Proposal Follow Up Email
Ready-to-use template built for accountants and bookkeepers — just download and go
Use this text to create the template in your Engager account: create a new message template under Settings > Communication > Message templates and paste in the text below (see How to add email templates). Put the subject line in the template’s E-mail subject: field and the rest in the body. [Contact First Name] is a placeholder, so it fills in automatically for each client. [date] isn’t a placeholder, so type in the date you sent the proposal by hand.
Subject: Just checking in on the proposal I sent across
Hi [Contact First Name],
I hope you’re doing well. I just wanted to follow up on the proposal I sent over on [date]. I haven’t seen a response yet, so I wanted to make sure it landed safely in your inbox and see if you’ve had the chance to review it.
If you’ve already made a decision, I’d really appreciate a quick update, and if you’re still considering it, I’m more than happy to answer any questions or talk through any parts that might need clarification or tweaking.
Let me know what works best for you. Happy to jump on a quick call if that’s easier.
Best regards,