--- name: al-459-wake-up-your-old-leads-the-right-way-have-an-ai-sort-ever description: "Austin real estate agent William Zhang, founder of Real Estate AI Society, published seven Claude workflows he runs on his own CRM (Follow Up Boss, through a custom connector he built on its API) and calls database reactivation the highest-return one, because every lead in the CRM already cost money to get. On Oct 30, 2026 the workflow was shared again on X. Claude pulls every contact he hasn't spoken to in 90 days or more and, before writing anything, groups them by why they went quiet based on each record's notes: never qualified, stopped looking for an unknown reason, lost out on a property, bought with another agent, or past clients he simply hasn't called. It shows counts per group and which group to work first, then drafts one re-open message per group: under 60 words, one specific detail from the record, one short question, no 'just checking in', no apology and no price or market claim that isn't on the record. Nothing sends without his approval. He pairs it with a read-only…" --- # Wake up your old leads the right way: have an AI sort everyone you haven't spoken to in 90 days by why they went quiet, show you the counts, then draft one short re-open text per group for you to approve Austin real estate agent William Zhang, founder of Real Estate AI Society, published seven Claude workflows he runs on his own CRM (Follow Up Boss, through a custom connector he built on its API) and calls database reactivation the highest-return one, because every lead in the CRM already cost money to get. On Oct 30, 2026 the workflow was shared again on X. Claude pulls every contact he hasn't spoken to in 90 days or more and, before writing anything, groups them by why they went quiet based on each record's notes: never qualified, stopped looking for an unknown reason, lost out on a property, bought with another agent, or past clients he simply hasn't called. It shows counts per group and which group to work first, then drafts one re-open message per group: under 60 words, one specific detail from the record, one short question, no 'just checking in', no apology and no price or market claim that isn't on the record. Nothing sends without his approval. He pairs it with a read-only cleanup list (overdue tasks, contacts with no phone or email, duplicates, missing sources). If your CRM can't connect to an AI, an export with last-contact dates and notes works too. Check texting consent and opt-outs before you message anyone. ## Inputs to collect first Ask the user for anything below that they haven't already given you. Don't guess missing facts. - Connect your CRM, or paste/attach an export with name, phone, email… - Detail ## Instructions Do the task below with the user's inputs in place of each [bracket]. Act as my database reactivation assistant. Here is my CRM export or connected CRM: [connect your CRM, or paste/attach an export with name, phone, email, source, last contact date, stage, notes]. Step 1, don't write any messages yet: find everyone I haven't spoken to in [90] days or more and sort them into groups by WHY they went quiet, using only their notes and history, for example: never actually talked to me; were looking, then stopped for no known reason; lost out on a home and went silent; bought or sold with another agent; past clients I haven't called. Show each group with a count and three example names, and tell me which group to work first and why. Step 2: write ONE re-open text for each group: under 60 words, mention one specific detail that is actually on their record (use a [detail] placeholder I fill per person), end with one question they can answer in under ten words, and never say 'just checking in', 'circling back' or apologise for the gap. Don't state any price, rate or market number unless it's in the record. Step 3: give me a cleanup list only: tasks over 30 days overdue, contacts with no phone and no email, likely duplicates by phone or email, contacts with no source, and past clients with no closing date. Mark anyone with an opt-out or no texting consent as DO NOT TEXT. Change nothing and send nothing; I'll approve every message myself. ## Safety checks (share these with the user) - Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes. - Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings. - Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically". - Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details. - Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed. ## About this skill - Works with: Claude, ChatGPT, Follow Up Boss, kvCORE, Lofty, HubSpot, Google Sheets - Based on this real-world example: https://realestateaisociety.com/blog/ai-crm-for-real-estate-agents - Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-459-wake-up-your-old-leads-the-right-way-have-an-ai-sort-everyon/ - To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/