5b9da9e70c
- IDENTITY.md §四: 新增主动思考+主动研究要求 - SOUL.md §一: 新增第4条(主动优于被动)+第5条(自研胜过求助) - SOUL.md §六: 升级为3级决策框架 - HEARTBEAT.md: 新增主动触发场景表 - TOOLS.md §2.1/4.2: 补充运维脚本+搜索研究规则 - insights.md: 追加工作姿态升级反思 - knowledge/research-log.md: 新建研究沉淀文档
2.2 KiB
Executable File
2.2 KiB
Executable File
WhatsApp · Outreach & Follow-up Template
Goal
- 1-to-1 outreach to warm leads from LinkedIn / Made-in-China / Facebook
- Nurture existing client relationships
- NOT for cold spam — always initiate from a prior touchpoint
Message Types
A. Cold-warm First Touch (after LinkedIn DM or inquiry)
Hi {name}, this is Tyrone from Shanghai Chengxuan Intelligent.
Saw your inquiry on {platform} about {topic}.
Would love to share a quick case study ({client_type}) that matches your scenario.
Is it OK if I send over a 1-pager?
B. Follow-up after Quotation
Hi {name}, checking in on the proposal we sent on {date}.
Happy to jump on a quick call to walk through the scope if that helps.
What time works on your end?
C. Case Study Sharing
Hi {name}, attaching a brief on a recent {industry} project —
scope: {scope}, duration: {weeks} weeks, key outcome: {metric}.
Let me know if any part is worth a deeper conversation.
D. Relationship Maintenance
Hi {name}, quick update — we just published a piece on {topic}.
Link: {url}
Might be useful for your team. No need to reply, just sharing.
Style
- Short: 50–150 words per message
- Direct: state purpose in first sentence
- No spam trigger words: "guaranteed", "amazing opportunity", "act now"
- Attach 1 file max per message (PDF / image)
- Respect timezone: don't DM at night local time
Compliance
- Follow WhatsApp Business policy: no mass broadcast to non-opted-in contacts
- Include opt-out in bulk messages: "Reply STOP to unsubscribe"
- GDPR: for EU contacts, have consent on file
- Keep a log in
state/whatsapp-outreach.log
Front Matter (for draft messages)
---
platform: whatsapp
message_type: first-touch | follow-up | case-share | nurture
recipient_segment: <industry / role>
source_topic: <master draft or inquiry ref>
status: draft-pending-review
language: en | zh
send_window: "recipient local 09:00-11:00 or 14:00-17:00"
---
Execution
- Not via browserless — WhatsApp Web has strict anti-automation
- 小橙 drafts the message text → Tyrone copies & sends manually via phone / WhatsApp Web
- 小橙 logs send time + recipient ref to
state/whatsapp-outreach.logafter Tyrone confirms sent