Cold Lead Reactivation Planner
Scan your forgotten cold leads, score who's actually worth re-engaging, and build an approved re-engagement batch - while respecting every opt-out. The AI drafts the candidate list; a marketer approves before anyone gets mailed.
A private internal tool that imports your stale leads, scores reactivation potential, proposes a candidate batch with plain-English reasons, lets a marketer approve or reject each one, and exports a clean recipient CSV - with opt-outs hard-blocked.
Before you start
- A historical leads export (CSV) with last activity date, original source, fit attributes, and prior stage
- Your suppression / opt-out list (CSV) if you keep one separately
- Free Vercel, Supabase, and Resend accounts (the plan walks you through them)
The problem this kills
You have thousands of old leads sitting in a spreadsheet or your CRM doing absolutely nothing. People who once raised a hand, downloaded something, replied to an email, or booked a demo that never closed - and then went quiet. Everyone knows there's value buried in there. Nobody has the time to dig through it lead by lead, figure out who's worth a second touch, and make sure you don't accidentally email someone who unsubscribed two years ago.
So the list just grows. The value rots. And every quarter someone says "we should really do something with our old leads" and nobody does, because doing it by hand is miserable and doing it wrong (mailing an opt-out) is a compliance problem.
This tool does the digging for you - safely.
What you'll build
A small, private web app that only your team can log into. You drop in your historical leads CSV. The tool scores each cold lead's reactivation potential based on how engaged they once were, how well they fit, and how long ago they went quiet - using thresholds you set in the interview, not generic guesses. It then hands you a candidate batch: a ranked list of leads worth re-engaging, each with a plain-English reason ("Downloaded pricing guide, was a sales-qualified lead, went cold 8 months ago"). A marketer reviews the list, approves the ones to mail and suppresses the rest, and the tool produces a clean recipient CSV in exactly the columns your sending system expects - with every opt-out and suppressed contact removed.
No more guessing. No more accidental sends to people who told you to stop.
What's inside the Implementation Plan
The plan is a complete, paste-and-go runbook for Claude Code. Here's the part that makes it different from a generic template: it opens by interviewing you about your business. Before it builds anything, the AI asks how your leads are structured, what "cold" means for you, which signals matter, how you flag opt-outs, and what your peak volumes look like - then it reflects a short tailored spec back to you and waits for your thumbs-up. The tool it builds fits your data and your rules, not a one-size-fits-all demo.
After that, the plan walks the AI through building it step by step: login, your tailored data model, the CSV import, the scoring engine, the human approval queue, the recipient export, and the audit trail - each step ending with a ready-to-copy prompt you paste in.
The governance it includes (this is the point)
This isn't a script that blasts emails. It's built so a human stays in control and you stay compliant:
- Login so only your team can use the tool.
- Row-level security so each organization only ever sees its own leads.
- A complete audit trail - who imported what, who approved or suppressed which lead, and when.
- A hard human-in-the-loop approval gate - the AI only ever drafts a candidate list. Nothing becomes a "recipient" until a marketer approves it.
- Duplicate guards - the same lead (by email) can't be imported or queued twice.
- Opt-out is sacred - anyone on your suppression list is blocked before scoring even runs, and can never appear in an export.
Who it's for
Marketing ops and demand-gen folks sitting on a mountain of stale leads. If you've ever exported your old leads "to clean up someday," this is the tool that finally makes someday today - safely, and without writing code.
You've got this - paste the first prompt and let the interview tailor the rest.