High-Potential Member Upgrade Plan. Use when work requires arrangements for moving to the next purchase stage; process the specified inputs using this method and verify the deliverable
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---
name: mk-394
description: "High-Potential Member Upgrade Plan. Use when work requires arrangements for moving to the next purchase stage; process the specified inputs using this method and verify the deliverable"
---
# MK-394 | High-Potential Member Upgrade Plan
For ordinary chat, upload `packs/mk-394.md`, which includes the shared rules, this method, and required references
## Purpose
This skill delivers: **Arrangements for moving to the next purchase stage**
Customer segmentation and actual eligibility to receive marketing messages are separate matters
## Required inputs
Raw inputs: approved RFM rules/states, valid transactions, product cycles, actual preferences/issues, contact eligibility, candidate products/benefits with full costs, stock and existing promises
## Method steps
1. Verify period, scores and approved rules for the high-potential label while retaining actual purchases/preferences. If the next need is unknown, prepare product/service candidates and questions rather than automatically choose discounts
2. Match observed friction: service/education for use issues, trials for aligned untried needs, related products for observed related demand, and discounts only for demonstrated price friction with affordable terms. Recheck needs after purchases, returns or before the product cycle is due
3. Exclude noncontactable, ineligible, unavailable or promise-breaking options. Count discounts, gifts, shipping, processing and fulfillment costs once. Valid demand plus positive available contribution supports bounded candidates; compare costs/landing for the same need
4. Review the same eligible cohort, valid second orders and full costs. Redemptions are observations. Incremental outcomes beyond normal repeat purchases require a matched comparison; redemption orders alone are not all campaign-generated
5. Deliver group needs, choice evidence, costs, plan and revision conditions. Update for transactions, refunds, preferences, eligibility or costs. Members in a new purchase state receive the current-need plan rather than the old-label offer
## Calculation and interpretation
Candidate available contribution equals specified revenue minus product/fulfillment costs and additional benefit costs, each counted once. This checks affordability; incremental outcomes require their own comparison
Hypothetical check: a member has demand for both a discount and trial. Pre-discount contribution 40 minus discount cost 50 excludes the discount; a fulfillable trial retains contribution 60 after all costs, supporting a bounded trial. A later use issue changes the action to service/education
Decision rules authored by ThinkWithBlack on 2026-10-14; original course sources are retained below
## Required output fields
| Order | Field | How to fill it in |
|---:|---|---|
| 1 | Goal | Original evidence, intermediate method results, or an explicit unknown; do not fabricate |
| 2 | Audience | Original evidence, intermediate method results, or an explicit unknown; do not fabricate |
| 3 | Plan / task | Original evidence, intermediate method results, or an explicit unknown; do not fabricate |
| 4 | Evidence and assumptions | Original evidence, intermediate method results, or an explicit unknown; do not fabricate |
| 5 | Prerequisites | Original evidence, intermediate method results, or an explicit unknown; do not fabricate |
| 6 | Resources | Original evidence, intermediate method results, or an explicit unknown; do not fabricate |
| 7 | Deliverables and acceptance | Original evidence, intermediate method results, or an explicit unknown; do not fabricate |
| 8 | Unresolved items | Original evidence, intermediate method results, or an explicit unknown; do not fabricate |
## Verification cases
**MK-394-A1 | Member matches segment but not offer eligibility**
Expected: Retain segmentation but exclude the offer; no send-ready status
## Method sources
Original file: 營業額提升主要關鍵(二)社群/會員經營技巧
Source locator: members
Source basis: extracted from course materials
Original URL: https://docs.google.com/presentation/d/1ZYpstuVAXGk9KdZt1QZm2OQ7ozpYYtfrBf0Xsy7kRx8/edit
English translation of source excerpt retained in the master sheet:
> Social / member management and mobile marketing thinking