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Revenue team reviewing a respectful outreach playbook

Our working principles

Good outreach starts by respecting the person receiving it

Salesforge is framed as an agent skill for guided prospecting—not a claim that every available action should be automated.

The playbook journey

  1. Question

    Begin with a specific market question, audience, purpose, geography, and exclusion list. “Find everyone” is not a useful ICP. A focused brief lets a reviewer understand why an account or person is considered.

  2. Evidence

    Collect public company and role context with source timing. Separate observed facts from inference, and do not turn activity signals into claims about private intent. Platform profiles change; ambiguous identity should remain unresolved.

  3. Draft

    Prepare a concise connection or follow-up message grounded in context the recipient would reasonably recognize. Avoid fabricated familiarity, sensitive personalization, and empty praise. The goal is relevance and clarity rather than scale.

  4. Review

    A person verifies target fit, identity, message, suppression, regional requirements, platform rules, sequence timing, and sender authority. agent workflow automation and browser-based workflows can create account and governance risk when interfaces or terms change.

  5. Learn

    Compare accepted and rejected targets, edits, replies, opt-outs, delivery outcomes, and reviewer time. Volume alone is not evidence of quality. A responsible team updates the playbook when sources, permissions, markets, or platform policies change.

Three values

Relevance before reach

A smaller reviewed audience can be more useful than a broad activity target.

Control before convenience

Target, text, channel, and send decisions deserve distinct approvals.

Unknown before invention

Missing context should stay missing until a source supports it.

Who brings judgment

Founder

Defines market thesis and acceptable outreach purpose.

SDR manager

Sets review, rate, suppression, and reply-handling rules.

RevOps

Governs data sources, destinations, permissions, and measurement.

Security reviewer

Checks package behavior, credentials, retention, and deletion.

No customer, certification, official platform partnership, or performance benchmark is claimed here. Verify current first-party documentation before relying on any integration or compliance statement.

Bring these principles into your first task

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