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Case study · HubSpot CRM

~5,600 dead contacts, back in play

A food manufacturer's HubSpot had years of build-up: venues that sampled, enquired or ordered once, then went quiet. Nobody had the hours to work back through them. I built a reactivation engine natively inside their own HubSpot that does it by itself — twenty a day, every day, and hands the warm ones straight to their salesperson.

These people already know the brand. They are the cheapest revenue in the business — and they were sitting there untouched.

Food manufacturer HubSpot CRM AI SMS agent Live and running Details sanitised — no client data
~5,600dormant deals in the cold pipeline
788cleaned into a live, targetable queue
20worked every day, automatically
3.4%opted out — the rest stayed
app.hubspot.com · HubSpot CRM · Deals · Cold pipeline
A real HubSpot deal board showing a Cold pipeline with 3,943 cold leads and 1,634 cold prospects. Client-identifying details are redacted.
A real HubSpot CRM deal board. Highlighted: the Cold pipeline holds 3,943 cold leads and 1,634 cold prospects — around 5,600 dormant deals the engine works through. Redacted: portal ID, account name, every business and deal name, logos, owner initials and internal deal-value figures.

The simple idea

Every established business is sitting on the same buried asset: thousands of people who already sampled, enquired or bought — then drifted. Winning one of them back costs a fraction of finding someone new.

📦

1. They already knew you

They took a sample, asked for a price, or ordered once. Then life got busy on both sides and the conversation stopped.

📱

2. Twenty a day, quietly

The engine picks the next twenty off the list each day and texts them. Never a blast — a steady trickle nobody has to run.

🤝

3. Warm ones go to a human

An AI handles the back-and-forth. The moment someone's genuinely interested, it hands them to the salesperson with the full conversation attached.

Not a design — it's running

The first days live

The engine went live on a real list, not a test one. Here's what the opening days actually produced — including the reply that made the whole thing worth it.

Daily campaign summary
40contacted on the heaviest day
20brand new every day, promoted automatically
4qualified leads handed to the salesperson
0sending errors
3.4%opted out
729still queued — about 36 more days

Four clean declines the same day, all closed politely and left alone. A decline is a result too — it takes a name off the list properly.

One of those four was a group running four venues. A single reply from a multi-site operator is worth more than the whole month of sending costs — and it came from a contact that had been sitting cold in the CRM. Illustrative layout; no client data shown.

What the AI actually does

It isn't there to close. It's there to find out whether there's anything real here, and if there is, get a human involved fast.

HubSpot · contact timeline · SMS
Dormant contact · hospitality venue SMS AI agent on
AI · 9:31 am
Hi Sam, we spoke a while back about supplying your venue. Are you still looking at your range for this year? Reply STOP to opt out.
Sam · 10:02 am
Possibly. Can you send through what you do and some pricing?
AI 10:02 am
Of course. Rather than guess at it, I'll get our team to send the range and pricing that actually fits your venue. How many sites are you running at the moment?
Sam · 10:11 am
Four across Melbourne
Flagged to the salesperson · deal moved to Follow Up · high-priority task created · one email sent
It doesn't pretend to know what it doesn't. The AI answers only from an approved knowledge base, never invents a price or a claim, never offers a discount, and never pretends to be a person. Asking for something — samples, pricing, "email me" — is treated as real interest and handed over immediately. Illustrative conversation; no real customer shown.

The handover is the product

A warm lead lands in HubSpot, not in a chat log

Plenty of AI tools have good conversations and then drop them. This one's job is to make sure a person picks the lead up — exactly once, with everything they need.

📊

The deal moves itself

The HubSpot deal is renamed with the venue and why they're interested, and moved to the right stage. Nobody drags a card.

The pipeline stays honest
✅

One task, on one person

A high-priority task appears on the salesperson's HubSpot list with the full conversation attached, so they never open cold.

No lead falls between people
📧

One email, ever

If the same lead gets flagged again, the system reuses the deal and updates the task — it does not send a second alert. Alert fatigue kills handovers.

The alerts stay worth reading

Messaging thousands of people is only worth doing properly

Built to run safely

The list is a real asset. Burning it with a badly-run campaign costs more than the campaign could ever make.

🚫

Opting out is silent and final

A STOP, or a plain "take me off the list", removes them everywhere — with no confirmation message and no last try. Three in every hundred took it; the rest stayed.

Consent handled properly
⏰

A reply stops the sequence dead

Nobody ever receives a scheduled marketing text while they're mid-conversation. Only contacts in the active sequence can be touched at all.

It never talks over itself
📜

HubSpot stays the source of truth

Every touch, reply, opt-out, task and booking is written back to the contact timeline. Nothing lives in a black box off to the side.

You own the record

Of roughly 5,600 cold deals, only 788 were genuinely targetable once duplicates, bad numbers, existing customers and prior opt-outs were stripped out. The other 854 that looked usable were set aside on purpose. Cleaning the list first is most of the work, and skipping it is how businesses get their sending account shut down.

Same engine, different CRM

I build this inside whatever CRM you already run

There's no Flowlamina platform to migrate onto. The engine is built natively into the system your team already opens every morning — here are three running right now, in three completely different ones.

Sitting on a cold database?

If your CRM is full of people who've gone quiet, there's revenue in there worth reactivating — and it's cheaper than anything you'd spend on new leads. Let's talk about what a system like this would look like for your business.

Book a call

Or email harshan@flowlamina.com

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