By Circlebase · Published
Before you send the proposal
Record the client’s goal, scope, budget discussion and decision process on the opportunity. Link the people involved and identify who will approve the work. Confirm the next conversation date before sending the document. A proposal with no owner or next action is easy to forget even when the document itself is excellent.
Use a follow-up that resolves one uncertainty
Example: “You mentioned launch timing was the main concern. Does the phased option in the proposal fit, or should we revise the scope?” Use the actual client concern. Log the reply, update the stage and give the next action to one person. Keep a new project brief or renewal as a separate opportunity so its value and status do not overwrite the original sale.
Hand off the sale and end the sales reminders
When the decision is made, record won or lost and the reason. End remaining automated follow-ups, then move delivery work into your project system. Circlebase is the relationship and sales record in this workflow, not a replacement for project planning or invoicing. Review open proposals weekly: check for an owner, a dated next step and a reason the opportunity is still active.