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.