Nurturing in FirstQuadrant is a powerful feature that uses AI to re-engage dormant contacts and revive old sales conversations. It’s a highly efficient way to generate new pipeline and surface new opportunities from people who already know your company—even if they previously said no. These contacts often have a higher likelihood of converting because some level of familiarity and trust is already established.

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How nurturing works

By default, FirstQuadrant includes a Nurturing rule that automatically triggers personalized outreach based on your past conversations and a predefined cadence.

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Key settings for a nurturing rule

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Applies to

  • Choose which segment of your contacts the rule should apply to (e.g. all contacts, a specific view, campaign, or import).

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Cadence

  • Define the interval after which nurturing should be triggered (e.g. 12 months).
  • Select the anchor point for that cadence. The most common anchor is “Last sent” (i.e. the last email sent to that contact).

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Daily nurturings

  • Set a cap on how many nurturing messages are generated per day. This ensures your actions list stays manageable.

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Instructions

  • Provide natural language instructions to guide how the AI should write the reactivation message.

  • Example:

    - Refer to previous emails to build on the conversation  
- Ask how they are doing and request a catch up  
- Ask to meet for a coffee

  • You can also use the instruction field to define who should or should not be nurtured. For example:

    - Do not nurture contacts who explicitly said they are not interested  
- Only nurture contacts with whom I exchanged at least three emails  
- Only nurture contacts I had a direct relationship with

  • These instructions help FirstQuadrant’s AI make better decisions about which contacts to prioritize for outreach and which to exclude.

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Autopilot

  • If enabled, FirstQuadrant will automatically generate and send these nurturing messages without requiring manual approval.
  • If disabled, nurturing drafts will appear in your Actions List for review and approval before sending.

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What happens once a rule is active

Once your nurturing rule is in place, FirstQuadrant will:

  • Continuously evaluate your contacts to identify those that meet the cadence condition (e.g. haven’t been emailed in 12+ months).
  • Use the instructions and prior conversation history to craft a personalized reactivation message.
  • Generate a draft of the message or send it automatically (depending on whether Autopilot is turned on).

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Best practices

  • Start with a manageable number: Begin with a daily cap (e.g. 10 nurturings/day) to review and iterate on AI-generated messages.
  • Use clear and conversational instructions: Write your instructions as if you’re telling a human assistant what to say.
  • Be specific about tone and goals: If your aim is to request a coffee chat or offer an update on your product, say so in the instruction field.
  • Use segmentation wisely: You can create separate nurturing rules for different audiences (e.g. past demo attendees, churned customers, etc.).
  • Define targeting criteria: Use the instructions to specify inclusion or exclusion logic, such as avoiding contacts who said “not interested” or only reaching out to high-engagement contacts.

By reviving warm leads at scale with minimal effort, nurturing is one of the most effective ways to leverage your existing contact base and fill your pipeline without cold outreach.