These playbooks give you a structured, three-phase approach to proactive outreach over your first 90 days with a client or partner relationship.
Rather than guessing when to reach out, it pairs each 30-day phase with a clear goal — building trust early, engaging based on real client behavior, then systemizing outreach so it's sustainable — and provides ready-to-use scripts for each stage, from the initial "heads up" message to behavior-triggered check-ins to co-sponsorship invites.