Lead Gen · lg-03
Sphere reactivation from a CRM export
Intermediate · About 2 hours saved · Reviewed November 3, 2026 · Zac Morton, MoJo Real Estate Team
Use case
Upload a CSV of past clients and sphere, have AI segment it and draft personal check-in texts that do not sound like a mass blast.
Tools
Steps
- Export contacts from your CRM as CSV (remove anything you do not want uploaded, like SSNs or financials).
- Upload and run the prompt.
- Edit each draft so it sounds like you; send by hand from your phone.
- Log replies in your CRM and set follow-ups.
Prompt
Replace each [bracket] with your own details.
I am uploading a CSV export from my CRM with columns: [LIST COLUMNS, e.g. name, last contact date, how we met, closed transaction date, notes]. 1. Segment contacts into: Past clients (closed with me), Warm sphere (contacted in last 12 months), Cold sphere (12+ months), Unknown. Show a count per segment. 2. For the top 30 contacts by relationship strength (closed deals first, then most recent contact), write a personal 1-2 sentence text for each that references something specific from their notes. If notes are empty, write a simple genuine check-in, no real estate pitch. 3. Output as a table: Name | Segment | Draft text | Suggested follow-up date. 4. List any contacts with missing phone or email so I can clean them up. Rules: Do not invent details that are not in the notes. No sales language in the first message. Keep each text under 280 characters.
Example output
Jenna Lopez | Past client | "Hey Jenna! Just drove past the Brookside house and thought of you guys. How's the new deck holding up?" | Dec 1
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