Glossary

Proposal open tracking

Seeing when a client opens a proposal and how many times they return to it.

It works when the proposal is a link to a live document rather than an attachment. The first open is a good moment to send a short note, and repeated opens by a client who has not replied is a good moment to call. It is a prompt for a conversation, not proof of intent.

Founding agencies, by invitation

Per seat, set with each agency. We reply within a working day.

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