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Warm Lead Re-Engagement Scanner

Community

Reactivate stalled warm leads.

Marketing & Sales#CRM#sales automation#lead management#lead nurturing#follow-up#re-engagement
Authorbostonrobbie
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill prevents valuable warm leads from going cold by identifying and flagging contacts who previously expressed interest but had a timing objection, and whose re-engagement window has now passed.

Core Features & Use Cases

  • Proactive Re-engagement: Automatically scans for leads needing follow-up based on predefined re-engagement dates.
  • Prioritized Reporting: Generates a clear report of overdue and soon-to-be-due leads, categorized by urgency.
  • Data Cross-referencing: Checks against master sent lists and Do Not Contact lists for accurate status.
  • Use Case: Monthly, this skill identifies leads who said "reach out in Q2" and whose Q2 window is now open, presenting them for a fresh outreach attempt.

Quick Start

Run the warm lead re-engagement skill to find contacts needing follow-up.

Dependency Matrix

Required Modules

None required

Components

referencesassets

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Warm Lead Re-Engagement Scanner
Download link: https://github.com/bostonrobbie/BDR/archive/main.zip#warm-lead-re-engagement-scanner

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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