There are also other intervals from minutes to days to weeks that you can set if needed. Learn more about Integromat's scheduling settings HERE .
Sending follow-ups is a great way to build relationships with potential clients. It also helps you build a good rapport with them because it makes you seem very professional and serious about your craft.
5. Update offers in your CRM
When a customer approves the deal, you can automatically japan email list sync it with your CRM account so you can monitor it directly from there.
You can also use this process with other triggers when there are changes and updates to your specific deal, such as when the customer opens or declines it.
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6. After signing, start sending new tasks to your project management software
When you are notified that a client has signed the proposal, you can now start working on your new projects and efficiently monitor progress via Trello or other project management software.
You can even connect your favorite messaging app, such as Slack and FB Messenger, so you get notified on your phone every time a new task is added.