Proposal Engagement Review (QA)

Proposal Engagement Review (QA)

1. 01

   Pull engagement analytics for every proposal sent in the last 30 days

   Export time-on-page, section views, and drop-off points from your proposal platform. Compare against the previous 30-day window to spot trends.

2. 02

   Flag proposals with low engagement for immediate follow-up

   Identify deals where the client spent under 30 seconds on the pricing page or never opened the document. These require a tailored outreach within 24 hours.

3. 03

   Review template performance across all active clients

   Check which templates yield the highest close rates and which produce generic-feeling pitches. Retire or revise any template with a win rate below 20%.

4. 04

   Validate that all proposals include interactive elements

   Ensure each document embeds at least one video, pricing table, or calendar link. Interactive content correlates with higher engagement and faster decisions.

5. 05

   Cross-check proposal data against CRM records

   Confirm that pricing, contact details, and scope match the CRM to prevent misquotes. Discrepancies signal a broken handoff between sales and delivery.

6. 06

   Document engagement insights for the sales team

   Summarize which sections drive interest and which cause drop-off. Share this with the team to refine future proposals and follow-up strategies.