Weekly stale-lead reactivation in Follow Up Boss

By General Input

Every Monday at 8am, surface your 10 best dormant leads, draft a personalized re-engagement email for each in Gmail, and post a digest to Slack.

Integrations

  • Follow Up Boss
  • Gmail
  • Slack

Type

Agentic Task

Categories

  • Sales

Every Monday at 8am in my timezone, run a stale-lead reactivation pass across my Follow Up Boss database.

First, use Follow Up Boss List People to pull active leads whose last activity was between 60 and 180 days ago. Exclude anyone in the Trash, Closed, or Unsubscribed stages.

For each candidate, call Follow Up Boss List Notes and Follow Up Boss List Tasks to gather the prior conversation history: neighborhoods of interest, price range, property type, any life events mentioned in notes, and any signal about why the relationship went quiet.

Pick the top 10 leads worth reviving based on engagement signals (depth of prior conversation, clarity of buyer intent, recency relative to the window) and deal potential (price range, timeframe, motivation cues).

For each of the 10, draft a short, genuinely personal re-engagement email that references something specific from their history: a neighborhood they liked, a property type they asked about, or a life event mentioned in notes. Keep it conversational, not salesy. Use Gmail Create a Draft to stage each email in my inbox ready for me to review and send. Do not actually send the emails.

For each drafted lead, also use Follow Up Boss Create Task to add a 'Review reactivation draft' task assigned to me so the follow-up shows up in my FUB queue.

Finally, use Slack Send a Message to post a single digest to my chosen channel listing all 10 leads, why each was chosen (the specific signal that made them top 10), and links to the Gmail drafts.

Skip anyone who already has an open task or was contacted in the last 14 days so I don't double-touch a lead who is already getting attention.

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