Create beginner Works with: Any AI

Proposal Follow-Up Sequence

Table output Has example

Follow up after sending without nagging.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Plan follow-ups after sending a proposal. Proposal summary and amount: [PROPOSAL_SUMMARY]. Client decision process and expected timeline: [DECISION_PROCESS]. My relationship with the contact: [RELATIONSHIP]. Tone: [TONE].

Return a table with 6 touches over 3 weeks: Day | Channel | Purpose | Message (40 to 90 words) | What to avoid.
1. Day 0: delivery email with a short summary and how to ask questions.
2. Day 2: confirm receipt and offer a walkthrough call.
3. Day 5: share something useful related to a concern they mentioned.
4. Day 9: ask what is needed to make a decision and who else should see it.
5. Day 14: check the timeline; offer to adjust scope or options.
6. Day 21: closing message that makes it easy to say not now, with a date to reconnect.

Add: a decision tree for responses (they want changes; they went silent; they chose a competitor; they ask for a discount); a template for a revised proposal; a reminder system; and a log of outcomes with reasons, for learning. Rules: no false urgency, no invented competing offers, and no guilt. Use only details I provided.

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Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Day 2 (subject: Proposal for your warehouse project): "Hi Lena, I wanted to check you received the proposal and see if you have any questions. The key number is the 14-week timeline."
Day 6: value note (about 70 words): "A client with a similar layout cut picking time by 18 percent in the first quarter. If useful, I can share the one-page summary."
Day 12: question: "Is there anyone else who should see the proposal? I can prepare a short summary for them."
Day 19: decision date: "Your target was a decision by 30 June. Do you need anything to get there?"
Day 26: closing the loop: "I will assume the timing has changed and will step back unless you tell me otherwise."
Channel: email, with one call on day 12.
Stop after day 26. Log responses.

• proposal-follow-up