Consulting Proposal Tracker with Follow-Up Dates
Consulting Proposal Tracker is a tracker that shows every sent proposal, its expiry date and your win rate. It replaces the spreadsheet where a solo consultant notes who has answered. Clients price a package on a public page, and each proposal moves from Sent to Signed with a follow-up date. Clone it free and start with sample data.
Consulting Proposal Tracker with Follow-Up Dates is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 4 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Nudge and Nudge Desk. Its automations include Lost proposal reason reminder, Weekday morning digest and Sent proposal creates follow-ups.
by @taskade
What you can do with Consulting Proposal Tracker with Follow-Up Dates
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Consulting Proposal Tracker with Follow-Up Dates works
- Lost proposal reason reminder: when Stage is set to Lost, then Email the lost reason reminder.
- Weekday morning digest: when Every weekday at 8 AM, then Find follow-ups due today and Find proposals expiring within 5 days.
- Sent proposal creates follow-ups: when Stage is set to Sent, then Draft the first follow-up and Comment the draft on the proposal.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Nudge, Nudge Desk
- Automations: Lost proposal reason reminder, Weekday morning digest, Sent proposal creates follow-ups
- Workspace: 4 projects, 2 AI agents, 3 automations