playbook-name-to-other-prospects

Generates a cold-email variable naming two other senior colleagues at the recipient's company.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Cold emails often need a "not sure if this is you" referral angle, but naming the wrong colleague — or worse, naming the recipient back to themselves — destroys credibility. This Skill produces a safe, verified other_prospects variable (e.g. "Jeff Barg or Rob Cook") that slots into a referral CTA without ever naming the person being emailed. ## Core Features & Use Cases - Hard recipient exclusion: Enforces a never-name-the-recipient rule on every row using normalized name matching (first + last) plus LinkedIn URL matching, and refuses to run rows missing recipient_full_name. - Model judge with audit trail: A locked LLM prompt screens provider candidates, drops support staff and headline-contradicting titles (e.g. a "Co-founder" whose headline says wedding photographer), cleans names, and returns a dropped array explaining every rejection. - Still-there verification: A mandatory web check confirms each named person is still at the company before the variable ships, since provider job titles go stale. - Use Case: A sales team building a Clay table for outbound email adds this playbook so each contact row gets a phrase like "If this sits with Priya Ramanathan instead, happy to talk to them" — with the sentence disappearing entirely when the variable is empty. ## Quick Start Ask the AI to build the other_prospects variable for a prospect row by providing the domain, recipient full name, LinkedIn URL, and persona title list, following the exclusion and judging steps in this playbook.

Frequently Asked Questions about playbook-name-to-other-prospects

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

FAQPage Schema
How do I add a "wrong person" referral line to cold emails?

Build an other_prospects variable that names up to two senior colleagues at the recipient's company, joined with "or". Put the referral CTA in its own sentence and remove the whole sentence when the variable is empty, since spintax cannot branch on empty values.

How do I stop a cold email from naming the recipient to themselves?

Exclude the recipient before any model step by matching on normalized first-plus-last name and LinkedIn profile URL. Normalize hard: lowercase, strip accents and punctuation, and ignore middle names, initials, and credentials. Treat a missing recipient name as a hard stop, not a skip.

Why do colleague names from data providers go stale?

Provider job titles are self-reported and updated infrequently, so people who left months ago still appear as current employees. A still-there web check confirming each named person is still at the company is mandatory before the variable ships.

Can I email the people named in the other_prospects variable?

No. The people named in this variable must never be emailed unless they are separately in the campaign list on their own merits. The variable exists only to give the original recipient an easy referral path.

What happens when only one colleague qualifies at a small company?

One name is a valid answer. Build the joined phrase in code rather than in the email template so the copy never renders a dangling "or", and return an empty string when nobody qualifies.