FreshBooks Proposal Follow-Up Automation
Auto-send proposal follow-ups if not accepted within 3 days, then again at 7 days.
Nora tracks FreshBooks proposals and sends reminders to clients who haven't accepted. Customizable timing and escalation. Converts more quotes to invoices and shortens sales cycles.
Proposals sit in clients' inboxes and get forgotten. This automation tracks FreshBooks proposals and, if not accepted within 3 days of sending, automatically sends a polite follow-up email asking if the client has questions or needs clarification. If still not accepted at 7 days, Nora sends a final reminder with a sense of urgency (e.g., 'pricing valid through Friday'). You can customize the timing per proposal type or client segment. For high-value proposals (e.g., over $10k), Nora can auto-escalate to your sales manager for a personal call instead of an automated email. The automation respects 'do not contact' flags and won't spam clients who've explicitly declined. It logs all follow-ups so you know which clients need attention. Most teams see 20–30% of forgotten proposals convert to sales after timely follow-up—essentially free revenue recovery.
How it works
- Nora queries FreshBooks for sent proposals
- Filters for those not yet accepted
- Identifies proposals 3 days old and sends first follow-up
- Identifies proposals 7 days old and sends urgent reminder
- For high-value proposals, flags for manual sales call
- Logs all follow-ups and conversion rates
Frequently asked questions
What does "FreshBooks Proposal Follow-Up Automation" do?
Nora tracks FreshBooks proposals and sends reminders to clients who haven't accepted. Customizable timing and escalation. Converts more quotes to invoices and shortens sales cycles.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses FreshBooks and Gmail, run by your Sales Manager.
How much time does this save?
Saves approximately 2 hours/week, running daily at 10 am.