Automate Proposal Follow-Up Emails

1. Create a Google Sheet named "Proposal Tracker" with columns: Email, Contact Name, Proposal Title, Date Sent, Last Follow-Up Date, Follow-Up Count, Status (Open/Responded/Closed), Sales Rep. 2. Add your pending proposals to the sheet. Set Status to "Open" for proposals awaiting response. 3. In your automation platform, create a workflow with a scheduled trigger that runs daily at 9:00 AM. 4. Add a Google Sheets node to read all rows where Status = "Open". Use a filter to return only active proposals. 5. Add a Function/Code node that calculates days since the Date Sent column. Filter to proposals at exactly day 2, 5, or 10. 6. Add three Gmail send nodes, one for each follow-up stage: Day 2 sends a gentle check-in, Day 5 includes an additional resource or case study, Day 10 sends a final "closing the loop" message. 7. After sending, update the Google Sheet row: increment Follow-Up Count, set Last Follow-Up Date to today. If it was the day-10 email, set Status to "Closed". 8. Add a Slack notification node that messages the Sales Rep (looked up from the sheet) with the follow-up that was just sent.