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Sonny Morgan
sonny@thethink.co.uk
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Following up a proposal
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Edit: Following up a proposal
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**Draft: change this to match how you actually run it.** - The deal page shows when the proposal was opened and how many times. - If it's been opened several times but there's no reply, a short, helpful nudge works better than "just checking in". - The **Proposal follow-up** sequence stops by itself when they reply, accept or decline. - If they decline, record the reason, then do the quick win/loss review on the deal.
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Enquiry in
Discovery form sent
Discovery completed
Proposal sent
First Impressions Call booked
Awaiting decision
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