Free Email Template: Automated Proposal Reminder & Next Steps...

This is a great way to make your client aware that you have send over the contract for signature and answer any questions they may have about next steps. It’s better to tell them all-at-one than delay the contract signing with logistics questions.

Please copy and modify to suit your processes.

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Subject: Security Proposal Reminder & Next Steps... for: [Customer Name]

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Hi [Client Name],

I just emailed you the proposal via [DocuSign, Adobe, etc].

If everything looks good, please sign it and send it back to me at your earliest convenience.

After that, our process is as follows:

• Our Accounting Manager will send you an invoice for the deposit.

• Once the deposit is processed a Project Manager will be assigned to your project.

• You Project Manager will schedule a site walk for us to come on-site to design your system.

• We will send the design to you for approval.

• Once approved, we will order all materials.

• Once all of the materials are received the Project Manager assigned to your project will reach out to you and schedule the install.

Please let me know if we need to make any changes or if you have any questions.

Kind regards,

[Your Name Signature]