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When it comes to closing business deals, sending a well-crafted proposal is just the first step. The real challenge lies in what comes next—effectively following up on proposals. Whether you’re a sales professional, freelancer, or business owner, mastering the art of following up on proposals can significantly impact your conversion rates and email deliverability.
So, how to follow up on a proposal? This guide will explore strategies on how to follow up on a proposal, best practices, and examples to help you write compelling follow-up emails.
Why Following Up on a Proposal Is Crucial
We’ve already mentioned why businesses must follow up on proposals, but here are a few more compelling reasons to follow up on a proposal.
Establishes Trust and Keeps the Conversation Alive
Following up demonstrates your commitment and helps maintain momentum. A proposal, no matter how perfect, can easily be overlooked. A follow-up not only serves as a reminder but also reinforces your dedication.
Improves Conversion Rates
A study by Brevet found that 80% of sales require at least five follow-ups after the initial contact. This statistic highlights that persistence is key to closing deals. Follow-ups are necessary to avoid losing out on valuable opportunities.
Clarifies Miscommunication
Proposals often raise questions or require clarification. A follow-up opens the door for potential clients to voice their concerns and gives you an opportunity to address them promptly.
When and How Often Should You Follow Up on a Proposal?
Initial Timing
The first follow-up should ideally be sent 2-3 days after submitting your proposal. This window allows the recipient enough time to review the document without making them feel rushed. If you follow up too soon, it may come across as pushy and too late, and your proposal risks being forgotten.
Subsequent Follow-Ups
After the initial follow-up, continue reaching out at regular intervals. The general guideline is to wait about 5-7 days for the second follow-up and space out subsequent follow-ups by 1-2 weeks. This frequency balances persistence with respect, ensuring you stay top-of-mind without being overbearing.
Tailoring Follow-Up Cadence
Adjust your follow-up cadence based on the client’s engagement. For instance, a shorter follow-up interval may be appropriate if a client has shown interest or responded positively. Conversely, if a client seems less engaged, giving them more time between follow-ups can prevent your messages from being seen as intrusive.
Final Follow-Up
If you haven’t received a response after 3-5 follow-ups, it’s time to send a final "break-up" email. This message is a last attempt to prompt a response and can be positioned as a gentle reminder, showing that you’re moving forward but remain open to future conversations.
Strategies for Writing Effective Proposal Follow-Ups
Writing effective follow-up emails after sending a proposal is both an art and a science, but most need to learn how to follow up on a proposal with emails. To ensure your follow-up messages resonate with recipients and prompt action, it’s essential to implement strategic approaches that combine personalization, clarity, and added value. Here’s how to craft compelling proposal follow-ups:
1. Prioritize Personalization
Personalization is key to demonstrating that you value your clients and understand their needs. A follow-up that addresses the recipient by name and references their project or challenges creates a sense of connection. This level of detail shows that you’ve tailored your approach rather than using a generic follow-up template.
How to Implement
- Reference the recipient’s pain points or objectives discussed in previous communications.
- Mention specific details from your proposal that align with their business goals.
- Use customized subject lines that include their name or project title (e.g., “Following up on [Project Name]”).
2. Maintain Clarity and Conciseness
A clear and concise follow-up ensures that your message is easy to read and gets straight to the point. Long-winded emails risk losing the reader’s attention, while a focused message keeps them engaged and makes the next steps more evident.
Best Practices
- Limit your follow-up to one or two short paragraphs.
- State your purpose clearly within the first few sentences.
- Avoid jargon or overly technical language unless it’s industry standard for your recipient.
3. Offer Value in Every Follow-Up
One of the most effective strategies is to provide additional value in your follow-ups. Each message should offer something new that supports the proposal or helps the recipient move closer to making a decision.
Ways to Add Value
- Share a relevant case study or success story from similar projects.
- Include insights or data that weren’t part of the initial proposal.
- Provide answers to potential questions the client may have.
4. Craft Strong, Action-Oriented CTAs
A follow-up should guide the client toward the next step. Clear and action-oriented CTAs help direct their attention to what you want them to do, whether it’s scheduling a call, providing feedback, or moving forward with the proposal.
Effective CTA Tips
- Be specific (e.g., “Does [Date/Time] work for a quick call to discuss this further?”).
- Avoid vague language like “Let me know your thoughts,” and opt for actionable requests.
- Make the CTA easy to respond to with options (e.g., proposing a time or asking a yes/no question).
5. Establish a Professional Yet Friendly Tone
Your follow-up should balance professionalism with a personable tone. Clients should feel that you’re approachable, knowledgeable, and genuinely interested in their needs. A friendly tone can build trust and encourage a response, whereas overly formal or cold language can make you seem detached.
Tips for Setting the Right Tone
- Use warm greetings and closings (e.g., “I hope you’re having a great week!” or “Looking forward to your reply”).
- Mirror the tone your client has used in previous communications to maintain consistency.
- Be polite and express gratitude for their time and consideration.
6. Time Your Follow-Ups Strategically
Sending your follow-ups at the right time can greatly influence open and response rates. Research suggests that Tuesdays and Thursdays are generally the best days to send emails, with the optimal time being between 10 AM and 2 PM. This window aligns with most working schedules and increases the chance of your email being read.
Tips for Timing
- Test different days and times to see what works best for your specific clients or industry.
- Be mindful of time zones if you’re dealing with international clients.
- Avoid sending follow-ups on Mondays or Fridays when clients may be preoccupied or winding down for the weekend.
Example of Strategic Timing
Sending an email on Tuesday at 11 AM might result in a higher open rate than one sent on Friday afternoon.
Similarly, if you want to know how to follow up on a proposal for an event or how to write a sample email to follow up with a prospective client, you can check the event follow-up email and sample email to follow up on a prospective client guides.
Best Practices for Proposal Follow-Up Emails
1. Subject Lines that Spark Interest
The subject line is critical for ensuring that your email gets opened. Make it compelling but professional. Examples include:
- “Quick follow-up on [Proposal Name]”
- “Any thoughts on our proposal?”
- “Looking forward to your feedback on [Project]”
A/B testing subject lines can help determine which format resonates best with your audience.
2. Maintain a Professional Tone
The tone of your follow-up should be professional and respectful. While you can add a touch of warmth or friendliness, ensure it aligns with the nature of your relationship with the client. For instance, use formal language for new clients or more casual tones for ongoing partnerships.
3. Personalize Every Follow-Up
Avoid generic follow-up templates. Tailor each follow-up to include specific points discussed in meetings or elements from the proposal itself. Mentioning a unique detail, such as a business challenge or project goal, reinforces that you understand their needs and have invested time in addressing them.
4. Add Value with Each Email
Ensure every follow-up adds value. This could mean attaching a relevant case study, providing additional insights, or sharing an article that aligns with the client’s business objectives. Value-added content can reignite interest and encourage a response.
5. Clear and Strong CTAs
Always conclude your follow-up emails with a clear and actionable call to action. Whether it’s scheduling a call, asking for feedback, or answering questions, make sure the next steps are simple for the client to follow. Phrases like “Does [Date/Time] work for a brief call?” can be effective.
6. Timing and Best Days to Follow Up
Research shows that emails sent on Tuesdays, Mondays, and Thursdays between 10 AM and 2 PM have higher open and response rates. Sending follow-ups during this window increases the likelihood of engagement. Experimenting with different times may yield better results for specific clients or industries.
7. Monitor Engagement
Use email tracking tools to monitor if and when the client opens your follow-up emails. If you notice that a follow-up has been opened multiple times, consider sending a timely message to capitalize on their interest.
By integrating these practices, you can optimize your proposal follow-up process, ensuring that your communication remains effective and leads to better client engagement.
Examples of Effective Proposal Follow-up Templates
1. Initial Follow-Up After Sending the Proposal
Subject Line: “Have you had a chance to review the proposal?”
Body:
Hi [Client Name],
I hope you’re doing well! I wanted to check in and see if you’ve had a chance to review the proposal I sent on [Date]. Feel free to reach out if you have any questions or need further clarification. I’m here to help.
Best,
[Your Name]
2. Follow-Up with Added Value
Subject Line: “Additional insights on [Proposal Name]”
Body:
Hi [Client Name],
I wanted to share some additional resources that may help you make a more informed decision. [Attach case study or relevant document]. Need more? Just respond back to this email and we’ll gladly share more.
Thanks,
[Your Name]
3. Follow-Up to Offer a Meeting
Subject Line: “Schedule a call to discuss [Proposal Name]?”
Body:
Hi [Client Name],
I’d love to schedule a brief call to discuss the proposal and address any questions you might have. Are you available on [Date and Time]?
Looking forward to your response.
Best regards,
[Your Name]
4. Final Follow-Up (Gentle Reminder)
Subject Line: “Final check-in on [Proposal Name]”
Body:
Hi [Client Name],
I wanted to touch base one last time about the proposal. If you’re still interested, I’d be happy to proceed or address any remaining concerns.
All the best,
[Your Name]
How to Handle No Response After Multiple Follow-Ups
Check-In Tactics
If you’ve followed up multiple times without a response, it’s okay to send a gentle check-in. Phrases like “I hope everything is okay on your end” or “I’d love to hear your feedback” can be effective.
Evaluate Your Approach
If responses are scarce, revisit your follow-up strategy. Ensure your emails are concise, personalized, and valuable. Consider switching to a different communication channel, like a LinkedIn message or phone call.
Know When to Pause
Recognize when it’s time to pause follow-ups. If a client hasn’t responded after 4-5 follow-ups, it’s wise to step back and wait for a response. This avoids straining the relationship.
Common Mistakes to Avoid in Cold Email Follow-Ups
Being Too Aggressive or Pushy
Following up is essential, but being overly persistent can push clients away. Give them space between follow-ups, and always remain courteous.
Lack of Personalization
Avoid using generic follow-up templates that don’t address the client's unique needs or concerns. This can signal to the client that you didn’t put in the effort.
No Added Value
Each follow-up should provide new information or insights. Simply repeating your initial proposal can make the client lose interest.
Skipping Proofreading
Typos and errors in a follow-up email can undermine your professionalism. Always review your messages before hitting send.
Tips for Improving Your Proposal Follow-Up Process
Track Progress with CRM Tools
Utilize CRM (Customer Relationship Management) tools to manage and track your follow-up schedule. This helps you stay organized and ensures no follow-up is missed.
Analyze Open and Response Rates
Measure which follow-up templates and times yield the best responses. Tools like HubSpot or Salesforce can help you identify patterns and improve your approach.
Iterate and Optimize
If a follow-up strategy isn’t working, adjust it based on your findings. Test different CTAs, email lengths, and value propositions to see what resonates best.
Conclusion
Following up on a proposal is a critical step to make or break a deal. Using the right strategies, maintaining a balance between persistence and professionalism, and personalizing your approach can significantly boost your chances of closing deals. Implement these best practices and start improving your proposal follow-ups today.
You know what’s the best way to craft a kick-ass follow-up email proposal and make sure it lands in the desired inbox? - Using a cold email outreach tool that offers personalization and AI automation features.
Of course, we are talking about Smartlead here. I’m not going to try to convince you with all the sales pitches for our solutions and benefits; instead, you can find out how it helps your business.
How do you ask? Well, here’s a 14-day free trial of the Smartlead to help you figure that out.
Author’s Details
Wajahat Ali
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Frequently asked questions
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Ensuring the security of your data is Smartlead's utmost priority. We implement robust encryption methods and stringent security measures to guarantee the continuous protection of your information. Your data's safety is paramount to us, and we are always dedicated to upholding the highest standards of security.
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