Results for “cadences”

Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep assignment. Triggers: 'cadence builder', 'HVS cadence', 'work queue steps', 'sales engagement setup', 'sequence steps not appearing', 'cadence not sending email', 'Sales Engagement permission set'. NOT for cadence enrollment from Apex — use apex/sales-engagement-api. NOT for MCAE/Pardot nurture — use admin/lead-nurture-journey-design.

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Create concise B2B outreach emails and follow-ups tailored to a prospect’s situation. Plan sending setup, coordinate email with LinkedIn and other channels, and organize reply handling to move interested prospects toward meetings.

• Writing an initial email tailored to a prospect’s situation
• Planning follow-ups that add new information
• Coordinating email and LinkedIn outreach

Find and qualify prospective customers for B2B, SaaS, local businesses, or early-stage products. Define target criteria, gather supporting sources, verify email contacts, and prioritize prospects in a lead sheet or an evidence report for first-customer discovery.

• Build a prioritized list of B2B prospects
• Find local businesses in a target area
• Discover first customers from public demand signals

When the user wants to define GTM metrics, build a metrics dashboard, measure pipeline efficiency, or track AI product performance. Also use when the user mentions 'GTM metrics,' 'revenue latency,' 'pipeline metrics,' 'TTFV,' 'time-to-first-value,' 'data health,' 'attribution,' 'conversion rate,' 'CAC,' 'LTV,' 'NRR,' 'GTM dashboard,' 'magic number,' 'pipeline velocity,' or 'funnel metrics.' This skill covers GTM measurement from metric selection through dashboard design, including AI-specific cost metrics, attribution models, and weekly review cadences. Do NOT use for technical implementation, code review, or software architecture.

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Use when the user asks to "build our social crisis protocol", "mentions are exploding — what do we do first", or "when do we pause the posting queue"; produces a 1-5 severity ladder with tunable Estimated trigger thresholds (mention-velocity multiples vs the 7-day listening baseline, sentiment flip, journalist/regulator contact, employee-conduct class), the first-mechanical-action rule — pause ALL scheduled posts AND paid amplification, with dated state markers dropped to the channels proposal protocol and reconciled post-incident — a pre-approved holding-statement library with committed update cadences, when-NOT-to-post rules, a spokesperson/approval matrix, and a post-crisis retro template; re-runs the social-quality-auditor pre-publish gate before un-pausing the queue. Not for email deliverability incidents (blocklist, spam-rate spikes) — use deliverability-qa; inside a launch window launch-day-conductor owns incident handling. 社媒危机预案/暂停队列/声明库/发言人矩阵

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Notion-as-source-of-truth dispatch board for running your work like an AI agency. One Tasks database is the source of truth; tasks flow Suggestion through Discussion, To-Do, In Progress, and Done with subtasks, recurring cadences, dependencies, and template subtrees. Batch execution fans approved To-Do rows out to parallel agents with per-task model selection. Use when capturing chat to Notion, running the To-Do queue, suggesting, approving, or discussing tasks, or coordinating multi-task batches. Trigger with "/agency-os" subcommands or natural-language variants ("add a suggestion: …", "let's discuss X", "run the queue").

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Rewrite subsection openers so they stop reading like a generated table-of-contents: remove \"overview/narration\" stems and reduce repeated opener cadences across H3s.

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Design multi-touch outbound email sequences with personalized messaging, timing cadences, and conversion-aware copy for prospecting or re-engagement. Use when the user needs a coordinated sales campaign across several touches; use email-drafting for a single message or reply.

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Comprehensive outbound email strategy skill for cold outreach, email sequences, and multi-channel campaigns. Use when writing cold emails, creating outreach sequences, optimizing response rates, designing follow-up cadences, or building outbound campaigns. Covers prospecting, personalization frameworks, sequence design, subject lines, response handling, compliance, email design, HTML email templates, email layout, email marketing, newsletter design, drip campaigns, email subject lines, email headers, and cold email templates for discovery calls and SDR workflows.

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Use when creating outreach sequences, writing cold email campaigns, building multi-channel cadences, designing follow-up flows, or crafting signal-triggered messages. Triggers: 'build an outreach sequence', 'write a cold email sequence', 'create a cadence', 'outreach for [signal]', 'email sequence', 'follow-up sequence', 'multi-channel outreach'.

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Use when the user needs to find, prioritize, or engage B2B prospects — defining an ICP, tiering accounts, building or enriching lists, reading buying signals, designing multi-channel cadences, cold calling, LinkedIn outreach, routing inbound leads, or diagnosing weak pipeline generation. Also for live prospecting coaching. Not for closing (use sales-skill), copy (use copywriter-skill), or CAC analysis (use channel-expert).

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Use when the user asks to "build our social crisis protocol", "mentions are exploding — what do we do first", or "when do we pause the posting queue"; produces a 1-5 severity ladder with tunable Estimated trigger thresholds (mention-velocity multiples vs the 7-day listening baseline, sentiment flip, journalist/regulator contact, employee-conduct class), the first-mechanical-action rule — pause ALL scheduled posts AND paid amplification, with dated state markers dropped to the channels proposal protocol and reconciled post-incident — a pre-approved holding-statement library with committed update cadences, when-NOT-to-post rules, a spokesperson/approval matrix, and a post-crisis retro template; re-runs the social-quality-auditor pre-publish gate before un-pausing the queue. Not for email deliverability incidents (blocklist, spam-rate spikes) — use deliverability-qa; inside a launch window launch-day-conductor owns incident handling. 社媒危机预案/暂停队列/声明库/发言人矩阵

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Use when designing experiments for subject lines, offers, cadences, or journeys.

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Model business performance, define KPIs, and turn data into decision-ready dashboards, briefings, and operating cadences for teams and executives.

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Complete OKR & Strategy Execution system — from company vision to weekly execution. Covers goal hierarchy, OKR writing methodology, scoring rubrics, alignment cascading, KPI dashboards, review cadences, team accountability, and quarterly planning rituals. Use when setting goals, running planning cycles, tracking OKRs, building KPI dashboards, running retrospectives, or aligning team work to strategy. Trigger on: "OKR", "objectives", "key results", "goal setting", "quarterly planning", "KPIs", "strategy execution", "annual planning", "team goals", "alignment", "review cadence", "what should we focus on", "prioritize", "goal tracking", "north star metric".

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