Sales Outreach

Phase 1 — Build the Prospect List

1A. Source: State real estate commission records

Most US states publish licensed agent data as downloadable CSVs at realestate.[state].gov or similar.

Priority states to target first (high agent density, public data):

• California: dre.ca.gov
• Texas: trec.texas.gov
• Florida: myfloridalicense.com
• New York: dos.ny.gov
• Georgia: grec.state.ga.us

1B. Filter criteria

From the downloaded CSV, filter for:

• License type: Individual (not broker-in-charge or company)
• License status: Active
• License issued: within last 3 years (newer agents have more pain — no team, no assistant)
• Has email address in record

1C. Deduplicate against existing list

Load shared-workspace/sales/agent-list.csv. Remove any agents already in the list (match on email or license number). Take the first 50 new prospects.

1D. Enrich with public data (optional but high-value)

For each prospect, search for:

• Their Zillow profile or Realtor.com listing count (signals activity level)
• Their brokerage name (for personalization)
• Any recent social posts mentioning "missed calls" or "too busy"

Save enriched data back to the CSV with columns:

name, email, phone, brokerage, state, license_date, listings_count, notes

Phase 2 — Generate Personalized Emails

For each of the 50 prospects, use Claude to write a personalized cold email.

2A. Prompt template

Write a cold email from Brayden at AllTheCalls.ai to a real estate agent.

Agent name: {name}
Brokerage: {brokerage}
State: {state}
License date: {license_date} (use this to gauge experience level)
Listings: {listings_count or "unknown"}

AllTheCalls sells a 24/7 AI receptionist for real estate agents at $149/month.
The AI answers every call in the agent's name, qualifies leads, books showings,
and sends SMS follow-ups. Powered by Trillet AI, white-labeled as AllTheCalls.

Rules:
- Subject line: short, curiosity-driven, no spam words
- Body: 3–4 sentences max. No bullet points. Conversational tone.
- Personalize line 1 based on their brokerage or experience level
- Pain point: agents miss 62% of calls — each missed call = a lost lead
- CTA: "Would it be worth a quick 10-minute call this week?"
- Sign: Brayden Myers, AllTheCalls.ai
- Do NOT mention price in the first email
- Do NOT use "I hope this email finds you well"

Output JSON: { subject, body }

2B. Batch generation

Run the prompt for all 50 prospects. Save results to:

shared-workspace/sales/outreach-sequence.md

Format:

## [Agent Name] — [Brokerage]
**Subject:** [subject]
**Body:**
[body]
---

2C. Quality check

Before sending, scan all 50 emails for:

• Any email that uses the same opening line as another (flag for rewrite)
• Any email missing the agent's name in the personalization
• Any email over 100 words (trim it)
• Subject lines with spam trigger words: "free", "guaranteed", "urgent", "limited time"

Phase 3 — Send via Instantly.ai

3A. Import list to Instantly

Use Instantly API to add leads to the campaign:

// POST https://api.instantly.ai/api/v1/lead/add
const response = await fetch('https://api.instantly.ai/api/v1/lead/add', {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'Authorization': `Bearer ${process.env.INSTANTLY_API_KEY}`
  },
  body: JSON.stringify({
    campaign_id: process.env.INSTANTLY_CAMPAIGN_ID,
    leads: prospects.map(p => ({
      email: p.email,
      first_name: p.name.split(' ')[0],
      last_name: p.name.split(' ').slice(1).join(' '),
      company_name: p.brokerage,
      custom_variables: {
        subject: p.emailSubject,
        body: p.emailBody
      }
    }))
  })
});

3B. Sending schedule

• Send rate: 50 emails/day max (Instantly free tier limit)
• Delay between emails: 20 minutes minimum (avoids spam filters)
• Send window: Mon–Fri, 9am–5pm in recipient's timezone
• Do NOT send on weekends

3C. Follow-up sequence (automated in Instantly)

Configure 3-step sequence in Instantly dashboard:

• Day 1: Initial cold email (generated in Phase 2)
• Day 4: Follow-up: "Just wanted to bump this up — did you get a chance to see my last note?"
• Day 8: Final: "I'll leave it here — if the timing's ever right, I'm at [email protected]"

Phase 4 — Track Replies

4A. Check Instantly for replies daily

// GET https://api.instantly.ai/api/v1/reply/list
const replies = await getInstantlyReplies(campaignId);

For each reply, classify it:

• Interested ("tell me more", "what does it cost", "let's chat") → move to Phase 5
• Not now ("maybe later", "not right now") → add to 90-day nurture list
• Unsubscribe ("remove me", "stop emailing") → mark as unsubscribed, never contact again
• Out of office → re-queue for next week

4B. Log all replies

Save to shared-workspace/sales/fb-responses.md:

## [Date]
- [Agent Name] — [Reply type] — [Notes]

Phase 5 — Handle Interested Leads

When a prospect replies with interest:

5A. Respond within 2 hours

Use Claude to draft a reply:

Draft a reply to a real estate agent who responded to our cold email with interest.
Their message: "{reply_text}"
Our goal: book a 10-minute Zoom call or offer a free 30-day trial.
Keep it under 4 sentences. Warm, not salesy. End with a specific ask.

5B. Offer the free trial

If they're hesitant about price or commitment, offer:

"We're offering a free 30-day trial for agents in your area — takes 5 minutes to set up, no card required. Want me to get you live today?"

If they say yes → immediately run the client-onboarding skill.

5C. Update pipeline

Add to shared-workspace/sales/pipeline.md:

| Name | Brokerage | Status | Last Contact | Notes |
|------|-----------|--------|-------------|-------|
| {name} | {brokerage} | Interested | {date} | {notes} |

Phase 6 — Weekly Report

After each weekly run, write a summary to shared-workspace/sales/weekly-report-[date].md:

# Sales Report — Week of [date]

## Activity
- Prospects sourced: 50
- Emails sent: 50
- Replies received: X
- Interested leads: X
- Trials started: X
- New clients closed: X

## Pipeline
[paste current pipeline table]

## Top performing subject line this week
[subject line] — X% reply rate

## Next week
- Source from: [state]
- Focus: [any specific segment or hook to test]

Success Criteria

How to invoke this skill

When owner says "run sales", "find new prospects", or "it's Monday":

1. Check shared-workspace/sales/agent-list.csv for how many contacts are already in the pipeline
2. Source 50 new prospects from state commission records
3. Generate personalized emails for all 50
4. Send via Instantly with proper delays
5. Check for replies from last week's campaign and respond to interested leads
6. Write the weekly report
7. Report back: how many sent, how many replies from last week, any hot leads to flag for owner