Sales and new business · Live demo
Proposal follow-up calls
Calls prospects a few days after a proposal goes out, hears their concerns and books the next conversation.
Talk to Noor at Kitefin Creative
Kitefin Creative is made up. Noor is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
Want one like this for your business? Book a call with Sam
The problem
B2B proposals take days to write and then sit with a buying committee. Following up feels pushy, so it does not happen, and good deals go quiet.
How it works
- Reads sent proposals and their status from the CRM
- Calls each prospect a few days after the proposal goes out, then follows up by email
- Asks how the proposal landed and notes any concerns, like budget or timing
- Never changes prices or scope, and books a call with the proposal owner instead
- Updates the deal in the CRM with the outcome
What it connects to
- AgentHi Omar, it's Noor from Kitefin Creative. Rania sent over the website proposal for Falconridge Engineering Services last Tuesday. Have you had a chance to look through it?
- ClientI have. Honestly, it's above what we budgeted for this year.
- AgentThanks for being straight with me. I can't change the pricing myself, but Rania can walk you through a phased option that starts with the service pages. Would a call on Wednesday at 10am work?
- ClientYes. I'll bring our finance manager.
- AgentBooked for Wednesday at 10am with Rania. I'll email you the invite to forward, and I've noted your budget so she comes prepared.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Client status inbox
Replies to "where are we at?" emails from the project tracker, and routes new requests to the account director.
New business discovery chat
Runs the studio's discovery questions on the website, explains how projects work and books a call with the creative director.
Inbound lead qualifier
Talks to every website and phone enquiry, asks the agency's qualifying questions and books the good fits with the managing director.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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