Scheduling re-engagement flows for dormant clients

Purpose

1.1. Automate the scheduling, sending, and tracking of re-engagement communications to dormant clients in the finance broker industry.
1.2. The automation ensures no client is neglected, helps retain business, prompts clients to revisit financial products, and automates the process of identifying and recontacting clients after extended inactivity.
1.3. The automation flow systematically monitors CRM data, flags clients with low activity, and automates multi-channel outreach—SMS, email, call scheduling—triggered based on predefined inactivity thresholds.

Trigger Conditions

2.1. Automate trigger based on a client’s inactivity, defined by no communication or transaction over X days.
2.2. Automator listens for new inactivity data in CRM, marketing suite, or finance management platform.
2.3. Automates re-engagement if client response rate remains below a set percentage after initial outreach.

Platform variants

3.1. Salesforce
 • Automation: Workflow Rule or Flow Builder—“Last Activity Date” > 90 days, triggers outbound engagement task.
3.2. HubSpot
 • Automation: List segmentation + Workflow—inactive contacts automatically added and scheduled for nurture email.
3.3. Zoho CRM
 • Automation: Custom Blueprint or Workflow—detects dormant leads; triggers automated follow-up email via Zoho Mail.
3.4. Microsoft Dynamics 365
 • Automation: Power Automate Flow—monitors contact activity timestamp, auto-creates follow-up activity.
3.5. Pipedrive
 • Automation: Deal or Activity ‘Idle’ Filter, triggers scheduled re-engagement via Campaigns.
3.6. Mailchimp
 • Setting: Automate “retarget inactive subscribers” campaign using pre-built journey templates.
3.7. ActiveCampaign
 • Setting: Automated “If Inactive X days” path, sends sequence of re-engagement emails.
3.8. Twilio
 • API: Automate SMS via Programmable Messaging—triggered when client enters dormant segment.
3.9. SendGrid
 • API: Automate email delivery using scheduled batch, triggered via API endpoint POST.
3.10. Slack
 • Automation: Incoming Webhook or Workflow for sales agent notification upon dormant client detected.
3.11. Calendly
 • Automation: Trigger invite links sent automatically for re-engagement calls post-inactivity.
3.12. Intercom
 • Setting: Automated messenger pop-up or email to unresponsive users, with engagement prompt.
3.13. Zapier
 • Connection: Automates cross-platform trigger (“If CRM contact inactive → send Gmail draft template”).
3.14. Google Sheets + Apps Script
 • Script: Scheduled script checks last contact date, automates Gmail follow-up via Apps Script.
3.15. DocuSign
 • API/Event Notification: Automated reminder if client left proposal unsigned for X days.
3.16. Outreach.io
 • Sequence: Automates multi-touch re-engagement campaign triggered by CRM “last contacted” date.
3.17. Freshdesk
 • Automation: Ticket rule sets dormant client status, sends automated reactivation message.
3.18. SurveyMonkey
 • Trigger: Automates feedback request emails for dormant clients to understand disengagement.
3.19. Shopify
 • Automation: Customer inactivity triggers automated store offer emails via Flow.
3.20. Monday.com
 • Automation: Inactivity on Board automates assignment to account manager for personal follow-up.
3.21. Trello
 • Power-Up: Card aging triggers automated checklist to prompt communication.

Benefits

4.1. Automated workflows reduce manual oversight, minimizing lost business from neglected clients.
4.2. Automation enhances client retention by ensuring timely, consistent follow-ups.
4.3. Automated multi-channel outreach increases engagement rates and optimizes staff workload.
4.4. Automating dormant detection provides actionable insights for future business strategy.
4.5. Automation ensures regulatory compliance by automating detailed tracking and logging of all outreach attempts.