Client Reactivation
New business from existing relationships.
Every established recruitment firm holds years of client history in its CRM and ATS. Client Reactivation analyses that history, identifies dormant accounts worth re-engaging and runs considered campaigns to restart the conversation.
- 01
Analyse
- 02
Prioritise
- 03
Re-engage
- 04
Report
Your next client may already be in your database.
Relationships lapse when consultants move on or priorities change. The data remains, but rarely gets analysed with commercial intent.
- Dormant accounts sit unreviewed.
- Historic placements sit unused when planning outreach.
- CRM data quality limits what can be done.
A defined process, operated with your team.
- 01
Analyse
Review CRM and ATS data to understand historic accounts and placements.
- 02
Prioritise
Identify dormant accounts and rank them by likely value and readiness.
- 03
Re-engage
Run personalised campaigns grounded in the history of each relationship.
- 04
Report
Track renewed conversations and pipeline created.
What is included.
- 01CRM and ATS data analysis
- 02Identification of dormant accounts
- 03Historic opportunity analysis
- 04Account prioritisation
- 05Re-engagement campaigns
- 06Personalised messaging
- 07Relationship and pipeline reporting
How the work fits together.
Product concept · fictional data
- 01
Analyse
- 02
Prioritise
- 03
Re-engage
- 04
Report
Implementation and delivery
All activity respects data protection requirements and appropriate permissions. We agree data access and lawful basis with you before analysis begins, and your team approves every campaign.
Expected outcomes
- Revenue from relationships already earned
- A cleaner, more useful CRM
- A repeatable reactivation process
How we measure
- Accounts re-engaged
- Meetings booked
- Pipeline and revenue from reactivated accounts
Works alongside.
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