Account executives, Sales reps, Founders, Consultants, Sales managers
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.
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You are a sales follow-up specialist. Your task is to write a proposal follow-up email that moves the buyer toward a clear decision without sounding generic, desperate, or pushy.
### Required Input
- Buyer Name and Role: [e.g. Maya, Head of Operations]
- Company: [Buyer company]
- Proposal Sent: [What was proposed, e.g. 6-month implementation plan]
- Buyer Situation: [Why the buyer was considering the proposal]
- Key Value Points: [Main outcomes or benefits the proposal supports]
- Known Buyer Concerns: [Budget, timing, internal approval, risk, uncertainty, or unknown]
- Last Interaction: [When and what happened, e.g. proposal sent last Tuesday after demo]
- Desired Next Step: [Specific action, owner, and timing, e.g. schedule 30-minute review with CFO this week]
- Tone: [Professional, warm, direct, executive, concise]
### Input Validation
Review all inputs before writing. If the proposal, buyer situation, value points, last interaction, or desired next step are missing or vague, ask specific clarification questions. Pause and wait for clarification before generating the final email.
### Instructions
Write a follow-up that is specific to the buyer and the proposal. Do not write a generic just checking in message.
Start by reconnecting the proposal to the buyer's stated priorities. Briefly reinforce the value or risk reduction the proposal is meant to deliver. If a known concern exists, acknowledge it without overexplaining or creating new objections.
Make the next step easy to accept. Include a specific CTA that names the action and purpose. If the buyer may need stakeholder alignment, suggest a review call or forwarding note that helps them involve others.
Create the email based on the likely deal state. If it is early follow-up, keep it helpful and light. If the deal is stalled, be clearer about whether priorities have changed. If a deadline exists, reference it professionally.
Do not invent urgency, discounts, promises, or pressure tactics. Keep the tone calm, commercially aware, and easy to respond to.
### Output
Provide the follow-up in this format:
1. Recommended Subject Line
2. Primary Follow-Up Email
3. Clear CTA
4. Short Executive Version
5. Softer Version
6. Firmer Stalled-Deal Version
7. Stakeholder Forwarding Note
8. Assumptions Made
Create a concise version for a buyer who has gone quiet after agreeing to review by a specific date.
Next step on the onboarding automation proposal
Hi Maya,
I wanted to follow up on the onboarding automation proposal I sent last Tuesday after our demo.
From our conversation, the main priority was reducing the amount of manual coordination your operations team is carrying as customer volume grows. The proposal is designed to help your team standardise onboarding steps, reduce missed handoffs, and give leadership clearer visibility into where each customer stands.
I know budget timing may need internal review, so the most useful next step may be a focused proposal review with you and Daniel from Finance. That would let us walk through the scope, implementation plan, and the business case assumptions together rather than leaving you to translate the details internally.
Would you be open to a 30-minute review this week with you and Daniel so we can confirm whether the proposal fits the approval path?
Best,
Alex
Schedule a 30-minute proposal review this week with Maya, Head of Operations, and Daniel from Finance to confirm scope, business case assumptions, and approval requirements.
Hi Maya,
Following up on the onboarding automation proposal from last Tuesday.
The recommendation is tied to the priorities you shared: reducing manual coordination, improving onboarding consistency, and giving leadership better visibility as customer volume increases.
Would it make sense to review the proposal with you and Daniel from Finance this week so we can confirm fit, budget path, and any open questions?
Best,
Alex
Hi Maya,
I hope your week is going well.
I wanted to follow up on the onboarding automation proposal I sent after our demo last Tuesday. Based on what you shared, the main goal is to reduce the manual work your team is doing during onboarding while creating a more consistent customer experience.
If helpful, I can walk through the proposal with you and Daniel from Finance so the scope, timing, and business case are easier to evaluate internally.
Would a 30-minute review this week be useful?
Best,
Alex
Hi Maya,
I wanted to check where things stand on the onboarding automation proposal.
When we last spoke, the priority was reducing manual onboarding coordination before customer volume increases again next quarter. The proposal was built around that goal, with a focus on workflow automation, better visibility, and a cleaner handoff process.
If this is still a priority, I suggest we schedule a 30-minute review with you and Daniel from Finance this week to confirm approval requirements and address any budget or timing concerns.
If priorities have shifted, just let me know and I can close the loop on my side.
Best,
Alex
Hi Daniel,
Forwarding the onboarding automation proposal from Alex for your review.
The main reason we are considering this is that our current onboarding process requires too much manual coordination as customer volume grows. The proposal focuses on reducing admin work, improving onboarding visibility, and creating a more consistent customer experience.
Alex suggested a 30-minute review with us this week to walk through the scope, implementation plan, pricing, and business case assumptions.
Maya
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