Trigger: Proposal or contract shared with external contact, OR opportunity stage changes to Proposal/Price Quote in CRM.
What this automates: The most common deal-killing failure mode — forgetting to follow up after sending a proposal. The workflow runs a consistent 3-touch cadence automatically and escalates to a risk alert if the deal goes cold.
- Proposal send event detected
- Day 2 follow-up email drafted and sent referencing the top stated concern from CRM deal notes
- Day 5 follow-up with increased urgency
- Day 8 final follow-up; at-risk alert fires immediately if no confirmed reply
- Contract at risk alert sent to rep and manager via Teams with deal value and recommended action
- CRM opportunity note added: "Follow-up sequence complete — awaiting response"
