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Follow-Up & Nurture

The Database Reactivation Playbook

You're sitting on a goldmine of old leads. Let's mine it.

8 min readBeginnerUpdated 2026

Before you spend another pound on new leads, look at the ones you already own. Every financial practice has a database full of people who enquired, went quiet, and were never contacted again. Their circumstances have changed. Some are ready right now. This playbook wakes them up.

Why old leads convert

  • They already know who you are — no cold-start required
  • Life moved on: rates changed, a tax year ended, a fix expired
  • You've already paid to acquire them, so every booking is pure margin
  • Most competitors never follow up, so the field is wide open

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