Follow up on bids

#Turn it on (admins)

1. Switch to Agent mode and open Skills & Plugins > Plugins.
2. Make sure Bid Follow-ups is on, with Background on for scheduled drafts.
3. Set the Cadence, the number of days between follow-ups on a bid. The default is 21.
4. Optional: turn on the Weekly Follow-Up Opportunities Report in Admin > Settings > Reports so the team gets a Friday email with an Approve draft emails button.

#Approve drafts

1. Open My Hub and look at Pending Follow-Ups, or click Approve draft emails in the weekly email.
2. Click a draft. Fix anything you want. Edits save as you type.
3. Click Approve & send. With several drafts, Approve all sends them in a row.

#Draft one now

On the bid's Messages tab, click New Message, then Generate follow-up with AI. Or right-click the bid and choose Generate follow-up.

#When the client answers

• Won or lost: set Award on the bid. Lost bids close, and their unsent drafts are removed.
• They want a new number: set the bid to Needs Revision, revise the proposal and submit again.

#Tips

• Drafts learn from your sent follow-ups that got replies, so a good first few make the rest better.
• Want a different tone? Edit the drafts you approve. The drafter picks up your wording over time.

#Related

• Follow-ups and declines
• Set up weekly reports