Outreach Demo

Build a draft-first outreach package from three inputs: business name, website URL, and contact email.

Keep the workflow evidence-based, concise, and approval-gated for any email send.

Workflow

1. Intake
• Collect:
• business name
• contact name if available
• contact email
• website URL
• optional business notes
• If website URL or email is missing, ask only for the missing field.

1. Website research
• Inspect the public website only.
• Prefer homepage, about, services/products, contact, and selected blog/resources pages.
• Extract only visible, supportable observations.
• Do not guess internal systems, revenue, staffing, or pain points.

1. OpenClaw fit analysis
• Propose up to 3 concrete OpenClaw use cases.
• Rank them by:
• visible fit
• likely business value
• lowest-friction starting point
• Also produce:
• one priority_move
• a short why_it_matters[] list
• Phrase uncertain conclusions as “likely”, “appears”, or “suggests”.

1. Report generation
• Use references/report-format.md for section shape.
• For plain operator review, render markdown with:
• scripts/render_outreach_report.py --input --output
• For visually stronger delivery, render a polished HTML one-page brief with:
• scripts/render_outreach_report_html.py --input --output
• Preferred showcase artifact: convert the HTML brief to PDF with:
• scripts/render_outreach_report_pdf.sh --input --output
• Prefer PDF for live outreach when visual impact matters.

1. Email draft generation
• Default to the value-first / “free doughnut” framing: give the prospect a small concrete asset before asking for time.
• Use references/email-template.md for default tone and structure.
• Read references/value-first-outreach.md when you need to optimize for scannability, subject lines, or a more enticing value-first CTA.
• Render a plain-text draft with:
• scripts/render_outreach_email.py --input --output
• Render lightweight HTML with:
• scripts/render_outreach_email_html.py --input --output
• Preferred showcase send mode: HTML email + attached brief.
• Keep email short, specific, and visually scannable.
• Default to draft-only.

1. Approval gate
• Do not send email automatically.
• Sending is allowed only after explicit user approval for that recipient/message.
• Build a preview manifest with:
• scripts/render_outreach_preview.py --input --subject --email-text --email-html --brief --output
• Before send, preview or summarize:
• recipient
• subject
• plain-text fallback body
• HTML body when used
• attached brief filename/format when used
• For actual HTML+brief send, use:
• scripts/send_outreach_package.sh --to --subject --text --html --attach
• Use a client-facing attachment name such as:
• -OpenClaw-Brief.pdf

Output standard

Produce three artifacts when possible:

• structured JSON summary
• markdown report
• plain-text email draft

Recommended JSON fields:

• business_name
• contact_name
• contact_email
• website_url
• business_summary
• likely_audience
• website_observations[]
• openclaw_fits[] with:
• use_case
• why_it_fits
• likely_value
• starting_point
• priority_move with:
• move
• why_first
• expected_benefit
• why_it_matters[]
• demo_angle
• outreach_summary

Guardrails

• Research public website content only unless the user supplies additional material.
• Do not claim verified need where only a hypothesis exists.
• Do not overpromise outcomes.
• Do not send email without explicit approval.
• Use the configured sender account and sender identity for outbound workflows; do not hardcode personal branding into public distributions.

Resources

references/

• references/report-format.md — required report structure
• references/email-template.md — default email draft shape and constraints
• references/value-first-outreach.md — value-first / “free doughnut” outreach framing, scannability rules, and CTA guidance
• references/visual-delivery.md — HTML email + one-page brief delivery guidance and approval-preview checklist
• references/follow-up-sequence.md — optional follow-up templates and cadence after the initial brief send

scripts/

• scripts/render_outreach_report.py — render markdown report from structured JSON
• scripts/render_outreach_report_html.py — render polished HTML one-page brief from structured JSON
• scripts/render_outreach_report_pdf.sh — convert the HTML brief into a client-facing PDF artifact
• scripts/render_outreach_email.py — render plain-text outreach email from structured JSON
• scripts/render_outreach_email_html.py — render lightweight HTML outreach email from structured JSON
• scripts/render_outreach_preview.py — render approval preview manifest for the actual outbound package
• scripts/send_outreach_package.sh — send HTML email plus attached brief via Gmail after approval
• scripts/config.example.json — example config with sender account and output defaults