AI ASSISTANTS · REACTIVATION AI

Your warmest growth is already in your database.

Reactivation AI supports approved outreach to eligible former clients and old leads using segmented, consent-aware campaigns and clear human handoff rules.

Book a Free Strategy Call →Meet the full AI team →
Your firm approves eligible former clients and old leads, lawful contact basis, suppression lists, message, cadence, escalation, and stop conditions.
DATABASE WAKE-UP ILLUSTRATIVE · CONFIGURABLE ROLE
AI ROLEACTIVE
01SEGMENT
02MESSAGE
03REPLY
04HANDOFF
SOURCEGrowth CRM recordSTATUSConfigured per firm
THE DORMANT-CLIENT LEAK

Past clients and old leads: your cheapest growth, sitting untouched.

This is Leak 05 — the Dormant-Client Leak. Past clients who used you once and drifted, old leads who asked for a quote and went quiet — they're the warmest prospects you'll ever have, and most practices never reach out to them again. Not from neglect, but because a systematic win-back campaign is real work, and it always loses to the demands of current clients. So the database sits there, full of relationships that would return with one good reason and the right timing.

Reactivation AI supplies both — consistently, at scale, without adding to your plate.

HOW IT WORKS

Segment the database. Send the right message at the right moment.

Reactivation AI works from the contacts already in your CRM — past clients, lapsed clients, and old leads. It segments them by history and fit, then runs targeted campaigns tied to the moments that make re-engagement natural: a tax-season kickoff, an annual-review invitation, a year-end planning nudge, a simple "we've missed you." Messages go across email and text in your firm's voice, on a cadence, and when someone responds with interest, it books them onto your calendar. You approve the campaigns and the messaging; everything logs to the record.

Reactivation opportunity example (static, not a calculator):

See how one dormant segment becomes an actionable campaign. Example segment: former tax clients not engaged in 18 months → suppress opted-out or ineligible contacts → human-approved seasonal message → spaced follow-up → interested reply booked or handed to a person; no response or opt-out stops the sequence. This is an illustrative workflow, not a live calculator or forecast. → See a Reactivation Opportunity Example → (#reactivation-example)

INBOUND SIGNAL
01Understand contextCRM READ
02Take the approved actionWORKFLOW
03Log the outcomeCRM WRITE
04Escalate when judgment is neededHUMAN
WHAT POWERS IT

Database reactivation, segmented and seasonally triggered.

Reactivation AI runs on database reactivation campaigns, segmented nurture sequences, and seasonal triggers, across email and text, with calendar booking built in. It works from the contacts already on your CRM, so no new lead source is required — just the database you already own. Deployed into your own sub-account, tuned by a real PGT team, and manageable from the mobile app, where you can approve a campaign or take over a warm response yourself.

APPROVED KNOWLEDGECHANNEL & CONSENT RULESCRM CONTEXTHUMAN APPROVALSESCALATION & STOP CONDITIONS
WHAT IT DOES, CONCRETELY

Configured capabilities for REACTIVATION AI.

When enabled and tested for the approved audience, channels, permissions, and stop rules, this role can perform the actions below.

01
Works from the past clients and old leads already in your CRM
02
Segments the database by history and fit
03
Runs seasonal win-back campaigns (tax kickoff, annual review, year-end)
04
Sends "we've missed you" and re-engagement messages in your voice
05
Reaches out across email and text on a cadence
06
Books interested contacts straight onto your calendar
07
Holds configured campaigns for your approval
08
Routes warm or sensitive responses to a human
09
Logs supported outreach and booking events to the record
HUMAN CONTROL

Automation where it helps. A clean handoff where judgment begins.

The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.

AI OWNSSpeed, consistency, logging, and approved follow-up.
HUMAN OWNSSensitive, professional, account-specific, and exception decisions.
PRACTICE READINESS DIAGNOSTIC

Benchmark Your Firm's Intake & Follow-Up Leaks

Before configuring REACTIVATION AI, see how your practice currently scores on lead response speed, front-desk capture, and proposal follow-through.

Take the 60-Second Scorecard →Run 360° Digital Audit
BETTER TOGETHER

Reactivation AI reopens the door. These walk them through it.

HANDOFF 01
Content AI — supplies the seasonal updates and value that give reactivation campaigns a genuine reason to reach out. Meet Content AI →
HANDOFF 02
Bookings AI — confirms and reminds the consultations reactivated clients book, so they show up. Meet Bookings AI →
HANDOFF 03
Review AI — a returning client is a strong candidate for a fresh five-star. Meet Review AI →
QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

How can a reactivation workflow support eligible outreach?

After your firm defines the eligible audience, consent, suppression, purpose, channels, cadence, and human review, Reactivation AI can send approved outreach to selected former clients or old leads. Interested replies can be routed to a person or supported calendar path. It does not guarantee response, return, qualification, or booked work.

Why start with a reactivation segment?

Former clients and old leads already have context about your firm, so a relevant, permission-aware message can reopen a conversation without starting from zero. Results depend on database quality, eligibility, timing, and the offer; the static example shows the process without forecasting revenue.

Will the outreach feel spammy to past clients?

No. Campaigns are tied to natural moments — tax season, annual reviews, year-end — and written in your firm's voice, with easy opt-outs. You approve the messaging and segments before anything sends, so outreach reads as a welcome, timely check-in rather than a blast.

Does it contact existing active clients too?

By default it focuses on dormant clients and old leads. It can run existing-client renewal or review campaigns if your firm opts in; otherwise those stay with your team, and anything sensitive routes to a human.

Do I control who gets contacted and what's sent?

Yes. You approve the segments, the campaigns, and the messaging before anything goes out, and you can pause a campaign or take over a warm reply anytime from the mobile app. Reactivation AI runs the outreach within the rules you set.

See all questions →
START WITH ONE USEFUL ROLE

Mine the goldmine you already own.

Book a 20-minute strategy call and we'll map the eligible audience, consent and suppression rules, approved message categories, cadence, and human handoff for a reactivation workflow — whether or not we work together.

Book a Free Strategy Call →Test Reception AI
No pressure. No obligation. A plan you can use either way.