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Claude workflow

Reactivate past clients with Claude

Find clients you won before but have not spoken to in months, and see a reason to get back in touch with each.

Elsa Lindqvist
Elsa L.
Editor

What does this workflow do?

Past clients are often the warmest pipeline you have. Claude lists won deals by size, checks the last contact for each company and keeps the ones quiet for six months. You get a shortlist with what you delivered and a reason to reconnect, then a list in Lumenbase once you confirm.

The prompt

Copy it into a chat with Lumenbase turned on. Fields in square brackets are yours to fill in.

Prompt
Use the Lumenbase connector.
1. Call fetch_deals with status won, sorted by amount.
2. For each company, check fetch_activities for the last contact. Keep the ones with no contact in the last 6 months.
3. Show me the shortlist: company, main contact, what we delivered, last contact, and a one-line reason to get in touch now.
4. After I confirm, create a list called "Past clients to reconnect" with create_list and add the contacts with add_to_list.

Run it as /reactivate_past_clients in Claude.

Fields you can fill in

  • months_quiet (optional): Months without contact. Default 6.

Tools it calls

In the order the prompt uses them.

  1. List deals · Read

    Fetch deals from the CRM with optional filters.

  2. List activities · Read

    Fetch activities from the CRM with optional filters.

  3. Create list · Write

    Create a new contact list (segment).

  4. Add contact to list · Write

    Add one or more contacts to a list.

What to check before you approve

  • Each company on the shortlist really has gone quiet.
  • The main contact still works there.
  • The reason to get in touch is specific to that client.

Common questions

No. It builds a list. Run your outreach from there, or use another workflow to draft messages.

Yes. Set months_quiet to any number of months.

Sources and scope

The prompt and its tool list come from the Lumenbase MCP workflow catalog, the same list the connector serves.

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.

Keep exploring

Claude workflows for client salesLumenbase for ClaudeIs it safe to connect Claude to your CRM?

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