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Grow & Retain · Workflow

Monthly Proactive Touchpoint

Draft proactive client outreach from roadmap milestones, stalled work, renewals, and active goals.

Lifecycle Manager
Requires MCP4 tools

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.list_goals, list_initiatives, list_meetings, create_meeting

User prompt

1 input to fill
For [CLIENT NAME], generate a proactive outreach summary: milestones coming up this month, stalled initiatives, tickets with no movement, and renewing agreements. Draft a client-facing email, then create a follow-up meeting and link it to active goals.

Overview

This workflow helps account teams turn current client activity into a proactive touchpoint instead of waiting for the next formal review.

When to use

Use it monthly or ahead of account check-ins when the team needs a concise client-ready update with meaningful next steps.

How to use

  1. 1.Copy the prompt from the action panel.
  2. 2.Replace [Client Name] and any bracketed inputs with the client or review details.
  3. 3.Run the prompt in an assistant connected to ScalePad MCP.
  4. 4.Review and confirm any creates or updates before records change in Lifecycle Manager.

Expected output

  • A client-facing outreach summary.
  • Milestones, stalled work, and renewals to mention.
  • A proposed follow-up meeting linked to active goals.

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

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