--- title: Pro Forma Nurture Workflow description: Automate a nurturing workflow to follow up and reach out to anyone who has been sent a Pro Forma --- [Skip to content](https://help.vintory.com/pro-forma-nurture-workflow#main-content) English Show submenu for translations ![vintory Logo_web_res.png\]](https://help.vintory.com/hs-fs/hubfs/vintory%20Logo_web_res.png?height=40&name=vintory%20Logo_web_res.png) - [Submit a Support Ticket](https://www.vintory.com/support/) Open main navigation Close main navigation - [Submit a Support Ticket](https://www.vintory.com/support/) - English Show submenu for translations - [Go to vintory.com](https://vintory.com/) [Go to vintory.com](https://vintory.com/?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.vintory.com/?hsLang=en) 2. [Sales Tools](https://help.vintory.com/sales-tools?hsLang=en) 3. [Pro Formas](https://help.vintory.com/sales-tools?hsLang=en#pro-formas) # Pro Forma Nurture Workflow ## Automate a nurturing workflow to follow up and reach out to anyone who has been sent a Pro Forma Updated: July 17, 2025 ### **Creating a Pro Forma Nurture Workflow:** 1. **Create a New Stage in Sales Pipeline:** - Open **Opportunities** from the navigation menu - Find the **Pipelines** tab at the top - Select the pencil icon next to Sales Pipeline to add and edit stages. - **Add stage** with title *Pro Forma Nurture* - Using the arrows to the left of the title customize the placement of the new stage as desired within the Sales Pipeline. - Select **Save** at the bottom ![](https://help.vintory.com/hs-fs/hubfs/image-png-Apr-09-2024-09-46-02-6769-PM.png?width=419&height=540&name=image-png-Apr-09-2024-09-46-02-6769-PM.png) 2. **Workflow Setup:** 1. Open **Automation** from the navigation menu 2. Select **+Create Workflow** in the top right hand corner ![](https://help.vintory.com/hs-fs/hubfs/image-png-Apr-09-2024-09-47-43-9433-PM.png?width=528&height=218&name=image-png-Apr-09-2024-09-47-43-9433-PM.png) 3. Choose *"Start from Scratch" *and click **Continue ** 4. This will open a new blank workflow to customize. 5. Edit the title at the top **Pro Forma Nurture** 6. Add a trigger for **Pipeline Stage Change** in the sales pipeline and stage Pro Forma Nurture ![](https://help.vintory.com/hs-fs/hubfs/image-png-Apr-09-2024-09-51-11-4949-PM.png?width=473&height=260&name=image-png-Apr-09-2024-09-51-11-4949-PM.png) 3. **Workflow Steps:** a. **Wait for Initial Reply:** - Action: Wait for 7 days - Once a Pro Forma has been emailed move their Opportunity Card into the Pro Forma Nurture Stage. Here the system will wait 7 days for a reply before sending a follow up email. b.  **Send Follow-up Email:** - Action: Send Email - Content: - Subject: Follow-up on Pro Forma Sent - Body:  Hi , I hope this email finds you well. I wanted to follow up on the pro forma we sent recently. Have you had a chance to review it? Do you have any questions or need further clarification on any points? If you're interested, let's schedule a time to discuss it together. Looking forward to hearing from you soon. Best regards, - After 7 days if the contact does not reply the above follow up email will automatically send from the assigned user.  c. **Wait for Follow Up Reply:** - Action: Wait for 7 days - Once the follow up email has been sent, the system will wait 7 days for a reply. d. **Move Contact to Long Term Nurture Stage:** 1. - Action: Task  - Action Name - Move Contact to Stage - Title - Move to Long Term Nurture - Description - Move to Long Term Nurture - no reply from pro forma email - Assign to - Contact's Assigned User - Due in - 1 day ![](https://help.vintory.com/hs-fs/hubfs/image-png-Apr-09-2024-10-01-50-9201-PM.png?width=458&height=444&name=image-png-Apr-09-2024-10-01-50-9201-PM.png) 1. - After 7 days if the contact does not reply the system will generate a task for the assigned user to move the lead into the Long Term Nurture Stage.  ![](https://help.vintory.com/hs-fs/hubfs/image-png-Apr-09-2024-10-04-17-5202-PM.png?width=688&height=879&name=image-png-Apr-09-2024-10-04-17-5202-PM.png) **Additional Configuration:** - - Ensure "Stop on Response" is turned on in settings to un-enroll the contact once they have replied to the emails sent. - Customize the workflow further based on specific needs and preferences. 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