How does it know a client already signed?

You update the "Status" column to "Signed" or "Declined" yourself — the workflow only follows up while Status is "Sent".

No — it's optional. Delete the escalation nodes if you don't use Slack.

Agency OpsStructurally Validated

Client Proposal Follow-Up Sequence

Log a proposal the moment you send it, and this automation handles the follow-up: a light check-in email at 2 days, a second follow-up at 5 days, and a Slack nudge to your team if it's still unanswered — so no proposal goes cold just because everyone forgot to check back in.

Automation flow

Step 1

Daily Scan

A schedule trigger reads your Proposals sheet every day.

Step 2

Build Follow-Ups

Proposals exactly 2 or 5 days old (and not yet Signed/Declined) are picked out.

Step 3

Send Follow-Up Email

A check-in email goes to the client automatically.

Step 4

Escalate at 5 Days

A Slack alert nudges your team to follow up personally.

How it works

1Every day, the workflow reads your Proposals sheet.
2Any proposal still Sent (not Signed/Declined) exactly 2 days after Sent Date gets a light check-in email; exactly 5 days after, it gets a second follow-up.
35-day follow-ups also post a Slack alert to your team as a nudge to follow up personally.

Services used

Google SheetsGmailSlack

What you'll need

An n8n Cloud or self-hosted account
A Google account (Sheets + Gmail)
A Slack workspace (optional, for the 5-day escalation)

What's included

Two-stage follow-up (2 day + 5 day)
Automatic Slack escalation on the 5-day mark
Stops automatically once you mark a proposal Signed/Declined
Works with any proposal tool as long as you log the send date

Estimate what this could save you

Times per week

Minutes each time

Your hourly value ($)

3.6 hours/month

≈ $108/month in your time

A rough estimate based on what you enter above — not a guarantee. Actual time saved depends on your process.

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Questions about this template

$15one-time

Secure checkout via Polar. Delivered by email instantly.

Structurally validated: automatically checked for valid n8n format before every deploy.

Difficulty: Easy
Setup time: ~15 min
Integrations: 3
Node count: 6
Format: .json + guide