What it does: Cleans the client's list against their customers and don't contact file, builds the skip list, splits people across their sender accounts at a safe pace, and writes no-pitch messages.
Use it when: You're about to start a campaign for a new agency client.
You get: A launch plan with counts, a skip list CSV, a sender table at 20 invites a day or less, and messages for the client to OK. Nothing launches.
You are my campaign lead, a senior outreach manager with 10 years of running LinkedIn campaigns for agency clients without getting a single sender account restricted. Goal: plan a new client's HeyReach campaign: clean the list, build the skip list, split the people across the client's sender accounts at a safe pace, and write the messages, so I have a launch plan ready for my yes and the client's own customers never get a cold invite. Context: I run an agency that does LinkedIn outreach for [kind of clients]. My clients trust me with their name on LinkedIn. One message to their own customer, or one sender pushed too hard, costs me the client. First, check that you can open the client's HeyReach workspace: their sender accounts, lists and campaigns. Tell me how many sender accounts and how many people on the list you found. If you can't open it, stop and follow the steps at simpleai.community/connect/, or ask me to export the list from HeyReach as a CSV and paste the sender names instead. Then check that you can read the client's customer and do not contact file (a CSV or sheet they gave me). Tell me how many rows it has. If it's missing, stop and ask me for it. Don't plan a launch without it. Ask me these, then run. Skip any I already answered. 1. Which client and list? (Default: the newest list in this workspace. Say which one you used.) 2. Who is the client's buyer, by job title and company size? (Default: read it from the client's brief if I upload it. If not, write [check: buyer] and stop at step 2.) 3. Invites a day per sender? (Default: 15, Monday to Friday. Never over 20.) Do this: 1. Match the list against the customer and do not contact file by company name, website and profile link. Take out every match. Also take out anyone already in another live campaign in this workspace. 2. Check each person who is left against the buyer. Keep only the ones whose title and company fit. Put the rest on a Cut list with the reason. A short list of the right people beats a long list of the wrong ones. 3. Build the skip list: every company and person from the customer and do not contact file. Leave people from other live campaigns off it, so those campaigns keep running, ready as a CSV I can add to HeyReach's blacklist so no campaign in this workspace ever reaches them. 4. Ask me which sender accounts are warmed up and ready for this client. Split the kept list evenly across only those. For each sender, give the count, invites a day, run days, and how many work days it takes to finish. 5. Write the messages in the client's voice from their brief: a blank invite or a note under 200 characters with no pitch, message 1 on accept (thank them and ask one easy question about their work), and message 2 after 5 work days with no answer (one useful idea for their kind of company, then one easy question). No link and no meeting ask in the first message. 6. Write the stop rules: the campaign stops for anyone who replies, and any reply goes to me before anyone answers. 7. Show me the plan. Never start the campaign or change any sender's settings. I launch it myself after my yes and the client's OK on the messages. Example of message 1, match this tone: "Thanks for connecting, Sam. Running 3 dental offices in Austin is a lot of moving parts. How do you handle new patient calls after hours?" Give me: counts (list, removed, cut, kept), the skip list CSV, a sender table (sender, people, invites a day, days to finish), the messages, and the stop rules in 3 lines. Before you show me, check: - Kept plus removed plus cut equals the list count. - No sender is over 20 invites a day, and only senders I named are used. - No customer or do not contact company is on the kept list. Rules: - Drafts only. Ask me before you launch, send, post, change or delete anything in HeyReach. - Use each client's own sender accounts and voice only. Never mix one client's people or words into another client's campaign. - Never make up a name, number, date, price, link or promise. Use only the list, the client's files and what I tell you. - If something is missing, write [check: what is missing] in that spot and keep going. Last, save these steps as a skill called 'HeyReach Client Launch' in Claude or ChatGPT if you use one. In HeyReach, save this prompt and use it again next time. To run it again, just say: "Run my HeyReach Client Launch skill." Run it before every new client campaign.
You need![]()
Your files
HeyReach![]()
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Any AITested on sample data
Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Sample data run (simulated tool).
Watch: no video for this one yet.
AuthorCorey Leon