Newbiz Recycling playbook

Your CRM is full of accounts
that went quiet.

Contacts at quiet accounts who still fit your personas get fresh plays, and the rest are marked with the reason.

Request a demo

Where old accounts stay stuck

Not in the CRM. In the work nobody has time to redo.

3 ways it happens

The research is years old

The account was looked at once, when it first landed. What the company does now is in nobody's notes.

The contacts have moved on

The people on the record changed roles or left. Writing to them again reaches nobody who can buy.

Last year's message

Whatever was sent before no longer matches what the account cares about today.

Companies not in your CRM yet are Newbiz Gap.

The accounts

Your quiet accounts are 2 conditions away

Filter on no open opportunity and no CRM activity in 180 days, then save it as a view. Both conditions read the deals and activities your connected CRM syncs.

The workflow

A shorter workflow for accounts you already own

The accounts and contacts are already yours, so there is no qualification step and no contact finding. Research runs first, then a condition sends the accounts that still fit on to Contact Qualification, the Email/Phone Finder and a play. The fields you map in your CRM fill in as it runs.

What you get at each step Example
  1. 1Saved view
    From your CRM
    Dormant accounts800 accounts
    2 conditions
    Has open opportunity is No
    and
    Last activity date is older than 180 days
  2. 2Account Research
    Account
    Acme Corpacme.com · Score 85
    Signals found
    • New RevOps leadership hireA VP Revenue Operations started in June
    • CRM consolidation program3 RevOps roles name a platform migration
  3. 3Condition
    2 conditions
    ICP status is Yes
    and
    Score is at least 70
    Acme CorpICP: Yes, passesScore: 85, passesGoes on to Contact Qualification
    Globex IndustriesICP: Yes, passesScore: 66, failsStops here
  1. 4Contact Qualification, Email/Phone Finder
    Contacts
    Dana WhitfieldVP Revenue Operations at Acme Corp
    IBP: YesMatches the RevOps Leader persona: VP level, owns the revenue systems budget
    Contact details
    • d.whitfield@acme.comSafe to send
    • +1 415 555 0142P1: likely to pick up
    Mateo RuizDirector of Sales Enablement at Acme Corp
    IBP: No: Left the company
  2. 5Play Copywriting
    Play
    LinkedIn message: connection noteGenerated
    For Dana WhitfieldGenerated playDana, saw Acme is scaling RevOps across the six regional entities. We help teams keep that Salesforce data clean without adding headcount.
  1. 6HubSpotSalesforcePipedriveZohoMicrosoft DynamicsAttioYour CRM
    In your CRMThe fields you map, filled as each step finishes
    AccountAcme CorpAccount ScoreResearch answers+ Map any other field
    ContactDana WhitfieldIBP StatusEmailPhonePhone intentLinkedIn message: connection note+ Map any other field
The contacts

You see which contacts no longer fit, and why

Contact Qualification checks every person against your personas again. Anyone who no longer fits is marked No, and hovering the verdict shows the agent's reason.

What reps get

Your reps get fresh plays for everyone who still fits

Plays are written only for contacts who pass, from the fresh research and your value proposition. Your rep copies each one or opens it in their email app, so nothing goes out without them.

Luzmo found which of its CRM accounts still fit

Their numbers, not ours. Luzmo ran the accounts already in its CRM through qualification and rebuilt the buying groups around the ones that fit.

“Accurate data is much more important than a lot of data which is not qualitative.”

Jonathan Wuurman Jonathan Wuurman, VP of Growth, Luzmo
Read the full Luzmo story
89 → 37
Accounts validated as true ICP-fit from CRM history
4 of 278
Existing contacts still persona-valid after qualification
73
New relevant contacts rebuilt into buying groups
What your security team will ask

  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

SOC 2 audited. ISO 27001 certified. GDPR compliant. The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

See your quiet accounts come back with plays

We will walk you through the filter, the workflow and the contacts it re-checks, on a real workspace.

Request a demo