workflowintermediate2-3 hours

CRM Cleanup & Re-engagement

Automated CRM hygiene workflow — identify stale contacts, validate emails, score engagement, and re-engage dormant leads. Replaces manual Excel cleanup and one-off email blasts.

Get Started on WaymakerOS View on GitHub Build with Claude

What You'll Build

An automated CRM cleanup system that scans your contacts for stale data, validates email addresses, re-engages dormant leads, and archives unresponsive contacts. Replaces manual Excel audits and expensive email validation tools.

Sections Included (4)

Contact Audit

Scan all CRM contacts against configurable hygiene rules and score data quality

Email Validation

Validate email addresses for syntax, domain, and deliverability

Re-engagement Campaign

Automated email sequence to dormant contacts with escalating urgency

Archive Flow

Automatically archive contacts that fail re-engagement after configurable period

Design

Colours: Operations-focused — slate (#475569) primary, green for clean, amber for needs attention, red for invalid

Typography: System sans-serif for data density

Mood: Methodical, clean, results-driven

What This Deploys

Tables

crm_contacts_audit

Contact records with hygiene scores and validation status

crm_cleanup_rules

Configurable rules for what counts as stale, invalid, or dormant

crm_cleanup_runs

Audit log of cleanup runs with stats

Ambassadors

crm-hygiene-scanner

Scans contacts against cleanup rules, scores hygiene

crm-email-validator

Validates email addresses for deliverability

Journeys

Re-engage Dormant Leads

3-step email sequence to wake up dormant contacts

Archive Unresponsive

Archives contacts that don't respond to re-engagement

Replaces

Manual Excel cleanupZeroBounceNeverBounceOne-off email blasts

Details

Category: workflow

Difficulty: intermediate

Time: 2-3 hours

Commander Tools: Tables, Journeys, Tasks, Contacts

Host Tools: Ambassadors

Topics: sales, operations