Send the proposal. See who came back to it.
Their goals, your scope, pricing and a case study on one page in their brand. Each stakeholder gets their own link, so you know who opened it before the review call.
For sales teams, consultancies and service businesses.
Prepared for Lumen Logistics
Proposal: warehouse rollout
- Your goals1 min read
- Scope and timeline8 weeks
- Pricing3 options
- Case studyPDF
Book a review call
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
Proposals go out as PDFs named Proposal_v3_FINAL.
The economic buyer never sees it, or sees last week's version.
You can't tell if they're stuck on price or just busy.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in a sales proposal
- 01
Their goals
In their words, so they see they were heard.
- 02
Scope
What's included, and what isn't.
- 03
Timeline
Milestones from kickoff to results.
- 04
Pricing
Options side by side.
- 05
Proof and next step
A case study and a button to book the review.
The prompt for Claude
ChatGPT coming soonBuild a proposal page in Journey for [COMPANY] from these notes. Include their goals in their words, our scope, the timeline, pricing options and a case study. Brand it for [COMPANY], add a button to book a review call, and make a link for each stakeholder.
Why send a sales proposal with Journey
Proposals get decided in meetings you're not in. A link for each stakeholder shows you who came back and who hasn't opened it, so you walk into the review knowing where everyone stands.
Questions
Frequently asked questions
Can I change pricing after I send it?
Yes. Edit it once and every stakeholder's link shows the new version.
Can I see who opened it before the review?
Yes. You'll see who opened their link, when, and who came back.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the sales proposal and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.