playbook-case-study-page

Extracts a named customer from a prospect's case-study page to build a personalized email opener.

Updated May 28, 2025
One-click install
npx skills add https://github.com/meloShaya/insteltech --skill playbook-case-study-page-meloshaya
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: playbook-case-study-page
Source: https://github.com/meloShaya/insteltech/tree/main/crm/library/skills/playbooks/playbook-case-study-page
Command: npx skills add https://github.com/meloShaya/insteltech --skill playbook-case-study-page-meloshaya

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Cold email openers need proof that you researched the prospect, but manually finding a named customer on each prospect's website does not scale, and letting a model write the sentence freely produces hallucinated names and copied numbers. ## Core Features & Use Cases - Ten-path page discovery: Probes /customers, /case-studies, /testimonials and seven other paths with free HEAD requests, including a soft-404 guard that rejects redirects to the homepage. - Model picker with verbatim gates: A locked prompt returns client_name, evidence_quote, detail_phrase, and confidence as JSON, then five code checks verify the name and quote appear verbatim on the fetched page and reject placeholder or investor/press/partner contexts. - Deterministic line assembly: A script, never the model, builds the clause "your work with X on Y", enforces grounding and grammar rules, and holds low-confidence rows for human review. - Use Case: Given a list of B2B prospect domains, produce a ship-ready case_study_line per row that slots into "Saw {{case_study_line}}." in email 1, with roughly 50-60% ship-ready coverage on a mixed list. ## Quick Start Give the skill a prospect domain like ramp.com and ask it to find a named customer on that company's case-study page and return the case_study_line for my cold email opener.

Frequently Asked Questions about playbook-case-study-page

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I personalize cold email openers with a prospect's customer names?

Probe the prospect's domain across ten case-study paths, fetch the page text, and have a model pick one named customer with a verbatim evidence quote. A script then assembles the clause "your work with X on Y" so the model never writes the sentence itself.

How do I stop an AI from hallucinating customer names in outreach lines?

Require the model to return an evidence_quote copied character-for-character from the fetched page, then run code checks confirming the client name and quote appear verbatim in the page text. Any failure triggers an abstain after one retry, so fabricated names never ship.

Why does every domain return no page found when the script works by hand?

A default runtime User-Agent is being blocked or challenged by CDN-fronted prospect sites. Send a browser User-Agent on every request, and fall back to a GET with a Range header when HEAD is refused.

What is a soft 404 and how does it break case-study page detection?

A soft 404 occurs when an origin redirects unknown paths to the homepage and returns 200, making a missing page look found. Reject any candidate whose final resolved path is / or no longer matches a case-study pattern.

Why are low-confidence results held instead of shipped automatically?

A low-confidence row is a bare logo with no story, which is the same shape as investor, press, partner, and CMS placeholder logos that verbatim substring checks cannot distinguish. These rows are marked verified but ship_ready false until an operator reviews a sample.

What coverage should I expect when running this on a prospect list?

Plan on roughly 50 to 60 percent ship-ready rows for a mixed B2B list, and 80 percent or more only for software and agency segments. The live test produced 6 of 7 usable rows but only 4 of 7 shipped without operator review.