Coaching and consulting
Proposal follow-up
Three touches, then stop. Most proposals die of silence on our side.
CRMTasksCalendarDocsNotesBudgetReportsAutomationsBookingsAI Notetaker
TrustScore 4.4 out of 511 reviews on Trustpilot
The steps
Three days after sending, message them asking whether anything in it needs changing.
A week after that, send one useful thing with no ask attached.
A week after that, ask directly whether to close the file or keep it open.
Whatever they answer, move the deal to the matching stage and note why.
These are instructions for the assistant, carried out one at a time against your real records. Each one still goes through the same checks as if you had asked for it yourself.
Install it in your account
Once you have an account, ask for "Proposal follow-up" and it is added as your own recipe. From then on it runs on your records, not on an example.
- It becomes yours: rename it, edit any step, delete it.
- Anything that sends or deletes still asks you first.
- Works from the app, WhatsApp or Slack, in your own language.
More Coaching and consulting playbooks
Discovery call booked
From the booking to the call, so you show up prepared.
After a discovery call
The 24 hours that decide whether the proposal lands.
New client onboarding
Run it the day they sign, so week one feels organised.
Session prep and follow-up
Around every session. This is what clients mean when they say you are on it.
Mid-engagement check
Halfway through a package, before it is too late to fix anything.
Renewal conversation
Start it two sessions before the package ends, never on the last one.