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Operational program
·
Project enters Proposal Sent
Proposal follow-up
Running
7 steps over ~95 days
Sends from the record owner
Pause
Test send
Enrolled
Duplicate
Settings
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Pause
Enrolled
5
5
Sent
355
Open rate
59%
Reply rate
16%
Best step
Step 1 · 22%
Builder
7
Enrollments
5
Rules & settings
4
In plain words
· updates as you edit
7 steps over 95 days · 53% of replies come from the first email
When
project enters Proposal Sent
day 0
wait 7 days
email
wait 7 days
email
wait 4 days
email
task
wait 14 days
email
wait 30 days
email
branch
Stops when client replies or takes any action, stage changes, project locked or do-not-contact.
Step 5 replies at 9% — under half of step 1's 22%. A text or call task often lands better that late.
Ends with a branch: no response by day 120 → mark Lost (reason: no response).
Test send to me
Flow
read top to bottom · hover between steps to add one
Add step
Start
Starts when
Project enters Proposal Sent
5 enrolled
Records enroll on their own. Locked projects are always skipped.
Wait 7 days
business days
Day 7
Step 1 · Email
· day 7
Most replies
Checking in on proposal
project.number
(Accept / Decline / Delay buttons)
Proposal — follow-up 1 · from the record owner
Sent
1
4
2
142
Opened
68%
9
6
96
Replied
22%
3
1
31
One version
A/B test
Wait 7 days
business days
Day 14
Step 2 · Email
· day 14
Follow-up 2 — any questions on the scope?
from the record owner
Sent
9
8
98
Opened
56%
5
5
55
Replied
14%
1
4
14
One version
A/B test
Wait 4 days
business days
Day 18
Step 3 · Email
· day 18
Follow-up 3 — still interested?
from the record owner
Sent
7
1
71
Opened
56%
4
0
40
Replied
13%
9
9
One version
A/B test
Day 21
Step 4 · Task
· day 21
Task for salesperson: reach out to
contact
? + Inbox escalation
Assigned to the record owner
Wait 14 days
business days
Day 35
Step 5 · Email
· day 35
Follow-up 4 — timing check
from the record owner
Sent
4
4
44
Opened
45%
2
0
20
Replied
9%
4
4
One version
A/B test
Wait 30 days
business days
Day 65
Step 6 · Email
· day 65
Follow-up 5 — budget cycle
from the record owner
One version
A/B test
Day 95
Step 7 · Branch
· day 95
No response by day 120 → mark Lost (reason: no response)
Yes → exit or hand off
No → keep going
Exit
Leaves the program when
Client replies or takes any action
Stage changes
Project locked
Do-not-contact
or after the last step
Edit exit rules