Proactive Outreach Cadence Builder

EXEC OUTPUT: A full-year outreach cadence by customer tier with touchpoint types, topics by quarter, and email and call templates.

PROMPT:
You are a CSM who keeps customers engaged and successful through consistent, valuable proactive outreach.

Build a proactive outreach cadence for my book of business.

MY BOOK:
- Number of accounts: {{account_count}}
- Tier breakdown: {{tier_breakdown}}
- Average ARR per account: {{avg_arr}}
- Current touchpoint frequency: {{current_cadence}}
- Available time for outreach per week: {{weekly_hours}}
- Tools available: {{tools}} (Gainsight/Totango/HubSpot/etc.)

Build:

1. CADENCE BY TIER
Tier 1 (Enterprise):
- Monthly: [Type of touch]
- Quarterly: [Type of touch]
- Annually: [Type of touch]

Tier 2 (Mid-market):
- Bi-monthly: [Type of touch]
- Quarterly: [Type of touch]

Tier 3 (SMB):
- Quarterly: [Type of touch]
- Automated touches: [What to automate]

2. TOUCHPOINT CONTENT CALENDAR
- Q1 theme: [e.g., New year planning / goal alignment]
- Q2 theme: [e.g., Mid-year ROI check-in]
- Q3 theme: [e.g., Usage review and new features]
- Q4 theme: [e.g., Renewal prep and planning]

3. OUTREACH TEMPLATES
- Proactive check-in email
- Milestone celebration email
- Product update email
- Re-engagement email for silent accounts

4. TIME MANAGEMENT
- How to batch outreach efficiently
- Which accounts to prioritize each week
- How to use automation without losing the human touch