A comprehensive lead management and outreach pipeline designed to track sales funnels for digital products and services.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install openclaw-outreach-plugin
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install openclaw-outreach-plugin using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Finch Outreach - Lead Pipeline?
Finch Outreach provides a sophisticated framework for AI agents to manage the entire lifecycle of a sales lead. By utilizing a suite of lead management tools, this system allows agents to maintain a structured sales funnel from initial identification through to payment confirmation. It is a vital component for those building automated sales agents within the ecosystem of Openclaw Skills, ensuring that no prospect is forgotten and follow-ups are executed with precision.
Finch Outreach - Lead Pipeline Use Cases
- Managing automated sales funnels for digital products and SaaS subscriptions.
- Tracking multi-channel outreach interactions across email, forums, and direct messages.
- Automating follow-up schedules to increase conversion rates for cold leads.
- Reporting pipeline health and revenue metrics to external productivity tools like Notion.
How Finch Outreach - Lead Pipeline Works
- The agent begins the session by identifying overdue follow-ups using the lead_due function to prioritize urgent tasks.
- When new outreach is performed, the agent logs the interaction type and sets a future follow-up date (typically 3-5 days out).
- Upon receiving replies, the lead stage is advanced and subsequent steps are scheduled to maintain momentum.
- When payment is confirmed, the lead is moved to the won stage and the actual value is recorded for financial tracking.
- The system generates weekly summaries and exports data in markdown format for cross-platform reporting.
Finch Outreach - Lead Pipeline Setup
To integrate this pipeline into your agent, ensure you have the core lead management tools installed via Openclaw Skills.
# Install the Finch Outreach skill
openclaw install finch-outreach-pipeline
# Configure interaction plugins (Gmail, Notion, etc.)
openclaw configure gmail
openclaw configure notion
Finch Outreach - Lead Pipeline Data Schema & Taxonomy
| Component | Description |
|---|---|
| Lead Stages | identified, researched, contacted, replied, negotiating, won, lost, dead |
| Interaction Logs | Records channel (email/DM/post), type, and a summary of the exchange |
| Valuation | Tracks both estimatedValue and actualValue for ROI analysis |
| Taxonomy | Uses tags for campaign grouping and priority levels |
| Follow-up Logic | Stores due dates and next actions to trigger agent prompts |
Finch Outreach - Lead Pipeline Advanced Features
- Intelligent follow-up cadence (3 days for first follow-up, 5 days for second).
- Terminal state logic to automatically move unresponsive leads to lost or dead.
- Integrated pipeline statistics generation for high-level performance overviews.
- Support for personalized agent notes to maintain context during long-term nurturing.
- Seamless markdown export functionality for Notion-based reporting workflows.
SKILL.md
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