# 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.

- Topic: Marketing & Brand
- Framework: Few-Shot
- Level: Standard
- Tags: Sales, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/build-a-12-month-nurture-plan-for-my-past-clients-and-sphere

## Prompt

```text
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.
```

## 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

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.