Scott needed to reactivate his dormant accounts.But was always too busy.

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Scott1:39 PM
@Fiona let's start working on reactivating our past dormant accounts. I want us in their face for back-to-school season. Give me a game plan that needs almost nothing from me except talking to the contacts
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FionaApp1:45 PM
Good timing. Late August is when schools and offices lock in fall print. I scored your full client base by recency and spend: 119 dormant clients. $2.9M in historical revenue. The biggest names sitting quiet:
Meridian Conference Group$419K
The City Ballet$291K
Marlowe & Co.$237K
Beacon Specialty Insurance$103K
Full ranked list attached. I can draft a few emails, you review, we send, and go from there.
dormant-accounts-ranked.pdf
11 KB

Your agent does the work.You approve.

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FionaApp10:00 PM
One flag before anything sends: Loft & Main should not be on the reactivation list. They're an active client. The CRM status is wrong. Recommend removing them and fixing the record.
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The other 4 drafts are ready. Say "go" per client and I'll put them in your Gmail.
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Scott10:01 PM
@Fiona all approved. go
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FionaApp10:02 PM
Done. 4 drafts in your Gmail, CRM notes logged on every client. ✅

She kept learning and improving.Now, he lets her run on her own.

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FionaApp9:15 AM
Morning check-in: 8 dossiers built this week, above target. 5 emails sent. 0 drafts unsent. Your inbox is clear.
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And the first reply is in. A warm "not now, but stay in touch." Logged, follow-up scheduled. I'll keep an eye on it. 🎯

This was just one job.What's yours?