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:

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
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
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

# Show all pending campaign steps sorted by time
python3 campaign.py pending
# Useful for seeing what's due soon across all campaigns

Template Management

# List available templates
python3 campaign.py templates
Preview a template

python3 campaign.py preview "primary"

Campaign Templates

Template	Timing	Channel	Purpose
`primary`	+4 hours	SMS	Recap demo, share recording
`secondary`	+1 day	Email	Pricing, detailed ROI
`tertiary`	+4 days	SMS	Quick check-in
`quaternary`	+7 days	Email	Final follow-up, case study
`post-demo`	+0 hours	SMS	Immediate thank you

Template Variables

Templates support variable substitution:

{name}      - Lead first name
{company}   - Company name
{deal_value} - Deal value from Attio
{owner}     - Sales owner name
{demo_notes} - Notes from demo conversation
{checkout_link} - Personalized checkout URL

Architecture

campaign-orchestrator/
├── SKILL.md              # This file
├── campaign.py           # Main CLI (start, stop, status, list)
├── webhook_handler.py    # Processes reply → termination
├── primary.md            # SMS follow-up template
├── secondary.md          # Email template
├── post-demo.md          # Immediate follow-up template
└── state/
    └── campaigns.json    # Campaign state persistence

State Management

Campaign state is stored in

<workspace>/state/campaigns.json

{
  "campaigns": {
    "Apex Fitness": {
      "template": "primary",
      "attio_id": "deal-uuid",
      "started": "2026-01-27T13:00:00Z",
      "steps_completed": ["sms_primary"],
      "next_step": "email_secondary",
      "next_scheduled": "2026-01-28T13:00:00Z",
      "status": "active"
    }
  },
  "templates": {
    "primary": {...},
    "secondary": {...}
  }
}

Cron Integration

Campaign steps are executed via Clawdbot's cron system:

Executor job: Runs every 5 minutes to check for due steps
Per-campaign jobs: Created for each scheduled step

The scheduler script creates and manages these jobs automatically.

Webhook Handling

When Dialpad receives a reply to a campaign message:

Dialpad sends webhook to server
```
webhook_handler.py
```
parses the reply
Looks up which campaign the original message belonged to
Marks campaign as terminated
Logs the reply to Attio

Integration Points

Dialpad SMS

python3 /home/art/niemand/skills/dialpad/send_sms.py --to "+14155551234" --message "..."

Gmail (via gog)

gog-shapescale --account martin@shapescale.com send-email --to "lead@company.com" --subject "..." --body "..."

Attio CRM

attio note companies "company-uuid" "Campaign message sent: {message}"

Examples

Full Campaign Workflow

# 1. After demo, start campaign
/campaign start "post-demo" --lead "Dr. Smith's Clinic"
2. Check status next day
/campaign status "Dr. Smith's Clinic"
Output: Step 1 sent, Step 2 scheduled for tomorrow
3. Lead replies "interested"
Webhook automatically terminates campaign
Logs reply to Attio
4. Manual follow-up if needed

/campaign start "secondary" --lead "Dr. Smith's Clinic" --delay 0

Monitoring Active Campaigns

# List all active
/campaign list
Output:
Active Campaigns:
- Apex Fitness (primary) - Step 2/4, next: email
- Dr. Smith's Clinic (post-demo) - Complete
- Wellness Center (tertiary) - Step 1/3, next: sms

Troubleshooting

Campaign not sending:

Check
```
cron
```
is running:
```
crontab -l
```
Check logs:
```
journalctl -u moltbot
```
or campaign logs
Verify API keys:
```
echo $DIALPAD_API_KEY
```

Webhook not terminating:

Verify Dialpad webhook URL is configured
Check webhook handler is running
Check
```
campaigns.json
```
for matching lead

Template variables not filling:

Verify lead exists in Attio with required fields
Check template syntax:
```
{variable}
```
not
```
{ variable }
```

License

Part of shapescale-moltbot-skills. See parent repository.

Campaign Orchestrator

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