Use this sequence for companies that gave money, time or goods in the past and have not been heard from in a year or more. It assumes the relationship went quiet, not that it ended badly. If a company stopped after a complaint or a dispute, write to them personally instead.
Who to put in it
The person who dealt with you last time, if they are still there, and one current contact in the role that would own giving today (CSR, marketing, or the owner in a smaller firm). Before importing, check each old contact against your suppression list: anyone who asked not to be contacted stays out, no matter how generous they once were. Address verification on import will also tell you which of the old addresses are gone, which is common after a few years.
Both people at a company belong to the same company card, so if the old contact has left and the new one replies, you see the whole history in one place.
What to change before sending
supported_project and last_support_year must be correct. Pull them from your donor records, not from memory, and review every row in the To check queue before the first send. Step three has a placeholder for three lines about this year; write them, and write them plainly. If your organisation publishes an annual report, offer it as a tracked offer link rather than a PDF attachment, so you know who read it.
How to read the replies and when to stop
Step two often produces the most useful replies, and many of them will be short: “budget cut”, “new owner”, “we still like you but never heard from you”. Reclassify by hand where needed. A “the person who handled it left” is not a no; ask who handles it now and start that person on step one with a line about the history. If a colleague answers instead of the addressee, when a colleague replies instead of your prospect covers how to continue without restarting.
Watch the company card as well as the inbox. A company that opens every message and reads the update but does not reply is warming up; the temperature on the card will show it, and company temperature explains how to read it. A personal message at that point often does what the fourth step cannot.
Stop after step four. Companies that reply “yes” to the yearly update go on a separate list with one message a year. Companies that stay silent are left alone for at least twelve months.