Copy-ready templates with timing rules so you follow up consistently without sounding pushy.
Hi {firstName},
Thanks for reaching out about {proposalName}.
I can help with that. Quick question: what's your timeline?
If it makes sense, I can send over some options by tomorrow.
{yourName}
{yourCompany}Hi {firstName},
I sent over some info about {proposalName} a few days ago.
Not sure if it got buried or if timing changed.
Worth a follow-up, or should I close this out for now?
{yourName}Hi {firstName},
I haven't heard back, so I'm assuming this isn't a priority right now.
I'm going to close this out on my end.
If things change, just reply to this thread and we can pick it back up.
{yourName}Hi {firstName},
Just checking you received the quote I sent over yesterday.
Any questions, or does it look straightforward?
Happy to walk through it if helpful.
{yourName}Hi {firstName},
I know things get busy — just wanted to check where you're at with the {proposalName} quote.
If you need a revised version or want to adjust scope, let me know.
Otherwise, happy to answer any questions.
{yourName}Hi {firstName},
I haven't heard back on the {proposalName} quote, so I'm assuming it's not moving forward right now.
I'll close it out on my end to keep things clean.
If you want to revisit it later, just reply to this thread.
{yourName}Hi {firstName},
Thanks for the call.
Here's what we discussed:
- {nextStep}
I'll {nextStep} by {dueDate}.
Let me know if I missed anything.
{yourName}Hi {firstName},
We talked about {proposalName} last week and you were going to think it over.
Any updates on your end?
Happy to answer more questions if that helps move things forward.
{yourName}Hi {firstName},
Quick heads-up: your {proposalName} renews on {dueDate}.
If you want to make any changes (add users, adjust scope, etc.), let me know by {dueDate}.
Otherwise, we'll auto-renew at the current rate.
{yourName}Hi {firstName},
I noticed you've been using {proposalName} more lately.
If you're bumping into limits or adding more people, it might be worth upgrading to {nextStep}.
No pressure — just wanted to put it on your radar.
Let me know if you want to chat about it.
{yourName}Hi {firstName},
I noticed invoice #{amount} was due on {dueDate} and I haven't seen payment come through yet.
It might've slipped through the cracks — no problem.
Can you let me know when I should expect it?
{yourName}Hi {firstName},
Invoice #{amount} is now {dueDate} days overdue.
I need to get this cleared up this week.
Can you confirm payment is being processed, or let me know if there's an issue I should be aware of?
{yourName}