Business development managers assign follow-up tasks on new proposals
Business development managers assign follow-up tasks on new proposals
Business development managers at coaching firms lose opportunities when proposals sit untracked in billing. Automated tasks assign a sales assistant and send notifications so every offer gets prompt follow-up.
Overview
Untracked proposals cost coaching firms missed enrollments and stalled revenue. This workflow assigns a concrete follow-up owner and notifies your sales assistant so offers receive prompt attention, eliminating overlooked proposals and tightening handoffs.
Notable Features
- Create follow-up task automatically
- Assign tasks to sales assistant
- Notify via Slack and email