playbook-warm-intros

Build prospect lists of customer alumni and generate warm intro lines for cold email campaigns.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Cold outreach performs poorly when there is no real connection between sender and prospect. This Skill builds prospect lists of people who are already one hop from the client — primarily former employees of the client's current customers — and writes the one-line warm intro that references that connection without naming the customer. ## Core Features & Use Cases - Seven-member routing table: Covers current-customer alumni, same-company alumni, same metro, shared investor, event overlap, and website visitors, with current-customer alumni as the priority build. - Exclusion and safety rules: Drops people still employed at source companies, refuses source sets containing the client's own domain, and pushes source companies to the do-not-contact list. - Output contract: Produces warm_intro_line, warm_intro_member, and a QA-only warm_intro_evidence field, with Clay table and Clay workflow implementations included. - Use Case: An agency running outbound for a client whose case study features Coca-Cola builds a list of former Coca-Cola employees and sends email 1 opening with "Noticed you came up through Coca-Cola, who we work with now." ## Quick Start Ask the AI to build a warm intro prospect list of alumni from my client's current customers and write the warm intro line for each prospect.

Frequently Asked Questions about playbook-warm-intros

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

FAQPage Schema
How do I build a warm intro prospect list for cold email?

Run a people search with a past-company filter set to the client's customer or case-study companies, then exclude anyone still employed there. The probe found roughly 15 of 20 people who ever worked at a source company have since moved on, which is the population you want.

How do I write a warm intro line without naming the client's customer?

Use the unnamed form: "you came up through <former employer>, who we work with now." Naming a specific customer in cold email is the client's decision and requires explicit approval; the default formula never discloses which customer it is.

Can I use Clay to automate warm intro list building?

Yes. The Skill includes both a Clay table build with formula columns for exclusions and the line, and a Clay CLI workflow with five nodes covering config checks, people search, alumni filtering, and line generation. No agent node is used since the line is a formula.

Why is my warm intro prospect list too small?

The member was likely defined as a time overlap between two specific people, which never produces a campaignable list. Widen the definition to "ever worked at the source company and has since moved on" and the same data source yields a real segment.

What are the limitations of mutual connection claims in cold outreach?

Mutual-connection claims are unverifiable at scale and read as a lie when wrong, so that member was deleted from this playbook and must not be re-added. Verification for this family is source-side: prefer sources returning dated experiences you can check.