Following up a proposal

What to do while a proposal is waiting for a decision.
Edit

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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