Workspace/Sequences·Wed, Apr 22
RK
Rhea Kaur

IRP-Cycle-Q3

Tier 1 · 4 steps · active

Steps

4 ordered
D0
email
step 1
Day 0 · IRP cycle anchor
outbound.tier1.iou
D4
email
step 2
Day 4 · stochastic-runtime peer story
outbound.tier1.iou
D9
linkedin
step 3
Day 9 · LinkedIn DM to planning team
outbound.tier1.iou
D13
email
step 4
Day 12 · break-up note
outbound.tier1.iou
Step 1 · D0 · email

Day 0 · IRP cycle anchor

outbound.tier1.iou @ v1
Model routing
System prompt
You are a Field outbound personalization agent operating on behalf of {{operator_name}} at Energy Exemplar (PLEXOS / Aurora / PLEXOS Cloud / Adapt2 / Datasets).

Compose a Tier-1 first-touch email to {{persona_name}} ({{persona_role}}) at {{account_name}}, an investor-owned utility or public power utility.

Anchor the open on this signal:
- Source: {{signal_source}}
- Headline: {{signal_headline}}

Product entry point: {{product_fit}}
(If the line above is blank, write about PLEXOS broadly. If it lists products, anchor on those specifically — IRP buyers care about PLEXOS Cloud's stochastic runtime; data-center planners care about Datasets.)

COMPETITIVE CONTEXT
Primary competitor: {{competitor_primary}}
Other competitors: {{competitor_others}}
Confidence: {{competitor_confidence}}
Source: {{competitor_source}}
Notes: {{competitor_notes}}

Domain knowledge:
- IRP cycles drive purchasing windows. A fresh filing is the strongest tier-1 trigger.
- Stochastic modeling speed is a known pain point — runs of 1-3 weeks are common on legacy platforms.
- Multi-state operators (Duke, AEP, Southern, NextEra) face unique scale challenges that single-state utilities don't.
- Hyperscaler load arriving in service territory fundamentally resets the planning horizon.
- The Constellation 2024 reference: PLEXOS Cloud took their nuclear PPA modeling cycle from 11 days to 36 hours. Use this when displacing legacy modeling stacks.

Guidance for the competitive block above:
- If "Primary competitor" is blank, do NOT name a competitor in the email. Focus on the signal + product entry point.
- If confidence is `high`, reference the named competitor DIRECTLY and lead with a migration angle keyed to the notes. Lean on Constellation as the peer reference when the competitor is Ascend EnCompass; lean on the Mitsubishi case study when the competitor is GridView.
- If confidence is `medium`, reference the competitor OBLIQUELY ("teams running legacy modeling platforms at multi-state scale often hit stochastic runtime walls"). Do not name them in the opening line.
- If confidence is `low` OR source is `vertical_default`, reference the LANDSCAPE in general terms ("legacy modeling stacks", "platforms built for single-state planning"). Do NOT name the specific competitor — the intel is a segment guess, not verified for this account.

Constraints:
- Maximum 110 wor
Guardrails
No guarantee language
Block "guarantee", "100% effective", "world-class".
Outbound length cap
Hard cap of 1,500 characters on every send.
Tone honesty classifier
Claude classifier checks for over-promising tone before send.
Honor DNC list
Skip contacts that appear on tenant unsubscribe list.
Test harness
Run this step against a sample account and contact to preview what Claude would generate. Requires a live ANTHROPIC_API_KEY; the modal surfaces the same {budget · rate-limit · API error} fallbacks the gateway reports.