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Set the rules once: a reminder when the proposal is still unopened after a day, a different message when the client has spent five minutes on it. Sellizer sends each email from your own mailbox and stops when you mark the deal as won or lost.
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Most proposal follow-ups are sent on a guess: three days later, because that is the habit. The client may not have opened the file yet, or may be reading it at that very moment.
A scenario can send a short reminder only when the proposal is still unopened, for example after 24 hours.
Each message is tied to a reading condition, so the client who spent five minutes on the proposal gets a different email than the one who skimmed it.
Once the scenario is on, Sellizer sends the emails for up to 365 days, or until you stop it or close the deal.
Write the messages and choose the condition for each one: the proposal was not opened within a set time, the client spent more than a set number of minutes on it, or opened it again. The emails go out from the Gmail, Outlook or other mailbox you connect to Sellizer.
Sometimes the next step is a phone call. You get a text message on the first open and an email on every open after that, so you can call while the proposal is still on the client's screen.
Priority ranks clients by what they are doing with your proposals right now. Engagement keeps the highest interest a proposal ever reached, so a client who studied it last week does not get lost under today's new sends.
Examples from the Sellizer help center. Change the times and the wording to fit your sales cycle.
A short note asking whether the proposal arrived, with the link again. It may have landed in a spam folder or a busy inbox.
The client has gone through the details. Offer a short call to answer questions about scope or price.
Repeated opens can mean the proposal is being discussed internally. Ask who else should get the answers.
Connect a Google or Microsoft account, or any mailbox by its server settings. Follow-ups are sent from that address.
In Automation, Follow-ups, create a scenario: the messages, the conditions and the order. You can set one as the default.
Tick the follow-up option under the message to the recipient and pick the scenario. You can stop it for a single proposal at any time.
Sellizer follow-ups belong to a proposal you have already sent. They are not a cold email sequencer for prospects who have never heard from you, and they do not make calls or send LinkedIn messages. A scenario stops when its conditions are met, after 365 days, when you stop it in the proposal list or when you mark the proposal as won or lost. If the client replies by email, mark the proposal or stop the scenario so the next message does not go out.
Looking for tools that cover the whole sales follow-up process, including CRMs and email sequencers? See our comparison of the best follow-up software. For ready message wording, read the guide to follow-up automation with email templates.
Sellizer made it possible for us to increase the pace of customer acquisition by 300% last year thanks to additional knowledge of how customers perceive our proposals. I strongly recommend it to anyone who wants to be more efficient in such a fast-changing business and new technologies environment!
Maciej Zagórowski
CEO Fabryka e-biznesu
Thanks to Sellizer, I know which parts of my proposals are the most interesting for my customers - it gives me great basis to start a valuable conversation. I can also contact with clients in the best time - when they have my proposal right in front of them. Such combination made it so much easier for me to sell projects.
Damian Rams
Digital Analytics Consultant, DamianRams.pl
We like clever solutions. Just like in Sellizer, we believe that the time of contact with the customer really makes a big difference, so we decided to integrate our tools. Thus, Sellizer user gets a SMS message about the opening of the proposal and statistics and recipients of their proposals can ask for contact via Callpage widget. Awesome!
Sergey Butko
CMO & Co-Founder Callpage
Using Sellizer has improved our communication, both within and outside the company. In our internal communication, we use Sellizer to send important documents to ensure that they have not been skipped or missed among many other messages. Moreover, thanks to the use of the tool in communication with potential partners, we can see at what stage our relationship is.
Tomasz Świeboda
Managing Partner Inovo.vc
LinkedIn is the most important channel for communicating with clients. Sellizer allows me to quickly and conveniently send presentations and proposals, and what’s most important, allows me to react quickly to their opening, analyse interest in them and consequently conduct valuable business conversations. I recommend.
Marcin Małaszuk
Sellizer helps us respond to questions from our customers at the right time. Thanks to that we give added value already at the sales stage which allows us to build a relationship with the customer from the very beginning. This is very valuable to us.
Łukasz Białonoga
Although Sellizer can at first glance be seen as a tool only for sending proposals, I can certainly confirm that it also works for sending sales folders, contracts and other documents. Thanks to this, we have a real-time preview of what is the most valuable to the customer in each document (on which parts they spent most of the time) and what needs to be improved.
Michał Boniecki
Sellizer enables a thorough analysis of the customer in terms of interest in our proposal, which helps us save time in the further parts of sales process. When receiving information on how long the customer has been reading each pages of the proposal, I can predict whether the sales process will continue or our proposal is just a market recognition for statistical purposes of the potential customer.
Bartosz Makles
Sellizer has become an inseparable tool for us in communication on several levels. As an intermediary in the logistics industry, we come into contact with both operators and their customers. Sellizer allows us to work with both the first (reporting) and the second (sending proposals) Partners. Thanks to the systematisation and transparency of the activities in Sellizer, we have been able to significantly increase the rate of acquired customers.
Mariusz Korzeniecki
Until now, our knowledge has been ending at the stage of sending the proposal - and thanks to Sellizer - now this is the point where the acquisition of the greatest amount of knowledge about the client begins which allows the marketing team to understand better the needs and match the proposal content to the customers and sales team to contact the customers always at the right time. Thanks to the opportunities that Sellizer gives us, we can everyday increase our chances in a game called sales.
Michał Czuba
Very often we wondered why, despite sending a large number of proposals, many of them still remained unanswered. Thanks to Sellizer, we have structured our sales process, organized sending proposals and gained awareness of their quality. Now we can easily track which parts of our proposals are the most valuable for our customers and continuously improve them. I am pleased that with Sellizer we make better use of our time as well as the potential of our customers.
Grzegorz Jaskot
We sincerely recommend Sellizer. It helps our sales team in daily duties and prioritizing customers. But that's not all. At the department level, it gives us the opportunity to improve the entire sales process based on easily measurable criteria.
Michał Drozda
Thanks to Sellizer we have optimized our process of preparing proposals. With data sets we create tailor-made proposals to meet customers’ needs and expectations, which improves the conversion rate. I’d recommend it to anyone!
Sebastian Żarnowski
Customer Services Specialist, Kampanie SEO
There is no single right number of days. A better rule is to follow the client's behavior: if the proposal is still unopened after a day, check that it arrived; if the client has read it carefully, offer a call while the details are fresh; if they keep coming back to it, ask who else is involved in the decision. Sellizer can send each of these messages automatically when the condition is met.
Check first whether the client has opened it. With a tracked proposal you see the opens, the reading time and the return visits, so your message can refer to where the client is. Ask one concrete question, for example about the scope or the start date, instead of asking whether they had a chance to look.
It reminds you or the client about the next step, so deals do not stall because someone forgot. CRMs remind the salesperson about tasks, email sequencers send series of messages, and Sellizer sends follow-ups tied to a proposal you sent, based on whether and how the client read it.
Yes. You connect your Google or Microsoft account, or another mailbox by its server settings, and the follow-ups go out from that address, so replies come straight to your inbox.
Stop it for a single proposal in the Actions column of the proposal list. A scenario also stops when you change the proposal status to won or lost, when its conditions are met, and after 365 days at most.
Both Solo and Team include automatic follow-ups (pricing page, October 2026). You can try them for 14 days without a credit card.
