Weekly Follow Up Boss stale-lead reactivation with Gmail drafts

Every Monday at 8am in my timezone, run a stale-lead reactivation pass across my Follow Up Boss database.

First, use Follow Up Boss List People to pull active leads whose last activity was between 60 and 180 days ago. Exclude anyone in the Trash, Closed, or Unsubscribed stages.

For each candidate, call Follow Up Boss List Notes and Follow Up Boss List Tasks to gather the prior conversation history: neighborhoods of interest, price range, property type, any life events mentioned in notes, and any signal about why the relationship went quiet.

Pick the top 10 leads worth reviving based on engagement signals (depth of prior conversation, clarity of buyer intent, recency relative to the window) and deal potential (price range, timeframe, motivation cues).

For each of the 10, draft a short, genuinely personal re-engagement email that references something specific from their history: a neighborhood they liked, a property type they asked about, or a life event mentioned in notes. Keep it conversational, not salesy. Use Gmail Create a Draft to stage each email in my inbox ready for me to review and send. Do not actually send the emails.

For each drafted lead, also use Follow Up Boss Create Task to add a 'Review reactivation draft' task assigned to me so the follow-up shows up in my FUB queue.

Finally, use Slack Send a Message to post a single digest to my chosen channel listing all 10 leads, why each was chosen (the specific signal that made them top 10), and links to the Gmail drafts.

Skip anyone who already has an open task or was contacted in the last 14 days so I don't double-touch a lead who is already getting attention.

Additional information

What does this prompt do?

Pulls active leads in Follow Up Boss whose last activity was 60 to 180 days ago, skipping anyone in Trash, Closed, or Unsubscribed stages.
Reads each candidate's notes and tasks to surface neighborhoods of interest, price range, and the reason the relationship went quiet.
Picks the 10 highest-potential leads, drafts a short personal re-engagement email per lead in Gmail, and adds a 'Review reactivation draft' task in Follow Up Boss.
Posts a single Monday morning digest to your Slack channel with all 10 leads, why each was chosen, and links to the Gmail drafts.

What do I need to use this?

A Follow Up Boss account with an API key (Admin > API)
A Gmail account connected to General Input so drafts can be staged in your inbox
A Slack workspace and the channel you want the weekly digest posted to

How can I customize it?

Change the day or time the pass runs (default is Mondays at 8am)
Adjust the dormancy window (default is leads last active 60 to 180 days ago)
Tweak how many leads to surface each week (default is the top 10)
Pick a different Slack channel for the weekly digest

Frequently asked questions

Will this send emails automatically?

No. Every email is staged as a Gmail draft in your inbox so you can review, tweak, and send it yourself. Nothing leaves your outbox without your approval.

How does it decide which 10 leads to revive?

It reads each lead's notes, tasks, stage, and last activity, then ranks by engagement signals and deal potential. Leads with richer prior conversations and clearer buyer intent rise to the top.

What stops it from double-touching the same person?

Anyone with an open task or any contact in the last 14 days is skipped automatically, so you never re-engage someone who is already getting attention from you or your team.

Can it personalize emails based on what we talked about before?

Yes. It pulls specifics from your Follow Up Boss notes (a neighborhood they liked, a property type they asked about, a life event mentioned) and references them in the draft so each email feels written for that person.

Do I need to change my Follow Up Boss setup?

No. It uses your existing stages and notes. As long as Trash, closed, and unsubscribed stages exist (the Follow Up Boss defaults), it filters them out automatically.