Lead reactivation guides

Four clusters, one workflow

Reactivating a stalled quote is one job, but it breaks into four separable problems, and every guide on this page belongs to exactly one of them. Reading them in cluster order is faster than reading them in the order they were published.

Tooling and delivery covers the mechanics: getting a usable file out of your CRM and making sure what you send actually arrives. Export from Jobber and Export from Housecall Pro are step-by-step CSV walkthroughs, including the column names you will really see and the row limits that catch people out. Email deliverability sits in the same cluster because a follow-up that lands in spam is indistinguishable from a follow-up you never wrote.

Follow-up craft is the part most people think of as the work. Follow-up timing decides who is eligible, on which channel, and at what hour. The quote follow-up playbook is the full system — segmentation, cadence, copy, and reply handling. Call scripts covers the touch email cannot replace: the conversation that gets you an answer today, including the answer you would rather not hear.

Compliance is the cluster to read before you send, not after. The SMS consent checklist is about permission — whether a phone number in your CRM is actually a number you may market to. A2P 10DLC explained is about carrier paperwork, which is a separate obligation from consent and is easy to confuse with it.

Category education is one guide, database reactivation, which defines the terms the rest of the material assumes: dormant versus aged versus unsold versus stalled, and how to measure whether a campaign earned anything.

If you are starting cold, read them in this order

• Database reactivation — twenty minutes that makes every other guide land, because it names the segments you will be sorting your list into.
• The export guide for your CRM (Jobber or Housecall Pro) — you cannot plan against a backlog you have not looked at.
• Follow-up timing — decide who is eligible before you decide what to say to them.
• The quote follow-up playbook — the cadence and the copy, once you know who is in the audience.
• Email deliverability — do this before your first real send, not after your open rate disappoints you.
• Call scripts — add the channel that gets a same-day answer on your highest-value stalled quotes.
• SMS consent checklist, then A2P 10DLC — only if you intend to text. If you do not, you can skip both.

Have your export already? Skip the reading and see what the numbers look like: our sample audit report shows how a backlog gets classified and sized, and the lost revenue calculator gives you a rough figure from three inputs.