Section 5 of 21 · Decision Book p.15–16
5. Reactivate Old Leads Now
The reactivation engine: find the lost deals, former clients and forgotten leads worth reviving now, write each one a personal email from its real history, handle the replies, and roll it out in small, measured waves.
What we built for this section
- Resurrection, win-back and rescue segments, each with the dated fact that makes it timely.
- Personal emails grounded in the record, checked for claims and dates, approved in one click, sent through the send governor.
- Reply handling: unsubscribes, bounces and out-of-office by code; pricing, people and complaints to Josh; everything else drafted for approval.
- Waves with a matched holdout, send caps, automatic pauses and honest measurement.
- Proposal graveyard mining is designed for Phase 2.
The 7 capabilities, in the book's order
| No. | Capability | Book page | Phase | Autonomy | Status |
|---|---|---|---|---|---|
| 5.1 | Lost-deal resurrectionFind deals lost only to timing, budget or an incumbent contract, and bring them back when circumstances change. | p.15 | Phase 1 | L1 · Recommend | Built in the POC |
| 5.2 | Former-client win-backIdentify good former DMA clients worth winning back, remembering why they left. | p.15 | Phase 1 | L1 · Recommend | Built in the POC |
| 5.3 | Proposal graveyard miningSearch old proposals where DMA invested strategy time but never closed. | p.16 | Phase 2 | L1 · Recommend | Designed for Phase 2 |
| 5.4 | Forgotten-lead rescueFind strong leads that simply stopped getting follow-up. | p.16 | Phase 1 | L1 · Recommend | Built in the POC |
| 5.5 | Personalized reactivation emailWrite outreach based on the actual old conversation, not a generic "just checking in". | p.16 | Phase 1 | L2 · Prepare, then wait for approval | Built in the POC |
| 5.6 | AI handles repliesWhen an old prospect replies, the AI answers, qualifies, handles objections and books a salesperson. | p.16 | Phase 1 | L2 · Prepare, then wait for approval | Built in the POC |
| 5.7 | Safe staged rolloutStart with a small batch, compare results, protect the email reputation, and scale only when proven. | p.16 | Phase 1 | L1 · Recommend | Built in the POC |