7) Proposal Sent → Reminders → Stakeholder Nudge
After 48h, if not viewed/signed: send gentle reminder, slack AE; optional VP nudge via Clay.
Trigger
PandaDoc/DocuSign → Document Sent
Step-by-Step
- Sleep 48h → Check status.
- If not viewed/signed → Resend reminder + Slack AE.
- Optional: Find VP via Clay and CC on nudge.
Templates
Email Subject: Quick nudge on the proposal
Email Body: Sharing in case it got buried. Happy to walk through the plan live.
Implementation Support
Want us to wire this into your stack and tune it for conversion? We’ll implement and document it end to end.