Proposals & Sales Consulting

Proposal Follow-up Sequence

What this agent does

After a proposal is sent, this solution automatically sends a series of follow-up messages at appropriate intervals, checking in on the client's review progress, offering to answer questions, and keeping the conversation active until the client makes a decision or explicitly withdraws. It ensures no proposal is simply forgotten.

The problem it solves is that consultants often send a proposal and then fail to follow up consistently, either because they are busy with delivery work or because follow-up feels pushy, yet most deals require multiple touches after the proposal goes out before a decision is made. Systematic, professional follow-up doubles the close rate on proposals without requiring manual discipline from the consultant.

How it works

From trigger to result, here is the flow at a glance.

1Trigger

Proposal Sent

Your proposal goes out to the client

2AI Process

AI Times

AI decides the right intervals to check in

3Action

Follow-ups Sent

System nudges until a decision is made

4Result

Higher Close

Persistent follow-up doubles your close rate

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