Proposals felt invisible after sending...

I’d send a polished PDF and had no clue if the client opened it or not.

I finally tested a tracking flow and it completely changed my follow-up timing:

- Store proposals inside Google Drive

- Track views automatically with Make.com

- Create ClickUp follow-up task after 3 days

- Ping me in Slack to remind me

Follow-ups feel well-timed now and close rates are better. Worth trying if you struggle too 🙂

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