Proposal Tracking

Best Practices for running proposal tracking campaigns

What to do:

• Track opens and follow up smartly.

How to do:

1. 2 hours after sending: Confirm delivery.

2. 24 hours later: Reminder to review.

3. 3–4 days later: Offer to extend validity or discuss.

Why this works:

• Encourages timely decisions.

• Improves close rates.

Best Practices for running proposal tracking campaigns

2 hours after sending

24 hours later

3–4 days later