LinkedIn DM

• Name and current role/company
• Career history — companies, roles, years
• Education — college, degree, batch years
• Location

Store these facts. They are used to identify relationship hooks with each connection.

3. Confirm the Pitch (once, upfront)

Ask the user:

"What's your pitch / product message? This will be the consistent part of every message. Describe it in 1–2 sentences."

Then draft a polished pitch section (2–4 sentences max, punchy and clear). Show it to the user and get explicit approval. Do not start sending until the pitch is confirmed.

Example prompt: "Here's the pitch I'll use for everyone — confirm or edit:

'I'm building an AI calling agent — you give it a phone number + context, and it handles the call end-to-end. Think customer follow-ups, research calls, vendor coordination — anything phone-based that eats into your day. Happy to show you a demo if this sounds useful.'"

4. Browser Setup

• Option A — Chrome Browser Relay (profile="chrome"): extension attached to LinkedIn tab (badge ON) — recommended for flagged accounts
• Option B — OpenClaw Isolated Browser (profile="openclaw"): openclaw-managed Chrome, LinkedIn logged in

5. CRM Sheet

Ask the user for a Google Sheet ID/URL to log outreach results. If they don't have one, offer to set one up (create tab + write headers). Confirm gog is authenticated (gog auth list).

If the user skips this, fall back to local linkedin_dm_progress.json but remind them the follow-up skill needs the sheet.

6. Ready Check

Only proceed once:

• ✅ List is ready
• ✅ Sender profile has been read
• ✅ Pitch is confirmed by user
• ✅ Browser is open with LinkedIn logged in
• ✅ Sheet ID confirmed (or sidecar fallback acknowledged)

Relationship Analysis (per person)

Before writing a message, compare the connection's profile against the sender's profile to find the strongest hook. Use this hierarchy — pick the highest that applies:

Combine the hook with a line about their current work to show you know what they do.

Message Structure

Send as two separate messages per person, back to back:

Message 1 — Personalized opener (unique per person)

[Relationship hook — 1 sentence]
[Acknowledgement of their work/role — 1 sentence]

Target: 100–180 chars. Feels like a genuine reach-out from someone who knows them.

Message 2 — Pitch (identical for everyone, confirmed upfront)

[Product description — 1–2 sentences]
[Relevant use case for their role — 1 sentence]
[Soft CTA — 1 sentence]

Target: 150–250 chars. Clear, punchy, no filler.

Why two messages?

• Opener lands first — they see it before the pitch, feels more personal
• Pitch is clearly a separate thought, not buried at the end
• Mirrors how a human would actually message a connection

Fallback: If sending two messages is technically difficult (e.g. bubble re-focusing issues), use Shift+Enter twice between the opener and pitch to create a paragraph break within a single message.

Do not:

• Open with "I hope you're well" or "I came across your profile"
• Use the same opening for multiple people
• Change the pitch section per person

Batch Preview Before Sending

Generate messages for the entire list first. Present them in a table:

Get user approval on the full batch before opening the browser. Allow edits per row.

Sending Flow (Per Person)

1. Navigate to /feed/ — mandatory, no exceptions, no skipping
2. Wait 3–5 seconds
3. Search connections at linkedin.com/mynetwork/invite-connect/connections/ — type name in "Search by name"
4. Handle results:
   • 1 match → confirm name + headline → click to open profile
   • Multiple matches → show user, ask which one
   • 0 matches → mark Not a Connection, skip
5. Read their profile if not already done (for personalisation)
6. Click Message button on their profile
7. Send Message 1 — personalized opener only, send it
8. Send Message 2 — pitch only, send it immediately after
9. Confirm both delivered
10. Log to CRM sheet — append row via gog sheets append with all fields (see CRM Tracking section)

See references/browser-workflow.md for exact browser automation steps.

Status Values

Anti-Detection Rules

• /feed/ before every single profile — non-negotiable
• 3–5 second wait after feed loads
• Max 15–20 messages per session
• Stop immediately if LinkedIn warns about messaging rate — tell the user

CRM Tracking — Google Sheet

After each message is sent, append a row to a Google Sheet. This sheet is the source of truth for all outreach — current session and future follow-up.

Sheet Setup

Ask the user for a Google Sheet ID or URL at the start of the session (or offer to create a new one). The sheet should have a tab named Outreach with these columns:

Column I (Status) lifecycle — only Sent is written by this skill. The follow-up skill will update to: Replied · Call Scheduled · Demo Done · Follow Up Sent · No Response · Closed Won · Closed Lost

Appending a Row

After each message pair is sent, run:

gog sheets append <SHEET_ID> "Outreach!A:L" \
  --values-json '[["<date>","<name>","<role>","<company>","<url>","<hook>","<opener>","<pitch>","<campaign>","Sent","<notes>","<timestamp>"]]' \
  --insert INSERT_ROWS

First-Time Setup

If no sheet exists yet, tell the user:

"I'll need a Google Sheet to track outreach. Share an existing sheet ID/URL, or I can create one with the right columns."

To create a new sheet, use Drive (or ask user to create one and share the ID). Then write the header row:

gog sheets update <SHEET_ID> "Outreach!A1:L1" \
  --values-json '[["Date Sent","Person Name","Role / Title","Company","LinkedIn URL","Relationship Hook","Opener Sent","Pitch Sent","Campaign","Status","Notes","Last Updated"]]' \
  --input USER_ENTERED

Local Sidecar (fallback)

If Google Sheets is not set up, fall back to a local linkedin_dm_progress.json:

{
  "campaign": "AI Calling - Feb 2026",
  "pitch": "confirmed pitch text",
  "rows": [
    {
      "date": "2026-02-13",
      "name": "Shorya Saini",
      "role": "Senior Analytics Specialist",
      "company": "Razorpay",
      "url": "https://linkedin.com/in/shorya-saini",
      "hook": "Same batch BITS Goa 2018",
      "opener": "Hey Shorya...",
      "pitch": "I'm building...",
      "status": "Sent",
      "notes": ""
    }
  ]
}