Surface Dormant Clients Before They Go Cold (Claude Cowork Self-Install Kit)

See exactly which clients have gone quiet, so you reach them before they drift somewhere else.

You know you have clients you haven't followed up with in weeks, you just can't tell which ones without scrolling through everything by hand. Your Airtable is full of data, but you still make decisions from memory.

The leak isn't that you forgot them. It's that nothing tells you who to call next, so the follow-up gap grows until a client quietly leaves.

What this kit does

Connect Airtable to Claude and ask which clients haven't been contacted in the past 30 days and are still marked active. Claude reads your CRM and returns a ranked list with names, last contact dates, and deal status. The follow-up gap closes before it becomes a churn event.

What you can expect

You identify 5 to 20 dormant clients per query run, recover 1 to 3 hours a week spent manually scanning CRM rows, and cut your average follow-up gap from 45 days to under 7. You stop running your CRM on memory and start running it on a list.

Who it's for

Built for solopreneurs, coaches and consultants, agencies, and local service businesses who manage clients in Airtable. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

At the entry tier, this kit earns its keep by catching one at-risk client before they leave. Retaining a single account you'd otherwise have lost to silence is worth many times what the kit costs.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork account and an Airtable account, and Airtable has a free tier that covers a basic CRM. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect Airtable at claude.com/connectors and authorize your account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing CRM health or client-retention software, this is the install-it-once alternative. You run the query yourself with your own AI agent and keep the workflow, with no monthly subscription. Add it to your cart, open it in Claude Cowork, and surface your dormant clients today.