Questions, fit signals, scope, timeline, budget, decision process, constraints, and must-have requirements.
Home / Services / RFQ + Proposal Follow-Up System
Proposal decision path - Stan Consulting
RFQ and proposal follow-up
$10M+Paid media. Managed.
200+Shopify stores. Built.
300+Websites. Shipped.
+703%One campaign. Public.
9Case files. Documented.
Updated June 2026 · page-specific generated visual · principal-led scope
For businesses where RFQs, quotes, estimates, or proposals go out and then stall because no one can see qualification, decision makers, follow-up, objections, status, or why deals were won or lost.
Founded 2019
Roseville, California
No retainer required to start
Buyer route
A proposal is not finished when it is sent.
This service builds the system after the request: qualify, scope, send, follow up, handle objections, record decision status, and report what happened.
What gets fixed
The buyer path, not just the page or tool.
The work starts where the buyer is already showing intent, then repairs the handoff to the next commercial action.
Follow-up timing, value-add touchpoints, decision-maker notes, objection notes, and escalation rules.
Active, pending, won, lost, lost reason, next step, follow-up due, and pipeline value by stage.
Setup checklist
Use this checklist before more traffic, tools, or outreach.
01 · RFQ intake
Source, scope, timeline, budget, decision process, stakeholders, and qualification status.
02 · Proposal
Scope, terms, proof, timeline, investment, risks, next step, and acceptance path.
03 · Follow-up
Day 1, day 3, day 7, day 14, final check, value-add, and objection handling.
04 · Decision board
Active, pending, won, lost, next step, owner, due date, and deal value.
05 · Report
RFQs received, proposals sent, won/lost, decision blockers, lost reasons, and next action list.
Do not buy this if
Wrong-fit work creates more activity without a better decision.
This route is for improving the decision path, tracking, handoff, and follow-up around real buyer action.
If the service, product, price signal, availability, scope, or next step is not ready, the first job is offer clarity.
The system must create decisions: what to fix, who follows up, what happened, and what should happen next.
Questions before contact
What owners usually ask before this route starts.
Who is this for?
B2B services, construction-adjacent companies, manufacturers, distributors, agencies, consultants, and professional-services teams that send proposals or quotes.
Is this a CRM setup?
It can include CRM work, but the core is the proposal decision path: qualification, scope, follow-up, objection notes, decision status, and owner reporting.
What should we send?
Send one recent RFQ, one proposal, the current follow-up pattern, CRM or spreadsheet fields, and the reasons deals usually stall.
Show the proposal path.
Send one RFQ, one proposal, and the follow-up step where deals stall. The next decision should not disappear.
Start diagnostic