Sales Teams: Know Exactly When to Follow Up

By Peeeky Team

The best salespeople don't follow up randomly. They follow up at the right moment — when the prospect is actively engaged.

Timing Is Everything

Research shows that responding within 5 minutes of a prospect's engagement increases conversion rates by 400%. But how do you know when that moment is?

Document Intelligence

When you share a proposal through Peeeky, you get real-time signals:

Immediate alerts: "Sarah from Acme Corp just opened your proposal."

Deep engagement signals: "Sarah spent 4 minutes on the pricing page."

Return visits: "Sarah is viewing your proposal again — third time this week."

Each of these is a buying signal. The prospect is doing their homework, comparing options, building an internal case.

The Follow-Up Playbook

| Signal | Action | |--------|--------| | Opened, skimmed quickly | Wait — they'll come back if interested | | Spent time on pricing | Send a "happy to walk through pricing" note | | Returned 3+ times | They're building a case internally — offer to join their team meeting | | Shared with colleagues | Multiple viewers from same company — deal is progressing |

Protect Your Content

Peeeky also keeps your proposals secure:

  • Password protection — only authorized recipients can view
  • Watermarking — each viewer sees their email on every page
  • Expiration dates — proposals auto-expire after your deadline
  • Download control — decide if recipients can save a copy

Start Closing Faster

Try Peeeky free and share your next proposal with tracking enabled.