AI ASSISTANTS · CLOSER AI

Stop letting signed engagements slip through the cracks.

Closer AI supports human-approved proposal and engagement follow-up with a polite cadence, status visibility, and clear stop or escalation rules.

Book a Free Strategy Call →Meet the full AI team
Your team approves proposal content, recipients, cadence, escalation points, and stop conditions. Closer AI handles follow-through, not professional judgment or engagement terms.
PROPOSAL FLOW ILLUSTRATIVE · CONFIGURABLE ROLE
AI ROLESIGNED
01SEND
02NUDGE
03ANSWER
04E-SIGN
SOURCEGrowth CRM recordSTATUSConfigured per firm
THE FOLLOW-THROUGH LEAK

Most lost engagements weren't rejected. They were forgotten.

This is Leak 04 — the Follow-Through Leak. A proposal or engagement letter goes out, the prospect intends to sign, and then it sits—buried under their inbox, lost behind your immediate workload. Two professional follow-ups would have finalized the retainer, but you were heads-down in tax returns or month-end close and the momentum died. These are the most painful losses of all: clients who already wanted to hire you, lost to nothing but silence.

Closer AI can keep an approved follow-up cadence visible and consistent while your team retains control of the document, recipient, wording, exceptions, and engagement decision.

HOW IT WORKS

Sent, then followed up—on an approved cadence.

When an eligible proposal or engagement document is ready in an approved workflow, Closer AI can send a supported e-signature link and log the opportunity in the growth pipeline. It can run the reminder cadence your firm approves across enabled channels, then stop or hand off on a verified response, status signal, opt-out, exception, or timeout. Delivery, signature status, and outcomes depend on the document, channel, provider, recipient, and configured integration.

Proposal flow (pipeline chart):

See what happens after the proposal is ready. Human-approved proposal → send with e-sign link → timed reminders → question or objection escalated → signed, declined, opted out, or paused → pipeline updated and next step assigned. → See the Proposal Follow-Up Process → (#proposal-flow)

INBOUND SIGNALCONNECTED CRM FLOW
01Understand contextCRM READ
02Take the approved actionWORKFLOW
03Log the outcomeCRM WRITE
04Escalate when judgment is neededHUMAN
WHAT POWERS IT

Pipeline automation plus e-sign follow-up.

Closer AI can use opportunity and pipeline automation, approved multi-touch follow-up across supported channels, and e-signature status or reminder events where the selected provider supports them. Configured events update the opportunity record so your team can see what moved, what stalled, and where a human should take over.

01APPROVED KNOWLEDGE
02CHANNEL & CONSENT RULES
03CRM CONTEXT
04HUMAN APPROVALS
05ESCALATION & STOP CONDITIONS
WHAT IT DOES, CONCRETELY

Configured capabilities for CLOSER AI.

When enabled and tested for the approved audience, channels, permissions, and stop rules, this role can perform the actions below.

01
Sends proposals, estimates, and engagement letters with an e-sign link
02
Moves each opportunity into your pipeline automatically
03
Follows up on eligible unsigned documents using the approved cadence
04
Follows up across text and email in your firm's voice
05
Stops the moment the prospect signs or declines
06
Advances signed engagements to the next step automatically
07
Files declines cleanly so your pipeline stays honest
08
Flags stalled high-value deals for your attention
09
Logs supported send, reminder, open, and signature events to your CRM
HUMAN CONTROL

Automation where it helps. A clean handoff where judgment begins.

The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.

AI OWNSSpeed, consistency, logging, and approved follow-up.
HUMAN OWNSSensitive, professional, account-specific, and exception decisions.
PRACTICE READINESS DIAGNOSTIC

Benchmark Your Firm's Intake & Follow-Up Leaks

Before configuring CLOSER AI, see how your practice currently scores on lead response speed, front-desk capture, and proposal follow-through.

Take the 60-Second Scorecard →Run 360° Digital Audit
BETTER TOGETHER

Closer AI supports proposal follow-up. These roles support adjacent stages.

HANDOFF 01
Lead Response AI — supports eligible inquiry response and can hand an approved opportunity to a person or the next configured stage. Meet Lead Response AI →
HANDOFF 02
Bookings AI — supports eligible consultation availability, confirmations, reminders, rescheduling, and human handoff before a proposal stage. Meet Bookings AI →
HANDOFF 03
Payment AI — after an eligible engagement reaches the approved status, supports the payment-reminder and link workflow your firm configures. Meet Payment AI →
QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

Clear answers on operational boundaries, CRM integration, and firm-controlled workflows.

See all questions →
How does automated proposal follow-up work?

For an eligible document, Closer AI can send a supported e-signature link and timed reminders across approved channels. The workflow stops or hands off on configured response, status, opt-out, exception, or timeout signals. It does not guarantee delivery, response, signature, or engagement.

Won't follow-up annoy prospects?

Your firm approves the audience, cadence, channels, wording, and stop rules before launch. Replies, opt-outs, disputes, ambiguity, and unsupported status signals can pause or route the workflow to a person. The goal is relevant follow-up with clear human control—not pressure without context.

Does it write the proposal itself?

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.

How is this different from Lead Response AI?

Lead Response AI supports approved early inquiry response and follow-up. Closer AI supports eligible post-consultation proposal or engagement-document follow-up. Each role has its own audience, allowed actions, evidence signals, stop rules, and human handoff.

Does it contact existing clients?

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.

START WITH ONE USEFUL ROLE

Keep eligible proposals moving with approved follow-up.

Book a 20-minute strategy call and we'll map the eligible documents, approved cadence, stop conditions, and human handoff for Closer AI — whether or not we work together.

Book a Free Strategy Call →Test Reception AI
No pressure. No obligation. A plan you can use either way.