instrat360-com/cco-outreach

Build a B2B account plan for a key account, with the buying group, whitespace and expansion, risks, and the next three actions with owners and dates, kept in CCO when connected. Use when the user asks for an account plan, key account plan, strategic account review, stakeholder map, buying group, or how to grow an existing customer.

Build a short sales deck or proposal for one buyer (6-8 slides) that starts with their problem in their words, shows sourced proof and ends with one ask, made with CCO's deck engine when connected. Use when the user asks for a sales deck, pitch deck, proposal, presentation or slides for a meeting with a prospect or customer.

Find B2B buyers - companies that fit the ideal customer AND have a real, sourced reason to talk now - and hand the search to CCO when connected. Use when the user asks to find customers, buyers, prospects, leads, target accounts, or "companies like my best customer".

Get started with CCO - connect the CCO workspace, set up the business, and choose how much CCO may do on its own (Ask me every time, Ask for new people, Go by yourself). Use right after installing CCO, when the user asks to set up or connect CCO, when CCO tools are missing, or before the first search if the user hasn't chosen how much CCO does on its own.

Turn a founder's or team's LinkedIn presence into real buyer conversations - profile as a landing page, buyer-focused posts, and turning comments into conversations, with CCO sending the messages from the user's own LinkedIn. Use when the user asks about LinkedIn for sales, social selling, LinkedIn posts, profile optimisation, or comment-to-DM.

Define a B2B offer and ideal customer profile (ICP) from the user's website and knowledge, and save it in CCO when connected. Use when the user asks who to sell to, how to describe what they sell, to position their offer, define personas, or before any prospecting.

Review open B2B deals and make an honest forecast (commit, best case, pipeline) based on evidence, from CCO's records when connected. Use when the user asks for a pipeline review, deal review, forecast, "which deals will close", stuck or stale deals, or what to do about the open opportunities.

Run outbound as a daily and weekly rhythm and a 90-day plan, measured on replies and meetings, not activity, with CCO's live numbers when connected. Use when the user asks for a sales plan, 90-day plan, weekly outbound review, weekly sales routine, GTM metrics, pipeline progress, or "what should I do today".

Answer sales replies well and turn interest into booked meetings with real times, through CCO when connected; handle "not now", "no thanks", out-of-office and objections. Use when the user has a reply from a prospect, asks how to respond, wants to book a meeting, or prepare a meeting brief.

Choose the one right person to contact at a target company and explain why them, using CCO's research when connected. Use when the user asks who to contact, who the decision maker is, the buying group, or which buyer to write to at a company.

Start or plan B2B outbound / go-to-market with CCO and the CCO GTM Playbook, and decide which commercial goals to hand to CCO. Use when the user asks how to get more customers, build a pipeline, start outbound, "find customers", plan their GTM, delegate sales work, or asks what CCO or this playbook can do.

Run a weekly sales management and team review, per seller and per account, with what moved, what is stuck and why, coaching points and the decisions needed, from CCO's records when connected. Use when a sales leader asks for a team review, management view, sales meeting agenda, one-to-one prep, or how the team and key accounts are doing.

Write, check and send a short, evidence-based first B2B email (cold outreach) to one person, through CCO when connected. Use when the user asks to write or send a cold email, outreach message, first touch, prospecting email, or to review or improve a sales email.