Proposal Follow-Up AI Workflow
When a proposal is viewed but not accepted, AI nudges the client past common objections.
When a client views your proposal but doesn't accept it, GraftPal AI drafts a nudge email addressing common objections like pricing, timeline, or scope concerns. The draft is sent for your approval before delivery — keeping communication natural and on-brand.
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How It Works
Step-by-Step Workflow
Here's exactly how the Proposal Follow-Up AI Workflow runs, from trigger to action.
Proposal Viewed
GraftPal detects that the client has opened and viewed your proposal.
No Acceptance Detected
The workflow monitors for acceptance. If the proposal isn't accepted within your defined window, it triggers.
AI Drafts Nudge Email
GraftPal AI drafts a follow-up email addressing common objections based on proposal content and client context.
Approval & Delivery
The draft is sent to your approval queue. Once approved, it's delivered to the client.
Benefits
Why Use This Workflow
Catch proposals that would otherwise go cold
AI addresses objections you might not think to mention
Human approval ensures the message is always appropriate
Increases proposal acceptance rates without being pushy
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Frequently Asked Questions
Proposal Follow-Up AI Workflow FAQ
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