
Permission and nurture
Explain follow-up at signup and give people a clear way to opt out. Route active buyers to staff rather than leaving them in a sequence. Check access rights before giving another supplier an account login.
Treat activity scores as clues, not proof of intent. Check fit and sales feedback before assigning expensive follow-up. Check that the next step is realistic for the people being reached.
- A written brief
- Named responsibilities
- Agreed review points




