Check in with a client one month after delivery
A client follow-up automation covers a 30‑day post‑delivery check-in email, a 7‑day wait, a sent check, an owner notice, and a final follow-up.
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Delivery goes out, the project closes, and then a month passes before anyone remembers to ask what’s next. This client follow-up automation kicks off 30 days after Project due date, so the check-in happens even when the work’s already off your desk.
The automation starts by reaching out about next steps, waits seven days, and then checks Reached out? so the sequence can branch based on whether the message went out. If the automation did reach out, it tells the owner it went out for them, then runs one more “what’s next” check-in to keep the conversation moving instead of fading out.
- 30 days after Project due date The trigger waits a month after the due date you set on a project, then starts the follow-up.
- Reach out about what is next The first step sends the initial check-in message asking about next steps.
- Wait 7 days The sequence pauses for a week before checking whether the outreach happened.
- Reached out? A decision step checks whether the message was sent, so the automation can continue on the right path.
- Tell the owner it went out for them A notification step lets the owner know the outreach was sent, then the automation runs a final check-in.
Inside Plutio, the only setup is making sure projects have a due date and an email address on the project, because the trigger and emails depend on those. No third-party account gets involved, so every step in the sequence runs in one place.
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Every step, in order
Plutio runs these 5 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: 30 days after Project due date
- Reach out about what is next
- Wait 7 days
- Reached out?
- Tell the owner it went out for them (Reached out? → No)
- Check in about what is next
What happens when you install it
- This automation is copied into your workspace with all 5 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Studios, freelancers, and agencies that finish client projects and want a timed post-delivery check-in to happen without chasing dates.
Questions about this automation template
How do you send a follow-up email 30 days after a project is due?
Use an automation with a time-based trigger set to 30 days after the project due date. The automation can send the outreach message automatically as long as the project has a due date and an email address.
What do you need for an automated post-delivery check-in to run?
The project needs a due date and an email address saved on the project. With those in place, the automation can run its steps without any third-party connection.
Can an automation wait a week and then continue the sequence?
Yes, a wait step pauses the automation for a set period and then continues. This template waits 7 days before checking whether the outreach went out.
How do you check if a follow-up email was sent before doing the next step?
Add a decision step that asks whether the outreach happened, then continue based on that result. This template uses a “Reached out?” check before notifying the owner and sending the final check-in.
Does an automated client follow-up require Gmail or another email integration?
Not with this setup. Every step in this template runs inside Plutio, so you don’t need a third-party account connected for it to work.
Why tie a client check-in to the project due date instead of the delivery date?
The due date gives the automation a consistent anchor point, because the trigger can calculate “30 days after” from a field that’s already on the project. The check-in still lands after the work finishes, as long as the due date reflects the delivery timeline.
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