Cases/Consulting/Level 2 · Complete
Consulting · Level 2Complete · Proposal pipeline with active follow-up

From form submission to sent proposal automatically

80% of won deals require more than 5 follow-ups. Most consultants only do one — because they don't have time for more. This system follows up for you, intelligently and non-invasively.

45%

More proposals closed

80%

Less admin time

6

Automatic follow-ups

20 días

Follow-up cycle

The problem

Consultants and agencies live in a contradiction: the more work they have, the less time they dedicate to closing new clients. The sales process — responding to leads, scheduling meetings, sending proposals and following up — consumes 6 to 10 hours per week.

The result is predictable: sent proposals that never close due to lack of follow-up, and leads that go cold while the consultant is executing other projects.

80%

of closings require more than 5 follow-ups

44%

of salespeople give up after first contact

6–10h

per week on automatable sales tasks

How the system works

From the lead's first contact to proposal close, the system keeps the pipeline active without the consultant having to manually remember each follow-up.

📝01

Lead fills form

Web, LinkedIn Ads or referral

✅02

Instant confirmation

Email + calendar link sent instantly

📋03

Pre-meeting questionnaire

AI collects context before the call

🤝04

Diagnostic meeting

Consultant arrives 100% informed and prepared

📄05

Proposal sent

Follow-up sequence activated automatically

🎯06

Close

System follows up through day 20

Post-proposal follow-up sequence

Each message is only sent if the lead hasn't responded. As soon as they respond, the system pauses and notifies the consultant.

Day 0
Proposal sent + personalized presentation email
Day 2
"Did you get a chance to review it? I'm available to answer questions"
Day 5
Relevant industry use case + proposal reminder
Day 10
"I want to make sure we have your spot available this week"
Day 15
Proposal adjustment or new meeting offered automatically
Day 20
Friendly close: "Is this still a priority for you?"

Without automation

  • ✕ 1 average follow-up per proposal
  • ✕ Consultant wastes 6–8h/week on admin
  • ✕ Leads without follow-up = lost opportunities
  • ✕ No pre-meeting context, less effective calls
  • ✕ No real-time pipeline visibility

With the Automatask system

  • ✓ Up to 6 automatic follow-ups per proposal
  • ✓ Consultant focuses only on meetings and closes
  • ✓ 0 proposals without follow-up
  • ✓ Pre-questionnaire = 2x more effective meetings
  • ✓ Real-time dashboard of active proposals

What we automate exactly

✓Immediate confirmation to lead with calendar link
✓Pre-meeting questionnaire to arrive prepared
✓Consultant reminder 1h before each call
✓Post-meeting thank-you email with clear next step
✓Sequence of up to 6 follow-up messages over 20 days
✓Automatic follow-up pause when lead responds
✓Notification to consultant when a lead opens the proposal
✓Proposal adjustment or new meeting offered on day 15
✓CRM automatically updated at each pipeline stage
✓Weekly report of active proposals and open rates

How many proposals were lost without follow-up?

Book a free consultation and we'll design your personalized follow-up and closing system together.

I want to automate my closings

Other levels for consulting & services

Level 1 · EssentialLevel 2 · CompleteLevel 3 · Advanced