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 still marked Sent that are due a 2-day or 5-day follow-up are picked out, including any a missed run skipped.

Step 3

Send Follow-Up Email

A check-in email goes to the client automatically, and the row is marked so it never repeats.

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 gets a light check-in email 2 days after Sent Date, and a second follow-up 5 days after.
3After each email, the workflow writes 1 or 2 into Follow-Ups Sent, so no client gets the same follow-up twice.
4If a daily run is missed (n8n was down, the workflow was paused), the next run catches up: the 2-day email can still go out on days 2-4, the 5-day one on days 5-12. If both were missed, only the 5-day follow-up is sent. Proposals older than 12 days are never emailed, so switching the workflow on for the first time won't email every old proposal in your sheet.
55-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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Save with the complete system: Real Estate, Hospitality & Events Bundle

Instead of buying separately: $177 — System: $79

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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.

Bad file or a duplicate charge? We'll make it right — Refund Policy.

Difficulty: Easy
Setup time: ~15 min
Integrations: 3
Node count: 8
Format: .json + guide