Build a 12-month nurture plan for my past clients and sphere
A database touch plan with segments, monthly value-add touches, and referral asks that keep me top of mind.
The prompt
Build a 12-month nurture plan for my past clients and sphere of influence.
Database size and segments: [e.g. 80 past clients, 300 sphere, 150 cold leads]
What I know about them: [PURCHASE DATES, HOME TYPES, LIFE STAGES, INTERESTS - what's in my CRM]
Channels I'll realistically use: [CALLS, TEXTS, EMAIL, MAILERS, POP-BYS, EVENTS, SOCIAL]
Time per week I can give this: [HOURS]
Budget: [MONTHLY OR ANNUAL]
Goal: [e.g. 10 referral or repeat transactions this year]
Build:
1. Segments with a touch frequency for each (e.g. top referral sources monthly by phone, broader sphere quarterly).
2. A month-by-month calendar of value-based touches: home purchase anniversaries with an estimated equity update offer, property tax assessment appeal reminders, seasonal maintenance checklists, homestead exemption reminders where applicable, local market snapshots, a client appreciation event.
3. Call scripts that open with a reason to call and end with a natural referral ask, not a pitch.
4. Life-event triggers to watch for (new baby, empty nest, job change, retirement) and how to respond respectfully.
5. A weekly routine that fits my hours, with a simple tracker: contacts made, conversations, referrals received, appointments.
Follow anti-spam and do-not-call rules for texts and calls, and get consent where required. Keep messages personal and useful; avoid sounding like a mass mailing.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Marketing & Brand prompts
What to fill in
- e.g. 80 past clients, 300 sphere, 150 cold leads
- CALLS, TEXTS, EMAIL, MAILERS, POP-BYS, EVENTS, SOCIAL
- HOURS
- MONTHLY OR ANNUAL
- e.g. 10 referral or repeat transactions this year
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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