Find the reason to reconnect
Reviews a dormant past client's history alongside the firm's current POV and capabilities to identify a specific, relevant hook for reaching back.
In / outPast client history + current firm POV and services → specific reconnect hook with rationale
You might say…
“We haven't spoken to them in eighteen months — I need a real reason to reach out, not just 'checking in'.”
What it does
Reviews a dormant past client's history and the firm's current point of view, services, and methodologies to identify a specific, relevant hook for reaching back — a new POV, a market development, or a capability built since they last worked together. Used to ensure re-engagement is anchored to something concrete, not a generic check-in.
Trigger: Use when planning to re-engage a genuinely dormant client and needing to anchor the outreach to something concrete.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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