AI Voice, SMS & CRM Automation

Use Cases · Database Reactivation

Turn Your Old Leads Into New Appointments

You’ve already paid to generate your old leads and past customers. Relay reaches back out by text and call, finds out who is ready now, books them in and keeps everyone else warm, without your team spending days on the phone.

RRachel · SMS · Lead from 8 months ago
RachelHi Megan, it’s Rachel from Coastline Roofing. You asked about a roof inspection last spring. Is that still on your list?
ContactActually yes, we had a leak after the last storm.
RachelSorry to hear that. Would you like an inspector out this week? I have Wednesday or Friday.
ContactWednesday please.
Captured
Old leadStorm damageInspection Wed
✓Reactivated and bookedInspection Wed 10:00 AM
↻Lead revivedStage: Old → Booked
24/7Agents available around the clock
< 30 secAverage first response time
100%Conversations logged to the CRM
5+Channels connected
Database Reactivation

Your Next Customers Are Already in Your CRM

Most businesses sit on years of leads that never converted, quotes that went quiet and past customers who haven’t been back. Circumstances change: budgets free up, timelines move and needs come back. But nobody has time to call through thousands of old contacts.

Relay does the outreach for you. It contacts the people you’re permitted to reach, has a real conversation about where they are now, books the ones who are ready, records timelines and preferences for the rest and removes anyone who opts out.

Lists Relay can reactivate
Old leadsExpired quotesPast customersNo-showsLapsed membersUnconverted inquiriesEvent contactsService reminders
How It Works

How a Reactivation Campaign Works

You choose the list, the message and the rules. Relay handles every conversation and tells you who is ready.

☰01 · Your listChoose the audienceOld leads, past customers or expired quotes
✉02 · Prewritten SMSA personal check-in“Is this still something you’re thinking about?”
●03 · AI agentRelay handles every replyBy text or call, one conversation at a time
◆04 · DecisionReady now?
Yes → book the appointmentLater → set a follow-up date
✓05 · Next actionBooked and updatedStage, notes and next step in the CRM
Your listPrewrittenAI agentDecisionNext action
↻

Conversations, not blasts

Every reply gets a thoughtful, personal response, so even a one-word answer can turn into a booked appointment.

Personal openersTwo-way SMSAI callsObjection handlingRebookingRepeat-service offers
✓

Respectful by design

Relay contacts the people you’re permitted to reach, honors opt-outs instantly and keeps a record of every message.

Consent-aware listsInstant opt-outsCalling-hours rulesDo-not-contactMessage historyAudit trail
Campaign Results

Know Exactly Who Is Ready to Buy

Relay sorts every reply into a clear outcome: booked, interested, later, not interested or opted out. Your team sees the warmest opportunities first, with the conversation and notes on each record.

RRelayReactivation campaignToday
Campaign summarySpring check-in to last year’s roofing leads.
Audience
Leads from last spring
Contacted
1,200 by text
Replies
Sorted by Relay
Next
Warm leads to your team
BookedInterestedLaterOpted out
Send me the interested ones first.Dana · Sales Manager
✓Done. Your interested leads are in your queue with notes.
✓Inspections bookedFrom leads you already paid for
Every Reply Handled

Every Reply Becomes a Clear Next Step

Relay reads each reply and takes the right action, so nothing sits unanswered in an inbox.

Contact“Yes, let’s get something booked.”
Ready now

Booked and handed to your team

  • Relay confirms what they need
  • Appointment booked on the right calendar
  • Owner alerted with the conversation
  • Stage updated in the CRM
Contact“Not right now, maybe later.”
Not yet

Timeline saved, follow-up scheduled

  • Relay asks when to check back
  • Preferences and notes saved
  • Follow-up date set in the CRM
  • Opt-outs removed instantly
Why It Matters

Get More From the Leads You Already Paid For

Reactivation is often the quickest source of new appointments, because the interest was there all along.

01Revenue

New business, no new ad spend

Book appointments from contacts you’ve already generated and paid for.

02Scale

Every reply handled

Relay answers each reply individually, at a pace no team could match by hand.

03Focus

Your team talks to buyers

Salespeople spend their time on interested, booked prospects instead of cold lists.

04Data

A cleaner CRM

Outdated records, timelines and opt-outs are updated automatically.

Hear It for Yourself

Talk to a Relay Agent Right Now

Rachel is a live Relay agent. Ask her anything, or play the part of an old lead who went quiet and see how she reopens the conversation.

Rachel is livePress play and talk to her. She’s a Relay agent.
✓Lead qualifiedBudget and timeline captured
☷Meeting bookedTue 11:00 · Video call
↻CRM updatedStage moved to Booked
Questions

Database Reactivation FAQs

Want to see what’s hiding in your database? We’ll plan a first campaign around your list and your offer.

Our guide to database reactivation →

What is database reactivation?

Database reactivation means reaching back out to old leads, past customers and unconverted inquiries to find out who is ready to buy now. Relay runs the outreach and handles every reply.

Relay is intended for contacts you’re permitted to reach, such as people who inquired with your business or past customers who agreed to hear from you. You remain responsible for consent, and we’ll walk through best practices during setup.

Both. Most campaigns start with a personal text, and Relay can follow up with an AI call when a contact shows interest or prefers to talk.

Relay stops messaging them immediately, confirms the opt-out and marks the record in the CRM so they aren’t contacted again.

Yes. You can import contacts into Relay CRM or work from the leads already there, then choose who to include in each campaign.

More Use Cases

Explore Other Use Cases

Get Started

Wake Up the Leads You Already Have

See how Relay reactivates your database, books the contacts who are ready and keeps everyone else warm.