Quick Client Follow-Up
An example workflow to follow up with a client with light personalization
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Reach out to a client to maintain communication and ensure satisfaction.
- General client check-in
- Project follow-up
- Relationship maintenance
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Quick follow up on topic
Hi client_first_name,
I wanted to check in on topic and see if you had a chance to review my last email.
If now's not the right time, feel free to let me know — happy to reconnect later.
Otherwise, I'd love to hear your thoughts.
Thanks,
me::first_name
Workflow context
When to use this workflow
Use this workflow when a client has not responded and the sender needs a short, polite follow-up about a specific topic.
What this replaces
This replaces rewriting simple follow-up emails, manually changing subject lines, and sending inconsistent reminders across client-facing teams.
Why teams standardize this email
Follow-ups should be timely, concise, and respectful. A workflow gives teams a consistent starting point while preserving room to personalize the message before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the quick client follow-up email in Outlook
- Prompts for client name, follow-up topic, and sender name
- Adds a topic-specific subject line
- Can include a configured next-steps attachment
- Keeps the draft editable before sending
FAQ
Is this for mass follow-up campaigns?
No. Toggles prepares user-initiated Outlook drafts, not bulk email campaigns.
Can the sender personalize the follow-up?
Yes. The draft remains editable before sending.
Can this include a next-steps document?
Yes. This workflow can include the configured next-steps attachment.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
Email workflow audit
Make sure this is the right workflow to standardize first
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.