Follow Up on Elevator Proposal
Automatically track and follow up on elevator installation and modernization proposals with timely reminders, personalized outreach, and instant notifications when prospects engage with your quote.
When
Proposal Sent to Prospect
Then
Scheduled Follow-Up Sequence Initiated
8 hours per week
Time Saved
35% higher win rate
ROI Impact
To automate elevator proposal follow-ups, implement a system that triggers when proposals are sent, schedules personalized reminder sequences at 3, 7, and 14-day intervals, tracks prospect engagement with documents, and alerts sales teams when action is needed. This ensures consistent follow-up without manual tracking.
How This Automation Works
Proposal Sent to Prospect → Scheduled Follow-Up Sequence Initiated
Proposal Delivery Detection
The system monitors your email platform, CRM, or document management system to detect when an elevator proposal is sent to a prospect. It captures key details including prospect information, proposal value, project type, and delivery timestamp.
Follow-Up Schedule Creation
Based on proposal value and project type, the system automatically creates a customized follow-up schedule. High-value modernization projects receive more frequent touchpoints, while standard service contracts follow a moderate cadence.
Engagement Tracking Activation
The system begins monitoring prospect engagement including email opens, proposal document views, link clicks, and time spent reviewing materials. This data informs follow-up timing and messaging personalization.
Automated Reminder Delivery
At scheduled intervals, the system sends personalized follow-up emails to prospects. Messages are tailored based on engagement data, project type, and time elapsed since proposal delivery. Each touchpoint provides value while encouraging response.
Sales Team Notification
When prospects engage with proposals or when high-priority follow-up actions are due, the system alerts sales representatives via email, SMS, or CRM notification with context and suggested talking points.
CRM Status Update
All follow-up activities, prospect responses, and engagement metrics are automatically logged in your CRM, keeping deal records current without manual data entry and providing visibility across the sales team.
Escalation and Handoff
If proposals remain unresponded after the complete follow-up sequence, the system can escalate to management, trigger a final offer campaign, or move the opportunity to a long-term nurture sequence for future re-engagement.
How It Works
In the competitive elevator industry, timely follow-up on proposals can make the difference between winning and losing a contract. This automation system eliminates manual tracking by monitoring proposal status, triggering personalized follow-up sequences based on prospect behavior, and alerting your sales team when engagement occurs. Whether you're selling new elevator installations, modernization projects, or maintenance contracts, this solution ensures no opportunity slips through the cracks. The system integrates with your CRM, email platform, and document management tools to create a seamless follow-up process that nurtures leads from proposal delivery through contract signing. By automating routine touchpoints while maintaining personalization, your sales team can focus on high-value conversations while the system handles scheduling, reminders, and tracking. Perfect for elevator contractors, OEMs, and service providers managing multiple proposals across commercial, residential, and industrial projects.
The Trigger
The automation activates when an elevator proposal is delivered to a prospect, whether sent via email, uploaded to a portal, or marked as delivered in your CRM. It can also trigger when proposals are viewed, downloaded, or when specific time intervals pass without response.
The Action
The system creates a customized follow-up schedule with personalized touchpoints, sends reminder emails to prospects at optimal intervals, notifies sales representatives of required actions, tracks all engagement metrics, and updates the CRM with proposal status changes automatically.
Common Use Cases in Elevator
- A commercial elevator contractor sends 15 modernization proposals monthly and uses automation to ensure each receives 5 touchpoints over 21 days, increasing their win rate from 18% to 27%
- A residential elevator company automatically follows up on aging proposals with updated financing options, recovering 30% of deals that initially went cold
- An elevator service provider uses automated tracking to manage 50+ active proposals simultaneously, ensuring sales reps focus on hot leads while the system nurtures lukewarm prospects
- A modernization specialist triggers immediate alerts when prospects view proposal documents, enabling sales teams to call within minutes while interest is highest
- An elevator OEM uses engagement data to identify which proposal sections prospects review most, refining their sales approach and addressing objections proactively
Results You Can Expect
Accelerated Sales Cycle
Consistent, timely follow-up keeps deals moving forward and prevents prospects from going cold. Automated reminders ensure no opportunity stalls due to delayed outreach.
Increased Win Rates
Studies show 80% of sales require 5+ follow-up attempts, but most salespeople stop after 2. Automated persistence combined with smart timing dramatically improves conversion rates.
Improved Sales Productivity
Eliminate manual proposal tracking, reminder setting, and status checking. Sales representatives focus on conversations and negotiations rather than administrative tasks.
Enhanced Customer Experience
Prospects receive timely, relevant communication that respects their decision-making process. Personalized touchpoints demonstrate professionalism and commitment to customer success.
Better Pipeline Visibility
Complete visibility into proposal status, engagement levels, and follow-up completion rates enables accurate forecasting and data-driven sales management decisions.
Reduced Lost Opportunities
Systematic follow-up ensures every prospect receives appropriate attention. Even lost deals are properly tracked for future re-engagement when timing is better.
Frequently Asked Questions About This Automation
Best practice is to follow up within 24 hours of sending the proposal, then at 3-day, 7-day, and 14-day intervals. For high-value projects over $100,000, include a phone call at the 3-day mark. Automated systems ensure these touchpoints happen consistently without manual tracking.
Set Up Proposal Follow-Up Automation in Minutes
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