---
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.