The proposal goes out
The opportunity looks healthy because the buyer was engaged and the CRM records “proposal sent”.
TAP helps consultants, agencies and B2B sales teams turn stalled proposals into clear commercial outcomes. It connects proposal creation, buyer signals, contextual follow-up, relevant experience and defined decision windows—so opportunities do not disappear into silence.
Built for high-value service sales, multi-stakeholder buying journeys and teams that need a clearer route from proposal to decision.
Discovery goes well. The buyer is positive. The proposal is sent. Then procurement, finance, legal or another stakeholder becomes involved and the route to a decision becomes less visible.
The opportunity looks healthy because the buyer was engaged and the CRM records “proposal sent”.
Procurement, legal, finance or internal stakeholders become involved, but the seller has limited visibility.
The seller sends “just checking in”, waits, tries again and eventually moves the opportunity into “keep warm”.
Revenue the business already paid to acquire stays trapped in a pipeline with no credible route to an outcome.
TAP turns that judgement into a repeatable, observable and governable workflow.
TAP brings discovery context, proposal creation, observed buyer signals, responsible interpretation and contextual follow-up into one system.
Capture what happens after proposals, current follow-up behaviour, silence assumptions, pipeline size, revenue risk and a real stalled-deal example.
Reuse diagnostic and lead context to structure the buyer situation, desired outcome, approach, evidence, package options and decision window.
Surface proposal views, repeated engagement, section attention, package interaction and possible internal-evaluation signals.
Deal Reality separates self-reported context, observed behaviour, TAP’s inference and the human judgement still required.
Draft the next message or action using buyer activity, opportunity context, decision timing and approved, relevant experience.
Move the opportunity towards a clear yes, no, agreed pause, revised decision date or clean closure.
Proposal and message drafting, structuring rough experience, identifying possible relevance and summarising opportunity context.
Decision windows, timing, cooldowns, branching, stop conditions, re-engagement eligibility, outcomes and qualification controls.
Message approval, evidence review, stakeholder strategy, commercial exceptions, relationship decisions and final outcomes.
TAP stores the experiences, decisions and lessons that may otherwise disappear, then makes them usable only when they are relevant and appropriate.
Capture a rough memory first. TAP can help organise it without changing what actually happened.
Complete the diagnostic to identify whether the main gap is visibility, follow-through, stakeholder context, timing or the absence of a defined decision path.
Take the Pipeline Diagnostic →Run TAP yourself, have us operate it with you, or scope a wider team implementation.
You set it up, operate it and retain control. Best for founders, consultants, agencies and small teams with the capacity to manage their own proposal and follow-up process.
View DIY Plans →We configure, operate and refine the system with you. Best when you want the visibility and commercial discipline without running the platform day to day.
View Managed Options →For organisations requiring role-based access, manager visibility, onboarding, integration planning and dedicated implementation.
Discuss a Team Rollout →Choose the level of decision intelligence and team capability your pipeline needs.
The essential proposal-to-decision system.
Advanced decision routing, timing and re-engagement for an active pipeline.
Most people start with Scale. Step down later if you do not need the additional routing and automation.
Shared decision infrastructure for agencies and small teams.
| Capability | Core | Scale | Authority |
|---|---|---|---|
| Pipeline Diagnostic | ✓ | ✓ | ✓ |
| Proposal creation and tracking | ✓ | ✓ | ✓ |
| Rules-based fallback drafting | ✓ | ✓ | ✓ |
| Deal Reality and Decision Paths | — | ✓ | ✓ |
| Advanced re-engagement | — | ✓ | ✓ |
| Multiple users | — | Limited | ✓ |
| Shared evidence library | — | — | ✓ |
| White-labelled proposals | — | — | ✓ |
We configure, operate and refine TAP with you. You receive a managed system, clear reporting and ongoing optimisation—not another platform to maintain.
One core proposal journey, configured and maintained for you.
More journeys, smarter routing and active refinement.
Managed decision infrastructure for a sales team.
Team licensing is available for organisations requiring eight or more users, role-based permissions, manager visibility, shared workflows, CRM integration planning and dedicated onboarding.
We will examine what happened after the proposal was sent, identify the missing commercial control and recommend the right TAP route: DIY, Managed or Team Rollout.
See what is causing your proposals to stall.
Diagnose Your Pipeline