| Nurture audit | Current lead sources, CRM stages, handoffs, automation, content, data quality and reporting gaps | Audit report and findings workshop | Discovery and baseline review | Platform access, sales process and campaign history |
| Buyer journey map | Lifecycle stages, decision triggers, common objections, role-based needs and content gaps | Journey map and strategy notes | Strategy | Stakeholder input, personas and sales feedback |
| Segmentation framework | Audience groups, lead sources, intent signals, lifecycle stages and suppression rules | Segment matrix | Strategy and setup | CRM fields, consent status and business rules |
| Lead-scoring model | Fit, engagement, behaviour, source quality and handoff thresholds | Scoring specification | Setup | Sales qualification definitions and historic lead data |
| Nurture workflow plan | Triggers, timing logic, decision branches, tasks, notifications and exit criteria | Workflow diagram and build brief | Implementation planning | CRM and automation platform details |
| Email and messaging assets | Subject lines, email body copy, sales follow-up templates and content recommendations | Copy deck or platform-ready content | Production | Brand guidelines and approved service claims |
| Automation configuration | Campaign workflows, lists, triggers, scoring, routing and task creation in agreed platforms | Configured platform setup | Implementation | Admin access and technical owner approval |
| Quality assurance record | Link checks, field mapping, trigger tests, audience rules, unsubscribe paths and approval records | QA checklist and change log | Quality assurance | Test contacts and approval process |
| Reporting framework | KPI definitions, dashboard requirements, cadence, interpretation notes and attribution limitations | KPI dictionary and report template | Reporting setup | CRM data, analytics access and baseline definitions |
| Optimisation roadmap | Experiment ideas, content refreshes, segmentation improvements and sales-feedback actions | Monthly or quarterly improvement backlog | Ongoing support | Performance data and stakeholder review |