You sent the proposal. Now what? Most people either follow up too soon (annoying) or too late (forgotten). The sweet spot is somewhere in between, and proposal tracking data can tell you exactly where.
When you can see exactly when and how clients interact with your proposal, patterns emerge:
The best time to follow up is 2-4 hours after the client's second view. Here's why:
A well-timed message like "I noticed you had a chance to review the proposal — happy to walk through any questions" feels helpful, not pushy.
Propsly tracks time spent on each section of your proposal. This tells you:
Sometimes proposals go cold. A client viewed it once, then nothing for a week. This is where smart tracking pays off.
Set up notifications for "re-views" — when a cold prospect suddenly opens your proposal again. This often means:
This is your moment. Follow up within the hour.
A word of caution: never reveal exactly what you know. "I see you spent 4 minutes on the pricing page" is unsettling. "I wanted to check if you had any questions about pricing or scope" is professional.
Use tracking data to inform your approach, not to script your conversation.