
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. Ask customer-facing staff which details people need before deciding.
Treat activity scores as clues, not proof of intent. Check fit and sales feedback before assigning expensive follow-up. Check what happens after the customer clicks, submits, or calls.
- A written brief
- Named responsibilities
- Agreed review points




