Description
Join the one person agency community, where we teach how to automate your agency using AI: https://ai.theblueprint.training/
There is almost $500K in monthly recurring revenue sitting in the WEBRIS dead deals pipeline. Prospects that said not right now, the price is too high, follow up in six months, and then just got stuck there. In this video Ryan walks through exactly how she used Claude to go back through years of pipeline data, analyze every email thread for sentiment, and write 75 custom re-engagement pitches, all in about an hour. A process that used to take her three full days to do manually.
What's covered:
How to pull dead deals straight from ActiveCampaign into Claude and build a re-engagement database
How Claude searches Gmail to find the last email thread with each contact and analyzes where it left off
How to automatically exclude hard nos, current clients, and past clients so you're only targeting the right people
The human review step: how Annette spent 20 minutes skimming 309 contacts down to 75 worth pitching
Writing three different custom pitches based on what was originally sold: Facebook ads, SEO, or PPC
How Claude drafted and loaded all 75 emails into Gmail and scheduled them to drip 4 to 5 per day
Why founder-led sales is about to make a huge comeback because of this exact type of workflow
This is one of the most practical sales automation videos on this channel. No code, no Cowork, no Claude Code. Just Claude Chat with MCP connectors to ActiveCampaign and Gmail.
🔔 New video every day on how to build and automate your agency with Claude AI. Subscribe so you don't miss them.
#SalesAutomation #ClaudeAI #AgencyGrowth #EmailMarketing #ActiveCampaign #AIMarketing #LeadGeneration
Timestamps:
0:00 – Intro: 75 custom re-engagement emails written and ready to send
0:30 – The problem: $500K in MRR sitting in a dead pipeline going nowhere
1:00 – Why generic CRM automations don't work for re-engagement
1:44 – What this used to take: three days of manual work for Annette
2:38 – The full automated process from pipeline pull to email draft
3:22 – Tool stack: ActiveCampaign, Gmail, Claude Chat with MCP, no code required
4:05 – Step 1: pulling deals and excluding active clients, past clients, unqualified leads
4:33 – Step 2: Claude cross-references every contact against Gmail email history
4:58 – The human review: 20 minutes to go from 309 contacts down to 75
5:52 – Writing three different pitches based on service type: Facebook ads, SEO, PPC
6:42 – How Claude personalized every email and loaded them directly into Gmail
7:00 – Scheduling 4 to 5 emails per day so responses don't flood the calendar
7:28 – Why founder-led sales is making a comeback because of workflows like this
7:50 – Wrap up and Blueprint Training