Set the reminder. Prepare the draft. Or let the follow-up send automatically under the conditions you choose.
Email follow-up workflows turn a quiet conversation into a next action in the inbox you already use.
Workflows are included in Pro and Team. See plansYour chosen waiting period has passed. The next move is yours.
Some relationships need a nudge. Some need a draft waiting in the provider. Some can safely run an automatic follow-up. Elite supports all three.
Choose a reminder for a personal check-in, a provider draft ready for review, or an automatic email under the rules and authorization you choose.
Service agreement.pdf
The agreed work, deliverables, and review dates are set out in the attached scope.
02 The investmentAny changes to the agreed work will be confirmed in writing before they begin.
Use no-reply and no-open conditions, hot-interest alerts, and revival detection. Keep the contact, proposal, and signature state with the next action.
Service agreement.pdf
The agreed work, deliverables, and review dates are set out in the attached scope.
02 The investmentAny changes to the agreed work will be confirmed in writing before they begin.
Replies, bounces, unsubscribes, suppressions, and configured terminal states stop pending actions. A completed linked signature can close the proposal follow-up.
Give the proposal time to be reviewed, then remind yourself, prepare a provider draft, or send the authorized follow-up. Stop on a detected reply or completed linked signature.
Collect the documents, details, and acknowledgements you need to start. Review completed items and follow up on what’s missing.
Keep interview documents and agreed next steps together. Track explicit responses and hand the next step to the recruiter.
Check the audience and content before launch, then inspect delivery and replies. Keep the campaign review and launch in one process.
Choose a relationship date and prepare a personal check-in with the context of your existing conversation.
Combine reminders, provider drafts, automatic follow-ups, and checklists. Choose the conditions, timing, and stop states.
Yes. Choose automatic follow-up and authorize the sender, message, timing, and conditions. Reminders and provider drafts remain separate action choices.
Workflows are included in Pro and Team.
