LEAD RE-ENGAGEMENT · Workflow idea
Give eligible contacts a thoughtful reason to reconnect, with a relevant follow-up at each approved stage and a clear view of campaign outcomes.
01 / The starting point
A review of opted-in contacts due for their next campaign touch
“Revisit eligible inactive contacts with the next approved message, subject to consent, opt-out, and suppression rules.”
02 / The work
Helps teams reconnect with inactive prospects through a paced, personalized email campaign and a weekly outcome summary.
Review inactive contacts and compare their last campaign touch with the approved follow-up schedule.
Confirm each person has recorded permission to receive marketing messages, and exclude anyone who opted out or appears on a suppression list.
Select the appropriate check-in, helpful resource, or final invitation from the reviewed campaign sequence.
Use relevant contact details, such as the person’s name and area of interest, while keeping to the approved message.
After an eligible message is sent, update the contact’s campaign stage and last-sent date.
Share a weekly count of active, reactivated, and unsubscribed contacts with the team.
03 / The result
Eligible contacts receive an approved, stage-appropriate follow-up. Their outreach history is updated, and the team gets a weekly summary of active, reactivated, and unsubscribed contacts.
Sales · Example outcome
Eligible contacts receive an approved, stage-appropriate follow-up. Their outreach history is updated, and the team gets a weekly summary of active, reactivated, and unsubscribed contacts.
Send only to contacts with documented permission. Exclude opted-out or suppressed addresses, and use reviewed messages or pre-approved campaign rules.
04 / Make it yours
A few choices shape the work around your team.
Include contact details, current status, the date they became inactive, relevant personalization details, and their last campaign stage.
Document how consent is confirmed and which opt-outs, suppressed contacts, or status changes disqualify someone from outreach.
Approve the message copy, follow-up intervals, and campaign rules before any outreach begins.
Choose appropriate local sending windows and decide who should receive the weekly outcome summary.