PROPOSAL FOLLOW-UP
Automate the memory. Keep the conversation human.
A simple, reusable operating tool for teams that want clearer handoffs and less status chasing.
Use this on one real workflow
The Checklist
- Day 0 — Send proposal + confirm receipt/next decision point
- Day 2 — Short check for questions or missing stakeholders
- Day 5 — Value/decision follow-up tied to stated priority
- Day 10 — Direct status check; confirm timeline or blocker
- Day 15 — Reframe next step or move to nurture with reason
- Every touch — record outcome + next dated action
Design notes
Keep It Honest
- Cadence should adapt to deal size, urgency, and buyer preference.
- A completed activity is not the same as a future next action.
- Stop automated sequences when a human conversation changes the plan.
How to use it
Do not complete this from memory in a conference room. Pull up one active or recently completed record and test the checklist against what actually happened. Any item that repeatedly needs a text, a side spreadsheet, or an owner stepping in is a candidate for workflow redesign.
Check your inbox.
The Proposal Follow-Up Cadence is downloading now, and a copy is on its way to your email. If it didn't start, download it here.
Book a Free Workflow Assessment →Keep going
Related Tools & Proof
Free diagnostics
Score your workflow
Ten-question scorecards that show the two areas to fix first.
Open →
Case studiesSee the method applied
Before/after operating results from comparable redesigns.
Read →
More resourcesThe full toolkit
Every free playbook and checklist in one place.
Browse →
Free assessmentGet a real answer
A 30-minute look at how your work actually moves. No pitch.
Book →