It's the perfect blend of the personal touch you need to give to your client, mixed with the automation you wish you could use. It's called Nudge.
Nudge will be a $10 subscription fee added to your monthly billing
No looking through a list of hundreds of outstanding proposals. Just see the few that need attention today and nudge them along. Until tomorrow.
Nudge is semi-automated. It doesn't send emails for you by design - follow up should be personal. That doesn't mean it takes long, though.
It opens a preview of the email from your campaign, you can add a bit to personalize it (if you’d like), then it opens with your default email app and you hit send.
There’s nothing to set up - no email provider integrations, no CRM connections. However your email works now is exactly how it will work with Nudge.
A default campaign is already running in the background, you just start using it and tweak the messaging to tailor it over time.
Your campaigns are set up how any email campaign would be. Send this on day 3, this on day 7, that on day 14, etc.
How you'd follow up with an NDA for a new member of staff is different to how you'd follow up with a new potential client. Set up different campaigns for different purposes so nothing slips through the net.
