Revenue motion
The conversation that stopped for a reason that no longer applies.
Leads that went quiet, enquiries nobody answered, people who visited and never spoke to anyone. For most small businesses this is the largest pool of realistic revenue they already own — and the agent opens by referring to the previous conversation rather than introducing the company again.
The motion, defined.
Audience
Leads with no activity for more than ninety days, and enquiries that were never answered
Offer
The thing they originally asked about, plus anything that has changed since
Goal
A live conversation again
Channels, in order
Email referencing the original conversation → A call only if they re-engage
Success condition
A reply, a meeting, or the record closed with a reason
Accountable owner
Sales Manager
Who does what.
Shown exactly as the review screen shows it before the motion launches. You can change any of it except the last list — those are refused to every agent on every plan.
The agent does this, unattended
- Open by referring to what was actually discussed before
- State plainly what has changed since
- Ask whether the original need still exists
- Close the record properly if the answer is no
A person does this
- Take it from the point where it becomes a live opportunity again
- Decide on any account that ended badly
Qualified means
- Whether the original need still exists
- Whether anything has changed on their side
- Whether they are still the right contact
The agent can never
- Contact anybody who opted out
- Re-approach an account that ended over a service failure — those are held for a person
- Treat a dormant customer as a cold lead
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]