Proposal follow-ups when you haven’t heard back
A proposal follow-up automation covers the waiting period after you send a proposal, with timed reminder emails at 3 days, 1 week, and 2 weeks.
A proposal goes out, and then silence drags on long enough that the follow-up email starts to feel awkward. This proposal follow-up automation sends a short sequence of reminders after the proposal issue date, so the next nudge goes out on time without anyone having to remember.
The automation triggers 3 days after the proposal issue date, then runs through a pattern of check-in emails and waits. The client sees the same plain question, "Still waiting?", followed by a reminder at three days, a week, and two weeks, with gaps between each one so the follow-ups don’t land back to back.
- Still waiting? Starts each round of outreach with the same check-in email, so the message stays consistent across the sequence.
- Remind: Three days out Sends the first reminder 3 days after the proposal issue date, using the proposal’s email address.
- Wait 4 days Holds the sequence for four days before the next check-in and reminder run.
- Remind: A week out Sends the one-week reminder after the next check-in email, so the follow-up cadence stays spaced.
- Remind: Two weeks out Closes the sequence with a two-week reminder after the final wait.
The steps run as an automation inside Plutio, which means nothing needs to connect elsewhere. The only setup is making sure the proposal has an issue date and an email address, then the timing takes care of itself from there.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
Every step, in order
Plutio runs these 8 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: 3 days after Proposal issue date
- Still waiting?
- Remind: Three days out (Still waiting? → Yes)
- Wait 4 days
- Still waiting?
- Remind: A week out (Still waiting? → Yes)
- Wait 7 days
- Still waiting?
- Remind: Two weeks out (Still waiting? → Yes)
What happens when you install it
- This automation is copied into your workspace with all 8 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
Sales teams and freelancers who send [proposals](/product/proposals) and need a set follow-up cadence when a client hasn’t replied.
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Questions about this automation
How long after sending a proposal should I follow up?
The follow-up timing in this automation starts 3 days after the proposal issue date, then checks in again at around a week and two weeks. The spacing comes from built-in waits between the reminder emails.
What triggers the proposal follow-up reminders?
The automation triggers 3 days after the proposal issue date. The rest of the emails send after timed waits inside the same automation.
What do I need on the proposal for this to work?
The proposal needs an issue date set and an email address saved on it. Without those, the trigger timing and email delivery can’t run as written.
How many steps are in the follow-up automation?
The automation has 8 steps. The steps alternate between sending a check-in or reminder email and waiting a set number of days.
Does this automation need any third-party email tool?
No third-party account is required for this sequence. Every step runs inside Plutio.
Can the client receive more than one follow-up email?
Yes, the automation sends multiple emails across the sequence. The reminders go out at three days, one week, and two weeks, with waits in between so they’re spaced out.
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