01
Select the eligible audience
Define the exact CRM segment, age, service history, geography, and exclusions.
Lead reactivation
Turn an approved dormant list into a controlled reactivation workflow.
Re-engage eligible past leads or customers using the business's consent basis, segmentation, timing, and stop rules instead of blasting everyone with the same message.
Workflow
Keep every step attached to a clear next action.
Exact timing, wording, routing, and connected actions are configured from the customer's approved operating rules.
02
Apply consent and suppression rules
Remove opt-outs, unsupported contacts, recent conversations, and other disallowed records.
03
Launch the approved message or call
Use the configured channel, timing, script, and offer only where the business has approved them.
04
Qualify interest
Capture service need, timing, location, and whether the person wants a booking, callback, or no further contact.
05
Route engaged customers
Create the approved job, appointment request, sales task, or owner notification.
06
Measure and stop
Track responses and outcomes; stop when goals or contact limits are reached.
Measure
Know whether the workflow is working.
- Eligible audience
- Contacts attempted
- Responses
- Qualified opportunities
- Bookings / callbacks
- Opt-outs and suppressions
Guardrails
Automation stops where the approved rules stop.
- Consent basis required
- Opt-outs are respected
- No cold outreach is assumed
- Frequency limits are explicit
- No misleading urgency or guarantees
Want this playbook configured around your trade?
Start with the real system, volume, owner, and exception rules. Then test the workflow before production traffic touches it.