New Feature: Semi-Automatic Proposal Follow Up

Follow up is forever going to be the most irritating task of the modern service business.

• It's time-consuming
• Boring
• More often than not, fruitless

You know you need to follow up with someone - then what? You open your email and what do you say?

No idea.

It's a pain.

Enter, semi-automatic follow up.

Founded on the fundamentals of an email marketing autoresponder but with the control of manual email, this new way of following up with proposals outperforms the old way by a landslide.

This new way means you don't need to think about following up with each proposal and can instead just rely on this trusty counter in your Better Proposals account.

Design the perfect experience for your client

What should be said 1 day after sending a proposal?

What about after 5 days, 10 days, 15 days?

Use our pre-written examples or write your own.

Easy to see what needs doing

On a day-to-day basis, you can visit your follow up page and see clearly what needs doing and what doesn't.

Red blocks mean it needs action, green means it's done.

One click on the little 'play' button and it'll open your pre-written email with their name and link to their proposal all populated for you and hit send.

how do i get it?

First, create a free Better Proposals account.

Click the 'account' icon in the top right.

Click 'App Store' and switch on 'Follow Up'.