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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
Define cadence by deal size
Set day 2, 5, 10, and 14 touchpoints with clear asks.
- 2
Assign one owner per proposal
Keep accountability visible in a daily follow-up queue.
- 3
Review pipeline weekly
Tune timing and messaging from win/loss patterns.
Frequently asked questions
Does this replace our CRM?
Can we preserve our voice and tone?
Is this only for consultants?
Related articles
- Proposal Follow-Up Cadence: Close More Deals Without Chase Hours
Day 2, 5, 10, and 14 proposal follow-up cadence for consultants and agencies—with clear decision asks each touch.
Explore more guides
Jump between hubs—each collection is built for a different job-to-be-done, from personas to comparisons.
- ResourcesFree playbooks, statistics, calculators, and cited benchmarks—templates for follow-ups, collections, scheduling, and automation.
- IntegrationsShopify, Stripe, QuickBooks, Gmail, Calendly, HubSpot, Pipedrive, FreshBooks, WhatsApp, GoHighLevel, and more—workflow guides for stacks you already run.
- By personaIndustry and role guides—photographers, agencies, clinics, real estate, and more—with workflows and FAQs.
- Tool automationPlaybooks for Gmail, Stripe, QuickBooks, Calendly, HubSpot, Shopify, and other stacks you already run.
- Use casesOperational fixes—follow-ups, collections, no-shows, onboarding, churn risk, and weekly reviews.
- CompareHow Hey Teo differs from ChatGPT, Copilot, Axe, Zapier, Make, Lindy AI, n8n, and hiring a VA—focused on business operations execution.