Create beginner Works with: Any AI

Proposal Follow-Up Cadence

Table output Has example

Follow up without being pushy.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Plan a follow-up cadence after sending a proposal. Typical sales cycle and decision makers: [SALES_CYCLE]. Proposal value: [VALUE]. How the proposal was delivered: [DELIVERY].

Create a schedule of five touchpoints over four weeks with the purpose and content of each: confirm receipt, offer to answer questions, share relevant evidence, address concerns, and a closing message. Draft each message under 90 words. Include an exit rule and a way to record outcomes. Provide a checklist for reviewing the proposal before following up, and advice on not pressuring or misrepresenting urgency. Mark any contract timing rules as items to verify [VERIFY].

Also add a template for a final message that closes the file politely and leaves the door open, and a note on keeping notes of every decision maker's concerns.

Keep claims truthful and verifiable, avoid guarantees about results, and flag advertising, pricing and consumer-protection points [VERIFY] for [JURISDICTION] before anything is published.

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Cadence (invented, proposal sent Monday)
Day 2: confirm receipt: 'Hi Dana, did the proposal arrive? Happy to answer questions.'
Day 7: offer help: 'I added a one-page summary for your team; would a 15-minute walk-through help?'
Day 14: share evidence: a short case study with the client's permission.
Day 21: address concerns: 'Is there anything that would make this easier to approve?'
Day 28: close the loop: 'I will assume timing has changed; I will check back in the autumn unless you prefer otherwise.'
Log outcome and reasons for lost proposals.

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