Section 5 · Reactivate Old Leads Now

5.4Forgotten-lead rescue

Built in the POC

What DMA asked for · Decision Book p.16

Find strong leads that simply stopped getting follow-up.

Why it matters to DMA: Pure process-failure recovery: leads DMA had already earned and then dropped.

In our words, from DMA's Product Decision Book v3, page 16.

An open lead with no activity for 180 days or more is recognised as forgotten. The AI reads its notes to separate real buyers from vendors, job seekers and spam, and anything it calls junk must quote the evidence.
Forgotten leads that are real buyers are scored like any other record and join the reactivation list as the "rescue" segment, with what was last said.
Stuck deals and deals without a next step are also flagged for the team, so the leads that are still open don't become the next forgotten ones.

It plays on its own while it's on screen; hover or use the controls to pause or step through.

Step 1 of 3

Gone quiet

An open lead with no activity since last spring.

The same six stages on every page. Nothing reaches Nutshell except through the write gate.

1Open leads
Source
Leads with no recent activity.
2Sync
Copies Nutshell changes into the bridge database
Mirrors them.
3Bridge database
A copy of the CRM data, plus what the AI works out
The record type, junk evidence, the score.
4AI
Claude models, only through DMA's own gateway
Tells buyers from junk, with a quote.
5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
The next step to Nutshell.
6Nutshell
The system of record
The lead has an owner and a next step again.

Drawn from the POC's database catalogue: structure only, no data.

PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)

Table	What it holds	Columns
ai.account_twin	Each account's record type (lost deal, former client, forgotten lead) and next step.	16
tax.classifications	Lost reasons and churn reasons, each with its evidence.	19
ai.scores	The score, with the reason the record is revivable.	20

How the tables connect (4)

Column	Points to	Kept by
ai.account_twin.prompt_id	agent.prompts	The application (by id)
tax.classifications.node_id	tax.nodes	The database (foreign key)
tax.classifications.prompt_id	agent.prompts	The application (by id)
ai.scores.prompt_id	agent.prompts	The application (by id)

Synthetic demo data: every name, business and number is made up.

1 / 1

What you see

1.In the list with the rest

Rescued leads appear on Today with what was last said.

localhost:13301/

What happens in the system

Rule enginerecord type
Open and quiet for 180 days or more: a forgotten lead; the AI's junk call needs a quote.
Bridge databaseai.hygiene_flags
Stuck deals and missing next steps flagged for the team.

The prototype's synthetic records by type.

Type	Reactivation segment	Accounts
Forgotten lead	Rescue	105
Lost deal	Resurrection	82
Former client	Win-back	48
Open opportunity	None (sales is on it)	45
Not a buyer (test, vendor or job seeker)	None	12

localhost:13301/

Today: rescued leads alongside the rest.

Dashboard · Today. Captured from the running POC on September 25, 2026; synthetic data.

Opens the exact screen in the running POC, in a new tab.

Open	Where	What to try
Today	DMA AI dashboard	Rescue, win-back and resurrection accounts together.

Built in the POC

Built in the POC. This capability runs in the POC today, on synthetic data, end to end.