Ten columns — name, last_contact, source, tier, why_they_stopped, angle, attempts, next_action_date, last_reply, status. This is what Agent 2 writes into and what Agent 4 keeps updated.
Nine of those columns record what happened. next_action_date is the only one that records what happens next, and it's the column that turns this from a list into something you can work. The two-message limit in the warm tier, the wide gap in lapsed, the batch of fifty — all of those rules are just dates in that column. Nothing else in the sheet can hold them.
And where a row should never be touched again, that cell is left empty and the status says so. An empty next_action_date is the clearest instruction in the sheet: there is no next action, not now and not later.
Seven example rows inside, across all three tiers — including a dead row marked do-not-contact with the reason written next to it, because the format should teach the restraint too. Read the rows and the sheet explains itself.
It's worth having even with no agents involved at all. Take fifty old names, put them in by hand, tier them yourself. Most people find out that the list they'd written off is around 15% warm — and that's the whole discovery. Automating it only matters once you know that number.
The link opens on 'Make a copy' — you get your own copy, mine isn't touched.