First Name
Company Name
Phone
*
Email
*
What industry are you in?
Insurance
Recruitment & Staffing
Wealth Management / Financial Advisory
Commercial Real Estate
B2B SaaS
M&A / Investment Banking
Other B2B & High-Ticket B2C
How many contacts in do you have in your existing client/lead database?
Fewer than 500
500 – 2,000
2,000 – 5,000
5,000 – 15,000
15,000+
When did you last systematically reach out to your dormant contacts?
Never — it hasn't been done
We reach out regularly
6–12 months ago
1–2 years ago
More than 2 years ago
What's your average client or deal value?
Under $500
$500 – $2,500
$2,500 – $10,000
$10,000 – $50,000
$50,000+
How would you describe your contact data?
Clean — names, emails, mostly current
Mixed — some gaps, probably outdated in places
Messy — exported once, never touched since
Honestly, I'm not sure what's in there
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