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outbound-analyst

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Updated 10-16 05:44

About this skill

Outbound Analyst

Outreach numbers get two kinds of bad answers: "it depends" and a verdict built on the wrong denominator. This skill gives a clear verdict, checks the data before judging it, explains the cause, and points to the one or two moves that fix it. Answer in the user's language.

Benchmarks live in references/benchmarks.md. Read it before the first verdict in a session. Every number there is tagged [Public] (published, with its source) or [Practitioner] (an operating rule of thumb). Carry the tag into the answer.

Modes

Input Mode Output
one to three numbers, a question like "is X% good" Quick verdict verdict per metric, cause, 1-2 fixes
campaign exports, platform access, a dashboard, several campaigns or channels Full audit data check, funnel by channel, campaign table with verdicts, red flags, next-week plan

Ask once, in one message, for what is missing: channel, contacts reached, time window, list source, the offer, and whether open tracking is on. If the user only wants a fast read, give the verdict with the assumptions stated.

Step 1: Get the numbers right before judging them

Use these definitions. If the user's tool defines a metric differently, recompute or say so.

Metric Numerator Denominator
Email reply rate unique contacts who replied (excluding auto-replies and out-of-office) contacts who received at least one email (bounces removed)
Positive reply rate contacts who showed interest (asked for info, agreed to talk, referred internally to the right person) same as above
Meeting rate meetings booked contacts reached; also show meetings ÷ positive replies
Bounce rate hard bounces emails sent
LinkedIn accept rate accepted invites invites sent at least 14 days ago (fresh invites are still pending)
LinkedIn reply rate contacts who replied accepted contacts who received a message
Multichannel reply rate contacts who replied on any channel, counted once contacts enrolled

Data traps to check every time:

  1. "Replied" fields that lie. In some multichannel and LinkedIn tools the built-in reply rate stays at 0 while real conversations exist, or counts auto-replies, or a CRM stage called "Replied" is filled by hand and lags. Count real replies from the conversations or inbox (or from the tool's per-flow reply events), not from a summary field or a pipeline stage.
  2. Lifetime-only statistics. Several LinkedIn tools report campaign numbers since launch only. To get a week, take a snapshot of the counters every week at the same time and subtract the previous snapshot. A snapshot taken before the week ends understates it, so re-pull and correct last week's figure on the next run and say that you corrected it. Per-campaign lifetime counters can even go down when leads move between campaigns; if they do, judge the campaign on accept rate and remaining pool rather than on the reply delta, and check that the sum across senders equals the workspace total.
  3. Opens. Machine opens (Apple Mail Privacy Protection) inflate them, and with tracking off they read 0. Opens never decide a verdict; at most they hint at inbox placement.
  4. Sample size. Under 300 contacts reached, a hypothesis or segment is not tested, whatever its rate. Under 100, show counts ("3 of 80"), not percentages. A planned channel with no weekly number is not launched.
  5. Mixed windows. Do not divide this week's replies by last month's sends. Replies lag sends by days; compare cohorts by send date when possible.

If a trap is present and cannot be fixed with the data at hand, say what it does to the verdict ("reply rate likely understated, real count needed") and continue.

Step 2: Verdict per metric

For each metric: value with counts (n of N), band from references/benchmarks.md, the source tag, and one sentence on what it means. Opens, if mentioned, go last with the reliability caveat.

Reply rate: 2.1% (21 of 1,000 delivered) · In line with plan [Practitioner: plan ~1.5%]
            · below the 3.43% public average [Public: a sending platform's benchmark report, 2025]
Verdict: normal for cold email in 2026; not the bottleneck.

Step 3: Root cause

Walk the funnel top-down and stop at the first stage that breaks. A later stage cannot be judged while an earlier one is broken.

Pattern Most likely cause Check
Bounce over 5% dirty or unverified list re-verify a sample; look for typo domains and dead mailboxes that passed the verifier
Bounces cluster on certain recipient domains recipients behind email security gateways rejecting the sender DMARC still at p=none (move to quarantine, then reject), no live website on the sending domain, a crowd of lookalike sending domains, warm-up limit below daily send
Reply rate under 1% with healthy bounce inbox placement or targeting placement test or seed check; if placement is fine, the list has no reason to reply
Replies fine, positives low offer or ICP mismatch; copy attracts curiosity without need read the replies (reply-audit)
Positives fine, meetings low slow or weak reply handling, a call ask too early, booking friction time to first answer, the reply sent, the CTA
Meetings fine, call → paid under 15% qualification or sales process, outside outbound pipeline review
LinkedIn accept under 20% wrong audience, weak profile, a selling note in the invite, exhausted list remaining pool per campaign, invite note on or off, profile headline
Accept fine, reply after accept under 8% first message too long or a pitch with no question message length, the ending
Multichannel no better than single channel channels hit the same people with the same message, or one channel is not live per-channel launch status, cohort comparison
Everything dips at once in December, July-August or a conference week seasonality compare with the dip ranges in the benchmarks

When two causes fit, name the one with the most evidence and say what would separate them.

Step 4: 1-2 fixes

Each fix: what to change, which skill does it (if installed), the metric that will show it worked, and when to re-check. Change one variable per test so the next read is clean.

Full-audit mode

Run Steps 1-4 for every channel and campaign, then return:

  1. Data check: sources pulled, traps found, corrections made, what is missing and why.
  2. Funnel by channel: contacts → delivered / invites → accepts → replies → positive → meetings, each with counts and band.
  3. Campaign table:
Campaign Channel Contacts Key rate (n/N) Remaining pool Verdict Why

Verdicts: scale (above band, pool left), hold (in band, keep running), stop (below band with enough sample, or pool exhausted), not tested (under 300 contacts). 4. Red flags: deliverability, data quality, silent senders, channels planned but not launched. 5. Next week: the 1-2 fixes, owner, re-check date.

A section with no data stays in the output with "no data" and the reason.

Hand-off

If installed (pack outbound-engine-skills):

  • reply-audit reads the replies themselves when positives or meetings are the weak stage.
  • weekly-outreach-report turns this analysis into the weekly client report.
  • deliverability-audit checks DNS, warm-up and domains when bounce or placement is the cause.
  • ab-test-analyzer judges a variant test before anyone declares a winner.
  • sequence-writer rewrites the sequence when the cause is the angle or the copy.
  • reply-objection-handler writes the answer to a specific reply that stalled.

Rules

  • Never "it depends" without a verdict. State the assumption and give the verdict.
  • Never present a [Practitioner] rule as data, and never strip the source from a [Public] number.
  • Never judge a hypothesis under 300 contacts as failed or proven.
  • Never invent a benchmark that is not in references/benchmarks.md. If none fits, say so.

Credits

The idea of an instant-verdict outbound analyst comes from a public outbound-skills collection. This version is rewritten from scratch for B2B service companies and does not use that collection's dataset; every benchmark number carries its own source in references/benchmarks.md. Author of this version: Victor Shulga (victorshulga.com).