Playbook

Proposal follow-up

Keep proposals moving after they are sent and avoid silent stalls.

Trigger

Proposal sent

The workflow starts after a proposal or statement of work is delivered.

Action

Follow up and clarify

Check if the prospect needs anything else to move forward.

Approval

Escalate exceptions

Route contract-sensitive issues to a human.

Result

Decision progress

Measure success by reply rate and movement to close.