Home / Automation & AI / Lead Re-Engagement
Automation system
Wake up the old leads already sitting in your database.
This step
Old lead list
We start from the leads you already have, such as quotes from last year or people who went quiet after a demo. The list is cleaned first.
Run log
OutputSimulated, sample data
The workflow, explained
The demo above runs through these same stages. Here is what starts the workflow, what happens at each step, who or what does it, and what you get from it.
We start from the leads you already have, such as quotes from last year or people who went quiet after a demo. The list is cleaned first.
You share the list. We prepare it.
You put the contacts you already have back to work.
Leads are grouped by what they did before. For example, people quoted last year go in one group and people who went quiet after a demo in another.
The workflow sorts them, using your records in Notion or your CRM.
Each group gets a message that fits. Without this, everyone gets the same blast.
AI writes messages based on earlier interactions. In the sample, Lee asked about a patio quote last spring, so the message picks that up.
An AI model from OpenAI or Anthropic.
People feel remembered. Without this, the note looks like spam.
When people reply, the system reads the response and changes what happens next. 'Maybe next year' is treated very differently from 'yes, still interested'.
AI reading replies inside an n8n workflow.
Interested people get noticed, and people who said not now do not get pushed.
Interested leads go to your team to pick up, and your CRM is updated either way.
The workflow hands over. Your salesperson continues the conversation.
Your team only talks to people who replied with interest.
A warm lead reaches your team with its history, or a not-now lead is marked to check back later.
The system passes it on. Your team takes it from there.
Live conversations from a list that was doing nothing, and up-to-date records.
Sample runs
These are the same two runs as the demo above. The names and details are made up to show how the workflow behaves.
Starts with segment: quoted last year
Result
To: lee@example.com (sample)
Hi Lee, you asked about a patio quote last spring. Still on your list? Happy to pick up where we left off.
Starts with segment: went quiet after a demo
Result
Reply: "maybe next year" (sample)
What you get
Built with
Exact tools depend on what you already use.
FAQ
Wake up the old leads already sitting in your database.
Past leads go quiet because no one has time to follow up with each one.
No. It works from the leads already in your database.
The record is updated with their answer, and there is no hand-off to sales.
Usually not. We connect to the tools you already use, and scope any changes with you first.
Answer a few questions and send them to us. We will tell you what we would build, and what you do not need.