Customer lifecycle touchpoints. Identifies milestone customers (post-purchase, renewal, at-risk, upsell) and drafts personalized outreach. Automated/ongoing. Octopus colors: Green (outreach) + Yellow (personalization data).
Octopus Colors: Green (Marketer) + Yellow (Researcher)
departments/commercial/knowledge/ or departments/after-sales/knowledge/ for customer data# Lifecycle Touchpoints: [Date]
## High Priority (review and send)
### [Customer Name] - [Trigger: renewal/at-risk/upsell]
**Context:** [What triggered this, relationship history]
**Draft Message:**
[Ready-to-send message]
**Channel:** [email/WhatsApp/phone]
**Approval:** [ ] Send [ ] Edit [ ] Skip
## Automated (send without review if trust level allows)
### [Customer Name] - [Trigger: 30-day check-in]
[Message]
## Summary
- Total touchpoints: [count]
- High priority (Chairman review): [count]
- Automated: [count]
departments/commercial/knowledge/touchpoints.md or equivalent