AI proposal follow-up that nudges on day 3, then day 7
AI proposal follow-up chases unsigned proposals so you do not have to track them in your head. In Orbit, Wes the closer handles it: a gentle nudge drafted on day 3, a firmer one on day 7, and a flag on any deal where no proposal was sent at all. Each nudge is a card you approve. Proposals live in the same CRM, so nothing is bolted on.
Meet Wes
You sent the proposal Tuesday. By the following Tuesday you have refreshed your inbox forty times and written zero follow-ups, because nudging feels needy. Wes, Orbit's closer, takes that whole emotional mess off your plate.
Wes watches your unsigned proposals and works a simple cadence: a gentle nudge drafted on day 3, a firmer one on day 7. Both arrive as cards for your approval, grounded in the deal. It also flags deals where no proposal was ever sent, the quiet gap between a great call and the write-up you kept postponing.
What Wes does
- Drafts a gentle nudge for every proposal still unsigned on day 3.
- Follows with a firmer nudge on day 7 if there is still no signature.
- Flags deals where nothing was ever sent, so promised proposals do not vanish.
- Grounds each nudge in the actual deal and proposal, not a template.
- Queues every nudge as a card you approve, edit, or dismiss.
The guardrails
Wes drafts on a clock, but it sends on your word. Day-3 and day-7 nudges appear as cards, and a nudge only reaches the client after you approve it. Edit the tone, hold it a day, or kill it: the cadence is a default, not a mandate.
The same restraint runs through the whole agent team. Nothing auto-sends in Orbit, and the voice agents carry extra fencing: off by default, calling hours you define, a daily cap of 25, do-not-call lists, recorded-line disclosure, your own Vapi number, with every transcript stored on the contact timeline.
Wes vs tracking proposals in your head
| Orbit | Doing it yourself | |
|---|---|---|
| Timing | Day 3 and day 7, drafted on schedule | Whenever the anxiety peaks |
| Tone | Gentle first, firmer second, consistent | Too soft, then suddenly too sharp |
| Coverage | Every unsigned proposal, every time | The big one you keep refreshing |
| Unsent proposals | Flagged before the deal drifts | Forgotten until the prospect cools |
| Records kept | Nudges logged on the deal timeline | A search through sent mail |
Unsigned proposals do not age well. A day-3 nudge and a day-7 follow-up keep you in the room while the decision is still live.
Keep exploring
Frequently asked questions
What is AI proposal follow-up?+
It is an agent that tracks unsigned proposals and drafts timed follow-ups. In Orbit, Wes drafts a gentle nudge on day 3 and a firmer one on day 7, and flags deals where no proposal was sent at all.
Does Wes send the nudges itself?+
No. Each nudge arrives as a card in Orbit. You approve, edit, or dismiss it, and nothing reaches the client without your sign-off.
What if I never sent the proposal in the first place?+
Wes flags deals with nothing sent. That catch matters: deals often die not from rejection but from the proposal that was promised and never written.
Are proposals part of Orbit?+
Yes. Orbit includes proposals (10 on the free plan) alongside invoices, pipelines, and contacts, so Wes works on the same records the rest of your CRM uses.
Let Wes mind your proposals
Day-3 and day-7 nudges, drafted for your approval. Free to start.
Free forever plan. No credit card. No spam.