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Outreach automation system - #10

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Outreach automation system#10
chehaba wants to merge 13 commits into
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cursor/outreach-automation-system-cc2d

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@chehaba

@chehaba chehaba commented Feb 15, 2026

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Add scripts and a matrix for automated, evidence-based lead-to-campaign assignment to scale outreach.

This PR introduces scripts/assign_lead_to_campaign.py to automate lead assignment based on job title and industry, focusing on director and manager levels, and scripts/analyze_lead_campaign_evidence.py to generate the underlying data-driven rules, ensuring reproducibility and transparency of the assignment logic.


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cursoragent and others added 2 commits February 15, 2026 20:39
…oomInfo)

- Lead Campaign Assignment Matrix: evidence-based mappings from Oops.csv
- assign_lead_to_campaign.py: Job Title + Industry → Campaign + service phrase
- Supports single lead CLI and CSV batch; tier 1 industries (Healthcare, Gov, etc.)
- IT Director × Healthcare → 03 Ownership; Finance Director → 07; Marketing Manager → 09

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
- Evidence tables: Industry×Seniority×Service, Function×Seniority×Industry×Service
- Supports --min-n and --json for pipeline use
- Documented in Lead Campaign Assignment Matrix and README

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
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Cursor Agent can help with this pull request. Just @cursor in comments and I'll start working on changes in this branch.
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cursoragent and others added 11 commits February 15, 2026 20:44
- 'this SharePoint migration' → 'nobody owns this anymore'
- 'this Power BI deployment' → 'reports take too long'
- 'this Dynamics implementation' → 'too many duplicates'
- HubSpot: 'need help setting up', 'too many duplicates'
- BPO: 'can't keep up with tickets'
- AI: 'where do we start', 'information overload'
- Migration: 'need to consolidate'

Based on Inbound What They Want pain language and user examples.

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
- 'nobody owns this anymore' → 'Most waste comes from systems nobody officially owns anymore—orphan sites, permissions drift.'
- 'reports take too long' → 'Reports take too long to get, or the answers aren't there when you need them.'
- 'too many duplicates' → 'Too many duplicates, messy data, and teams that work around the CRM instead of using it.'
- All pain phrases are now complete thoughts—usable as hooks or opening lines in copy, not cryptic fragments.

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
- Add linear workflow reference table
- Each skill: step-by-step, prerequisites, output, how to validate, common failures
- 12 skills: tech stack, Austin scrape/export/enrich, assign campaign, evidence analysis, target matrix, conversion teardown, attribution, deep parse, run analysis, persona normalization
- Validation checklist: what to check before asserting findings

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
…xport flows

- Foundation (1-13) + Elite (1-10) tiers
- Elite 1: Full lead pipeline Austin→enrich→assign→export
- Elite 2: Win-rate-weighted prioritization
- Elite 3: Tech stack vs. won deals (competitive intelligence)
- Elite 4: Cross-source synthesis (Austin + Oops + Inbound)
- Elite 5: Regeneration discipline (when to refresh what)
- Elite 6: Export-to-platform flows (D365, ZoomInfo, Gong)
- Elite 7: Gap analysis (who's missing)
- Elite 8: Signal stacking (multi-signal scoring)
- Elite 9: Anti-patterns (don't do this)
- Elite 10: Staleness & data quality checks
- Skill 13: ATX lead scoring (MW/Mkt fit)

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
- Affirma does mainframe, VMware, Oracle, SAP (partners, deep skill set)
- First motion: legacy/on-prem collaboration/productivity → AWS, Azure, GCP, IBM Cloud, Oracle Cloud, Alibaba Cloud
- GCP = data analytics/AI focus
- Replace 'out of scope' with 'first-motion focus' across Targeting Strategy, prompts, AGENTS, CONTRACT
- Target cloud list: AWS, Azure, GCP, IBM Cloud, Oracle Cloud, Alibaba Cloud

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
…file each

- cloud-migration-modernization/MASTER.md: Targeting Strategy + Market Analysis Tables
- outbound/MASTER.md: SDR Guide, Messaging Framework, Enterprise Legacy, Segment Packs, Value First, Campaign index
- reports/MASTER.md: Lead Campaign, Company Type Matrix, Messaging Summary, Inbound What They Want, Analysis Report, index
- prompts/MASTER.md: Cloud Migration Targeting + Messaging Motion prompts
- agent/MASTER.md: AGENTS workflow, CONTRACT, full SKILLS (Foundation + Elite)

Each directory: one master file, even if long. Added READMEs pointing to MASTER.

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
- consolidated/cloud-migration-modernization.md
- consolidated/outbound.md
- consolidated/reports.md
- consolidated/prompts.md
- consolidated/agent.md
- README with regen commands

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
- PROMPT.md: Read first. Workflow, triggers, constraints.
- CONTENT.md: All reference data consolidated (Market, Messaging Lookup,
  Lead→Campaign, Inbound, Win Rates, Scripts). No grep, no folder hopping.
- scripts/: Symlinks to repo scripts. Run from root: python3 agent-pack/scripts/<name>.py
- README: Usage and regen instructions

Co-authored-by: chehaba <chehaba@users.noreply.github.com>
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