Sales automations
Chase the proposals nobody answered
Finds the proposals and quotes you sent in the last three weeks and emails you the list to follow up.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Find the proposals I sent recently
- 2Work out which ones are still hanging
- 3Email me the chase list
When it runs
Every Wednesday at 10am. You can change the schedule in plain words after you start it.
What it needs
GmailConnected once, then reused by every automation that needs them.
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
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