Outbound Wiki

Not now and re-engagement

Staying in touch with prospects who were not ready, and reviving gone-quiet and closed-lost accounts.

Re-engagement starts with diagnosis. Use the old conversation to decide whether the prospect needs a later date, a new reason to talk, or a lower-pressure way to stay in touch, then match the next action to that diagnosis.

Your own history is often the best place to look for re-engagement. An account that has already gone through a sales cycle is more likely to re-engage in conversation than a net-new account.1 Reactivation fails when the calls never happen, so start with contact and context.2

Build the record

Recover the account history before you write. The next contact needs enough context to connect to the previous conversation.

Research the account's history before engaging it again.3 Pull the prior opportunity, the prospect's expressed interest, and the reason the conversation stopped into the working record. That gives you material for a message that continues the earlier conversation instead of starting cold.

Turn the list into a sequence

Give the re-engagement campaign a defined worklist and a defined way to run it. Decide who belongs in the campaign before deciding what message they receive.

Create a targeted list of prior closed-lost opportunities.4 For each group, specify how to re-engage it, including the format and whether it belongs in a sequence.5 A workable sequence moves from context to conversation, then to a lower-pressure nurture path when the timing still does not work.

Put each account in a lane

Why the account stopped moving determines the next action, along with the pace and level of pressure.

When they say not now

Timing can prevent a prospect from moving forward.6 Offer a reconnection point that the prospect can accept or decline:

"Why don't I reconnect with you in about four or five months?"7

Record the agreed point and use it as the reason for the later contact. If the prospect clearly rejects the conversation, accept it and leave a simple route back if circumstances change.

When they go quiet

When a prospect has not responded or initiated contact for 30 days, the opportunity is usually dead.8 Close the unresponsive deal, then move the contact to a monthly warming drip with value-added content.9 Find a reasonable trigger 90 days later that gives you a reason to reach out again.10

When it is closed lost

Review a closed-lost account before writing. Check what the prospect considered, what stopped the purchase, and what could make a new conversation relevant.

Base the new contact on what you learned from the previous process, with a different case and request.

Give the message a reason

A re-engagement email should explain why contact makes sense now. Carry useful context forward and make the next step easy to understand.

Closed-lost reactivation works when there is a genuine new reason to reach out.11 Remind the prospect what they cared about before:

"I'd love to pick up that conversation. When we last met, you were interested in X, Y and Z."12

Explain why the previous opportunity did not move forward.13 You can say that you revisited the previous call and noticed something worth bringing back to them.14 That connects the message to the account's history.

When there is no active buying motion, send useful value without asking for a meeting. Keep the contact relevant while giving the prospect room to decide when the timing changes.

Make contact and test commitment

Use the message to open a conversation, then see whether the prospect will make space for one. A reply without a commitment should not keep the opportunity in active pursuit.

The recommended way to reactivate an old deal is to call the contact and have a conversation.15 Ask directly, "When's a good time to reconnect?"16

If the prospect will not commit to a reconnect call, the likelihood that the prospect is serious is low.17 Reduce the account's priority and leave the next move with the prospect. When they do commit, put another meeting on the books instead of asking them to email when they become interested again.18

Keep the account warm

Nurture fits a prospect who still matters but has no immediate reason to buy. Keep the contact useful without pushing every touch toward a meeting.

Stay top of mind with prospects who are outside an active buying cycle.19 Send value with no ask.20 Follow the prospect and the company on LinkedIn to spot future triggers for contact.21

You can cool outreach to some accounts temporarily while continuing to prospect actively elsewhere.22 This keeps a quiet account from consuming the time needed to create new pipeline.

What not to do

Use these guardrails when an account tempts you to keep guessing.

  • Keep pursuing the account after an early silence. A lack of early response does not mean the account is dead.23
  • For a stalled mid-market or SMB deal, if no action is completed for almost a month, change the contacts or tactics, or reconsider whether it is a deal.24
  • Write the re-engagement message using useful information from the previous sales process, rather than from memory.25
  • Accept a rejection, move to the next call, and consider how to follow up with the prospect later.26

Sources

  1. 1
    “sales cycle with, it's more likely to get them to re-engage with you in conversation”
  2. 2
    “closed loss deals doesn't work. It's that you're not actually making the”
  3. 3
    “Like this upfront effort of going to uncover the history of an account”
  4. 4
    “And what I'd give to the seller is a targeted list of prior closed, lost opportunities.”
  5. 5
    “with and exactly how to re-engage, what's the format, maybe you put it in a sequence, right?”
  6. 6
    “Usually, it could be timing could be an issue.”
  7. 7
    “Why don't I reconnect with you in about four or five months?”
  8. 8
    “Because you can game your own activities, but oftentimes if a prospect hasn't come inbound or hasn't said anything to you in the last 30 days, that usually just means that the opportunity is dead.”
  9. 9
    “From there, you should probably transition them to a warming drip, which is once a month, you send some value-add content,”
    The Don't Get Ghosted Playbook

    30 Minutes to President's ClubBack to the text

  10. 10
    “try to find a reasonable trigger 90 days out that you can use to re-engage with that person.”
    The Don't Get Ghosted Playbook

    30 Minutes to President's ClubBack to the text

  11. 11
    “Opportunity reactivation: Work the closed-lost pile with a real new reason.”
  12. 12
    “I'd love to pick up that conversation. When we last met, you were interested in X, Y and Z.”
  13. 13
    “And this is where we want to give the reason why things didn't move forward.”
  14. 14
    “So one of those examples might be like, hey, Jen, just had a chance to re-listen to our call from the middle of August.”
  15. 15
    “deals. And the secret is call them, pick up the phone, have a conversation. Some”
  16. 16
    “Just literally ask them when's a good time to reconnect.”
  17. 17
    “If someone's not willing to commit to that, the likelihood of them being like serious”
  18. 18
    “single call, make sure you have another meeting on the books. Don't ask people to email you once”
  19. 19
    “Make sure you are staying top of mind, even when you're not in an active buying cycle.”
  20. 20
    “folks with a little bit of value and no ask.”
  21. 21
    “you might want to follow them and the company on LinkedIn to see if there are pertinent triggers to reach out again in the future.”
    The Don't Get Ghosted Playbook

    30 Minutes to President's ClubBack to the text

  22. 22
    “Maybe cool on some of these accounts for a bit, but keep being aggressive with your prospecting.”
  23. 23
    “Keep going, because that account is not dead.”
  24. 24
    “Especially in mid-market and SMB deals, if you can't get something done for almost a month, you need to either change the people you're trying to do it with or completely change your tactics, or you need to come to the grips that this isn't necessarily a deal.”
  25. 25
    “So the important thing with this email is as much of the goodies that you got”
  26. 26
    ““So accept it, move on to your next call, and see how you can follow up with this prospect in future.””