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7 Comments

What signals tell you a deal is still alive after a proposal is sent?

I’ve been thinking a lot about what happens after a proposal is sent in B2B sales.

Before that moment, everything is relatively clear — you have meetings, emails, CRM updates, active conversations.

But once the proposal goes out, something interesting happens:
visibility drops, and the deal enters what feels like a “black box phase.”

The buyer often goes quiet.
Sometimes they are actively reviewing internally.
Sometimes they are forwarding it to other stakeholders.
Sometimes the deal is already dead, but you only find out weeks later.

From the outside, all three situations look almost identical.

So I’m curious from people who deal with this regularly:

What signals do you personally rely on to understand whether a deal is still alive after a proposal is sent?

For example:

  • repeated document views
  • new stakeholders appearing
  • engagement slowing vs stopping completely
  • specific sections being re-read (pricing, implementation, etc.)

Or do you mostly rely on intuition and follow-ups at that stage?

Would love to hear how others handle this phase of the sales process.

on May 30, 2026
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    Having spent many years in B2B sales, I've found that document views and proposal analytics can be useful, but they're often weaker signals than people think.

    The strongest signal for me was always what happened before the proposal was sent.

    Did they involve multiple stakeholders early?

    Did they openly discuss implementation?

    Did they share internal timelines?

    Did they tell me what their buying process looked like?

    By the time a proposal arrives, most real buying decisions are already moving in one direction or the other.

    After the proposal, I paid more attention to behaviour than activity.

    If a prospect goes quiet but comes back with specific questions, asks for revisions, introduces procurement or brings in another decision-maker, that's usually healthy.

    What worried me was polite engagement with no movement.

    The "thanks, we're reviewing internally" email repeated three times over six weeks was rarely a good sign.

    One lesson I learned the hard way is that a proposal is not really the end of the sales process. It's often the beginning of the customer's internal sales process. They're now trying to sell your idea to colleagues, managers, finance and procurement.

    If you haven't equipped them to do that, the deal can stall even when they genuinely want to buy.

    That's where a lot of opportunities disappear.

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      Hi, your post about the proposal being the beginning of the buyer's internal sales process genuinely stopped me in my tracks. I am doing some customer research on how salespeople and founders manage deals after a proposal goes out and I would love to hear more about your experience with that stage specifically. Would you be open to a short async conversation? No pitch involved, purely trying to understand the problem better from people who have felt it firsthand.

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        From my experience I think that I would encourage you to audit the process you take your champion through beforehand. I think it's important to establish all the stakeholders that need to buy into the process for the customer buys. From there (hopefully your champion is really on your side) the approach is how you stand in the shoes of every stakeholder and can answer "what's in it for me" when standing in their shoes. It's big ask and needs a champion who is really an ally. More than happy for async convo. I'd love your thoughts on how my build looks https://www.askviv.id and any advice you have on gaining some traction. I need to get people aware of it and I don't know how! I have no network

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          Happy to take a look. I'm figuring out distribution myself right now, so I don't want to pretend I've cracked that problem. But I'll spend some time with the product and share anything useful that stands out.

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          That's interesting because it sounds like your approach is to reduce uncertainty before the proposal ever gets sent.

          I'm curious though — have you ever had a situation where you thought you had identified the full buying group, but after the proposal was sent it became clear that someone else had entered the decision process?

          If so, how did you discover that, and what happened next?

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            In 30+ years of sales I've experienced this many times and, honestly, never found a foolproof way (I don't think there is one.) Even an ally in the customer business will not necessarily want to name every stakeholder (if for no other reason than it might hurt their ego) and may not know every stakeholder either.
            For discovery it only comes about when there is a delay and you have to push to find out who is the root of this. What happens next can be a few things

            1. Do nothing and wait. Most passive but sometimes the right choice if your time is better spent elsewhere. Strategy is also deciding what you will NOT to do as much as what you will do. The size of the prize is big factor in this.
            2. What does your ally say? Is (s)he going to help you, identify the block and help you understand why it's a block? If so then have that meeting and then the ally can set up the meeting with the blocker. But handle this carefully, the blocker shouldn't feel cornered or ambushed (and your ally shouldn't be put in that position), it needs to be a helpful meeting.
            3. You train your ally to have that meeting. Less ideal but often the happy medium and useful as the ally is trained for this in future
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      This reframes how I think about the post-proposal stage completely. The idea that a proposal is the beginning of the buyer's internal sales process rather than the end of yours is the clearest articulation of why deals stall silently that I have heard.
      The part I want to understand better from your experience is the champion enablement gap you described. When a deal stalled because the champion could not sell it internally what was usually missing. Was it the wrong format of information, the wrong level of detail for different stakeholders, or something else entirely. I am asking because DocMetrics already detects when a proposal gets shared internally and I want to understand what the salesperson should be sending the champion at that exact moment to help them make the internal case.