<aside> 📋 Frequency: Monthly | Time: 30 min | Trigger: First Monday of each month — review dormant client list

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Former clients who had a good experience with you are your highest-conversion pipeline. Most consultants let them go silent indefinitely — not because the relationship is dead, but because there's no system to revive it. This SOP runs the outreach cadence that keeps your dormant client list from becoming a permanently lost asset.

Prerequisites

• Your pipeline tracker (CRM, spreadsheet, or equivalent) with past client records and engagement close dates
• Engagement closure notes or case study drafts for context on each relationship
• SOP reference: Weekly Pipeline Review SOP (run first if this is your Monday pipeline session — use the pipeline view to identify which dormant clients are due for contact)

Procedure

1. Open your pipeline tracker and filter for clients whose engagement closed 90+ days ago with no subsequent contact logged. This is your active outreach list for the month.
2. Review each record briefly: what was the engagement, what was the outcome, what's the most plausible reason they'd re-engage now?
3. Run the Re-Engagement Email Writer skill for each client, using the engagement context, time since close, and any relevant updates (new offer, seasonal relevance, adjacent problem they mentioned) as input.
4. Review each output for specificity — a good re-engagement note references something concrete from the prior engagement, not a generic "checking in." Edit any that feel generic.
5. Send or schedule the emails. Log each outreach in your pipeline tracker with the date and a note on the angle used.
6. Flag any non-responders for a second contact at the 30-day mark — or move them to a lower-frequency annual list if two consecutive outreach attempts return nothing.

Expected Outcome

You'll have a sent or scheduled re-engagement batch for all dormant clients due for contact this month, with each attempt logged in your pipeline tracker and a follow-up flag set for non-responders.

<aside> ⚠️ Common mistakes:

— Treating dormant clients like cold prospects — the re-engagement note that reads like a cold pitch signals you've forgotten them. It's the fastest way to permanently close a warm door.

— Skipping months because the list feels long — outreach that piles up becomes harder to run, which means you skip it again. The batch takes 30 minutes when it's monthly. It takes an afternoon when it's six months of backlog.

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