Send follow-up email and move card to follow-up list

You have offer cards without client replies, leaving opportunities stalled and owners unsure of next steps. Benefit: reminders go to prospects and cards move to a follow-up list within a week.

Overview

Proposals left without a timely nudge quickly become stalled opportunities and blindside your outreach cadence. This flow sends a personalized reminder within a week and routes the card for owner follow-up, so your campaign managers see responses and action items ready for next steps.