Playbooks · Win-Back

Playbook 15. Re-Engage 90-Day Cold Lead

Lead status = Open or Nurture + no activity of any kind for 90+ days + 4 or more outreach attempts already made

Goal · Force one last genuine moment of attention before writing this lead off — break the pattern of ignored emails with something they can't ignoreTiming · Exactly at 90 days of silence. Not 60 (too soon), not 120 (they've moved on). 90 days is the right window.

The video angle

Record once. [First Name] is the only variable — swapped by Sendspark at send time. When recording, acknowledge the pattern in one sentence — be self-aware and almost a little self-deprecating. Then completely reset: bring something new that didn't exist when you first reached out. Make it feel like a new conversation starting, not a follow-up to a failed one. End with a no-pressure exit. Script: "[First Name], I know I've probably been in your inbox more than you'd like. I'm not going to keep doing the same thing. Something has changed since we first reached out: [your most compelling recent development]. If the timing has changed too, scan the code. If not, just say the word and I'll give you some space."

Automation & CRM triggers

  • CRM Trigger: last_activity_date > 90 days AND outreach_attempts > 4 AND lead_status IN ('Open', 'Nurture')
  • Simultaneous: pause ALL active email sequences for this contact the moment the box fires. One channel at a time — the box is the only touchpoint for the next 14 days.
  • Post-delivery: 7-day quiet period. No emails, no calls. Let the box do its work.
  • Day 7: if no response, assign one final SDR call attempt, then move to 'Long-Term Nurture' automatically
  • If QR scan or any response: cancel quiet period, assign to SDR for same-day live follow-up, flag in Slack

The QR landing page

Something genuinely useful with zero strings attached — your best piece of thought leadership, an industry report, or a practical tool relevant to their role. Give real value before asking for anything. Do not put a demo booking link on this page — that's the second step after they've re-engaged. First step is just being useful.

Follow-up sequence

  • Day 4 post-delivery: One email — short, no chase energy, no 'just following up': 'Sent you something different this time — figured it was worth a shot.'
  • Day 7: One call attempt if phone number is on file
  • Day 14: Final close-out message: 'Last note from me for a while — if the timing is ever right, you know where to find us.' Then move to quarterly-only, maximum.

Reading the signals

  • QR scan = they opened it and something clicked. Call same day — no agenda, just: 'What caught your attention?' Let them lead.
  • Email reply — even 'not interested' = any reply after 90 days of silence is valuable. Respond immediately and ask one genuine question before accepting the no.
  • Nothing after 14 days = they are not a buyer right now. Respect that. Move to quarterly touchpoint only, revisit in 6 months with fresh context.

Wire this into your CRM.

Every playbook on this page can be configured as a campaign in boxli — trigger from a HubSpot or Salesforce workflow, video personalization auto-applied per recipient, follow-up paused on QR scan. We'll set the triggers up on your kickoff call.