# Wake up dormant Keap leads with a researched reason

> Every Monday we find leads who never bought, research a real reason to reach out, and send a short personal email instead of another check in.

- Workflow type: agent
- Services: Keap, Slack Bot
- Categories: Sales, Marketing
- Published: 2026-08-31

## What it does

- Pulls everyone carrying your lead or prospect tag, then removes anyone who has already placed an order or made a payment, so paying customers never receive a re-engagement email.
- Keeps only the genuinely quiet ones: no note and no task on the record for the last 90 days.
- Researches each person's company for something recent and specific, like a funding round, a hiring push, a product launch or a press mention, then writes a two paragraph email that opens with that hook.
- Logs every send onto the contact record and tags it, so next week's run skips anyone already contacted, and posts a Slack recap listing who was emailed, the hook used for each, and who was deliberately skipped.

## What you'll need

- A Keap account with contacts tagged as leads or prospects
- A tag set aside for marking people who have already received a re-engagement email, which becomes the safeguard against contacting anyone twice
- A Slack workspace and a channel for the weekly recap
- An email address in Keap that is approved to send from

## Prompt

Every Monday at 8am, wake up my dormant Keap leads with a researched reason to reach out instead of another generic check in. The whole point is that nobody gets a template email just to fill a quota.

Start by building the list. Use Keap's List Tagged Contacts to pull every contact carrying my lead or prospect tag. Cross-check the results against List orders and List Payments and drop anyone who has ever bought anything, because this is only for people who never became customers. For everyone still standing, check List Notes and List Tasks on each contact and keep only those with no note and no task activity in the last 90 days. Also drop anyone already carrying the re-engagement tag from an earlier wave, so a person is only ever touched once by this workflow.

Rank whatever survives by how promising the contact looks, favouring recognisable companies, more complete records and more recent original activity, then take the top 15 for this run.

For each of those 15, research the person's company on the web and look for one recent, specific hook: a funding round, a hiring push, a new product launch, a press mention, an office or market expansion. The hook has to be real, recent and verifiable. If the research turns up nothing credible, do not invent a reason and do not send a generic email. Skip that contact and note why.

Where there is a good hook, draft a short two paragraph re-engagement email and send it with Keap's Send an Email. The first paragraph opens with the specific hook and connects it to why I am getting back in touch now. The second paragraph makes one soft, concrete ask. Keep it plain and human, roughly the length of a note a person would actually type, with no marketing voice and no phrases like just checking in or touching base.

After every send, log it back onto the record with Create a Note capturing the hook used and the email that went out, then stamp the contact with Apply Tag using my re-engagement tag. That tag is the dedupe key across waves and is what makes this safe to run every week. If a contact looks worth a live phone call rather than just an email, also Create a Task for that contact's owner with the reason and a suggested talking point.

Finish by posting a summary with Slack Bot's Send a Message to my sales channel: who was emailed with the hook used for each one, who picked up a call task, and anyone deliberately skipped because no credible hook turned up. If research was thin and only six people earned an email, six is the right answer and the recap should say so.

Make the 90 day dormancy window and the cap of 15 contacts per run easy for me to change, since those are the two knobs I expect to tune.

## How to customize

- Change the quiet period. Ninety days is the default, but sixty or a hundred and eighty work exactly the same way.
- Raise or lower the cap of fifteen people per run depending on how much outreach you want to review each week.
- Adjust which tags count as leads, the day and time it runs, and how strong a hook has to be before it earns an email.
- Decide which contacts deserve a phone call task for their owner instead of just an email.

## FAQ

### Will it email people who have already bought from me?

No. Before anything is drafted it checks your order and payment history and removes every contact who has purchased, so this only ever reaches people who never became customers.

### What happens if it cannot find anything interesting about someone's company?

It skips that person instead of falling back on a generic note, and names them in the Slack recap so you can decide whether to reach out yourself. A short list is the correct result on a quiet research week.

### Could the same person get emailed week after week?

No. Every send is tagged on the contact record, and each new run excludes anyone already carrying that tag. That is what makes it safe to leave running every Monday.

### Do I have to write the emails myself?

No. Each one is written for that specific person around the hook that was found, and every send is logged on their record so you can read exactly what went out and adjust the tone whenever you like.

### How many people does it contact each week?

Fifteen by default, and only those with a credible reason to hear from you. You can raise or lower that number at any time.

Use this prompt in General Input: https://www.generalinput.com/prompts/wake-up-dormant-keap-leads-with-a-researched-reason