All Challenges

Sales

We Aren't Following Up on Proposals

Proposals go out and then nothing. Use a simple follow-up schedule.

The Challenge

Proposals go out and then nothing. Use a simple follow-up schedule.

Why This Happens

  • No follow-up system
  • Fear of being pushy
  • No one responsible

Questions to Ask Yourself

  1. 1.How many open proposals do you have?
  2. 2.When did you last follow up on each?
  3. 3.Who is responsible for follow-up?

What to Do First

1

List every open proposal.

2

Follow up on each today.

3

Set reminders using the schedule.

Step-by-Step Solution

  1. 1

    Day 0 — Proposal sent.

  2. 2

    Day 2 — Confirm receipt.

  3. 3

    Day 5 — Follow up.

  4. 4

    Day 10 — Follow up.

  5. 5

    Day 20 — Final follow-up / status.

Three Levels of Solutions

Quick Win

Do this today

Follow up on every open proposal today.

Build the System

Next 30 days

Use the Day 0/2/5/10/20 schedule on every proposal (adjust timing to fit your business).

Long-Term Transformation

Where you're headed

Every proposal gets a clear yes or no.

Lessons From the Pass It On Library

From The Go-Giver

Follow up to serve, not to pressure.

Framework: Give Value First

From Business by the Book

Keep your commitments and communicate clearly.

Framework: Biblical Business Decision Check

Pass It On Action

Put the follow-up schedule in your calendar.

Practical Tool

Proposal Follow-Up Tracker

Fill it in here, then download or print. Your answers stay on your device.

Your Action Plans

Sign in to check off steps and save progress to My Growth Plan. Sign in

7-Day Action Plan

  • Day 1 — Identify the problem: write down exactly how “We Aren't Following Up on Proposals” shows up in your business.
  • Day 2 — Review the numbers: gather the facts, figures, and examples connected to this challenge.
  • Day 3 — Find the root cause: answer “How many open proposals do you have?”
  • Day 4 — Choose one change: List every open proposal.
  • Day 5 — Assign responsibility: name ONE owner, a deadline, and the expected result.
  • Day 6 — Implement: Follow up on each today.
  • Day 7 — Review what happened: what worked, what didn’t, and what you’ll do next week.

30-Day Action Plan

Week 1 — Diagnose

  • Answer: How many open proposals do you have?
  • Answer: When did you last follow up on each?
  • Answer: Who is responsible for follow-up?
  • Complete the 7-Day Action Plan.

Week 2 — Build

  • Use the Day 0/2/5/10/20 schedule on every proposal (adjust timing to fit your business).
  • Day 0 — Proposal sent.
  • Day 2 — Confirm receipt.
  • Day 5 — Follow up.

Week 3 — Implement

  • Day 10 — Follow up.
  • Day 20 — Final follow-up / status.
  • Train the people involved and assign owners.

Week 4 — Measure & Improve

  • Compare results to where you started.
  • Write one lesson learned.
  • Adjust the process.
  • Share what you learned with someone in the fellowship.

Biblical Principles

Wisdom for the journey — encouraging stewardship, integrity, and service, never a promise of guaranteed success.

#13 · Work

Diligence creates opportunity

Proverbs 12:24

#64 · Customers

Communicate truthfully

Proverbs 12:22

#65 · Customers

Keep your commitments

Matthew 5:37

See all Biblical Principles

Related Challenges

Recommended Books

Approved Bookshelf resources related to this challenge.

The Go-Giver cover
Sales

The Go-Giver

Bob Burg & John David Mann

A short story on why giving first is a real growth strategy.

Recommended for: We Aren't Following Up on Proposals

Business by the Book cover
Faith & Business

Business by the Book

Larry Burkett

Biblical principles for running a business with integrity.

Recommended for: We Aren't Following Up on Proposals

Pass It On may earn a commission when you purchase through certain links on this site, at no additional cost to you. These commissions help support the mission and programs of Pass It On. Read the full disclosure.

Still Stuck? Ask the Community

Tell us what you are facing, what you have tried, and what outcome you want.

Sign In to Ask for Help

How Others Solved This

Real lessons from Pass It On members, shared after administrator review.

No member stories yet for this challenge — yours could be the first.

Share how you solved it

Protect confidential information: no customer names, employee details, addresses, pricing, contracts, or financial records.

Sign In to Share

You don't have to build alone.

Challenge → Diagnose → Prioritize → Learn → Take Action → Measure → Improve → Help Someone Else

Learn it. Apply it. Pass it on.

Learn It. Do It. Pass It On.

Stronger People. Stronger Businesses. Stronger Communities.

Join The Movement