A GOCRM PLAYBOOK

Lead re-engagement

Reconnect with quiet leads using a thoughtful text, a helpful email, and room to respond.

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THE CUSTOMER JOURNEYSelect any step

Continue the conversation personally

STEP 03 THE MESSAGE3 / 7

Send a low-pressure text

Ask if the original project is still on their mind. Use the reconnecting SMS attached to this step.

Hi {{ contact:firstName }}, it’s {{ sender:firstName }} from [Company name]. Is [their original project or interest] still on your mind? Happy to help, or give you more time if plans have changed.

From the assigned owner to your contact

Replace [bracketed details] and confirm merge fields in GoCRM. Copying keeps these placeholders intact.

Open this message template

When they reply, a person takes over.

Incoming calls, texts, or emails should pause the sequence at any point. Let the owner take over with the full conversation history.

BEFORE YOU SWITCH IT ON

Make this flow your own.

Previously engaged leads who still expect to hear from you but have gone quiet.

01
Review the segment and exclude customers, opt-outs, and active conversations.
02
Save your reconnecting SMS and email templates.
03
Add reply-pause events and test the full sequence with an internal contact.

This is a recipe to build in your account, not a one-click import. Review contact permissions, timing, and reply-pause rules before starting.

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How templates work Original flow guide

Original GoCRM walkthrough. Menus may look different in your account.

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Lead re-engagement

Send a low-pressure text

Make this flow your own.

Keep building your playbook.