Cold Email Strategy

What it does

Runs a discovery interview and processes transcripts, documents, recordings, and competitor research to build the ideal customer profile, position the offer, and propose messaging angles. Delivers a complete strategy foundation ready to hand off to copywriting.

When to use it

• When you're launching a brand new cold email campaign from scratch.
• When you have scattered material (calls, notes, research) that needs consolidating.
• When you want to validate the angle before investing in copy.

Steps

1. Share available transcripts, documents, or recordings.
2. The assistant runs an additional discovery interview if needed.
3. The ideal customer profile (ICP) is built from what was gathered.
4. The offer's positioning against competitors is defined.
5. Several prioritized messaging angles are proposed.
6. You sign off on the strategy before it moves to copywriting.

The skill

---
name: cold-email-strategy
description: Discovery interview, ICP profiling, offer positioning, and messaging angles for cold email campaigns.
---

# Cold Email Strategy

## 1. What it does

- Runs a discovery interview and processes transcripts, documents, recordings, and competitor research to build the ideal customer profile, position the offer, and propose messaging angles. Delivers a complete strategy foundation ready to hand off to copywriting.

## 2. When to use it

- When you're launching a brand new cold email campaign from scratch.
- When you have scattered material (calls, notes, research) that needs consolidating.
- When you want to validate the angle before investing in copy.

## 3. Step by step

- Share available transcripts, documents, or recordings.
- The assistant runs an additional discovery interview if needed.
- The ideal customer profile (ICP) is built from what was gathered.
- The offer's positioning against competitors is defined.
- Several prioritized messaging angles are proposed.
- You sign off on the strategy before it moves to copywriting.

## 4. Safety rules

- Safety rules: everything ships as a draft first; nothing is sent, published, or paid for without your explicit approval; no data, numbers, or results are ever invented; no credentials or secrets are typed into chat.

## 5. Best practices

- Always review the full draft before approving any send, publish, or payment.
- If real information (data, numbers, results) is missing, ask for it to be flagged as pending instead of invented.
- Keep credentials and keys out of chat; set them in environment variables or your secrets manager.

## 6. GoHighLevel integration

- Where relevant, results can be saved as contacts, tags, tasks, or notes inside your GoHighLevel sub-account.
- No automation inside GHL (workflow, campaign, trigger) activates without your review first.

For Claude Code, save it as ~/.claude/skills/cold-email-strategy/SKILL.md. In Cursor, ChatGPT or another assistant, paste it as project instructions.