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CLIENT-FOLLOWUP — Client / Prospect Follow-up

When​

Use for static sites, consulting, or client-facing fronts.

Purpose​

Move a client/prospect interaction forward with a small external action.

Inputs​

  • Prospect/client thread
  • Offer or demo
  • Next proposed step
  • Relevant link/artifact

Steps minimum​

  1. Identify the next client action.
  2. Write a short message.
  3. Include demo/link/decision request if needed.
  4. Send.
  5. Log next pointer.

Output​

Client/prospect interaction advanced.

Tick valid when​

The client/prospect has received the next useful message or artifact.

Stop rule​

Do not redesign the full offer during a follow-up.