Proposal follow-up at management consultancies requires manual tracking across email, spreadsheets, and CRM systems. Without automation, proposals sit unmonitored and follow-ups are reactive, inconsistent, and often duplicated.
Automation monitors all sent proposals, detects client responses, and triggers scheduled follow-ups automatically. The system maintains a real-time pipeline view in the CRM and eliminates month-end reconciliation work.
The full workflow, from trigger to completion.
Automation detects when a proposal email is sent or when a proposal record is created.
Proposal is automatically logged with client name, value, send date, and a scheduled follow-up date set to 3 days later.
Automation sets up a series of follow-up reminders: first at 3 days, second at 7 days, and third at 14 days if no response is received.
Automation checks if the client has replied to the proposal email or updated the deal status.
If no response by the scheduled date, automation sends a templated follow-up email with the proposal details and a clear call to action.
Every follow-up email and client response is automatically logged as an activity, creating a complete audit trail.
When a proposal reaches a decision or requires manual attention, automation sends a notification to the assigned consultant and sales manager.
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