01Choose useful moments
Identify the enquiries, sign-ups or agreed dates that should prompt a follow-up, and what that follow-up needs to achieve.
02Match the message to the channel
Plan where a short SMS, a fuller email or a conversation with your team is the most useful next step.
03Keep contact preferences clear
Include the permissions, preferences and stop conditions that should guide how the journey is set up.
04Plan the human handover
Define who takes over when someone replies, needs help or reaches a point that calls for a personal response.