Proposal Follow-Up Cadence
The Proposal Follow-Up Cadence is a routine your Townie AI assistant runs on incoming deal email: it recognizes which milestone just landed — discovery call done, proposal sent, client reply, contract activity — and starts the matching follow-up cadence with real due dates. It creates the tasks, advances the deal's stage as it moves, and flags anything that slips its window; client-facing outreach stays in drafts for your review.
See it work: every deal on a clock, nothing drifting
Never let a proposal go cold
Edit the message above to match your cadence.
How this routine works
Gmail
Google Calendar
Google Sheets
Asana
Outlook
HubSpot
Salesforce
AttioIt runs on every deal email
Your Townie reads incoming mail tied to a deal and recognizes the milestone: discovery call done, proposal sent, client reply, or contract activity.
It starts the matching cadence
Each milestone kicks off deterministic follow-ups at set day intervals — real tasks with real due dates, not vague check-in-later reminders. Proposal-out-fast comes first, because speed closes deals.
You step in only where it matters
Stages advance and tasks appear on their own; anything that slips its window gets flagged to you. Client-facing outreach is drafted and waits for your review before it sends.
Proposal Follow-Up Cadence FAQ
It's a routine your Townie AI assistant runs on incoming deal email: it recognizes which milestone just landed — discovery done, proposal sent, client reply, contract activity — then starts the matching follow-up cadence with real due dates, advances the deal's stage, and flags anything that slips past its window so you can jump in.
No. It creates tasks and stage moves on its own, but anything client-facing is drafted and held for your review — nothing external sends without your sign-off. Read more in our security overview.
Your email to spot milestones and hold drafts, a task tool (like Asana) for the timed follow-ups, and wherever you track deals — a spreadsheet or a CRM. Your assistant adapts the routine to whatever you've connected.
Yes — the cadence is deterministic but the numbers are yours. Tell your assistant your rhythm (say, follow-ups at 3, 7, and 14 days after the proposal, faster after contract send) and every new deal uses it.
Because the days right after a discovery call are when interest peaks — so the routine treats the proposal itself as the first deadline of the cadence and puts a due date on it, not just on the follow-ups.
