By the end, you'll have a saved list of quiet leads, an outreach stream writing each of them a personal message that you approve before it goes, and a workflow that keeps adding people as they go quiet.
You'll need
- Outreach streams on your plan. Anyone on the team can create a stream and add people.
- To be an owner or manager for the workflow in step 5.
- An agent with at least one messaging channel switched on (SMS, WhatsApp or email).
1. Find the quiet leads
- Open Leads.
- Press Filters, set Inactivity to, say, "Quiet 30+ days" and Stage to Quoted, then Apply.
- Or type into Ask anything, for example "leads that went quiet after a quote". Check how it read your question, and anything it says it couldn't filter on.
2. Save it as a segment
Press Save segment, give it a Name and press Save. It appears as a tab on the leads list, and re-runs without asking the AI again.
3. Create the stream
- Go to Outreach streams and press New stream.
- Fill in Stream name, Goal (bookings, sales, engagement or other) and, if it helps, Additional context such as "they had a quote but didn't go ahead".
- Choose the Agent, then its Channels.
- Under Follow up if no reply, pick how many days of silence before one gentle follow-up.
- Under Sending, choose Hold each draft for approval.
- Press Create stream. On What people receive, choose Written for each person so the AI drafts each message, then press Save message.
4. Add the segment's leads
- Open your segment's tab. Tick the leads, or Select all matching (up to 500).
- Press Actions > Add to outreach stream, choose the stream and press Add.
- The next page shows how many messages will go out on consented channels and Who is being left out. Press Add to confirm.
5. Approve the drafts
Drafts wait until someone approves them. Open the stream, tick the drafts and press Approve & send, or open one to read and edit it first. Review also lists streams with Outreach awaiting approval, with Review drafts to jump in.
6. Keep the stream topped up
There's no trigger for the Quiet badge itself. The nearest is dormancy: an open lead with no contact for Mark leads dormant after (days) (180 by default) is marked dormant. 1. Press New workflow on Workflows. 2. Set When to The outcome changes. 3. Press Add a condition: Status, Must equal, Dormant. 4. Add the action Add to an outreach stream and choose your stream. Press Create workflow.
If you sell insurance, Quote expired is another useful trigger for the same action.
Check it worked
- The stream page shows the people you added and their drafts.
- Approved messages show as sent, and replies are handled by the stream's agent.
- The workflow's Activity shows runs as leads go dormant.
If something goes wrong
- Fewer people than you ticked: people are only messaged on channels they agreed to. Anyone who may be vulnerable is always left out.
- No channels to choose: switch a channel on for the agent first.
See Outreach streams and The leads list.
Or ask the assistant: it can do these steps for you, asking before each change.