Salesforce Quote and Proposal Follow-Up Sequence
Plan follow-up after a proposal.
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Plan the follow-up after a quote or proposal is sent, for use with Salesforce. The product or service and typical deal size: [OFFER_AND_SIZE]. The buying process and who decides: [BUYING_PROCESS]. Typical objections: [OBJECTIONS]. Sales cycle length: [CYCLE_LENGTH]. Design a three-week sequence as a table with step, day, channel and purpose: day 0 a message confirming receipt and offering a walkthrough; day 3 a call to answer questions; day 7 a message with something useful (a case, a reference or a clarification); day 10 a check on the decision timeline; day 21 a respectful close-out. Write the email or call notes for each in under 100 words using only facts I supply. Write replies to common objections (price, timing, a competitor) that explain value without pressure, and a lost-deal message that keeps the door open and asks one question about why. Specify what to log in Salesforce after each touch (activity, next step, date, objection) and the tasks to create [VERIFY]. Stopping rules: a clear no, a reply, or a meeting booked. Measure proposals leading to a decision within 21 days divided by proposals sent.
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