Creator outreach & CRM — from harvested email to signed partner

Where contacts come from

Every discovery run crawls each creator's bio links (including Linktree-style pages) and extracts emails, websites, Instagram, YouTube and other handles into the dossier. Filtering with require_email turns any search into a contactable shortlist. No manual copy-paste from profiles, no third-party email-finder subscription.

The conversation pipeline

Each creator relationship is a conversation (POST /api/crm/conversations) that moves through stages: lead → contacted → responded → negotiating → partner, with declined and archived as exits. Every touchpoint is logged on the conversation's event timeline — email sent, reply received, call, meeting, rejection — so anyone on the team can reconstruct the relationship in one scroll. Conversations are workspace-scoped: your whole team works one pipeline.

AI outreach drafting

The draft endpoint (POST /api/crm/conversations/{id}/ai/draft, or the draft_outreach MCP tool by username) reads the creator's recent videos and your workspace brand profile, then returns a structured draft: subject, plain-text and HTML body, the rationale behind the angle, and a recommended send time. A prompt_hint steers tone and offer (“friendly, affiliate commission offer, mention their cat video”). Drafting is free and unlimited.

How to run an outreach wave

1. Start from a triaged list — shortlisted members with email present.
2. For each, generate a draft (draft_outreach) with a prompt_hint matching your campaign; skim, edit the details only you know, and send from your own inbox.
3. Log the send as an event; move the conversation to contacted.
4. When replies arrive, log them, move stages, and add follow-up tasks (POST /api/crm/tasks) with due dates so nothing slips.
5. Before a negotiation call, run summarise_conversation — summary, sentiment, key quotes and a recommended next action from the whole thread.

Typical scenarios

• Affiliate recruiting at volume: a TikTok Shop seller drafts 30 personalized emails in an afternoon — each referencing the creator's actual content — instead of one template blast that lands in spam folders.
• Agency continuity: an account manager goes on leave; the replacement reads each conversation timeline and picks up negotiations without a single “sorry, who are you again?”.
• Re-engagement: bulk re-engage (POST /api/crm/bulk-re-engage) revives stalled conversations — past responders who never closed get a fresh, context-aware nudge.

Advanced usage

• Brand profile leverage: the richer your workspace brand profile (product, audience, budget, voice), the sharper every draft — set it once, every email improves.
• Next-action suggestions: the AI next-action endpoint reads a conversation and proposes the single best move — useful for working a 50-conversation pipeline by priority.
• Outreach history per creator: a dossier's outreach-history view shows every past conversation across campaigns before you reach out again.
• Agent-driven outreach: via MCP, Claude can triage a list, draft outreach for the top members and assemble the send queue — you stay the human who hits send.