version: "1.0.0" name: proactive-plan description: "Use when a digital engagement manager asks something like \"What proactive engagement should we plan for Sarah after this purchase, or if she doesn't convert\""

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Proactive plan

Use when a digital engagement manager asks something like "What proactive engagement should we plan for Sarah after this purchase, or if she doesn't convert"

Procedure

1. Use only the uploaded synthetic records and rules.
2. Lead with the specific evidence that answers the persona's question.
3. Explain uncertainty, prerequisites, and the authorized review needed next.
4. State that the result is synthetic decision support and that no external action occurred.

Deterministic pilot evidence

• Proactive Engagement Plan (Draft)
• Win-Back
• Day 5: Personal stylist call

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.