📖About
Proactive is a droid for customer outreach and re-engagement. Its purpose is to help maintain relationships with customers who have gone quiet.
📖Usage
Readers would meet Proactive in Customer Lifecycle work, where it supports renewed customer engagement and helps identify opportunities for follow-up.
📖Purpose
The droid identifies customers who have gone quiet and sends them a message via WhatsApp on Carol's behalf. This keeps the relationship alive without requiring Carol to manually track and message every inactive customer, freeing her to focus on closing deals.
📖Duties
- Watches for customers who haven't interacted in a set time window
- Drafts and sends re-engagement messages via WhatsApp
- Tracks customer responses
- Flags opportunities (warm leads, positive responses) for Carol to follow up on
📖Constraints
The droid doesn't make sales promises or sign off on deals. It doesn't contact customers unless Carol (or a rule Carol has set) has approved that customer list. It reaches out only via WhatsApp, not through other channels. It doesn't decide strategy — that's Carol's job.
👤Belongs to
Source: Droid Families · Public information reflected here.