Closer AI is your follow-up closer: it sends proposals and engagement letters and chases every one to an e-signature — on a polite, persistent cadence — until it's signed or declined.
Closer AI follows up with new prospects on proposals and engagement letters. Anything sensitive is routed to a human, and existing-client comms stay human unless you opt in.This is Leak 04 — the Follow-Through Leak. A proposal or engagement letter goes out, the prospect means to sign, and then it sits — behind their inbox, behind your workload. Two follow-ups would have closed it, but you were heads-down in client work and the moment passed. These are the most painful losses of all: prospects who already wanted to hire you, lost to nothing but silence.
Closer AI makes the follow-up automatic and relentless-but-polite, so no signed engagement is left on the table.
When a proposal, estimate, or engagement letter is ready, Closer AI sends it with an e-signature link and moves the opportunity into your pipeline. From there it runs a proven multi-touch cadence — a reminder a couple of days out, another later in the week, a final nudge — across text and email, all in your firm's voice. Each touch is timed to be helpful, not nagging, and the sequence stops the instant the prospect signs or declines. Signed engagements move forward automatically; declines are filed cleanly. Every step is logged to your CRM.
Demo callout:
Watch a proposal chased to signature. [Interactive demo — send a sample proposal and watch the follow-up cadence run until it's signed.] → See it work →
Closer AI runs on opportunity and pipeline automation, multi-touch nurture sequences across SMS and email, and e-signature reminders tied to each proposal or engagement letter. Every send, reminder, open, and signature updates the opportunity on the record, so you always know exactly who's about to sign and who's gone quiet. Deployed into your own CRM sub-account, tuned by a real PGT team, and visible from the mobile app — where you can nudge, pause, or take over a deal yourself anytime.
The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.
When you send a proposal or engagement letter, Closer AI attaches an e-signature link and chases it with timed reminders across text and email until the prospect signs or declines. The cadence is polite and on-brand, and it stops automatically the moment they respond — so nothing sits forgotten.
No — the cadence is spaced and professional, written in your firm's voice, and it stops the instant they sign or opt out. A gentle, well-timed reminder is usually welcome; most unsigned proposals stall from being forgotten, not from a firm decision to say no.
No. You or your team set the proposal and engagement-letter content; Closer AI sends it, tracks it, and chases the signature. It handles the follow-through, not the professional judgment that goes into the engagement terms.
Lead Response AI works new leads at the top of the funnel until they book a consultation. Closer AI takes over after the consult — sending the proposal and chasing the signature. The pairing to remember: Lead Response AI opens, Closer AI closes.
It follows up with prospects on new proposals and engagement letters. Renewal or existing-client follow-up runs only if your firm opts in; otherwise it stays with your team, and anything sensitive routes to a human.
Book a 20-minute strategy call and we'll map how Closer AI would follow up on every proposal and engagement letter until it's signed — whether or not we work together.
No pressure. No obligation. A plan you can use either way.