Keep consulting proposals moving while you deliver

At 17:50, you close a client workshop and see last week’s proposal in your sent folder. The prospect wanted to check the budget. Next month still has space, and the conversation needs picking up.

Get the follow-up ready with the decision date and question attached. Sam prepares it while you concentrate on the work clients have already booked.

Give the prospect an easy way to decide

A useful follow-up connects to the last conversation. If the budget was the sticking point, offer a scope discussion. If timing mattered, ask about the start date.

At 14:10, Sam prepares the email with that context. You review it on WhatsApp and reply “OK.” The prospect receives a message that makes sense for their decision, and you return to delivery.

The quote follow-up playbook gives you a starting rhythm. Put the date the prospect gave you beside the proposal, and each next contact has a reason.

Keep the next paid hour for the client

Following up takes more than writing a line. There is a scope to reopen, a decision-maker to remember, and an earlier reply to find. Having that context ready makes the owner’s part small.

You make the commercial decision. Sam prepares the message, keeps the record current, and gives the next step a date. Your delivery day gets fewer interruptions from the work still waiting to be won.

Put invoice reminders on the same steady footing

A recurring client can be pleased with the work while their invoice waits with accounts. Otto prepares the operations follow-up, with the purchase order or payment question attached.

UK government research describes time and cash-flow pressure from late payment. For your practice, the useful starting point is your own list of unpaid invoices and time spent chasing them.

Choose sales for quiet proposals or operations for the invoice admin. If publishing keeps slipping, Maya can prepare articles with sources ready for your review. Your experience supplies the point of view; the preparation arrives ready to edit.

Keep tomorrow’s follow-up out of tonight

Choose one job for €250 per month, all in: reception, sales, operations, or marketing. Full Team is all four for €1,000 a month. Cancel monthly on the standard plan. We agree the work on a 20-minute call and set it up in 48 hours. EU hosting, upkeep, and human support are included. Your part is an “OK” on WhatsApp.

FOR BUSINESSES LIKE YOURS

See a working day that looks like yours.

Choose a business. The jobs change; the owner’s part stays small.

01Plumber / electrician×

Plumber / electrician

A plumber, 13:12, under a sink. The phone is out of reach and Thursday 10:00 is still open.

Rita · Reception

Check WhatsApp, book Thursday 10:00, and send confirmation.

Otto · Operations

Prepare invoice #0418 and flag the parts line.

Sam · Sales

Log the quote and draft Friday’s follow-up.

You: Read the 18:00 summary. Approve the parts line.

[Start with Rita→][The page for Plumber / electrician→]

02Hair or beauty salon+

03Dental or physio clinic+

04Independent consultant+

05Restaurant or café+

06Local shop+

07Garage+

08Small agency+

Sample — not client history

[See every situation→]