Skip to main content
Hey Teo
Jump to section

Use case

How to follow up on proposals without billable hours on chase work

Hey Teo helps teams run proposal follow-up cadences—timed nudges, decision asks, and close-the-loop messages—so open quotes do not die in silence.

How this helps

No technical knowledge required: no coding, no complex setup, and no operations playbook needed.

Proposals often fail in the follow-up gap, not the pitch. Hey Teo helps consultants, agencies, and service businesses keep opportunities warm without billable hours on chase work.

  • Follow up on sent proposals with defined timing windows.
  • Draft value-recap and decision-ask messages from context.
  • Escalate high-value quotes for a personal touch.
  • Track proposal age and follow-up completion weekly.

How to implement

  1. 1

    Define cadence by deal size

    Set day 2, 5, 10, and 14 touchpoints with clear asks.

  2. 2

    Assign one owner per proposal

    Keep accountability visible in a daily follow-up queue.

  3. 3

    Review pipeline weekly

    Tune timing and messaging from win/loss patterns.

Frequently asked questions

Does this replace our CRM?
No. It improves follow-through around proposals tracked in your existing tools.
Can we preserve our voice and tone?
Yes. Templates and approvals help maintain brand consistency.
Is this only for consultants?
Any business sending proposals or quotes—agencies, trades, creatives—benefits from structured follow-up.

Related articles

Explore more guides

Jump between hubs—each collection is built for a different job-to-be-done, from personas to comparisons.