version: "1.0.0" name: outreach-plan description: "Use when a customer success lead asks something like \"Yes, assign the outreach and set up tracking\""
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Outreach plan
Use when a customer success lead asks something like "Yes, assign the outreach and set up tracking"
Procedure
- Use only the uploaded synthetic records and rules.
- Lead with the specific evidence that answers the persona's question.
- Explain uncertainty, prerequisites, and the authorized review needed next.
- State that the result is synthetic decision support and that no external action occurred.
Deterministic pilot evidence
VP ChenEscalation RulesNo customer was contacted
Safety gate
Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.