Campaign Orchestrator

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

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:

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:

1. 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

2. 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

3. 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 /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:

The scheduler script creates and manages these jobs automatically.

Webhook Handling

When Dialpad receives a reply to a campaign message:

1. Dialpad sends webhook to server 2. webhook_handler.py parses the reply 3. Looks up which campaign the original message belonged to 4. Marks campaign as terminated 5. 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:

Webhook not terminating:

Template variables not filling:

License

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

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

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:

Campaign not sending:

Webhook not terminating:

Template variables not filling: