Your CRM is not dead. Your follow-up system probably is.

A nine-file recovery stack for auditing stale leads, segmenting the CRM graveyard, rebuilding follow-up, and handing risky conversations back to humans.

  • Audit stale leads before blindly blasting the whole database
  • Segment dead opportunities into practical reactivation buckets
  • Deploy ready-to-edit email, SMS, reminder, and AI rewrite templates
  • Know when automation should stop and a human should take over
Stop buying more leads while good ones rot in the CRM.

Get the CRM Graveyard Recovery Kit

Enter your first name and email to unlock the complete Google Drive bundle plus individual Make-a-Copy links for all nine files.

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Inside the 9-file recovery stack
Dead Lead Audit Checklist + CRM Graveyard Segmentation Table
Seven-Day Reactivation Email Sequence + SMS Follow-Up Scripts
Missing Document Reminder Templates + AI Follow-Up Rewrite Prompt
CRM Reactivation Fields + Human Handoff Rules + Compliance-Safe Wording Checklist
Companion resources
ArticleAI CRM Automation for Loan BrokersOpen ↗
From Distilled Funding
9 FILESCRM RECOVERYHUMAN HANDOFFCOMPLIANCE

Common Questions

What is included in the kit?

Nine working files covering dead-lead auditing, segmentation, reactivation email and SMS, missing-document follow-up, AI rewriting, CRM fields, human handoff rules, and compliance-safe wording.

Can I make my own copies?

Yes. After access is confirmed, the page unlocks individual Google Docs Make-a-Copy links for all nine files plus the complete Drive folder.

Is this only for funding brokers?

It is written for funding and broker operations, but the recovery framework can be adapted to other service businesses with stale CRM opportunities.

Unlock the Recovery Kit