# EMEA Outreach — Task Tracker (team-owned)

**Purpose:** One place to track **who does what**, with enough **context** and **scenario** that Kerry (or the next person) can pick up any row without asking Heidi.

**How to use:** Copy this file to Google Sheet / Notion, or keep in repo and update after each send. One row = one tenant touch (first email or follow-up).

**Related (don't duplicate here):** email copy → [`outreach-emails-kerry-v1.md`](./outreach-emails-kerry-v1.md) · lint workflow → [`how-kerry-uses-gtm-skills.md`](./how-kerry-uses-gtm-skills.md) · Cursor skill → [`skills/tidb-emea-tse-outreach/SKILL.md`](./skills/tidb-emea-tse-outreach/SKILL.md)

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## Task types (scenario)

| Task type | Scenario | Typical tier | Owner | Done when |
|-----------|----------|--------------|-------|-----------|
| **first_outreach_p0_high_usage** | P0 tenant with meaningful QPS/clusters; offer architecture help | A1 | Kerry | Email sent, `track_step=email` |
| **first_outreach_p0_poc** | P0 on POC plan, AI company; unblock eval | B1 | Kerry | Email sent |
| **first_outreach_p0_quiet_ai** | P0 AI core, little usage; activation / connection | C1 | Kerry | Email sent |
| **first_outreach_p1_ai** | P1 AI core/related; state layer / agent memory angle | D1 | Kerry | Email sent (~5/day cap in pilot) |
| **first_outreach_p1_non_ai** | P1 corporate non-AI; hold unless high activity | E1 | Kerry | Sent only if cluster≥3 or QPS≥0.1 (internal) |
| **outreach_error_unblock** | Bot shows `error_message`; support unblock | F1 | Kerry | Email sent or CS ticket |
| **follow_up_no_reply** | 5–7d after first, no reply, same `Re:` subject | A2/B2/C2/D2/E2 | Kerry | One follow-up max per tenant in pilot |
| **slack_invite** | After positive reply or if they prefer chat | — | Kerry | Invite sent; `connected` on accept |
| **opt_out_honored** | Recipient replied `no outreach` | — | Kerry | `track_step=opted_out`, no more proactive |
| **enrich_unknown_category** | `entity_ai_category=unknown` | — | Ops/GTM | Category resolved before outreach |
| **aws_activate_applicant** | Activate credit queue, not cold outreach | — | Program Ops | See [AWS Activate Brief](../AWS-Activate-Program-Operating-Brief.md) |
| **bot_copy_privacy_review** | Daily bot / Brief snippet might leak QPS/profile | — | Yujie | Customer-facing text privacy-safe |
| **subject_ab_log** | Pilot: log which subject variant was used | — | Kerry | `subject_used` filled for later analysis |

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## Tracker columns (minimum)

| Column | Example | Notes |
|--------|---------|-------|
| `task_id` | EMEA-2026-001 | Optional auto-increment |
| `task_type` | first_outreach_p1_ai | From table above |
| `scenario` | P1 AI batch week 1; Lijia pilot — AI before non-AI | **Why this task exists now** |
| `context` | Finaloop, fintech AI, 1 cluster, internal QPS 6.9 — **not in email** | Bot + public site notes for sender |
| `tenant_id` | 1372813089209285312 | |
| `company` | Finaloop | |
| `contact_email` | kfir@finaloop.com | Verify before send |
| `category` | company_ai_core | |
| `priority` | P1 | Internal |
| `tier_template` | D1 Finaloop example | A1/B1/C1/D1 default/E1/F1 |
| `subject` | agent state on TiDB Cloud — Finaloop | Exact string sent |
| `status` | sent / replied / connected / opted_out / idle | |
| `track_step` | email → connected | Align with bot/sheet |
| `owner` | Kerry | |
| `due_date` | 2026-05-28 | First touch SLA if any |
| `sent_date` | 2026-05-28 | |
| `follow_up_date` | 2026-06-04 | +5–7d if no reply |
| `follow_up_done` | Y/N | Max one in pilot |
| `outcome_notes` | Replied asking about HTAP schema | Free text |

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## Example rows (fill pattern)

| task_type | scenario | context | company | tier_template | status |
|-----------|----------|---------|---------|---------------|--------|
| first_outreach_p1_ai | P1 AI pilot w1; send before non-AI | Fintech reconciliation; use D1 Finaloop pattern; no QPS in mail | Finaloop | D1 example | sent |
| first_outreach_p1_ai | P1 AI pilot w1 | Vision AI; single cluster, active; Wild Vision D1 example | Wild Vision | D1 example | pending |
| first_outreach_p0_poc | P0 POC backlog | Sinch comms APIs; verify Robin still there — left company | Sinch | B1 | blocked — find alt email |
| follow_up_no_reply | 7d after D1, no reply | Drop schema snippet per D2 Finaloop | Finaloop | D2 example | pending |
| opt_out_honored | User replied no outreach | — | Example Co | — | closed |

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## Pilot metrics (aggregate weekly)

Track at bottom of sheet or separate tab:

| Metric | Definition |
|--------|------------|
| Sent (by task_type) | Count of `status=sent` |
| Reply rate | replied / sent |
| Connected rate | connected / sent |
| Opt-out count | opted_out |
| Blocked | enrich / bad email / unknown category |

Adjust strategy after **2 weeks** of data — not before.

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## Ownership (default)

| Area | Owner |
|------|-------|
| Send + log rows | Kerry |
| P1 AI vs non-AI rollout policy | Lijia |
| Bot fields + privacy in summaries | Yujie |
| Tier rules + pack updates | Heidi |

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*Template v1 · 2026-05-27 · Team maintains rows; GTM updates task types when pilot learns something new.*