{ "schema": "aiblocks-page/1", "id": "agency-sales-outbound-strategist", "type": "agent", "name": "Outbound sales planner", "summary": "Get an outbound sales plan: who to target, which buying signals to watch and a multi-channel message sequence with draft emails you can send.", "headline": "Outbound sales planner", "subhead": "Tell it what you sell and who buys. It builds a target profile, ranks the buying signals, sorts your accounts into tiers and drafts a touch-by-touch outreach sequence with sample messages. Nothing is sent until you approve it.", "job": { "id": "sell-and-negotiate", "name": "Sell and negotiate" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "persona", "required": false, "label": "Persona", "what": "a buyer grounded in real review language: problem, trigger, wants, doubts, words they use" }, { "type": "competitor_set", "required": false, "label": "Competitor set", "what": "competitor profiles and the gaps worth owning" }, { "type": "plan", "required": false, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" }, { "type": "lead_list", "required": false, "label": "Lead list", "what": "a list of sales leads or open deals, from a CRM or a CSV export, with company, contact, stage and last contact" } ], "outputs": [ { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" }, { "type": "copy_draft", "required": true, "label": "Copy draft", "what": "a draft of any copy (ad, page, email or script) that a check or edit pass works on" } ], "you_give": [ "What you sell, its price range and the problem it solves. Your website or sales deck has this.", "Who buys it, as job titles, company size and industry. Your 3 to 5 best customers help most.", "Channels you can use and limits, such as email only or no cold calls.", "A list of companies you want to reach (optional)", "Signals you can already see, such as new hires, funding news or pricing page visits (optional)" ], "you_get": [ "A target profile with company filters, the event that makes a company ready to buy and who to rule out", "Buying signals ranked from strongest to weakest, with where to spot each and how fast to act", "Your accounts sorted into 3 tiers, each with how much research and how many contacts", "A sequence of 8 to 10 touches with the day, the channel and a new angle for each", "A draft first email, a LinkedIn note and a closing email, with placeholders for facts you did not give", "A short list of numbers to track and the first test to run" ], "use_when": [ "You are starting outbound sales and have no target list, no tiers and no sequence yet.", "Your cold emails get no replies and you think the problem is the reason for the message, not the wording.", "Someone new starts doing outreach for you next month and needs a plan to follow.", "You have a few big accounts you want to win and need a way to reach several people at each one." ], "skip_when": [ "You want an email for one named company. Use the Account-based outreach drafter.", "You already know your buyer and only want cold emails and follow-ups. Use the Cold email writer.", "You need to answer replies, handle objections and move deals forward. Use the Sales outreach writer.", "You want to plan your offer and lead channels first. Use the Sales offer and lead planner.", "You need a live list of companies or live buying signals. This agent cannot pull data. Get the list from your CRM or a data tool, then paste it in." ], "output_sample": { "input": [ "What you sell and who buys it", "Your best 3 to 5 customers (optional)", "Companies or buying signals you already have (optional)", "The channels you can use and any sending limits" ], "prerequisites": [ "An AI that can read what you paste. Web search is optional and helps with account research." ], "output": [ { "name": "Target profile", "contains": "Company filters, the event that makes a company ready to buy, who feels the pain and who to rule out." }, { "name": "Signals to watch", "contains": "Buying signals ranked by strength, with where to spot each and how fast to act." }, { "name": "Account tiers", "contains": "Three groups of accounts, each with a research depth and a number of contacts." }, { "name": "Channel plan", "contains": "The first, second and third channel to use for each job level." }, { "name": "Sequence", "contains": "Eight to ten touches over three to four weeks, each with its own angle." }, { "name": "Message drafts", "contains": "A first email, a LinkedIn note and a closing email, with placeholders for missing facts." }, { "name": "What to track and test", "contains": "A few numbers to count and the first single-change test." }, { "name": "Assumptions and checks", "contains": "What the AI assumed and what you must confirm before you send." } ] }, "output_shape": "TARGET PROFILE\n Filters | Ready to buy when | Feels the pain | Rule out \n\nSIGNALS TO WATCH\n | | | \n\nACCOUNT TIERS\n | | | \n\nCHANNEL PLAN\n | | | \n\nSEQUENCE\n Touch | Day | | | \n\nMESSAGE DRAFTS\n Email 1: | | | \n LinkedIn note: \n Closing email: \n\nWHAT TO TRACK AND TEST\n | \n First test: \n\nASSUMPTIONS AND CHECKS\n | \n Checks still needed: ", "how_to_use": [ "Download the pack from this page and add it to your AI as a skill. If you cannot, paste SKILL.md into a new chat, then paste references/source-agent.md.", "Write five or six lines: what you sell, who buys, your best customers and the channels you can use. Paste any account list or signals you have. No code or web access is needed.", "Type \"Build my outbound plan. Do not invent any customer, signal or number I did not give you.\"", "Read the target profile and the signal list first. Cut anything that does not match your real buyers, then ask for the plan again.", "Check each draft message for a claim you cannot prove. Fill every placeholder in angle brackets with a real fact.", "Send nothing until you approve it. Run the first test it suggests and change one thing at a time." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Follow-up email sequence writer", "url": "https://useaiblocks.com/prompts/follow-up-email-sequence-writer", "why": "Follow-up email sequence writer" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-outbound-strategist.md", "licence": "MIT", "original_name": "Outbound Strategist", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Outbound Strategist", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-outbound-strategist.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." }, { "title": "AI Blocks catalogue guidance", "by": "AI Blocks", "url": "https://useaiblocks.com", "used": "We added Before you start and After this sections that link to other AI Blocks steps. We refreshed those generated sections from the catalogue inputs and next-step links." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-sales-outbound-strategist", "markdown": "https://useaiblocks.com/agents/agency-sales-outbound-strategist.md", "json": "https://useaiblocks.com/agents/agency-sales-outbound-strategist.json", "instructions": "https://useaiblocks.com/skills/agency-sales-outbound-strategist/SKILL.md", "download": "https://useaiblocks.com/skills/agency-sales-outbound-strategist.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-sales-outbound-strategist", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-sales-outbound-strategist", "mcp": "https://useaiblocks.com/mcp" } }