The Lead Reactivation Playbook
Most PI firms have hundreds of old leads sitting cold in the CRM. Some of them are five-figure cases. This playbook gives you the exact 10-touch sequence to reach them again: AI voice, email, and text over 28 days. You get the scripts and the guardrails that keep every outreach legal. Most firms never work this list, because they do not have the process. Now you do.
What is inside
A short, practical guide written for PI firm owners and intake managers. Ten touches, three channels, 28 days.
- Why this works: why old leads rebook and why most firms never work this list
- Touches 1 to 3 (Days 1 to 2): text to re-open, AI voice call to qualify, email to re-engage at their pace
- Touches 4 to 7 (Days 3 to 11): second and third voice calls, deadline email, text nudges, each with word-for-word copy
- Touches 8 to 10 (Days 16 to 28): the concrete offer, the value drop, and the honest close that often gets the reply nothing else did
- The sequence at a glance: day, channel, and goal for every touch in a single table
- Guardrails: TCPA windows, DNC scrubs, voicemail cap, bot disclosure, opt-out rules, script approval
- What BookedBack runs for you: pricing and how to get started
Why give the whole thing away? Most firms read it and decide they would rather have us run it than work it themselves. The ones who run it themselves never needed us. We only want to work with firms that actually want the help.
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Download the playbook (PDF)Learn more about lead reactivation
This playbook is one part of how BookedBack works. See follow-up nurturing for how the multi-channel sequence applies to fresh leads, and lead reactivation for law firms for the bigger picture.
Ready to have BookedBack run this sequence on your actual lead list? Start a pilot. Your first appointment that shows up is free.
We run the full sequence: AI voice calls, email, and iMessage follow-ups. Your first appointment that shows up is free. After that, about $50 to $300 per appointment that shows. No setup fee.
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