Targeted re-engagement for former clients

Purpose

1.1. Reactivate disengaged or former aeronautical engineering clients by sending targeted offers, technical updates, or service reminders.
1.2. Deliver highly personalized content to increase chances of renewed engagement or business.
1.3. Automatically segment and nurture leads to maximize retention and minimize churn.
1.4. Ensure consistent, timely communication tailored to engineering project cycles and regulatory changes.

Trigger Conditions

2.1. Client inactivity detected for specified period (e.g., 6 months) in CRM.
2.2. Status changed to “inactive” or “former client” in database.
2.3. No purchase, proposal request, or service ticket within configurable timeframe.
2.4. New service offering, case study, or technical milestone relevant to former clients.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rule or Flow Builder.
• Configure: Auto-trigger “Re-engagement Email” task when “Last Activity Date” > 180 days.

3.2. HubSpot
• Feature/Setting: Marketing Automation Workflow.
• Configure: Enroll contacts with “Lifecycle Stage = Former Client” for segmented campaigns.

3.3. Mailchimp
• Feature/Setting: Customer Journey Builder.
• Configure: Journey starts when “Contact Tag = Inactive”; sends scheduled re-engagement emails.

3.4. Twilio SMS
• Feature/Setting: Programmable Messaging API.
• Configure: Use event trigger to send SMS to “Former Clients” group with engineered offers.

3.5. SendGrid
• Feature/Setting: Dynamic Templates + API.
• Configure: Trigger POST /mail/send with personalized HTML for technical updates.

3.6. Microsoft Power Automate
• Feature/Setting: Scheduled Flow.
• Configure: Scheduled retrieval from Dynamics 365, automatic email push for inactive clients.

3.7. Google Sheets + Apps Script
• Feature/Setting: Time-driven Trigger.
• Configure: Script runs weekly to check contact status, emails lapsed clients.

3.8. ActiveCampaign
• Feature/Setting: Automation Builder.
• Configure: “Engagement Tag” triggers multi-channel messages and calls to action.

3.9. Zoho CRM
• Feature/Setting: Workflow Automation.
• Configure: Auto email/SMS tasks for records with “Deal Lost” or “No Activity.”

3.10. Pipedrive
• Feature/Setting: Workflow Automation.
• Configure: Segment lapsed deals, trigger scheduled follow-up.

3.11. Slack
• Feature/Setting: Incoming Webhooks.
• Configure: Notify sales/marketing in #reengagement on every client auto-contact.

3.12. Intercom
• Feature/Setting: Custom Bots.
• Configure: Bot engagement after user inactivity triggers personalized outreach.

3.13. Drip
• Feature/Setting: Automated Email Sequences.
• Configure: Trigger sequence when tag applied: “Former Engineering Client.”

3.14. Klaviyo
• Feature/Setting: Flow Automations.
• Configure: Flows start for segmented clients with custom content blocks.

3.15. Marketo
• Feature/Setting: Engagement Programs.
• Configure: Set stream for “Reactivation” based on inactivity score.

3.16. Outreach.io
• Feature/Setting: Sequence Automation.
• Configure: Schedule touchpoints for cold leads segmented as “former clients.”

3.17. Constant Contact
• Feature/Setting: Resend to Non-openers.
• Configure: Re-engagement campaign for contacts not responding after X days.

3.18. Copper
• Feature/Setting: Pipelines Automation.
• Configure: “Lost” status sets task to email client with solution upgrade.

3.19. Freshsales
• Feature/Setting: Workflow Automations.
• Configure: Auto-email to contacts after inactivity period set in CRM.

3.20. MailerLite
• Feature/Setting: Automation Triggers.
• Configure: Based on “Last Opened” email, schedule special re-offer to former clients.

Benefits

4.1. Increases client renewal rate through automated regular touchpoints.
4.2. Reduces manual tracking for sales/marketing teams.
4.3. Saves time through scalable personalized engagement.
4.4. Revives dormant revenue streams with targeted, technical messaging.
4.5. Improves brand recall and expertise positioning in aeronautics.