Escalate late approvals, open follow-ups, remind reviewers. Every one is ready to run, and you can adjust it in plain language.
Send approved new business proposals from the sales mailbox.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send signed-off client agreements to their named signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Reconnect with early prospects using the question they asked.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
Ask prospects about quoted work when agreed follow-ups come due.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.