Proposal Follow Up Agent
Follow up on every open proposal before it goes cold.
The agent checks your CRM for proposals and quotes with no reply, drafts the follow up, and can send it for you.
Works with the tools your team already uses
commonskuWhere it starts
Never let a quote sit quiet
- 01
A quiet proposal in the CRM
When a proposal has gone days without a reply, the agent flags it and drafts the follow up.
- 02
A plain language Slack message
Ask it to chase a specific quote in Slack or any channel, and the follow up gets drafted.
- 03
A regular sweep
The agent reviews all open proposals on a schedule and queues follow ups for the ones going stale.
The impact
Follow up on all open proposals in seconds.
The workflow
How it works
How does the Proposal Follow Up Agent help sales teams keep open quotes moving? It finds quiet proposals, drafts the next touch with context, and logs the follow-up so no opportunity goes cold.
- 01
Checks the CRM
Finds proposals and quotes that were sent but never got a reply.
- 02
Drafts the follow up
Writes a note that references the original proposal and keeps the conversation warm.
- 03
Sends or waits for review
Sends the follow up for you, or holds it for a rep to approve first.
- 04
Logs it back
Records the touch in the CRM so the team always knows where things stand.
Key takeaways
Agent capabilities
Recovers quiet opportunities: Finds proposals that need a nudge before they disappear from the pipeline.
Keeps follow-up personal: References the original quote and customer context instead of sending a generic reminder.
Improves CRM hygiene: Logs the touch and next step so the pipeline reflects what actually happened.
See it on your workflow
See the Proposal Follow Up Agent on your pipeline.
Book a short demo and we'll show it chasing a real open quote.