Budget and timeline check-in
Account executives
Send this when a deal was tied to a quarter and the quarter is getting late. You are asking if the money and the timing survived. Do not attach a new proposal to find out.
Subject. Still in the plan this quarter?
Hi — when we last spoke, this was a this-quarter conversation. Quarters move, and I do not want to keep working a budget that already closed.
If it slipped, tell me which quarter to come back. If it was cut, I will stop.
Is this still in the plan for this quarter?
- Yes, it is
- Next quarter
- It was cut
In Gmail these are buttons. The recipient clicks one. The answer comes back to the thread. They do not install anything.
Before you send. Name the quarter. If they told you a month, use the month. “This quarter” is meaningless in the first week of a new one.
Why this gets more replies
Deals do not always die. They get moved, and the seller is the last to hear because saying “it slipped” feels like delivering bad news. A button for next quarter makes the slip an instruction. A button for cut stops the forecast from lying.
FAQ
What do I log if they click Next quarter?
Move the date. Do not leave it in this quarter's forecast because the click was friendly. Friendly and this-quarter are different facts.
Is this the same as asking if it is a priority?
Close. Priority is a feeling. This question is about a plan and a budget. Use it when money and a quarter were part of the conversation.
Free for 50 sends a month. The other person does not install anything.