Plain-English campaign checklist

Recovery without spam.

Lead recovery only works if it protects the business relationship. This checklist is the operating boundary for every campaign: own-list only, clear opt-out, quiet-hours aware, human approved before send, and suppression handled first.

Not legal advice · a practical pre-send guardrail for responsible campaigns

Use only owned prior contacts

Old enquiries, quotes, no-shows, lapsed customers, or prior buyers are in scope.
Purchased lists, scraped contacts, and strangers who never raised a hand are out of scope.
If the relationship is unclear, that segment is held back until the client confirms it.

Suppress before sending

Opt-outs, unsubscribes, invalid or bounced email addresses, and do-not-contact notes are excluded first.
The audit tool flags missing status/date fields so the risky records can be reviewed, not blasted.
Suppression decisions stay visible in the results report.

Every message must be respectful

The copy makes the prior relationship obvious: “you asked us about…” or “we spoke before…”
Every email includes a clear unsubscribe path.
No pressure claims, no fake scarcity, no pretending there was a recent conversation.

Timing and approval

Send windows respect local quiet hours and the client’s usual customer communication norms.
The client approves the audience, message copy, timing, and reply handoff before anything sends.
Warm replies route to a human, not an endless automated sequence.

Pre-campaign decision flow

1. Confirm the list source.

Is this the client’s own CRM, inbox, quote list, booking system, or customer export?

2. Remove obvious exclusions.

Opt-outs, bounced contacts, bad data, and unclear consent are suppressed before copy is drafted.

3. Segment by recency and intent.

Recent quote/no-show leads get a different tone from older or weaker contacts.

4. Approve copy and routing.

The client sees the message, opt-out wording, send timing, and where each reply type lands.

5. Report what happened.

Sent, replies, booked, suppressions, and remaining risks are reported plainly.

Hard no

No purchased cold lists.
No sending to people who opted out.
No “guaranteed revenue” claims.
No campaign launch without client approval.

Client must provide

The list source and what each contact did previously.
Any opt-out, unsubscribe, bounce, or do-not-contact history.
The owner for replies: booking link, inbox, callback person, or quote refresh path.
Any jurisdiction-specific rules their business already follows.

Start safely: create a private account and preview up to 100 client rows per calendar month. The Desk shows which contacts are recoverable, suppressed, or too risky to touch. Then adapt the sequence library to the approved segment.

Browse sequence templates →

This page is intentionally plain-English. It does not replace legal advice for TCPA, GDPR, CAN-SPAM, PECR, or sector-specific rules. It is the practical operating checklist Lead Recovery Desk uses before recommending a reactivation campaign.