When you send out a proposal and hear nothing but crickets, it’s frustrating. Most leads need a nudge or two before they’ll take action. If you’re using Goprospero to send proposals, you can automate these follow-ups and save yourself a lot of hassle. This guide is for anyone who wants fewer “just checking in” emails, more signed deals, and less manual busywork. I’ll walk you through getting automated follow-ups set up so they actually work — without annoying your leads or bloating your inbox.
Why Automated Follow-Ups Matter (and What to Watch Out For)
Let’s get real: most proposals don’t get accepted on the first try. People are busy, distracted, or just plain forgetful. A well-timed follow-up can make the difference between a closed deal and a dead lead. But blasting reminders every day? That’s a fast track to the spam folder.
Here’s the sweet spot: - Consistent, spaced-out reminders (not nagging) - Personalized messages (not generic “just following up” spam) - Clear calls to action (so your recipient actually knows what to do next)
Automate the boring parts, keep the human touch, and you’ll see better results—without feeling like a robot yourself.
Step 1: Prep Your Proposal in Goprospero
First things first: you’ll need a proposal ready to go in Goprospero. The follow-up features are tied directly to your proposals, not standalone emails.
Quick checklist before you start:
- Your proposal is finished and proofread (typos in a follow-up make you look sloppy)
- The recipient’s email is correct
- You have a clear idea of your follow-up timeline (how many days between nudges?)
If you skip this prep, you’ll just end up automating mistakes.
Step 2: Find the Automated Follow-Up Settings
Goprospero’s follow-up features aren’t buried, but they’re easy to overlook if you’re new.
- Go to your proposal dashboard.
- Click on the proposal you want to automate.
- Look for the “Follow Up” or “Reminders” tab/section. (If you don’t see it, your plan may not include automation—check your subscription first.)
Pro tip: Some Goprospero plans call these “reminders,” others call them “follow-ups.” It’s the same thing. Don’t get hung up on the wording.
Step 3: Set Your Follow-Up Schedule
This is where most people mess up. If you set reminders too close together, you’ll annoy your prospect. Too far apart, and you lose momentum. Goprospero lets you pick the timing for each follow-up.
A basic (but effective) follow-up schedule:
- 1st follow-up: 2 days after sending
- 2nd follow-up: 5 days after sending
- 3rd (and final) follow-up: 10 days after sending
Goprospero usually allows 2-3 reminders per proposal. Resist the temptation to add more. If they haven’t responded after three nudges, it’s probably time to move on.
Set it up: - Choose the number of reminders (usually up to 3) - Set the number of days after the original send for each one - Save your schedule
You can always adjust this later. Start simple.
Step 4: Write Your Follow-Up Messages
Don’t use the default text unless you want to sound like a robot. Personalize each reminder, even if it’s just tweaking the intro or closing.
What works:
- Reference the proposal or the problem you solve
- Ask a direct question (“Is there anything holding you back from moving forward?”)
- Offer to jump on a quick call if they have questions
What doesn’t:
- Guilt trips (“I haven’t heard from you, did I do something wrong?”)
- Vague asks (“Just checking in…”)
- Overly long emails (no one reads them)
Example follow-up sequence:
- Follow-up 1:
“Hi [Name], just wanted to make sure you saw the proposal I sent over on [date]. Let me know if you have any questions or if you need anything clarified.” - Follow-up 2:
“Checking in to see if you had a chance to review the proposal. If there’s anything you’d like to discuss or change, I’m happy to jump on a quick call.” - Follow-up 3:
“This is my last follow-up for now. If you’re still interested, just reply here and we can pick things back up when the time’s right.”
Pro tip: Save your best follow-up templates somewhere you can re-use them, but always tweak a line or two before sending.
Step 5: Activate (and Test!) Your Automation
You’ve set your schedule and written your messages. Before you hit “activate,” double-check everything:
- Recipient email is right
- Message text doesn’t have embarrassing typos
- Timing makes sense for your sales cycle
Most importantly: send a test proposal to yourself. Make sure the reminders show up in your inbox as expected. If something looks off, fix it now. Better to catch weird formatting or broken links before a client does.
Step 6: Monitor Results Without Micromanaging
Once your follow-ups are running, check your Goprospero dashboard for activity: - Who opened the proposal? - Did they view the follow-up emails? - Has anyone replied or accepted?
If you see a pattern (like everyone ignores the second reminder), tweak your timing or wording. But don’t obsess over every open or click. The goal is to automate the busywork, not create a new thing to babysit.
What to ignore:
- Obsessing over “open” rates (email tracking isn’t perfect)
- Panicking if someone doesn’t reply instantly
What to watch for:
- Higher proposal acceptance rates
- Fewer “just checking in” emails you have to send manually
What Works, What Doesn’t, and Common Pitfalls
Works:
- Short, friendly, direct emails
- Setting clear next steps in each message
- Spacing reminders 2-5 days apart
Doesn’t:
- Sending more than three reminders (it’s just annoying)
- Using generic, copy-pasted messages for every lead
- Forgetting to update your templates when your offering changes
Pitfalls to avoid:
- Accidentally sending follow-ups to the wrong email (double-check!)
- Letting automation replace real conversations (if someone replies, respond like a human)
- Relying on automation for every deal—some high-touch sales need manual follow-up
Keep It Simple, Iterate, and Don’t Overthink
Automated follow-ups in Goprospero won’t magically close every deal, but they’ll keep you from losing leads just because you forgot to check in. Set up a basic sequence, personalize your messages, and let the system do its thing. If you’re not seeing results, tweak your timing or try new messaging—don’t just add more reminders.
Start simple. Iterate as you go. Most of all, don’t let automation make you sound less human. Your future self (and your clients) will thank you.