Proposal Follow-up and Reminders
Plan proposal follow-up around ownership, recipient details and the proposal’s current status.
Review the proposal before following up
Open the proposal and confirm its recipient, status, expiry date and recent activity. A reminder can be inappropriate if the customer has already accepted, declined or asked for a change. Check the commercial context with the assigned staff member before sending another copy or message.
Distinguish a staff reminder from a customer email
An internal reminder prompts a colleague to act; a customer-facing email is an external communication. Use the reminder and scheduling controls exposed in your workspace and verify what they actually send. Do not assume an internal task, notification or a scheduled process automatically delivers an email to the proposal recipient.
Check delivery and the next action
When an authorised staff member sends a follow-up, preview the recipient, content and current proposal link. Review the email queue or delivery evidence if the message does not arrive. Record the outcome and next action without changing acceptance information simply to restart the sales process.
Checks before you finish
- Check the current status, recipient and expiry before following up.
- Confirm whether the selected control is internal or customer-facing.
- Review delivery evidence and keep the assigned salesperson informed.