Cohesive360
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Stale-Lead Resurrection

Weekly: CRM contacts with no activity in 30+ days → re-engagement emails drafted.

Ready to run todayweeklyIncludedBusiness developmentSales manager

The problem

Every CRM is a graveyard of contacts that started warm and went cold because nobody followed up at the right interval. The 30-day mark is the 'last chance' window — past that, the interest signal is stale. Most firms have hundreds of contacts past this window with no plan.

The outcome

Every Monday, Claude identifies contacts with no activity in the past 30+ days, prioritises by original deal stage, and drafts a re-engagement email for each. You review + send (or kill) in bulk.

Connectors you'll need

C360 Business Suiterequired
live

The prompt

Paste this into Claude (with Cohesive360 installed in your Claude → Settings → Connectors). Replace bracketed placeholders with your specifics.

Find every CRM contact in our C360 tenant with these conditions:
1. No activity (email, call, note) in the past 30+ days.
2. Was in 'qualified' or 'proposal' stage when activity stopped.
3. Has a contact email on file.
Draft a re-engagement email for each — short, friendly, references the original conversation.

What Claude does

Step-by-step rundown of the work. Every write is drafted, not posted — you approve before anything lands in your systems.

  1. 1

    Pull contacts

    Searches C360 contacts filtered by last-activity timestamp.

    c360_list_contactsc360_search_contacts
  2. 2

    Read activity history

    Per contact, pulls the activity feed (notes, calls, emails) to confirm the no-activity window. Skips contacts with recent unlogged activity.

    c360_list_activity_eventsc360_list_contact_projects_web
  3. 3

    Filter by stage

    Keeps only contacts whose last stage was 'qualified' or 'proposal' (configurable). Cold leads and won deals excluded.

  4. 4

    Draft re-engagement emails

    Per contact, drafts a short email referencing the original conversation. Friendly, not pushy. Under 6 sentences.

  5. 5

    Hand off for bulk review

    Single table: contact, last activity, original stage, draft email. Approve all, kill all, or review individually.

Run this workflow in Claude

Two ways: copy the prompt and paste into Claude for a one-off run, or install as a permanent Claude Skill that activates automatically. Step-by-step instructions →

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