# Customer Follow-up Plan

## Scope and status

- Enterprise: `<name>`
- Research window: `<date range>`
- Status: `complete | partial | blocked`
- Review mode: `independent | degraded | not_available`

## Evidence-labeled summary

| Item | Content | Source label | Evidence / note |
| --- | --- | --- | --- |
| Communication fact | `<text>` | `user_provided` | `<user material reference>` |
| Public change | `<text>` | `public_fact` | `<full URL and dates>` |
| Interpretation | `<text>` | `analysis` | `<reasoning and uncertainty>` |
| Missing item | `<text>` | `unknown` | `<how to confirm>` |

## Follow-up actions

| Priority | Action | Owner | Timing | Completion signal | Dependency | Status |
| --- | --- | --- | --- | --- | --- | --- |
| `<P1-P3>` | `<draft action>` | `<user-provided or human confirmation required>` | `<confirmed or to confirm>` | `<observable>` | `<text>` | `draft` |

## Commitments and confirmation checklist

Record only sourced commitments. For every unconfirmed owner, date, budget, project status, or customer commitment, use `human confirmation required`.

## Communication drafts

- Message / email draft: `<for human review; do not send>`
- CRM draft: `<for human review; do not write>`

## Sources, conflicts, and limitations

List each public source with title, full URL, page date, retrieval date, and supported fact. State any conflict, access gap, or review degradation.