Agencies & Consulting Firms · Scheduling & Follow-ups
Proposal Follow-up Sequences
Most agency proposals do not die because of a hard no. They die because nobody follows up consistently after the initial send. This automation sends staged follow-ups, surfaces unanswered questions, and prompts the sales owner to step in when a warm deal starts to stall.
How It Works
Detect proposal delivery
When a proposal is sent or viewed, the follow-up sequence is started automatically from the CRM.
Send timed follow-ups
Personalized reminders go out after a few days with the proposal link, summary points, and an easy reply prompt.
Track engagement
If the proposal is reopened or a prospect replies, the sequence pauses and the owner is notified to continue the conversation directly.
Escalate stale deals
If there is still no response after the final touchpoint, the system flags the opportunity for manual outreach or closure.
Tools & Platforms
Key Benefits
Prevents proposals from being forgotten after send Improves consistency across sales follow-up Keeps active opportunities visible in the pipeline Saves founders and account leads from manual reminder work
In Practice
A branding studio sends a $12,000 proposal to a regional restaurant group. The automation follows up on day 3 and day 7, notices the deck was reopened twice, and pings the founder to call while the prospect is still actively reviewing the scope.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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