Track proposal status in Trello, add checklist, delay, and send follow-up email
Track proposal status in Trello, add checklist, delay, and send follow-up email
Track your proposals in Trello by moving cards to a list, add checklists for clarity, and follow up via email if no feedback is received after a set delay. This ensures timely responses and improves client engagement.
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Overview
Track your proposals in Trello by moving cards to a list, add checklists for clarity, and follow up via email if no feedback is received after a set delay. This ensures timely responses and improves client engagement.