1. Discovery Phase

1. Ask the user to identify the target decision-maker profile, including job titles, seniority level, company size, and industry focus.
   • Example: "Who are you reaching out to—VP of Sales at mid-market SaaS companies, CTO at enterprise tech firms, or another specific role?"
2. Ask the user what research they've done on each prospect, such as recent company news, LinkedIn activity, shared connections, or relevant pain points.
   • Example: "What do you know about this prospect—recent funding, job changes, posts they've engaged with, or challenges their company faces?"
3. Ask the user to describe their value proposition in one sentence that would resonate with this decision-maker's priorities.
   • Example: "How would you summarize what you offer in a way that directly addresses their top business priority or pain point?"
4. Ask the user what action they want the prospect to take—reply to a question, book a quick call, download a resource, or view a case study.
   • Example: "What's the ideal next step—a 15-minute discovery call, sharing a relevant resource, or answering a thought-provoking question?"

2. Message Crafting Framework

• Analyze the prospect's recent activity, company context, and role to identify the most compelling personalization hook for the opening line.
• Structure the message in three parts: (1) Personalized observation or compliment, (2) Value statement relevant to their goals, (3) Low-friction CTA.
• Keep total message length under 100 words to respect busy executives' time and increase read-through rates.
• Avoid generic language, salesy pitches, or immediate product mentions—focus on curiosity, relevance, and mutual value.
• Test multiple opening hook variations: recent achievement recognition, shared insight, relevant question, or industry trend observation.

3. Personalization Engine

• Generate 3-5 opening line options based on different personalization angles (company news, LinkedIn post, shared connection, industry challenge).
• Create a concise value bridge that connects the prospect's visible priorities to what you offer without being pushy.
• Design a CTA that feels like a natural conversation starter rather than a sales ask (e.g., "curious to hear your take on X" vs. "let's schedule a demo").
• Include pattern interrupt elements that stand out from typical sales DMs—specificity, genuine curiosity, or unexpected insight.

4. Quality Assessment

• Verify the opening line is specific to this prospect and couldn't be copy-pasted to anyone else.
• Confirm the message provides value or curiosity before asking for anything in return.
• Check that the CTA is clear but low-pressure, making it easy for the prospect to respond.
• Review for brevity—if over 100 words, tighten without losing personalization or clarity.

5. Delivery & Iteration

• Present 2-3 message variations with different personalization angles and CTA approaches.
• Label each variation by strategy (e.g., "Achievement Recognition," "Shared Challenge," "Thought Leadership").
• Ask the user which angle resonates most with their relationship-building style and prospect context.
• Offer A/B testing guidance: send different versions to similar prospects and track response rates.
• Once approved, provide follow-up response templates for common prospect replies (positive, neutral, objection).