For agencies
Proposal tracking for agencies.
A freelancer with one proposal out can hold it in their head. An agency with nine live across six clients, each read by a different person for different reasons, cannot — and the deal that quietly dies is rarely the one you were worried about.
Three places an agency proposal goes quiet.
They look identical from your side. All three produce the same week of nothing, and the follow-up that would rescue each one is different.
01
It never reached the decision maker
You sent it to your day-to-day contact because that is who you talk to. They meant to pass it on. Nothing about the silence tells you which of those two things went wrong, and the fix for each is completely different.
02
The number landed badly
They opened it, went to pricing, and stopped. A proposal that dies on the pricing page is a scoping conversation you can still have. A proposal that dies on page one is not the same problem and does not want the same email.
03
It got read, and then buried
Three opens in the first two days, then nothing for a fortnight. That is not a lost deal, it is a stalled one, and it is the single easiest kind to recover if you notice while it is still warm.
Running a book of clients
What changes when it is nine proposals and not one.
Most tracking tools are built around a document. You open the document, you look at its numbers, you close it again. That works when there is one. At agency volume it turns into a chore nobody does on a Friday, and a chore nobody does is a tool that quietly stops being used.
Closewatch is built around the pipeline instead. Everything rolls up under the client, the list orders itself by intent rather than by date, and a “since you last looked” diff tells you what moved while you were doing the actual work. The question it answers is not “how is this proposal doing” but “who should I call today”, which is the only version of the question anyone has time for.
- Grouped by client
- Six accounts rather than nine files, so a client with three proposals in flight reads as one relationship.
- Since you last looked
- What changed since your last visit, called out on arrival. You are not asked to remember Tuesday.
- Won and lost, kept
- Close a deal and it leaves the pipeline with its whole reading history intact. What a loss was read for is worth knowing.
Questions agencies ask
The four that come up every time.
We run nine deals across six clients. Does it stay legible?
Proposals group under the client they belong to, so the dashboard reads as accounts rather than a folder of files. Search runs across all of them, the list can be filtered by heat, and closing a deal moves it out of the pipeline without losing anything it recorded.
Different people at the client read it. Can we tell them apart?
You send one link per person. That is the whole mechanism: when the link you sent to the marketing lead is opened by a second and third reader, it went upstairs, and that is the clearest sign from outside the room that your proposal is being circulated to somebody who can approve it.
Do we have to change how we make proposals?
No, and that is the point. Your proposal keeps coming out of InDesign, Figma, Docs or Canva as a PDF with your typography and your case studies in it. Closewatch takes that file. There is no editor, no template library and nothing to migrate.
What about the rest of the team?
Today one account holds the pipeline, which fits an agency where one or two people send every proposal. Shared seats are still to come, so if three people need their own logins right now, this is not the tool for you yet.
Put your next proposal through it.
Two proposals can be live at once on the free plan with every feature switched on. One real send is enough to find out whether this changes how your week runs.
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