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Knock-Knock

Warm Prospecting™ Execution Plan | Lure Agency
Client Success Plan
A companion to the WINS Method™

Visibility gets you found.
Warm Prospecting gets you chosen.

This is your roadmap for the next 3–6 months — how Intel, Nurture, and Sell go to work every month once WINS has built the foundation. Use the stops above to jump ahead, or scroll to move through it in order.

Prepared for Your Team by Lure Agency
How this works

You drive. We hold the map.

Lure brings the strategy, the content, the calendar, and the coaching. Your team owns the sends, the follow-up, and the relationships. Think of us as the thought partner in the passenger seat — not the one behind the wheel.

Lure brings Strategy, content, the monthly calendar, and coaching
You own The sends, the follow-up, and the relationships
Together Two tracks, running side by side, every single month
KO
Kickoff Session

The Warm Prospecting Mini-Audit

One session across all four WINS pillars — just enough of each to know where Warm Prospecting needs to plug in first.

⏱ 60–75 minutes 📅 Weeks 1–2 of engagement 👥 Database owner, content lead, sales leadership
Website
Is your site built to be found by planners doing research before they reach out?
Inbound visibility is the front door. Warm Prospecting works best once people can find you and confirm what they find.
Intel
What does your database actually look like — segmented, or one big list?
This becomes your two audiences: known contacts vs. the growing prospect list.
Nurture
What content or communication exists today, and where are the gaps?
This is where the monthly editorial calendar picks up.
Sell
How does your team handle a warm lead today — the ones who reply, click, or download?
This defines the handoff process we'll formalize in Month 2.
What you walk away with
  • A segmented view of your current database vs. your prospect list
  • A clear-eyed read on inbound visibility — what a planner finds when they Google you before you ever prospect them
  • Your Month 1 topic confirmed, with prep already started
  • Clarity on who owns what — content, sends, and follow-up are three different jobs
  • A shared understanding of the Touchpoint Track and the Outreach Track
  • Alignment on your premium content piece and who it's built to attract
  • Your sending domain confirmed for both tracks, so warm-up can begin
Two tracks, every month

One road, run in two lanes

Starting Month 1, every send you see belongs to one of two tracks. They run in parallel, get reviewed together, and both feed the same sales handoff.

Touchpoint Track

Nurturing who you already know

Monthly PPP content to your current database — no intro sequence needed, since these contacts already know you.

Outreach Track

Building who you don't, yet

A premium content piece and a 3–4 send automation sequence, built to attract and convert a new, intent-based list.

M1
Month 1

Identify & Launch

Touchpoint Track

First monthly send goes to the current database — the Insights piece, per the calendar. This is PPP content from day one.

Outreach Track

No sends yet — this is the build phase. The premium content piece gets produced, the intent-based list comes together, every contact runs through verification before import, and the sending domain begins its warm-up. The automation sequence gets drafted (content only).

WINS check-in

Website: We revisit the one or two highest-priority items from the kickoff audit — not asking for a rebuild in 30 days, just checking whether it's assigned and on a timeline.

What we need from you

Access to your current CRM/list export, sign-off on the sending domain, feedback on the first Touchpoint send, and input on the premium piece's angle.

What you'll notice

Movement on the Touchpoint Track, quiet groundwork on the Outreach Track. A cold list needs runway before it's ready to hear from you — that's by design.

M2
Month 2

First Signals & the Warm Handoff

Touchpoint Track

Second monthly send goes out (People pillar). We review early opens and clicks, and pressure-test the scoring thresholds set in Month 1.

Outreach Track

The premium piece and automation sequence go live for the first list segment. Each new contact enters the value-only sequence — no hard sell — and by month's end we get our first read on how contacts exit: into the master Touchpoint list, via a soft CTA, or otherwise.

Formalizing Sell

This is where we lock in the follow-up style across both tracks — specific and personal, whatever signal a contact sends, whether it's a Touchpoint click or a premium-piece download.

What we need from you

Sales team availability for follow-up coaching, and a decision on the automation sequence's exit paths.

What you'll notice

First real engagement data on two fronts — how the known database responds to Touchpoints, and how strangers respond to the premium piece.

M3
Month 3

Rhythm Check

The monthly call becomes a standing structure from here forward — three parts, every time.

Touchpoint Track

Third send goes out (Tools pillar).

Outreach Track

List keeps growing; a second cohort moves through the sequence. We start comparing how Toolkit-sourced contacts respond versus long-standing database contacts — different relationship, different pattern, worth naming explicitly.

a

WINS check-in

The full circle, revisited.

b

Performance review

Both tracks: Touchpoint opens/clicks/replies, plus Outreach sequence completion and exit-path breakdown.

c

Strategy

What's working, what shifts for next month, and any refinement to the persona criteria feeding the Outreach list.

What we need from you

Your honest read on whether running two tracks simultaneously feels sustainable for your team's bandwidth.

Month 4 and beyond

The road straightens into a loop

Every month from here runs the same rhythm, against two live tracks that keep compounding.

Fires

Touchpoint Track sends that month's PPP content to the database.

→
Grows

Outreach Track adds new contacts; each runs the sequence.

→
Surfaces

RevlyCRM scores engagement across both tracks; alerts fire in real time.

Hands off

24–48 hour follow-up, referencing the exact content or step that triggered it.

→
Reviews

WINS status → performance across both tracks → strategy for next month.

→
Rechecks

A quarterly inbound pulse — whether visibility needs attention alongside the outbound cadence.

"Visibility gets you found. Warm Prospecting gets you chosen."
Warm Prospecting™ Execution Plan Questions any time — your Lure team is one email away.
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