Use case · Services
One proposal in three is never followed up
A 22-consultant firm issues around 45 proposals a month. The consultant who wrote it is on another engagement three days later. Following up depends on their memory, and their memory is busy elsewhere.
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The starting point
What is missing is not a salesperson, it is a reminder
The proposals are good, the consultants are able, the clients come back. What is lost is lost in silence: a proposal sent on a Thursday, a client who meant to read it on Monday, and nobody left to raise it again. Three weeks later it has become awkward to chase.
- ≈ 1 proposal in 3 with no follow-up at all
- Six exchanges on average to fix a meeting
- Invoices typed by hand from the proposal, with discrepancies
- 54 days to payment, with no systematic chasing
What gets deployed
Hand the workflow what needs no judgement
- 01
The proposal lives on the client record
Firm template, fees, terms: the proposal is generated as a PDF and sent from the record, with online signature. The consultant never leaves the file.
- 02
Follow-up goes out without a decision
No answer by D+7, a short message. At D+15, a second, then control returns to the consultant with the context. Chasing is no longer a decision to make, so it is no longer a decision to avoid.
- 03
Meetings book themselves
Each consultant has a booking page with real availability and real durations. The six emails to find a slot disappear.
- 04
The invoice follows the signature
The signed proposal becomes the order, then the invoice, with no copying. Overdue invoices are chased at D+3 and D+15, with the payment link inside.
What it moves
What the setup targets
- 100%
- of proposals chased at least twice
- 31% → ≈ 38%
- win rate targeted
- 6 → 0
- emails to fix a meeting
- 54 d → ≈ 38 d
- payment time targeted
Go further
The building blocks used
Online quotes
Created in 2 minutes, accepted in 1 click, tracked every step of the way.
DiscoverInvoicing software
Compliant invoices, sent, tracked and paid.
DiscoverAutomation workflows
A trigger, conditions, actions — across every hub at once.
DiscoverBooking page
Your availability bookable online, in your colors, on your domain.
Discover360° customer view
The entire customer relationship on a single record: activities, deals, exchanges.
DiscoverFAQ
Frequently asked questions
Won't automatic chasing annoy our clients?
Two short, spaced messages that stop as soon as the client replies or opens the proposal. Less intrusive than a phone call, and infinitely less than three weeks of silence. Sequences can be switched off per client.
Do you handle time spent per engagement?
Invoices accept time-based lines, but we do not replace a detailed time-tracking tool. If that is your core, keep it and connect it through the API.
Can we separate by partner or practice?
Yes, by workspace: each team sees its scope, partners see everything.
What effect does this have on collection times?
A proposal that is chased automatically gets decided sooner, the invoice goes out on signature, and the unpaid reminder follows. Three delays that used to stack up each shrink — no single spectacular gain.
Can we track conversion by consultant?
Yes: proposals issued, accepted, refused with the reason, and revenue by owner. The refusal reason is captured at closing, which makes the statistic usable instead of being a bare counter.
Another question? Write to us — a human will answer.
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Comparisons
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