Proposal Follow-Up
An example workflow to follow up after sending a trip proposal.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Follow up after sending a trip proposal and move the client toward a decision.
- Proposal follow-up
- Quote review reminder
- Vacation planning follow-up
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
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 handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- 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.
Part of a starter pack
Explore the Travel Starter Pack
Give travel advisors and operations teams a connected set of Outlook workflows for inquiries, planning, proposals, payments, trip documents, updates, and post-trip follow-up.
Email workflow audit
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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)
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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.