An advanced AI-powered system designed to help your sales team uncover missed, stalled, and under-nurtured opportunities already sitting inside your CRM — turning existing HubSpot data into more conversations, more active opportunities, and ultimately more closed business.
The Problem
Most companies already have significant opportunity sitting inside their CRM. The issue is not always lead volume — good leads go cold for predictable reasons.
Reps Are Stretched
Focus stays on active deals while old MQLs and SQLs get forgotten.
Inconsistent Follow-Up
CRM tasks are missed and manual reactivation takes too much time.
Generic Automation
Marketing automation feels impersonal and fails to re-engage past customers.
As a result, potential opportunities sit untouched — even though many of these people may still be a good fit, have new needs, or be ready to restart a conversation.
The Opportunity
Your CRM Is an Untapped Asset
Your existing HubSpot database can become a meaningful source of net-new and repeat opportunities — without generating a single new lead.
What AI + Automation Unlocks
By systematically identifying leads that deserve attention and re-engaging them in a personalized, rep-specific way, the system creates more consistent touchpoints with the right prospects — without forcing your sales team to manually sort through hundreds or thousands of records.
The result: your reps are in front of the right person, at the right time, with the right message.
What We Will Build
A Lead Reactivation Agent that works natively with HubSpot data and supports up to five individual sales reps. The agent reviews CRM records based on criteria defined together during buildout.
Lead Attributes
Lead status, lifecycle stage, MQL/SQL status, lead source, industry, company size, and territory.
Activity Signals
Last activity date, engagement history, open or closed deal history, and previous conversations.
Rep & Deal Context
Assigned sales rep, deal stage, past customer status, and custom HubSpot properties.
Rep-Specific Reactivation
The system is structured around individual reps. Each rep can have their own criteria, lead ownership logic, and outreach approach — respecting regional assignments, industry focus, deal types, and customer segments.
Personalized Logic Per Rep
One rep may focus on specific regions; another on certain industries or deal types. The agent respects this structure automatically.
True Sales Enablement
This makes the system feel like a dedicated sales tool — not a generic marketing blast sent to everyone at once.
One-to-One Email Outreach
Personal, Not Promotional
Reactivation sequences are sent in a one-to-one capacity — from the appropriate rep, not a marketing alias. The goal is to create rep-led conversations that feel personal, relevant, and timely.
Why It Works
Sending from a real rep supports better deliverability, better engagement, and a more natural sales experience. Each sequence is designed to feel like a thoughtful follow-up — not an automated newsletter.
AI-Powered Lead Identification
Advanced AI evaluates CRM context, engagement history, lead attributes, and agreed-upon business rules to surface leads worth reactivating — going far beyond simple filters.
Evaluate
AI reviews CRM context, engagement signals, and lead attributes.
Prioritize
Surfaces the leads most likely to re-engage based on business rules.
Act
Triggers personalized outreach so reps spend time talking — not digging.
The objective is intelligent automation — helping your team spend more time with qualified prospects and less time manually sorting through CRM records.
What This Will Help Achieve
The Lead Reactivation Agent is designed to create a measurable lift in sales activity and opportunity creation from your existing CRM data.
More MQL & SQL Touchpoints
Consistent follow-up with marketing and sales-qualified leads.
Re-Engaged Past Customers
More repeat conversations with previous customers at the right time.
Rep Time Saved
More rep-specific outreach without adding manual admin work.
More Opportunities
More opportunities created from contacts already in HubSpot.
Why This Matters
Most sales teams are already investing heavily in demand generation — marketing, referrals, advertising, events, and content. But if existing leads are not followed up with consistently, a portion of that investment is being wasted.
Protect Your Investment
This agent maximizes the value of leads already generated — creating an automated process for staying in front of people who may not have been ready before but could be ready now.
Timing Is Everything
In many cases, timing is the difference between a lost lead and a new opportunity. This system helps improve that timing at scale.
Implementation Structure
This is structured as a 90-day implementation because the most important work happens in two stages: first we build the system, then we launch, monitor, and optimize it based on real-world activity.
Days 1–30
Strategy, CRM review, and reactivation criteria definition.
Days 31–60
Core buildout: automation, sequences, and configuration.
Days 61–90
Launch optimization, monitoring, testing, and refinement with live data.
A CRM-based sales automation system must be calibrated after launch. The first month with live data is where lead criteria, rep logic, and outreach sequences are fine-tuned for real results.
Phase 1: Strategy, CRM Review & Reactivation Criteria
Phase 1 Goal
Create a clear strategy for what the agent should look for and how it should decide which leads are worth re-engaging.
What We Do Together
We review the current HubSpot structure, understand how leads and customers are categorized, and identify which contacts should be prioritized for reactivation.
Criteria may include: lead status, lifecycle stage, past deal activity, last contact date, assigned rep, industry, company type, geographic region, and custom HubSpot properties.
Phase 2: Buildout, Automation & Sequence Development
We build and configure the Lead Reactivation Agent — setting up identification logic, rep mapping, automation workflows, and one-to-one email sequences that feel like rep-led follow-up.
HubSpot Workflow Configuration
Rep-specific lead assignment logic and AI-powered identification rules.
Reactivation Criteria & Exclusion Logic
Precise rules for who gets surfaced and who gets excluded.
Email Sequence Development
Personalized, rep-specific outreach sequences built for engagement.
Testing & Launch Preparation
Data flow testing, rep-specific routing validation, and pre-launch QA.
Phase 3: Launch Optimization & Refinement
The third month is focused on making sure the system is not only built — but operating properly and creating the right type of sales activity with real CRM data.
Lead Quality Review
Tightening or expanding criteria based on which contacts are being surfaced.
Rep Logic Adjustments
Refining rep-specific rules and improving workflow logic based on real usage.
Sequence Performance
Monitoring early engagement, refining email copy, and reviewing deliverability.
Exclusion Cleanup
Cleaning up exclusions and making practical adjustments based on live results.
Program Scope
Up to 5 Reps
Full rep-specific logic and outreach for up to five individual sales reps.
AI Lead Identification
Advanced AI and HubSpot data powering smarter lead surfacing and follow-up.
Full Implementation
Strategy, setup, configuration, testing, launch support, and 30-day optimization included.
Pricing
90-Day Implementation
Per Month
For 3 months — covering strategy, buildout, configuration, sequences, testing, and launch optimization.
Ongoing Support
Per Month
After the 90-day implementation — covers continued support, monitoring, light adjustments, and optimization guidance.
Expected Business Impact
With the volume of leads currently in the CRM, even a modest improvement in reactivation creates meaningful business impact. The system doesn't need every contact to respond — it needs to consistently surface the right people and create more sales conversations.
New Opportunities from Old Leads
Reactivate contacts that went cold before they were truly disqualified.
Repeat Revenue from Past Customers
Bring previous customers back into conversation at the right moment.
Higher ROI on Marketing Spend
Better CRM utilization, improved rep productivity, and more systematic pipeline creation.
Summary
The Lead Reactivation Agent gives your sales team an always-on system for re-engaging the leads and customers already inside HubSpot.
CRM + AI
Combines HubSpot data with AI-powered prioritization for smarter lead identification.
Rep-Specific Logic
Personalized outreach from the right rep — not a generic marketing blast.
Scalable Pipeline
A smarter, more systematic approach to pipeline creation using data you already have.
Optional Add-On: SEO + GEO Visibility Agent
This agent complements lead reactivation by boosting your online visibility for in-market prospects. It ensures your company is found by those actively searching for solutions like yours, especially crucial for younger decision-makers.
Google & Bing Search
AI Search Results
ChatGPT-style Research
LLM Discovery Paths
Our goal is to optimize your digital footprint so you consistently appear when prospects search for the problems you solve and the services you offer.
What the SEO + GEO Agent Would Do
The SEO + GEO Visibility Agent continually reviews your website, market positioning, service pages, content opportunities, and search visibility. It identifies where your site can be improved so prospects and AI search tools better understand your offerings and relevance.
Identifying SEO improvement opportunities
Recommending new website content
Optimizing existing pages for search visibility
Improving service page structure
Clarifying positioning for in-market prospects
Creating content ideas based on buyer intent
Supporting Generative Engine Optimization (GEO) for AI search
Improving understanding by search engines and large language models
Increasing discoverability for prospects actively researching solutions
The purpose is not just to drive more website traffic, but to increase visibility with the right people at the right time – especially those who are already in-market and actively looking for your solutions.
Optional Add-On Pricing
If included during the initial 90-day implementation, the SEO + GEO Visibility Agent offers significant value at a reduced rate.
90-Day Implementation Add-on
Per Month
for the first three months, bundled with the initial implementation of the Lead Reactivation Agent.
Ongoing Support Increase
Per Month
after the 90-day implementation, for continued support and optimization of the SEO + GEO Agent.
This bundled pricing represents a significant savings compared to building the SEO + GEO Visibility Agent as a separate standalone project in the future.
Total Pricing With Add On
90-Day Implementation
Per Month
For 3 months — covering strategy, buildout, configuration, sequences, testing, launch optimization, and a GEO/SEO agent build out.
Ongoing Support
Per Month
After the 90-day implementation covers continued support, monitoring, light adjustments, optimization guidance and GEO/SEO services.
Contact Information
Royce Brook Media
Matt Montellione
Email: monte@roycebrookmedia.com
Phone: (908) 420 1414
Lead Reactivation Agent Proposal