Proposal Follow-up Desk / Action kit
Proposal follow-up email & decision tracker
Keep a clear record of buyer questions and agree a next decision without repeated chasing.
Made for freelancers with open proposals.
Price and availability
Catalog price: $9 USD
One-time purchase · No subscription
- FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
- To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
- LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
- SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
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The task
What you'll make
A contextual follow-up sequence with an explicit next decision.
Gather before you start
- Sent proposal
- Decision participants
- Open questions
Mark missing information so you can check it before using your work.
When to skip this kit
- You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
- You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
- You need someone to complete the work. These are worksheets to fill in yourself.
Read the first worksheet below to see whether its questions help with your task.
Included files
What's inside
- 01Decision map
- 02Question log
- 03Useful follow-up
- 04Stalled decision
- 05Pipeline review
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Your completion check
Close the loop only when the buyer has decided or the agreed follow-up window has passed.
Before you finish
Check this before you use it
Repeated reminders add pressure without resolving the buyer's uncertainty.
Address an open question or offer a clear close-the-loop option.
Use the final worksheet to record what needs fixing and what you still need to check.
Free worksheet
Start with worksheet one
Decision map
Jump to a section
Worksheet 1 of 5. Decision map Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}
Instructions
Identify who approves, what they need to decide, and the date they expect to review.
Worked example, fictional
Context: A designer sent a proposal on Monday. The buyer needs a cofounder review before Friday; the designer agrees to check in next Tuesday. Completed response: Cofounder reviews the scope on Friday; operations lead confirms access requirements.
Your decision
Who makes the decision and what do they need? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.
Next worksheet: Question log.
Before you start
- Sent proposal: [Source or notes]
- Decision participants: [Source or notes]
- Open questions: [Source or notes]
What you will make
A contextual follow-up sequence with an explicit next decision.
View plain worksheet text
Worksheet 1 of 5. Decision map
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
Identify who approves, what they need to decide, and the date they expect to review.
Worked example, fictional
Context: A designer sent a proposal on Monday. The buyer needs a cofounder review before Friday; the designer agrees to check in next Tuesday.
Completed response: Cofounder reviews the scope on Friday; operations lead confirms access requirements.
Your decision
Who makes the decision and what do they need?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Question log.
Before you start
- Sent proposal: [Source or notes]
- Decision participants: [Source or notes]
- Open questions: [Source or notes]
What you will make
A contextual follow-up sequence with an explicit next decision.This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.
Before you choose
What should I have ready for this kit?
Bring sent proposal, decision participants, open questions. Mark anything you still need to check.
How do I know the work is finished?
A contextual follow-up sequence with an explicit next decision. Check your answers against the original records and note anything unresolved before sharing your work.
Does it include a spreadsheet or native app template?
No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
Will this do the work for me?
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.