26Sales operations
Give every quotation a next action—not a vague hope
Track sent date, validity, decision owner, planned follow-up, objections, and final outcome in one visible workflow.
BEFORE
AFTER
01 / Do it yourself
From zero to working.
Read the complete sequence before starting. Use a test account or non-production copy whenever the workflow touches important business data.
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01
STEP 1
Assign every proposal a unique reference and validity date.
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02
STEP 2
Agree the next conversation before ending the current one.
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03
STEP 3
Schedule helpful follow-ups with new information, not repeated pressure.
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04
STEP 4
Record won, lost, postponed, and reason.
02 / Check before you change
Useful guardrails.
✓Respect opt-outs
✓Keep pricing versions traceable
✓Do not over-message
✓Use outcomes to improve future proposals
Do it for me
Stuck? Send this page to Chaitanya.
Message at any hour with the guide link and a screenshot. Get a quick answer, a guided working session, or a complete setup configured for your workflow.