Volume 11
Plan the follow-up before the outreach
Make this your own. Replace the bracketed details, provide the relevant material and choose a result you can inspect.
Your starting prompt
Help me plan a small re-engagement campaign for previous enquiries. Ask about the source of the contacts, their preferences, the permissions and rules we need to check, the offer and our follow-up capacity. Draft a short conversation and a human handover process. Include opt-outs, stop conditions and a manageable daily volume. Prepare the plan for review; do not send messages.
Before you call it finished
- Establish appropriate contacts and permissions.
- Check preferences and opt-outs.
- Set a daily volume your team can handle.
- Define when a person takes over the conversation.
Your notes
My task:
My source material:
What I need to check:
My next step:
A reusable exercise adapted from the chapter, not a verbatim record of the original instructions. Downloads are editable plain-text worksheets; use Print for a paper copy or PDF.
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