Escalate late approvals, open follow-ups, remind reviewers. Every one is ready to run, and you can adjust it in plain language.
Share approved proposals with prospects and keep the sent details.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Send closing notes to quiet prospects and update their status.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
Restart early client conversations with a relevant next step.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
Follow up on proposed work and surface answers from prospects.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Text potential clients when a planned follow-up comes due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
Reconnect with potential clients when they asked to talk again.
Your promised sales follow-ups go out on the dates prospects choose, and you hear whether they answer.