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6
MP
Morgan
Operations Admin
Home
Inbox
6
Tasks
Projects
More
Outreach
Sequences
Proposal follow-up
Proposal follow-up
Operational program
Morgan's cadence: week, week, a few days, escalate to salesperson, then stretch out.
Active
Test send to me
Builder
Enrollments
5
Exit rules & settings
Trigger
Project enters Proposal Sent
5 enrolled
Wait 7 days
· day 7
Step 2 · Email · day 7
Checking in on proposal {{project.number}} (Accept / Decline / Delay buttons)
Template: Proposal — follow-up 1 · from record owner
Sent
142
Opened
96 · 68%
Replied
31 · 22%
Single variant
A/B test
Wait 7 days
· day 14
Step 4 · Email · day 14
Follow-up 2 — any questions on the scope?
Sent
98
Opened
55 · 56%
Replied
14 · 14%
Single variant
A/B test
Wait 4 days
· day 18
Step 6 · Email · day 18
Follow-up 3 — still interested?
Sent
71
Opened
40 · 56%
Replied
9 · 13%
Single variant
A/B test
Step 7 · Task · day 21
Task for salesperson: reach out to {{contact}}? + Inbox escalation
Wait 14 days
· day 35
Step 9 · Email · day 35
Follow-up 4 — timing check
Sent
44
Opened
20 · 45%
Replied
4 · 9%
Single variant
A/B test
Wait 30 days
· day 65
Step 11 · Email · day 65
Follow-up 5 — budget cycle
Single variant
A/B test
Step 12 · Branch · day 95
No response by day 120 → mark Lost (reason: no response)
Yes → exit / hand off
No → continue
End · exits on: Client replies or takes any action · Stage changes · Project locked · Do-not-contact