skills/sachacoldiq/coldiq-s-gtm-skills/personalization-6-buckets

personalization-6-buckets

SKILL.md

6 Buckets of Personalization

Bucket 1: Self-Authored Content (Highest Value)

Content the prospect has created themselves:

  1. Speaking Engagements - Conferences, podcasts
  2. Webinars - Hosted or participated
  3. Articles - Blog posts, publications
  4. Posts - LinkedIn, Twitter content

Usage: Highest value personalization. Reference their thought leadership directly.


Bucket 2: Engaged Content

Content the prospect has interacted with:

  1. Commented On - Their comments on posts
  2. Shared - Content they've shared
  3. Liked Comments - Comments they've liked
  4. Liked Posts - Posts they've liked

Usage: Shows what topics interest them. Reference shared interests.


Bucket 3: Self-Identified Traits

How the prospect describes themselves:

  1. Profile Line ("About me" Section) - Bio content
  2. Company Line (Role, Specialization & Achievements) - Role description
  3. Headline (Below Profile Picture) - LinkedIn headline

Usage: Use their own words to frame relevance.


Bucket 4: Junk Drawer

Personal details from their profile:

  1. Personal Interests - Hobbies, activities
  2. Volunteer Experience: Personal (Charity) - Causes they support
  3. Languages Spoken - Multilingual abilities
  4. Schools Attended - Education background
  5. Interested In/Following - Topics they follow

Usage: Build rapport but don't overdo it. Use sparingly.


Bucket 5: Background Centric

Professional history and credentials:

  1. Tenure at Company - How long they've been there
  2. Professional Trajectory - Career movement
  3. Recommendations Given - Who they recommend
  4. Recommendations Received - Social proof
  5. Boards They're On - Board positions
  6. Volunteer Experience: Professional (Mentorship) - Industry involvement
  7. Awards Received - Recognition
  8. Certifications - Professional credentials
  9. Mutual Connections - Shared network
  10. Skill Endorsements - Endorsed abilities

Usage: Reference career achievements and professional credibility.


Bucket 6: Company Level

Company-wide information:

  1. Company Website Language - Messaging and positioning
  2. Company Post - Recent social content
  3. Company Blog Entry - Blog content
  4. Company News Mentions - Press coverage
  5. Company IPO - Public offering
  6. Company Funding - Investment rounds
  7. Company Financial Reports - Public financials
  8. M&A: Acquired/Were Acquired/Merged - M&A activity
  9. Company Growth - Growth trajectory
  10. Hiring / Made a "Key Hire" - Team changes
  11. Moved Headquarters / Opened New Locations - Expansion
  12. New Product/Feature/Integration Release - Product updates
  13. Impactful Marketing Moves - Marketing activities
  14. Company Competitors / Competitor Moves - Competitive landscape
  15. Negative/Positive Outputs/Midputs/Inputs - Business problems

Usage: Trigger-based personalization at scale.


5 Types of Core-Static Relevance (Fallback)

When personalization isn't possible:

  1. Demographic: Buyer Persona
  2. Firmographic: Company Segment
  3. Firmographic: Company Industry Vertical
  4. Firmographic: Company Market Geos
  5. Technographic: Tech Stack

Combines with

Skill Why
personalization-hooks Turn bucket data into hooks
ai-personalization-prompts Automate bucket research
personalization-playbooks Choose personalization level
cold-email-4-sequence Apply buckets to sequence

Example prompts

Research Bucket 1 (Self-Authored Content) for this prospect: [LinkedIn URL]
Which bucket should I prioritize for a quick 50-prospect campaign?
Create a strong hook using Bucket 6 (Company Level) data about their funding.
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