Give every follow-up a clearer starting point.

Prepare for the next conversation

Review the customer, the proposal, and the activity around it before reaching out. A viewed quote is a reason to ask a useful question, not proof of a committed buyer.

Make the proposal easier to discuss

Share a branded quote with clear scope and terms. On supported plans, add a presentation, use comments to address questions, and let customers sign electronically.

Bring the right people into the decision

For a proposal that needs a manager’s review, use the roles and approval tools supported by your plan. Keep review and customer communication connected to the work.

Keep visibility after the handoff

Use shared customer records and team activity to see how work progresses. When the scope is agreed, create the invoice and keep the next person informed.

A follow-up worth responding to

A buyer has received a quote for an office refurbishment. Before contacting them, check the quote, recent activity, and any questions already raised. Then ask a specific question about scope, timing, or the decision process.

Email opens and link activity are useful context. Mail privacy features and automated scanners can affect these signals.

Make the weekly review useful

Use the shared activity view to understand what the team has sent and what still needs attention. On Pro and Scale, use performance and revenue analytics alongside the leaderboard to discuss results. Keep the conversation connected to the actual customer work.

• Review open customer questions and agree who will respond.
• Check proposals waiting for review or acceptance.
• Confirm that accepted work has the right invoice and payment instructions.
• Discuss team results alongside the context behind them.

Common questions