Imagine adding $42,000 in revenue to your business this month—all from leads already sitting in your CRM.
That’s exactly what one of our partners achieved recently with a Re-offer Campaign, transforming dormant leads into eager prospects ready to close.
This strategy doesn’t involve new ads, complex funnels, or costly marketing pushes.
It simply taps into the goldmine you already have—leads who know who you are and have expressed interest before but haven’t yet converted.
As we approach the end of the year, now is the time to focus on closing every possible deal.
A Re-offer Campaign is the perfect way to revive those leads, bring them back into your pipeline, and drive revenue using assets you already own.
What Exactly is a Re-offer Campaign?
Why Re-offer Campaigns Are So Effective
Step-by-Step Guide to Running Your Own Re-offer Campaign
Ready to implement this for yourself? Here’s a detailed plan based on proven steps:
1. Segment Your CRM for Dormant Leads
- Who to Target:
Focus on leads who haven’t engaged in the last 2-12 months.
Target people who’ve opted into marketing communications, such as past clients, consult call leads, or newsletter subscribers.
Exclude active clients or those with pending deals to keep your messaging clear and focused.
- Best Practice:
Pull a list of 200-300 leads to keep it manageable.
Use your CRM’s Smart List function so you can quickly identify the right audience for each month’s campaign.
2. Craft Curiosity-Driven, Low-Commitment Messages
These messages are meant to pique interest without overwhelming the recipient.
Remember, simplicity and curiosity are key.
- Sample SMS Message:
“Hey {{contact.first_name}}, I’m testing something brand new and thought of you. To keep it exclusive, we’re offering it only to the next three [insert title, e.g., ‘CTOs’] who respond. Let me know if you want me to send you more information”
- Sample Email Message:
Subject Line: “Testing Something New—Thought of You!”
Body: “Hey {{contact.first_name}}, I’m testing something brand new and thought of you. We’re only rolling this out to a few [insert title, e.g., ‘business owners’] who respond. Let me know if you want more information.”
Why It Works:
This approach generates a powerful mix of curiosity and FOMO.
When leads see a message that’s both exclusive and vague, they start wondering what you’re rolling out and why you thought of them specifically.
The phrasing, “let me know if you want more information,” makes it easy for them to say “yes” because it feels low-stakes—they’re not committing to a sales call, just a chance to learn more.
This subtle but powerful invitation entices them to respond, keeping the door open for further engagement without feeling pressured.
3. Master the Timing for Optimal Engagement
- When to Send:
Research shows that Tuesdays, Wednesdays, and Thursdays work best for these types of messages. Aim for mid-morning or mid-afternoon (around 1–2 p.m. local time).
- Scheduling Tips:
Timing is everything with a Re-offer Campaign.
Schedule these messages when you or your team have the availability to respond to leads immediately.
The goal is to follow up with each “yes” as quickly as possible—ideally within five minutes.
This is when interest is highest and the lead is most receptive, so make sure you’re prepared to pick up the phone right away.
We’ll cover more on how to manage these fast follow-ups below, but for now, set up your CRM to tag any positive responses as “Re-offer Campaign Lead.”
This way, you can see at a glance who to call first and ensure no opportunity slips through the cracks.
4. Immediate Follow-Up: The Key to Converting Responses
Speed to lead is critical. As soon as someone responds with interest, pick up the phone and call them within five minutes.
Here’s where Re-offer Campaigns shine—getting a positive response is great, but the conversion happens in the direct follow-up.
What to Say on the Call:
Start the conversation in a relaxed and direct way:
“Hi {{contact.first_name}}, I figured I’d give you a quick call—I saw you might be interested in what we’re about to roll out…”
Pause here to let them respond, which often prompts something like:
“Yes, what are you rolling out?”
From here, you can respond:
“Great question! Do you mind if I ask a couple of questions to make sure this would be a good fit?”
Now, ask 2–3 qualifying questions.
This is your chance to uncover their main challenges, goals, and timing to solve these issues.
This quick discovery helps you assess if they’re a strong lead for a full presentation.
5. Qualify and Book the Next Call
- Don’t Overload with Details:
Keep this initial call focused on qualifying the lead rather than going deep into specifics like pricing.
Focus on asking questions and engaging with their needs to determine if the opportunity aligns well with what you’re rolling out.
- Set the Follow-Up Call:
If the conversation confirms a good fit, immediately book the next call:
“Great, {{contact.first_name}}! It sounds like this might be ideal timing for what we’re about to roll out. We’re introducing [state the transformation or outcome, e.g., ‘a powerful solution to help B2B teams double lead conversions without extra hours in outreach’]. Let’s get you scheduled for a full call to go over everything.”
6. Track Responses and Optimize for Each Month
- Tag and Monitor Metrics:
Most CRMs allow you to track key metrics like open rates, response rates, and conversions.
Use tags to keep tabs on who’s engaging with each campaign, and use these insights to refine your approach month by month.
- Make It Monthly:
Consistency is key. Schedule a recurring Re-offer Campaign each month to ensure every lead has multiple opportunities to engage.
By maintaining this rhythm, you’ll always have a fresh pipeline of re-engaged leads ready for conversion.
The Power of the Re-offer Campaign:
A Re-offer Campaign isn’t just a smart tactic; it’s an essential strategy that leverages the hidden potential sitting idle in your CRM.
Imagine the impact of bringing in tens of thousands in revenue simply by reconnecting with old leads.
For one of our partners, this strategy brought in $42,000 in a single month—and that could easily be your result, too.
And if you’re thinking, “But I don’t have anything new to offer right now,” don’t let that hold you back.
To these dormant leads, your offer will feel fresh simply because they haven’t engaged with it recently.
Stick with your current offer or service that you’ve been selling—it’s likely new to them.
So get your Re-offer Campaign set up, get ready to pick up the phone for those responses, and start turning dormant leads into real revenue.
This strategy is about more than just marketing—it’s about making the most of every opportunity right in front of you.
