Contract Sent: Automated Follow-Up Cadence

When a proposal or contract is sent to a prospect, automatically start a time-based follow-up sequence and alert the rep and manager if there's no response after the final touch. Prevents contracts from going dark while reps wait and hope.

Trigger: Contract or proposal document shared with external contact (via DocuSign, SharePoint, or CRM stage change)

Steps:

1. Trigger on contract send event or CRM stage change to "Proposal Sent"
2. Log contract send date on opportunity record
3. Day 2: Send AI-drafted follow-up email (confirm receipt, offer to walk through together)
4. Day 5: Send second follow-up (reference value, low-friction CTA)
5. Day 8: If no response, post "contract at risk" alert to rep and manager in Slack/Teams
6. Update opportunity estimated close date to current date + 10 business days

Risk alert format: " Contract At Risk: [Account] — Sent [date], no response after 3 touches. Rep: [Name]. Recommended: Call today."

Tools: Zapier or Power Automate, Claude API, DocuSign or HubSpot, Slack or Teams