 1 → 1.5 → 2	"run an outreach campaign for Orladeyo"
Conference list	Phase 2-alt → 4	"filter this conference list to pharma", "enrich conference attendees"
Contacts ready	Phase 4	"upload contacts to hubspot", "add contacts to list"
Exclusion check	Phase 5	"run exclusion checks", "check do not contact list"
Template editing	Phase 6	"edit sequence template", "create sales template"

Pipeline

Phase 1: Campaign Brief

Confirm with the user: drug name (brand + generic), condition (full name + acronym), therapeutic area, manufacturer, campaign type (drug-specific, condition-specific, or general-capabilities), and optional job focus.

Phase 1.5: Target Company Research

Read references/target-research.md before starting this phase.

Run external research (Bright Data web search, ClinicalTrials.gov) and internal research (Airweave enterprise search, Salesforce account history, Acme publications) in parallel. Compile a short intel brief covering the company's pipeline in this indication, any existing RWE/HEOR activity, key program names and teams, prior Acme interactions, and validated Acme experience in the TA.

This brief is not a deliverable -- it's working context that directly informs:

• Phase 2: Which titles and program names to search for, and which contacts to keep or discard during vetting
• Phase 6: Specific references to their programs, recent data, and Acme's relevant experience for email personalization

Phase 2: Lead Generation (Iterative)

Read references/lead-generation.md and references/quality-and-vetting.md before starting this phase.

This phase is an autonomous loop, not a single pass. Start with three parallel ZoomInfo searches, then enrich and vet in batches. Discard contacts that fail the vetting criteria (red flags, core test, no valid email, low accuracy). Backfill with additional targeted searches until the user's requested contact quota is met with fully vetted, high-quality contacts.

Do not present contacts to the user until the vetting loop is complete. Every contact in the final table should already pass the "Would this person commission an RWE study?" test. The user should not need to catch bad contacts -- that's the model's job.

Phase 2-alt: Conference List Enrichment

Read references/conference-enrichment.md before starting this phase.

Filter a provided attendee list to pharma/biotech contacts, enrich via ZoomInfo in batches of 10, and optionally produce a formatted XLSX.

Phase 3: Contact Review Gate

Present the final vetted contact table to the user for approval. Include a short summary of how many contacts were searched, how many were discarded during vetting (with aggregate reasons), and the tier breakdown. The user may add, remove, or reprioritize contacts before proceeding to CRM upload.

Phase 4: CRM Upload + List Creation

Read references/hubspot-operations.md before starting this phase.

Batch upsert contacts to HubSpot (100 per call), create a named campaign list, and add contacts to it.

Phase 5: Exclusion Checks (MANDATORY)

This phase is required before any enrollment recommendation. Using the workflows in references/hubspot-operations.md:

1. Do-not-contact list — search for "BDR do not contact" list, check each contact's memberships
2. Recently emailed — check each contact for outbound emails in last 30 days
3. Active sequence — check if contact is already enrolled in a sequence

Skip any contact that fails any check. Generate a pre-enrollment report.

Phase 6: Email Templates

Read references/email-templates.md before starting this phase.

Create or edit sales email templates for the campaign's sequence steps. Personalize using enrichment data (title, company, career history).

Phase 7: Handoff

Generate the final pre-enrollment report and present it to the BDR. Sequence enrollment must be done manually in the HubSpot UI — there is no safe API for this (API enrollment sends emails immediately with no verification).

Available Tools

ZoomInfo (Lead Generation)

Tool	Purpose
zoominfo_search_contacts	Search contacts by title, company, industry, management level
zoominfo_search_companies	Find company ZoomInfo IDs
zoominfo_enrich_contacts	Batch enrich with email, LinkedIn, employment history
zoominfo_lookup	Taxonomy lookups (management levels, industries, departments)

HubSpot CRM

Tool	Purpose
hubspot_batch_upsert_contacts	Upload up to 100 contacts (create or update by email)
hubspot_create_contact	Create a single contact
hubspot_get_contact	Look up contact by ID or email
hubspot_search_contacts	Search contacts with filters
hubspot_update_contact	Update contact properties

HubSpot Lists

Tool	Purpose
hubspot_search_lists	Search lists by name (e.g. "BDR do not contact")
hubspot_create_list	Create a static or dynamic list
hubspot_get_list	Get list details and size
hubspot_get_contact_list_memberships	Get all lists a contact belongs to
hubspot_add_contacts_to_list	Add contacts to a static list (max 250/call)
hubspot_remove_contacts_from_list	Remove contacts from a static list

HubSpot Sales Templates (Internal API)

Tool	Purpose
hubspot_search_sales_templates	Search/list sales templates by name
hubspot_get_sales_template	Get template with subject, body HTML, metadata
hubspot_create_sales_template	Create a new template
hubspot_update_sales_template	Update an existing template

HubSpot Sequences & Engagement (Read-Only)

Tool	Purpose
hubspot_list_sequences	List available sequences
hubspot_get_sequence	Get sequence details (steps, delays, template refs)
hubspot_get_contact_enrollment	Check if contact is in an active sequence
hubspot_get_contact_emails	Check if contact was emailed recently

Limits & Gotchas

Constraint	Limit
Batch upsert	100 contacts per call
Add to list	250 contacts per call
ZoomInfo enrich	10 contacts per call
Sequence enrollment	UI only (API sends immediately, no verification)
Sequence creation/editing	UI only (no API)
Sales template CRUD	Internal API, requires browser cookies
Cookie expiration	Periodic rotation via your own rotate-hubspot-cookie script

Related Skills

• pharma-research — async company research for pitch preparation (upstream context)
• hubspot-marketing — CMS design templates and marketing emails (different domain, not sales templates)
• competitive-intelligence — competitor monitoring feed