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
78 lines
2.2 KiB
Markdown
Executable File
78 lines
2.2 KiB
Markdown
Executable File
# WhatsApp · Outreach & Follow-up Template
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## Goal
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- 1-to-1 outreach to warm leads from LinkedIn / Made-in-China / Facebook
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- Nurture existing client relationships
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- NOT for cold spam — always initiate from a prior touchpoint
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## Message Types
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### A. Cold-warm First Touch (after LinkedIn DM or inquiry)
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```
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Hi {name}, this is Tyrone from Shanghai Chengxuan Intelligent.
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Saw your inquiry on {platform} about {topic}.
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Would love to share a quick case study ({client_type}) that matches your scenario.
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Is it OK if I send over a 1-pager?
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```
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### B. Follow-up after Quotation
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```
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Hi {name}, checking in on the proposal we sent on {date}.
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Happy to jump on a quick call to walk through the scope if that helps.
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What time works on your end?
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```
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### C. Case Study Sharing
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```
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Hi {name}, attaching a brief on a recent {industry} project —
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scope: {scope}, duration: {weeks} weeks, key outcome: {metric}.
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Let me know if any part is worth a deeper conversation.
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```
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### D. Relationship Maintenance
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```
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Hi {name}, quick update — we just published a piece on {topic}.
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Link: {url}
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Might be useful for your team. No need to reply, just sharing.
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```
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## Style
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- **Short**: 50–150 words per message
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- **Direct**: state purpose in first sentence
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- **No spam trigger words**: "guaranteed", "amazing opportunity", "act now"
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- **Attach 1 file max** per message (PDF / image)
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- **Respect timezone**: don't DM at night local time
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## Compliance
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- Follow **WhatsApp Business policy**: no mass broadcast to non-opted-in contacts
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- Include opt-out in bulk messages: "Reply STOP to unsubscribe"
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- GDPR: for EU contacts, have consent on file
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- Keep a log in `state/whatsapp-outreach.log`
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## Front Matter (for draft messages)
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```yaml
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---
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platform: whatsapp
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message_type: first-touch | follow-up | case-share | nurture
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recipient_segment: <industry / role>
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source_topic: <master draft or inquiry ref>
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status: draft-pending-review
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language: en | zh
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send_window: "recipient local 09:00-11:00 or 14:00-17:00"
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---
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```
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## Execution
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- **Not** via browserless — WhatsApp Web has strict anti-automation
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- 小橙 drafts the message text → Tyrone copies & sends manually via phone / WhatsApp Web
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- 小橙 logs send time + recipient ref to `state/whatsapp-outreach.log` after Tyrone confirms sent
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