playbook-new-in-role

Generates a cold-email opening clause about prospects who recently started their current job title.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Cold outreach to buyers who just took a new seat needs a credible, factually grounded opening line, but manually researching each prospect's job change and writing a personalized clause does not scale. This playbook filters a people database for contacts whose current role started within a chosen recency window and produces one copy-ready sentence per person. ## Core Features & Use Cases - Source-side tenure filtering: Queries the Prospeo /search-person API with person_time_in_current_role so only recently-appointed contacts are returned, with a default 90-day window and a 9-month ceiling. - Deterministic field computation: Derives role_change_type (promotion vs new hire), months_in_role, and role_start_month from the job_history array in code, never from the model. - Locked prompt line writer: A small reasoning model at minimal reasoning effort turns verified facts into a lowercase clause that completes "Saw <line>.", with a hard abstain path and mechanical QC rules. - Use Case: An SDR team targeting new VPs of Operations at US companies with 50-2000 employees runs the playbook to get new_in_role_line values like "you stepped into the COO seat at Northwind in April" for the first sentence of email 1. ## Quick Start Ask the assistant to run the new-in-role playbook for VP of Operations titles at US companies with 50 to 2000 employees using the default 90-day window and return one opening line per prospect.

Frequently Asked Questions about playbook-new-in-role

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

FAQPage Schema
How do I find prospects who recently started a new job for cold outreach?

Use the Prospeo search-person endpoint with the person_time_in_current_role filter set to a month range like {min: 0, max: 3} for a 90-day window. The filter is applied at the source, so returned rows already carry the role start date and job history needed for personalization.

What recency window should I use for new-in-role prospecting?

The default is 90 days, expressed as a 0 to 3 month filter. If volume is too thin, widen the title family first, then headcount or geography, then the window to 6 months. Nine months is the ceiling because the just-started premise stops being credible beyond that.

Why does the Prospeo search return people with unrelated current titles?

The person_job_title filter is a loose contains match that can hit a past role, so results include people whose current title is unrelated. Gate in code on the current entry of the job_history array, and include abbreviations like COO in the gate list.

Why does the model return empty lines for every row?

Empty output on every row is caused by finish_reason=length, where default reasoning effort burns the full token budget on reasoning. Set reasoning_effort to minimal and retry on length rather than recording it as an abstain.

When should I use the LinkedIn Sales Navigator robust pass instead of the database?

Use the Apify-based robust pass only for high-value clients or verticals where the database is thin, since it costs roughly $3.20 per 1,000 profiles plus hydration. Its tenure filter is coarser and LinkedIn keeps stale results, so a cleanup pass on every run is mandatory.

Can the generated line be wrong even when it passes QC?

Yes. About 1 in 10 lines can be a confident but wrong statement because the source database asserted a title the company's own site contradicts. The only control is an optional cross-check against the company's leadership page; structural QC cannot catch it.