Checklist

From Proposal to Close — Practical Workflow Checklist

Interactive step-by-step checklist to track proposal delivery, scheduled follow-ups, negotiation redlines, acceptance and signing, and the first 30 days of kickoff tasks. Saves a structured record so follow-ups never slip and next steps are clear.

Interactive Tool

From Proposal to Close — Practical Workflow Checklist

Use this guided checklist to turn proposals into signed work predictably. Record key dates, scheduled follow-ups, negotiation redlines, acceptance status, and the first 30 days of onboarding tasks. Save a complete operational record you can reuse and hand off.

Optional internal identifier or filename.
Primary legal or business name.
Name and role of the main decision-maker or contact.
Use YYYY-MM-DD. This is the anchor date for follow-ups.
Person responsible for follow-up and negotiation.
Currency or numeric value for internal tracking.
If the client gave a decision date, enter it (YYYY-MM-DD).
Planned first follow-up (YYYY-MM-DD).
Record commitments, objections, questions, and next date.
Planned second follow-up (YYYY-MM-DD).
Planned third follow-up (YYYY-MM-DD).
List requested changes, pricing objections, scope concerns, or legal terms the client flagged.
Yes if terms agreed or tracked in change log.
Capture the essential agreed terms for quick reference.
Mark Yes when client communicates formal acceptance.
Yes when signed PDF, e-sign, or PO is received.
YYYY-MM-DD if available.
Be specific—price, timing, competitors, scope, relationship, etc.
A small ask at close can yield new opportunities.
Flag if there are unresolved issues that could derail the sale.
Select tasks to track completion during the first month.
Any early risks, resource needs, or client expectations to document.
Who will execute the immediate next action after saving this checklist?
YYYY-MM-DD for the immediate next step.
Capture lessons, win themes, objection patterns, or tactics that worked.
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