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Tool Gate · How it works

How the gate works

How the CRM Win-Back gate works

This tool grades a dormant contact before you spend effort winning them back. It scores 4 weighted controls into a 0–100 number — then two gates that can only make the verdict worse.

The 4 weighted controls

01Relationship valuewt 35
02Engagement signalwt 25
03Fit nowwt 20
04Channel reachabilitywt 20
PRIORITIZE FOR WIN-BACK REVIEW
score 65+
NURTURE
score 40+
LET GO
below floor
PERMISSION REVIEW REQUIRED
contact permission not verified
DO NOT CONTACT
permission 0, or permission 2 with no working channel
Permission: known prohibition · worsen-only

A contact-permission mark of 0 (Opted out, do-not-contact, or another known prohibition) forces DO NOT CONTACT, whatever the win-back score.

Permission: not verified · worsen-only

A contact-permission mark of 1 (Permission or applicable outreach basis has not been verified) forces PERMISSION REVIEW REQUIRED, whatever the win-back score.

82/100
DO NOT CONTACT

Why: This is a top-relationship contact still showing some signal, on a channel that works — the win-back score is 82, which falls in PRIORITIZE FOR WIN-BACK REVIEW. But contact permission is marked 0: they opted out. The contact-permission precondition forces DO NOT CONTACT no matter how valuable they were. A working email address or phone number does not establish permission to contact.

Fix firstContact permission is 0 — this contact opted out. Honor the opt-out and spend your win-back effort on contacts with documented permission instead.

A high score didn’t save it. The score is context; the gate is the answer — and where something is short, the fix first row names it. Email and SMS rules vary by jurisdiction and channel. This result ranks marketing priority; it does not grant permission to contact.