proposal_expiry_reminder_email
Sends a reminder email when a proposal is nearing or past its expiry date, with options for a gentle nudge, firm deadline, or extension offer to re-engage the prospect.
Instructions
Write the follow-up email sent when a submitted proposal is approaching — or has reached — its expiry date. Its job: create urgency without pressure, surface any blockers holding up the decision, and keep the door open. Distinct from client_followup (general chasing of a sent proposal with no deadline angle), bid_lost_follow_up (for when you've already lost), and post_discovery_follow_up_email (sent right after a call, before the proposal is written). Three routes: gentle_nudge (default — soft check-in asking if they have questions before the deadline, no hard pressure), firm_deadline (clear statement of expiry, direct ask for a decision — use when the deadline is tomorrow or already passed), extend_offer (proactively offer to extend the deadline if they need more time — use when you'd genuinely rather wait than lose the deal). Required: client_name (prospect's first name), proposal_topic (what the proposal covers — e.g. 'brand identity project', 'Q3 development retainer', 'website redesign'). Optional: expiry_date (when the proposal expires or expired — e.g. 'Friday', 'June 27', 'yesterday'; if omitted, the email references 'the proposal' generically), proposal_value (total value or rate — e.g. '$8,500', '$4,200/mo'; if provided, re-anchors the investment in the reader's mind), route, your_name. Does not count against your monthly draft limit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | The prospect's first name | |
| proposal_topic | Yes | What the proposal covers — e.g. 'brand identity project', 'Q3 development retainer', 'website redesign'. Used to personalise the subject and body. | |
| expiry_date | No | Optional: when the proposal expires or expired — e.g. 'Friday', 'June 27', 'yesterday'. If omitted, the email references the proposal generically without a hard date. | |
| proposal_value | No | Optional: the total value or rate in the proposal — e.g. '$8,500', '$4,200/mo'. If provided, re-anchors the investment in the prospect's mind. | |
| route | No | gentle_nudge: soft check-in asking if they have questions before the deadline — default for most situations. firm_deadline: clear statement of expiry, direct ask for a decision — use when the deadline is tomorrow or already passed. extend_offer: proactively offer to extend if they need more time — use when you'd rather wait than lose the deal. | |
| your_name | No | Optional: your name for the sign-off |