Proposal Follow-Up Email Template & Workflow for Outlook
An example workflow to follow up after sending a trip proposal. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the proposal follow-up email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
To
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Cc
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Bcc
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Subject
Following Up on Your Destination Proposal
Hi ClientFirstName,
I wanted to follow up on the Destination proposal I sent over on ProposalSentDate.
If you've had a chance to review it, I'd be happy to answer questions or make any adjustments. If you're ready, we can also NextStep.
Just let me know what you'd prefer.
Thanks,
me::first_name
Workflow context
When to use this workflow
Use this workflow after sending a trip proposal when the advisor wants to check whether the client has reviewed it and offer a clear next step.
What this replaces
This replaces manual proposal follow-ups, inconsistent timing language, and retyping destination, proposal date, and next-step options.
Why teams standardize this email
Proposal follow-up keeps planning moving without making the client feel pressured. A workflow helps advisors use clear, polite language and still personalize the draft.
What Toggles adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- Inserts the travel proposal follow-up email in Outlook
- Prompts for client name, destination, proposal sent date, next step, and advisor name
- Adds a destination-specific follow-up subject line
- Supports selectable next-step language
- Keeps the draft editable before sending
FAQ
Does Toggles track whether the proposal was opened?
No. Toggles prepares the follow-up email. Proposal tracking would happen in your existing tools if used.
Can the next step be customized?
Yes. The workflow includes next-step options and the draft can be edited.
Is this a campaign automation?
No. The advisor starts and sends the Outlook draft manually.