Reactivating dormant accounts with context-aware outreach
Software reseller, mid-market focus, significant base of lapsed client accounts
The situation before
The company had a substantial CRM of accounts that had bought once but not renewed or expanded. The accounts weren't cold — they had an existing relationship — but no one had the capacity to work through the list systematically with personalised outreach.
What was built
An agent that works through the dormant account list, pulling each account's purchase history, last interaction date, and any notes from the CRM. It researches the account's current state (company growth, new hires in relevant roles, product updates that may be newly relevant) and drafts a reactivation message that references the prior relationship and a specific, current reason to reconnect. Responses are classified and routed; positive responses are assigned to a named account owner with the full research file attached.
See it in action
Demo coming soon
A walkthrough of this scenario — how the agent runs, what the output looks like, and how the handoff to your team works. Content to be added before launch.
What changed
A segment of accounts that had generated no revenue in 12+ months produced a measurable reactivation response rate. Several accounts that had been written off as churned were re-engaged.
More in this category
Missed calls converted to booked appointments — without a receptionist
HVAC company, ~15 field technicians, heavy inbound volume in peak season
During summer peak season, the office team couldn't keep up with inbound call volume. Calls went to voicemail, follow-up was inconsistent, and estimates suggested a meaningful share of missed calls were walking away to competitors before anyone called back.
Referral leads qualified and routed before staff involvement
Medical aesthetics practice, mid-size, referral-heavy intake model
The practice received referrals from multiple sources — doctor partners, existing clients, online — but intake was handled manually by the front desk team. Leads often sat uncontacted for 24–48 hours, and the qualification call took 10–15 minutes of staff time per lead regardless of fit.