Campaign Orchestrator Skill

Multi-channel follow-up campaign orchestrator for ShapeScale sales. Executes scheduled SMS + Email sequences with CRM integration and auto-termination on replies.

Overview

A Campaign is a defined sequence of steps (SMS/Email) that executes over time. When a lead replies to any message, the campaign automatically terminates.

Key Features

• Multi-channel: SMS (Dialpad) + Email (Gmail)
• Scheduled: Cron-based execution with configurable delays
• Personalized: Templates filled from Attio CRM data
• Auto-terminating: Replies stop all future scheduled steps
• Logged: All activities recorded in Attio

Setup

Environment variables required:

DIALPAD_API_KEY=your_dialpad_api_key
ATTIO_API_KEY=your_attio_api_key
GOG_KEYRING_PASSWORD=your_google_password  # For Gmail access

Also ensure:

• Dialpad webhook is configured to hit this server
• Attio has company/contact records for leads
• Gmail API access enabled for sales email

Usage

Start a Campaign

# Start primary follow-up campaign for a lead
python3 campaign.py start "primary" --lead "Apex Fitness"

# Start with custom delay override (hours)
python3 campaign.py start "primary" --lead "Apex Fitness" --delay 2

# Start with Attio deal/company ID
python3 campaign.py start "post-demo" --lead "Apex Fitness" --attio-id "deal-uuid"

Pre-Campaign Checklist (MANDATORY)

Before starting ANY campaign, verify:

1. Customer Status Check

   • Search memory/CRM for "already a customer" or "purchased" flags
   • Check exclusion list in campaigns.json
   • Verify email domain not in customer database

2. Email Formatting Check (for email steps)

   • Preview template renders as proper paragraphs
   • 2-4 sentences per paragraph, blank line between
   • No single-sentence orphan paragraphs
   • No hard line breaks mid-paragraph

3. Tone Check

   • No apologetic language ("no worries", "sorry to bother")
   • No easy outs ("if not relevant, no problem")
   • Professional, not needy

NEVER campaign to existing customers unless explicitly requested for upsell.

Check Campaign Status

# Status for specific lead
python3 campaign.py status "Apex Fitness"

# All active campaigns
python3 campaign.py list

Stop a Campaign

# Manual termination (lead replied, not interested, etc.)
python3 campaign.py stop "Apex Fitness" --reason "replied_interested"

Remove a Lead

# Remove lead from campaigns (opted out, not interested)
python3 campaign.py remove "Apex Fitness"

Check for Responses

# Check if lead has responded to any prior messages
python3 campaign.py check "Apex Fitness"
# Shows response status for each completed step
# Warns if responses detected (safe to proceed or terminate)

View Pending Steps