B2B Manufacturing
Years of quotes sat in the CRM while they paid for new leads.
An agent that works the historical pipeline — old quotes, dormant prospects, past customers — and brings paid-for opportunities back to the table without new ad spend.
Broken
Thousands of issued quotes went cold while the company paid to buy new leads.
Built
A reactivation engine working the existing pipeline on a fixed cadence, with escalation by deal value.
Now
One of the strongest months on record, on roughly zero new lead spend.
01 // Before and after
~$0 new lead spend
Ad spend climbing to replace this
The same pipeline, finally being worked.
02 // The challenge
The challenge.
The company was paying to generate new leads while years of quotes and past customers sat untouched.
- 01Thousands of issued quotes were never followed up after the first send
- 02Past customers went years without a reason to come back
- 03Follow-up depended entirely on whether someone remembered to do it
- 04New-lead spend kept climbing to replace demand the business already had
Why off-the-shelf wouldn't work
The demand wasn't missing. It was sitting in the CRM. What was missing was a system that worked the existing pipeline without depending on anyone's memory.
03 // What we built
01
The sequence
Every open quote and dormant account gets followed up at 7, 14, and 30 days — automatically, whether or not anyone remembers it exists.
DAY 7
First follow-up
DAY 14
Second touch
DAY 30
Final touch
02
Red-zone escalation
Above a value threshold, automation steps aside. Those quotes land on a person's desk with the history attached.
03
Reply-to-opportunity
A reply doesn't sit in a shared inbox. It flips the record into an active opportunity and routes to the seller who owns it.
Every reply has an owner before anyone reads it.
Live · production
Working the pipeline the business already paid for.
reactivation · live
Live04 // Impact
~$0
New lead spend behind one of the strongest months in company history.
Follow-up at 7, 14, and 30 days on every open quote — and the sending infrastructure stays with the client.
05 // Technical implementation
Architecture overview.
A reactivation engine sits on top of the quote history and customer record, sequencing outreach on a fixed cadence and escalating by deal value. Sending runs on infrastructure the client owns, and every reply routes back into the CRM as an owned opportunity.
technical-highlights.md
- → Cadenced follow-up at 7, 14, and 30 days
- → Value-based escalation to human sellers
- → Client-owned sending infrastructure and deliverability
- → Reply detection with CRM routing and ownership
- → Automated pricing and freight calculation
- → Custom CRM built around the sales motion
06 // Field notes
The demand wasn't missing. It was sitting in the CRM.
Follow-up stopped depending on anyone's memory.
07 // Related case studies
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The phone rings at 7pm. Nobody's there.
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Let's talk about what you're trying to fix.
Thirty minutes. No pitch deck.