Campaign Execution Skill

Execute LinkedIn outreach campaigns by performing due actions and tracking progress. Uses a manual check-in approach where users invoke this skill periodically to process pending actions.

Process

Step 1: Load Campaign

If campaign_id not provided:

Search for campaigns in .business_growth/sales/campaigns/
Display campaigns with status and progress
Ask user to select campaign

Load the campaign's CAMPAIGN.md and LIST.md files from the campaign folder (.business_growth/sales/campaigns/<campaign_id>/).

Step 2: Determine Action

Based on action parameter or ask user:

Action	Description
`run`	Execute all due actions for leads
`status`	Show campaign progress without actions
`pause`	Set campaign status to paused
`resume`	Set campaign status to running

Step 3: For "status" Action

Display campaign summary:

Campaign name and status
Total leads in target list
Breakdown by execution status
Recent activity log
Pending actions count

Step 4: For "run" Action

Process each lead in the target list:

4a. Check/Create Execution File

For each lead, check if execution file exists at: .business_growth/sales/campaigns/campaign_<name>/leads/<lead_name>/execution.md

Lead Naming: Generate meaningful snake_case names for leads based on their name and company (e.g., john_smith_acme, sarah_jones_techcorp). Keep names concise, lowercase with underscores.

If not exists, create it:

# Execution: <Lead Name>

## Lead Info
- **Name**: <name>
- **LinkedIn**: <url>
- **Company**: <company>
- **Campaign**: campaign_<name>   # e.g., campaign_q1_outreach_fintech

## Status
- **Current**: pending
- **Current Step**: 1
- **Next Action**: connection_request
- **Next Action Time**: <now>

## Action Log
<!-- Actions will be logged here -->

4b. Check If Action Due

Read execution file and check:

Is status pending or in_progress?
Is current date >= next action time?
Has previous step completed successfully?

If all true, action is due.

4c. Execute Due Action

Based on action type:

Connection Request:

Navigate to lead's LinkedIn profile
Click "Connect" button
Add personalized note from template
Send connection request
Take screenshot for verification

Message:

Navigate to lead's profile or messaging
Open message compose
Enter personalized message from template
Send message
Take screenshot for verification

Important: Replace template tokens with lead data:

{{first_name}} → Lead's first name
{{company}} → Lead's company
{{title}} → Lead's title
{{custom}} → Custom personalization from research.md if exists

4d. Log Action and Update Status

Update execution.md:

## Status
- **Current**: in_progress
- **Current Step**: 2
- **Next Action**: message
- **Next Action Time**: <calculated based on sequence timing>

## Action Log

### <timestamp>
- **Step**: 1
- **Type**: connection_request
- **Content**: <actual message sent>
- **Outcome**: sent
- **Screenshot**: <reference if taken>

4e. Handle Special Cases

Connection Accepted (see references/CHECK_CONNECTION_ACCEPTS.md for full procedure):

Check accepts via LinkedIn Connections page (sorted by recently added) — NOT sent invitations
Send Step 2 welcome message from campaign template
Update execution status and calculate next action time

Reply Received:

Set status to replied
No more automated actions
Flag for manual follow-up

Failed Action:

Log error in execution file
Set status to failed with reason
Continue with next lead

Step 5: Rate Limit Management

Track actions taken and advise on limits:

Connection requests: ~20-25/day
Messages: ~50-100/day
Profile views: ~30/hour

When approaching limits:

Pause execution
Inform user of limits reached
Suggest resuming after cooldown period
Calculate when safe to resume

Step 6: Report Progress

After processing all due actions, provide summary:

## Campaign Execution Summary

**Campaign**: <name>
**Execution Time**: <timestamp>

### Actions Taken
- Connection Requests Sent: X
- Messages Sent: Y
- Total Actions: Z

### Lead Status Breakdown
- Pending: X leads
- In Progress: Y leads
- Replied: Z leads (🎉)
- Completed: W leads
- Failed: V leads

### Next Check-In
Recommend checking back in: <calculated time>
Reason: <rate limit cooldown / sequence timing>

### Leads Requiring Attention
- <Lead Name>: <reason - e.g., "Replied to connection request">

Step 7: Update Campaign Metrics

Update CAMPAIGN.md performance metrics section with current counts.

Execution Statuses

Status	Meaning
`pending`	Not yet started
`in_progress`	Sequence in progress, awaiting next step
`replied`	Lead replied, stop automation
`completed`	All steps executed
`failed`	Error occurred, needs review

Browser Tools Used

Tool	Purpose
`tabs_context_mcp`	Get browser context
`navigate`	Go to LinkedIn profiles
`read_page`	Verify page state
`find`	Locate buttons and inputs
`form_input`	Enter message text
`computer`	Click, scroll, screenshot

Error Handling

Common issues and responses:

Issue	Response
Profile not found	Mark as failed, log reason
Connect button unavailable	May already be connected, verify
Rate limit warning	Stop execution, report to user
Login required	Ask user to log in manually
Message failed to send	Retry once, then mark failed

Manual Check-In Approach

This skill is designed for periodic manual invocation:

User invokes skill when ready to execute
All due actions are processed
Summary provided with next check-in time
User invokes again when ready

This approach:

Respects LinkedIn rate limits
Gives user control over timing
Allows review between batches
Avoids continuous automation flags

campaign-execution