# Nurture plan

Use this record after somebody has shown real interest or given permission to hear from you. Preparing the plan does not send a message or change a live CRM.

## What counts as interest for my product?

| Customer action | Count as interest? | Why | What contact did they agree to? |
|---|---|---|---|
|  | Yes / No / Unknown |  |  |
|  | Yes / No / Unknown |  |  |
|  | Yes / No / Unknown |  |  |

## My nurture records

| Person or segment | What they did | Permission or contact basis | Current state | Known reason for pausing | What remains unknown | Next decision | Useful message or resource | Trigger or date | Channel | One next action | Exit rule | Result |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|  |  |  |  |  |  |  |  |  |  |  |  |  |
|  |  |  |  |  |  |  |  |  |  |  |  |  |
|  |  |  |  |  |  |  |  |  |  |  |  |  |

## Route check

| Question | Answer |
|---|---|
| Is there an agreed sales action I need to complete first? |  |
| What customer action supports continued contact? |  |
| Do I know why they paused, or am I guessing? |  |
| What decision could the next message help them make? |  |
| What recorded date, event or behavior makes contact relevant? |  |
| What is the one action I will offer? |  |
| What ends this route? |  |

## Email route, if needed

Use only the rows the journey needs.

| Message | Job | Source fact or question | Main action | Send condition | Exit condition |
|---|---|---|---|---|---|
| Deliver and orient |  |  |  |  |  |
| Help them progress |  |  |  |  |  |
| Answer a concern |  |  |  |  |  |
| Provide proof |  |  |  |  |  |
| Offer a next action |  |  |  |  |  |

## CRM choice

| Current situation | My answer |
|---|---|
| Number of active nurture records |  |
| Tool I already maintain |  |
| Other people who need access |  |
| Repetitive task I understand well enough to automate |  |
| Chosen option | Notion / folk / Attio / HubSpot / existing system |
| Reason |  |
| Condition that would make me move |  |

## Morning agent permissions

### The agent may

- read approved nurture records;
- list work due today or overdue;
- flag missing next actions, dates or permission evidence;
- identify recorded dates or events that have arrived;
- prepare drafts from supplied facts; and
- flag a possible exit for my decision.

### The agent may not

- send a message;
- change a live record;
- infer a reason from silence;
- invent interest, permission or product behavior;
- revive an opted-out or suppressed contact; or
- close a record without my approval.

## Morning review

### Due today

| Record | Why it is due | Draft or action | Source fact |
|---|---|---|---|
|  |  |  |  |

### Needs a decision

| Record | Missing or conflicting information | My decision |
|---|---|---|
|  |  |  |

### No action required

| Record | Why no action is appropriate |
|---|---|
|  |  |

## Final review

- [ ] Every record contains evidence of interest or permission.
- [ ] Every live sales action has been completed or clearly separated.
- [ ] Each route uses a recorded reason, date, event or behavior.
- [ ] Each message offers one main action.
- [ ] Every route has an exit.
- [ ] Opt-outs and suppressions remain protected.
- [ ] The morning agent drafts and flags; I approve changes and communication.