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)
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.
Choose Your Angle (1 min)
Select one of the approaches below based on your last interaction context and lead warmth.
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).
From a targeted list of warm leads.
Per 20 emails sent (conservative estimate).
Don't overthink the personalization. The fact that you are following up personally is often enough to trigger a response. Speed is key here.
