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Update to InvestorLists

Snapshot Nov 10, 2026 · 12:09 UTC · version 0.3.4

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{
  "description": "This skill should be used only when an InvestorLists founder asks for a message or says yes to the one offer made after Path to Connect: \"write to\", \"draft\", \"my pitch message\", \"cold email\", \"LinkedIn message\", \"intro request\", \"one-liner\", \"elevator pitch\", \"LinkedIn headline\", \"they replied, what do I say\", \"follow up with\", or onboarding option 3. Two modes: the founder's general message set, and messages for one specific investor and path. Writes under the InvestorLists method (references/writing-rules.md); sends email only on a yes per message; LinkedIn text in a copy box; never opens LinkedIn.\n",
  "included_files": [
    {
      "relative_path": "references/writing-rules.md",
      "size_in_bytes": 6068
    }
  ],
  "name": "il-messages",
  "skill_md_contents": "---\nname: il-messages\ndescription: \"This skill should be used only when an InvestorLists founder asks for a message or says yes to the one offer made after Path to Connect: \\\"write to\\\", \\\"draft\\\", \\\"my pitch message\\\", \\\"cold email\\\", \\\"LinkedIn message\\\", \\\"intro request\\\", \\\"one-liner\\\", \\\"elevator pitch\\\", \\\"LinkedIn headline\\\", \\\"they replied, what do I say\\\", \\\"follow up with\\\", or onboarding option 3. Two modes: the founder's general message set, and messages for one specific investor and path. Writes under the InvestorLists method (references/writing-rules.md); sends email only on a yes per message; LinkedIn text in a copy box; never opens LinkedIn.\\n\"\nmetadata:\n  version: \"0.1.1\"\n  author: InvestorLists.vc\n---\n\n# Investor Messages\n\nEvery message written for this founder, this investor, this path. Drafts first; email sent only on a yes per message; LinkedIn text handed over. Read `references/writing-rules.md` before writing anything.\n\n## When this skill runs\n\nOnly when the founder asks, or says yes to the single offer Path to Connect makes per firm. The agent never starts writing on its own. A declined offer is not repeated for that firm; two declines in a row end the offers for the session.\n\n## Inputs\n\n`raise-profile`, `message-set` (if it exists), `connectors`, `preferences`; for mode 2 the firm's record, notes, brief hooks and chosen path. If the profile lacks the deck link for investors, the booking link or the signature, ask once (max 3 questions) and save to `raise-profile`.\n\n## Mode 1: the general message set (onboarding option 3, or on request)\n\nWrite, one at a time, each shown and edited before the next:\n1. Pitch message (the core; everything else derives from it).\n2. Cold email + follow-up 1 (+2 days, same thread) + follow-up 2 (+5 days, new thread).\n3. LinkedIn first message + follow-up 1 (+4 days) + follow-up 2 (+14 days).\n4. Email after a LinkedIn connection.\n5. Intro request to a connector (forwardable) + reply to a warm intro.\n6. One-line pitch (what, for whom, the strongest proof point) and elevator pitch (30 seconds: why now, why you, traction, the ask).\n7. LinkedIn headline and About line, on request.\nSave all as `workspace_note {name: \"message-set\"}` and to `InvestorLists/Messages/message set <date>.md` when the folder exists. The founder can ask for any single item.\n\n## Mode 2: messages for one investor (chained from Path to Connect, or \"write to <firm>\")\n\n1. If no `message-set` exists, write the pitch message first (one item, shown, saved), then continue.\n2. Confirm in one line: \"Cold email to Jane Doe, partner at X Ventures. Hook: their Fund III close (Sep 2026). Go?\"\n3. Draft by path:\n   - Intro path: the intro request to that connector with the firm-specific reason, forwardable as is.\n   - Direct email: the cold email to that decision-maker with the firm-specific hook, deck link, one ask, booking link, signature. Follow-ups 1 and 2 drafted with their dates.\n   - LinkedIn: connection request (blank) noted; first message and follow-ups in a copy box with their dates. 3rd degree: InMail text.\n   - Submission form: the text per field, in a copy box.\n4. Review pass before showing: nothing the record or brief does not support; one hook; no invented familiarity; not the same hook twice to the same person; the connector not asked twice in a week.\n5. Delivery:\n   - Email, mailbox connected: show the message; \"send?\"; on yes send from the founder's mailbox. On no, save as a draft in the mailbox. Before the first send of the day, once: \"I send up to 15 emails a day from your mailbox; beyond that your own domain's reputation is at risk, so I stop there.\" At the cap, state it and stop.\n   - Email, no mailbox: the text in a copy box.\n   - LinkedIn and forms: always a copy box. The founder sends.\n6. Save the drafts to `InvestorLists/Messages/<firm> <date>.md` when the folder exists. `add_note` `[IL] messages | <date> | status=touch1-drafted or touch1-sent | next=touch 2 | due=<date> | path=<path> | touch 3 due <date>`. Count sends in `send-log` (`YYYY-MM-DD email N`). Hand sends by the founder are not counted; say so once.\n7. Close: \"Next firm?\" (back to Path to Connect for the next firm in the batch) or \"Next 5?\" (Shortlist).\n\n## Replies (when the founder pastes one, or Pipeline surfaces one on request)\n\nApply the reply rules in `references/writing-rules.md`: positive interest, call request, email shared, not now (revisit date saved), no (ask for a referral), acknowledgement only (continue the sequence), after the first meeting. Draft the reply; send only on a yes. Update the firm note (replied, meeting-booked, not-now with date, passed).\n\n## Volume, on request only\n\nExport the current batch or pool as a campaign CSV for the founder's own sending tool (Instantly, Lemlist, Smartlead): email, first name, last name, firm, hook, touch 1, touch 2, touch 3, send dates. Firms with no verified email are listed separately. The agent never creates or activates a campaign.\n\n## Rules\n\n- Nothing is sent without a yes for that message. 15 emails a day. LinkedIn is never opened.\n- One hook per message, sourced. Blank beats a guess.\n- The pitch message is rewritten only when the founder asks or the raise profile changes.\n"
}

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