BizDev Outreach Plugin

A Claude Code plugin (compatible with Cowork) that researches contacts across your email, CRM, and the web, then drafts personalized business development communications using a proven three-phase methodology.

What It Does

When you mention wanting to reach out to someone — by name, company, or situation — this plugin:

1. Researches the contact across your email history, CRM records, and the web
2. Analyzes the relationship to recommend the right outreach type, channel, and tone
3. Drafts a message that sounds like you wrote it

It handles seven communication types: cold outreach, warm introduction follow-ups, active deal follow-ups, value-add re-engagements, congratulatory touches, referral requests, and post-meeting follow-ups. It also knows when not to send — sometimes patience is the better move.

Setup

1. Install the Plugin

From Cowork Marketplace

Search for "bizdev-outreach" in the Cowork plugin marketplace and click Install.

Manual Installation

Clone this repo into your project's plugins directory, or add it as a git submodule:

git clone https://github.com/BrightWayAI/Biz-Dev.git bizdev-outreach-plugin

2. Configure Connectors

This plugin uses three connectors that map to your tools:

Connector	Options
~~email	Gmail, Outlook
~~crm	HubSpot, Salesforce, Pipedrive, Close
~~chat	Slack, Microsoft Teams, Discord

See CONNECTORS.md for details.

3. Run /setup

On first use, the plugin will prompt you to run /setup. This collects:

• Company name and one-sentence positioning statement
• Products/services (2-5 with descriptions)
• Target market / ideal customer profile
• Your name, title, and background (what gives you credibility)
• Preferred outreach tone (warm-professional, casual-peer, or formal-executive)
• Value-add approaches (3-5 things you offer that make outreach genuinely useful)
• Custom banned phrases (on top of the built-in banned list)

This information is stored locally in skills/bizdev-outreach/references/user-context.md and used to personalize every draft.

Usage

Just mention a contact naturally:

• "Draft an email to Sarah Chen"
• "I need to follow up with Marcus at Acme Corp"
• "Help me reconnect with James — haven't talked to him in months"
• "Lisa Park just got promoted — I should reach out"
• "I met David at the conference last week, help me follow up"
• "What do I know about Rachel at TechCo?"

The plugin handles research, analysis, and drafting in a single response.

What Makes This Different

The core methodology is opinionated and battle-tested:

• "Should we even send?" logic — Recommends waiting when the timing isn't right, rather than drafting for the sake of drafting
• Pending thread analysis — Identifies the actual open thread (not just the topic) so follow-ups reference specific commitments
• Tone mirroring — Matches each contact's communication style based on prior correspondence
• Strict writing rules — Bans generic phrases ("just checking in", "circling back"), enforces conciseness, requires value-first framing
• Communication type taxonomy — Seven distinct outreach types with specific guidelines for each

Customizing Later

Run /setup again anytime to update your profile. You can also directly edit skills/bizdev-outreach/references/user-context.md if you prefer.

File Structure

bizdev-outreach-plugin/
  .claude-plugin/
    plugin.json          # Plugin manifest
  skills/
    bizdev-outreach/
      SKILL.md           # The outreach methodology (core skill)
      references/
        user-context.md  # Your personalized profile (created by /setup)
  commands/
    setup.md             # Onboarding flow
  CONNECTORS.md          # Connector documentation
  README.md              # This file