Proposal Follow-Up
Most proposals die in silence. The rep sends it, waits a week, fires a "just bumping this up" nudge, then writes the deal off. The information needed to do better has been sitting in document analytics the whole time.
The problem
Once the proposal goes out, the AE is flying blind. They don't know if the champion forwarded it to procurement, if the CFO ever opened it, or if the prospect read past page three. The follow-up cadence is generic because there's nothing in the AE's hand to make it specific.
How DataChi runs it
DataCHI tracks the proposal at the recipient level. Who opened it, what they read, how long they spent per section, who got forwarded a copy. When activity goes quiet, the follow-up is keyed to whichever section pulled the most attention. Stalled proposals with strong early engagement escalate to a manager or exec touch automatically.
What's included
- Per-recipient open and read tracking
- Section-level engagement analytics
- Follow-up drafts keyed to the strongest engagement signal
- Stakeholder discovery from forwards and unexpected opens
- Escalation triggers for stalled deals with real engagement underneath
- Activity write-back to Salesforce or HubSpot
Who it's for
AEs, sales managers, and RevOps at companies running proposal-driven cycles above $25K ACV.
Outcomes
- Higher proposal-to-close on deals that would otherwise stall in procurement
- Earlier signal on a deal sliding — usually a stakeholder you didn't know existed
- AE chase time redirected to the deals worth saving
Ready to run Proposal Follow-Up with DataChi?
See the playbook in action with your data, your stack, and your team.
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