Term
Proposal Follow-up
Definition
Proposal Follow-up is the act of contacting a potential client after you've sent them a business proposal. It encourages the client to make a decision, helping to progress or conclude a deal.
Where you’ll find it
This feature is common across various interactions in sales and business development. It is typically carried out through emails, phone calls, or meetings.
Common use cases
- After sending a proposal: To gauge the client's interest or concerns and address them promptly.
- To keep the deal moving: Ensuring that your proposal doesn't get lost in the client's busy inbox.
- To clarify details: When a proposal is complex, a follow-up can help explain elements that might not be clear.
Things to watch out for
- Timing: Contacting too soon might seem pushy; waiting too long could cause the client’s interest to fade.
- Tone and approach: The follow-up should be professional and courteous, regardless of the method used.
- Client’s feedback handling: Be prepared to address potential objections or modifications from the client.
Related terms
- Client Engagement
- Sales Pipeline
- Customer Relationship Management (CRM)
- Decision Making Process
- Email Automation Tools