Hire an AI sales niche and outreach planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A count of customers who found you cold, a one-line niche statement and a verdict with the next step
• A short first message, a 30-word email and a 15-second call opening, with a polite way out
• A table of your sales jobs, the first job to split out, a rule for what counts as qualified and two or three result numbers per role

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You want outbound sales to work and need to know who to write to first.

• Step 1: Niche check. A count of cold customers, warning signs, a one-line niche statement, and a keep, pause or drop call for each offer.
• Step 2: First message. A short main message, a 30-word email, a 15-second call opening, and a polite way out.
• Step 3: Sales role split. A table of sales jobs, the first job to hand off, a rule for a qualified lead, and result numbers.
• Hand-back summary. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Aaron Ross and Peter Thiel would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Check the niche. Counts the customers who found you cold, checks the warning signs, and writes one sentence for who you serve and what you fix.
• Write the first message. Takes the niche from the step before and writes a short message for a stranger, with one hook, one easy reply and a polite way out.
• Split the sales jobs. Takes the plan from the step before, lists who does which sales job, and picks the first one to hand off with a rule for what counts as qualified.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id niche-first-message only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/niche-first-message/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• What you sell, at what price and to whom
• A list of your paying customers and how each one found you
• Reviews or call notes (optional)
• The person, role or company you want to reach (optional)
• Who does each sales job today and roughly how long each takes
• Numbers such as leads per month (optional)

Tools and access

• Any good chat AI: Counting and weighing evidence from a list works in any strong chat AI.
• A spreadsheet: Keeps your customer list and sources in one place.
• Any good chat AI: Cutting and rewording a short message is simple text work.
• A mail merge or CRM tool: Helps you send the same message to a small test group and track replies.
• Any good chat AI: Building the table and plan is text work.
• A CRM such as HubSpot or Pipedrive: Tracks leads, owners and stages so the result numbers are real.

Functions and deliverables

• Sales niche and outreach planner: Share the offer, buyer history and sales work. Get a niche review, a first message and a plan for who does each sales job.
  • A count of customers who found you cold, a one-line niche statement and a verdict with the next step
  • A short first message, a 30-word email and a 15-second call opening, with a polite way out
  • A table of your sales jobs, the first job to split out, a rule for what counts as qualified and two or three result numbers per role
• Niche readiness checker: Check if your focus is narrow enough to grow. Paste your offer and how customers found you to get a niche statement and a verdict.
  • The count of cold customers and what was set aside
  • A niche sentence in one line
  • A keep, pause or drop list for each offer
  • A verdict and the next step
• First outreach message writer: Write a cold email or call opening a stranger can read in seconds. Give it your plan and offer. You get a main message and two short versions.
  • A main message under sixty words
  • A 30-word email and a 15-second call opening
  • The hook and the proof behind it
  • A polite exit and rules to check
• Sales role splitter: Use this sales role splitter to see who does which sales job, which one to split out first, and what to track. You get a short sales role plan.
  • A job table with time shares
  • The first job to split and why
  • A handoff rule that defines qualified
  • Two or three result numbers per role
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Aaron Ross: Plan sales outreach and split team roles using Aaron Ross’s public work. Build a steadier flow of sales leads.
  • Your problem worked on the way Aaron Ross would: their questions, their method, their push-back
  • The answer or the work, in Aaron Ross's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Peter Thiel: Test a startup idea with Peter Thiel's public approach. Find your market, your real edge and the weakest of seven questions. Not for investment calls.
  • Your problem worked on the way Peter Thiel would: their questions, their method, their push-back
  • The answer or the work, in Peter Thiel's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You want outbound sales to work and need to know who to write to first.
• Your leads come from friends, past clients and referrals, and you cannot tell whether strangers would buy.
• You are doing every sales job yourself and need to know which one to give away first.

Limits to check before starting

• Your niche is already proven by many cold customers: skip step 1 and use the Best customer finder to learn who your best buyers are.
• You have no paying customers yet: talk to a few likely buyers first. The Customer purchase interview script writer helps you plan those talks.
• You only want to decide what to ask a buyer to do next: use the Sales next-step planner.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Share your offer and your customer list with how each one found you. It checks the niche first.
• Check the local rules on email and cold calls before you send the message. It lists the rules to check.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/niche-first-message for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.