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You've Sent the Proposal, Now What? The Next Steps to Ask

After sending a sales proposal, the follow-up is crucial. Instead of just waiting and hoping, proactive sales professionals should seek to understand the client's next steps and how they can assist in the process. Asking about their internal approval process, timelines, and ways you can facilitate the decision can keep the momentum going and demonstrate your commitment to meeting their needs.

The Pitch
Once the proposal is in the client's hands, the next phase of engagement begins. Here are key questions to ask:

  1. What Are Their Next Steps: Understanding the client's immediate actions post-proposal helps you gauge their interest and plan your follow-up strategy.
  2. How Does the Approval Process Work: Knowing their internal decision-making process can provide insights into potential delays or hurdles and how you might be able to assist.
  3. How Long Does It Take: Asking about the timeline for a decision helps set realistic expectations and allows you to schedule follow-ups appropriately.
  4. What Can I Do to Help: Offering assistance not only shows your commitment to the deal but also keeps you engaged in their decision process.

So What?
Many sellers miss the opportunity to stay engaged post-proposal. By asking these questions, you can maintain involvement in the client's decision process and potentially influence the outcome. It shows that you're not just interested in making a sale but are committed to ensuring that the solution fits their needs.

Next Steps
✅ Follow up with these questions after sending a proposal.
✅ Use the information gathered to tailor your subsequent interactions and support.
✅ Keep track of the client's timeline and stay proactive in your communication.
✅ Be ready to provide additional information or clarification as needed.

Closed Won!
Understanding what happens after you send a proposal is crucial in the sales process. When do you typically ask about the client's next steps and approval process? Share your approach and how it has helped you in closing deals.

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