AI Practitioners Summit · 22 October 2026

Database reactivation

The list you already paid for.

The flow

4 steps, 1 list, 1 person in the loop

1

The list

Old leads and past clients. Name, last contact, matter type, status.

2

The agent writes

1 message per person. It offers something before it asks.

3

A person approves

Nothing goes out until someone at the firm reads it.

4

What comes back

BookedCall back laterGuide sentReferralNot nowWrong personNeeds a personStop

The one rule

Offer, don't ask

Gets ignored

"Are you still interested?"

Gets answers

"We put together a 1-page checklist for your situation. Want a copy?"

One real run

200 cold leads, 30 days

$10,000back in 30 days, 2 sales at $5,000
200 old leads
63 picked up
11 booked
2 sales

A voice agent called each lead up to 3 times over a week. Most leads were over 3 months old. A strong, high-ticket offer is why it worked; results depend on the offer.

Source: our own client engagement, a high-ticket program for digital marketers. Bars to scale against the 200.

See it on a list

25 invented people, 1 agent

Every name and reply in the sheet is invented.

Open the example sheet

Before you run it

3 things to settle first

Tell the front desk

Replies and stop requests land on them first.

Check the rules

Consent, do-not-call lists, and your bar's advertising rules.

Honor every stop

Off the list the same day. No reply needed.

The skill

Build better reactivation agents, every time

What it does

Checks your list, interviews you, writes the agent's prompt, drafts the first 10 openers and plans your test batches.

Claude app

Settings, then Capabilities, then Skills: upload the zip.

Claude Code

Unzip it into ~/.claude/skills/

Download the skill

Take it home

Paste this into Claude

You are going to build me a database reactivation agent: an agent that reads my list of old leads and past clients, writes 1 message to each person that offers them something useful, and sorts what comes back. I run a law firm. Work in the 4 steps below, in order, and wait for me at the end of each one.

STEP 1. Interview me. Ask me these questions in turn and wait for each answer:
1. Who is on the list? (past clients, consults who did not hire us, web inquiries we never reached, referrals who never booked)
2. Which practice areas, and what did people come to us for?
3. What can we offer them now? A free 15-minute review, a 1-page guide, a checklist, something that changed in their area of law. Give me 3 ideas per practice area if I am stuck.
4. Which channel: email, text, or the opening line of a phone call?
5. Who signs the messages, and what is their role?
6. Where does a yes go? (a booking link, a phone number, or a person who calls them back)
7. Who at the firm answers the replies, and does the front desk know this is going out?

STEP 2. Read my list. I will paste or upload a CSV with these columns: name, last_contact_date, matter_type, status. Tell me how many rows you read, how many you will skip and why, and any row you could not read. Skip anyone marked do not contact, opted out, or deceased, and anyone with an open matter.

STEP 3. Write the agent. Give me the agent's full instructions as 1 block I can copy, built on these rules:
- Each message offers something before it asks for anything. Never "are you still interested?"
- 1 message per person, under 60 words, in plain words, from the person who signs it.
- Name what they came to us for and roughly when, so they know who is writing.
- End with 1 easy yes or no question.
- Never give legal advice, never promise an outcome, never name another client.
- Never bring up money.
- Never invent a fact about the person. If the row does not say it, the message does not say it.
- Anyone who writes stop, unsubscribe or take me off comes off the list the same day.
Then run the agent on the first 10 rows and show me a table: name, matter_type, status, agent_drafted_message. I approve, edit or strike each one before you write the rest.

STEP 4. Sort the replies. When I paste replies back, put each one into 1 of these outcomes and give me the next step for each:
- Booked: confirm the time and who will be on the call.
- Call back later: the date and time they named, and who calls.
- Guide sent: send the promised guide today.
- Referral: the name they gave and a thank-you to the person who referred them.
- Not now: a date to check in again, at least 90 days out.
- Wrong person: remove the number or address.
- Stop: removed the same day, no reply needed.
- Needs a person to reply: anything you are not sure about goes to a human.
Rows with no reply stay as No reply yet, and rows you skipped stay as Skipped.
Give me the whole list back as a CSV with 3 new columns: agent_drafted_message, reply, outcome.

Ground rules for the whole job:
- A person at the firm reads and approves every message before it goes. You draft, you never send.
- Before anything goes out, remind me to check our state bar's rules on advertising and solicitation, and the consent and do-not-call rules for the channel we picked.
- Ask me when something is unclear. Never guess a name, a date or a matter type.

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