# CT Seed Planter — Email Template Documentation

## Overview

The seed planter generates personalized cold outreach emails based on:
1. Lead score (enthusiastic/warm/brief tone)
2. NAICS code → vertical template
3. Business name + city personalization

---

## 1. GREETING (by score)

```
Score >= 70 → "Congratulations on the new venture!" (enthusiastic)
Score >= 40 → "Welcome to the Connecticut business community!" (warm)
Score < 40  → "Best of luck with your new business." (brief)
```

**3 tones total.** First thing they see.

---

## 2. TEMPLATE ROUTING (by NAICS code)

```
Step 1: NAICS code lookup → gardener.json → template_route
Step 2: Keyword fallback on description string
```

**10 verticals with dedicated context:**

| Vertical | Context Focus |
|----------|--------------|
| `dental` | patient records, insurance claims, HIPAA |
| `therapy` | secure workflows, intake forms, client privacy |
| `medical` | patient records, prescriptions, lab orders |
| `legal` | filings, discovery, client correspondence |
| `finance` | client files, claims, compliance documents |
| `education` | enrollment forms, daily communications |
| `professional` | proposals, reports, deliverables |
| `realestate` | listings, contracts, disclosures |
| `security` | incident reports, patrol logs |
| `general` | fallback |

---

## 3. CONTEXT LINES (the "we get you" line)

### Therapy
```
"Therapy and counseling practices depend on secure document workflows — intake forms, session notes, insurance submissions, and client privacy. HIPAA-compliant printing matters here."
```

### Legal
```
"Law offices run on documents — filings, discovery, client correspondence, retainers. Having the right equipment from day one makes all the difference."
```

### Medical
```
"Medical practices like yours depend on reliable document workflows — patient records, prescriptions, lab orders, insurance claims."
```

### Dental
```
"Dental offices run on documents — patient records, insurance claims, treatment plans, and HIPAA compliance."
```

### Finance
```
"Financial services firms depend on secure document workflows — client files, claims, compliance records."
```

### Education
```
"Schools and educational organizations need reliable printing — enrollment forms, daily communications, administrative documents."
```

### Professional Services
```
"Professional services firms run on documents — proposals, reports, client deliverables, presentations."
```

### Real Estate
```
"Real estate offices depend on documents — listings, contracts, disclosures, marketing materials."
```

### Security
```
"Security services depend on documentation — incident reports, patrol logs, compliance records."
```

### General (fallback)
```
"New businesses often need printing and copier solutions as they get established."
```

---

## 4. BODY STRUCTURE (enthusiastic tone — score >= 70)

```
{greeting}

We noticed {name} is setting up in {city}, and wanted to reach out early.

{context_line}

We're ABS — your local Xerox partner in Connecticut. We help businesses like yours get set up with the right copier and printer solutions when the time comes. No pressure, no rush — just wanted to introduce ourselves so you have us in your contacts when you're ready.

Feel free to reach out anytime. We'll be here.

Best,
Mark Mazza
Inside Sales
ABS | Xerox & Cape Cod Business Solutions. Inc.
www.xeroxne.com
CT 203-777-0011 x743
MA 508-833-9769 x743
RI 401-317-4440 x743
mmazza@ctxerox.com
```

---

## 5. SUBJECT LINES (by vertical)

All follow personalized pattern:

| Vertical | Subject Line |
|----------|-------------|
| dental | "Office printing for {name}" |
| therapy | "Document solutions for {name}" |
| medical | "Printing setup for {name}" |
| legal | "Office printing for {name}" |
| finance | "Document solutions for {name}" |
| education | "Printing for {name}" |
| professional | "Office solutions for {name}" |
| realestate | "Office printing for {name}" |
| security | "Document solutions for {name}" |
| general | "Welcome to {city} — from your local Xerox partner" |

---

## What's Working

- Greeting scales with lead quality
- Context lines show industry knowledge
- Subject lines personalized with business name
- Vertical-specific language

## What Could Be Improved

- "We noticed {name} is setting up in {city}" → repeated in every email
- Only 3 tone variations → sounds same after 5 emails
- Subject lines → all follow same formula
- "No pressure, no rush" → feels scripted after you've seen it once

---

## Future Enhancements

- Multiple opening line variations (rotate randomly)
- Social proof lines ("We work with X practices across CT")
- Softer/multiple CTAs
- Follow-up sequence templates
- A/B testing subject lines

---

*Last updated: 2026-04-29*
*Script: /root/.openclaw/workspace/scripts/ct-seed-planter.py*