What actually happens on the buyer’s side
The proposal lands. The buyer reads it, or forwards it to someone who does. A question comes up that the proposal doesn’t answer, and they mean to ask it. Then a quarter-end, a resignation, a holiday. Three weeks later the seller’s “just checking in” email arrives, which is the easiest email in the world to not reply to, because replying means admitting they’ve done nothing.
At no point did the buyer decide against you. They just never decided, and nothing made them.
The four gaps
- No decision date. The proposal went out without a “when will you decide?” on the same call. Without a date, there is nothing to be late against.
- No next step booked. “I’ll send it over” ended the call. The next conversation should have been in both calendars before the proposal was written.
- No owner for the follow-up. The deal sits in “proposal sent” and follow-up depends on who remembers, on a good week.
- No trigger when the date passes. Even with a date, nothing in the CRM notices it go by. The deal ages silently in a column nobody sorts by age.
The fix, in order of cheapness
Start by never sending a proposal without a booked follow-up: the walkthrough call is scheduled before the document exists. Then make “decision date” a required field to enter the proposal stage. Then a Monday view of every proposal older than seven days, sorted by age, reviewed out loud. Then a follow-up sequence that fires at day 2, day 5 and day 12, so the touches happen without anyone remembering.
In Case 04, the only change was the timing and channel of the follow-up. Enquiry-to-enrolment went from 10% to 40% with no extra calls.
What to say instead of “just checking in”
Give the buyer something to react to: a question the proposal raised for you, a one-line summary of the decision you understood them to be making, or a direct ask for a no. “If this isn’t the right time, tell me and I’ll close the file” gets replies that “any thoughts?” never will, and a clean no is worth more than a quiet maybe sitting in your forecast.