Reactivation & Warm List Funnel

Optional Funnel · Reactivation

A relationship-based funnel designed to re-engage past leads and contacts and turn dormant interest into conversations.

How This Funnel Works (Explained by the Advisor)

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What This Funnel Includes

Why reactivation is one of the highest-ROI strategies
When to use this funnel
How it fits into the Hero Hub system

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What This Funnel Does

Re-engages dormant contacts
Leverages existing trust
Books warm strategy conversations
Maximizes CRM value

Funnel Flow

Step 1: Advisor sends reactivation message to existing list
Step 2: Contact clicks through to reactivation page
Step 3: Context is re-established
Step 4: Contact books a strategy check-in
Step 5: Advisor reconnects with warm prospect

When This Funnel Is Used

Advisor has an existing list
Past leads never converted
Old conversations stalled
Advisor wants quick wins without new traffic

Relationship to Hero Hub System

This funnel operates inside the Hero Hub system, allowing advisors to activate existing contacts using automation, CRM intelligence, and structured follow-up.