Guide · Customer reactivation
Reactivate old CRM contacts: Who to write to first
Last updated: 5 October 2026 · 3 min read
"We have thousands of contacts in the CRM" sounds like a treasure, but at first it is just a number. Between the raw database and a campaign that produces replies lies exactly one task: figuring out who you write to, and who first.
This article takes you from the unfiltered CRM export to a prioritized shortlist. What to write to these contacts is covered in Reactivate customers by email; the full picture lives in the customer reactivation guide.
Step 1: Take inventory
Export the complete database (contacts, companies, deals) and answer four questions:
- How many contacts are there really? After deduplication, the number is often much smaller than assumed.
- How old are they? Last contact, last purchase, last quote; per contact, the most recent date.
- What do you know about them? Is there an email, a contact person, deal history, a reason for the lost deal? Or just a company name?
- Where do they come from? Former customers, quote recipients, trade-fair leads and newsletter signups are completely different starting points.
The result is an honest inventory instead of a ballpark figure. You do not need more at this point; no BI dashboards, a spreadsheet is enough.
Step 2: Exclusion criteria
Before you prioritize, remove everything that must not or should not be contacted:
- Active customers: they belong in account management, not in a reactivation campaign
- Objections and unsubscribes: anyone who objected to outreach stays out. No exceptions.
- Hard bounces and obviously dead addresses: protects your sender reputation
- Competitors and dead records with no realistic potential
- Contacts without a legal basis for promotional emails: for existing customers, Section 7(3) of the German UWG applies under certain conditions; when in doubt, leave them out or get legal review (this article is not legal advice)
Step 3: Assess contact quality
For everything that remains: quality beats quantity. Three dimensions decide:
| Dimension | Good | Critical |
|---|---|---|
| Recency | contact < 3 years | > 5 years, contact person probably gone |
| Depth | deal history, known contact person, lost-deal reason | only company name + generic inbox |
| Fit | matches your current ICP | industry/size no longer fits the offer |
Contacts with weak quality are not worthless; they need data enrichment before sending: research current contact persons, validate email addresses, refresh company data. That costs a few cents to euros per contact and lifts the reply rate noticeably.
Step 4: Prioritize into a shortlist
Now the sorting. The most robust logic for the first run:
- Former customers with repurchase logic: maintenance due, consumables, expandable project. Highest reply and close probability.
- Lost deals from the last 24 months: the interest was real; often only timing or budget was missing.
- Former customers without a direct reason: they know you but need a good hook.
- Old leads with recognizable fit: the largest group, the lowest individual probability. Work through them later in waves.
The result of this step is the send-ready shortlist: a list with name, company, validated email, last touchpoint and the reason this contact is up in this wave.
Selection ends here; the finer split into segments with their own messaging (former customer vs. lost deal vs. old lead, by value, by industry) is its own topic: the article on segmentation will appear here in the guide shortly.
What the shortlist is worth
With the shortlist alone you can already run the numbers: relevant contacts × expected reactivation rate × average order value. Play through your figures in the reactivation calculator before you approve budget for new leads; the reasoning is in How much revenue sits in your CRM?
The next step
The actual campaign starts with the shortlist: define the reason, write the copy, send, follow up. The complete flow is shown in Build a reactivation campaign.
No appetite for cleaning exports and validating lists? With Bestandsgold, a CSV from your CRM is all we need; analysis, enrichment, prioritization and the complete campaign are on us.
