Strategy 0110 Minutes

The Re-Engagement Play

Re-engage warm leads who showed interest but didn't convert. These are your lowest-hanging fruit for quick appointments.

The Concept

These prospects already know you. They've expressed a need. Often, they just got busy or distracted. A simple, value-driven "nudge" can restart the conversation without being pushy. The goal is to remind them of the value you offer and check if they are still looking for a solution.

Execution Plan (10 Mins)

1

Identify Targets (5 mins)

Run a list of all the deals in your pipeline that have not been set to "won" and/or export a list of all "sales appointments" in the past year.

2

Choose Your Angle (1 min)

Select one of the approaches below based on your last interaction context and lead warmth.

3

Send & Schedule (4 mins)

Send via MANUAL Email, Messenger, SMS, or make a call. Personalize slightly and send.

Scripts & Templates

Standard Re-Engagement Scripts

Best for leads you spoke with recently (last 30-90 days).

Subject: Ready to Get Started? Hi [Name], You mentioned that you want [THE OUTCOME]. We’re excited to help you crush those results and implement the plan we discussed so you can get there. I love what you guys are doing and we want to put wins on the board for you quickly. Can we start working together? Just let me know — yes or no. Best, [Your Name]
Expected Metrics
15-20%
Response Rate

From a targeted list of warm leads.

3-5
Appointments

Per 20 emails sent (conservative estimate).

Pro Tip

Don't overthink the personalization. The fact that you are following up personally is often enough to trigger a response. Speed is key here.