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Playbook Apr 15, 2026 · 2 min read

The best time to follow up is the moment they click

Every sales course teaches a follow-up cadence: day 1, day 3, day 7. But the highest-converting moment isn't on a calendar — it's the instant your prospect opens what you sent.

Why the open moment wins

When someone clicks your proposal, deck or quote, you have their attention right now. A message that arrives while they're looking at it feels like a coincidence of perfect timing ("Happy to walk you through it — got two minutes?"). The same message two days later is just another nudge.

You can't act on what you can't see

The problem has always been visibility: you don't know when they opened it. Email open tracking is unreliable and often blocked. Click counts are delayed. So reps default to guessing and to rigid cadences.

Close the loop with a click alert

Put your proposal behind a tracked short link. The moment it's opened, you get a ping — phone, email or WhatsApp — with the time and place. Now your follow-up rides the open instead of fighting the calendar.

A few practical tips:

  • One link per prospect so you know exactly who opened.
  • Name your links ("acme-proposal") so the alert is instantly meaningful.
  • Don't pounce too hard — a helpful, low-pressure message beats "I see you're looking at my email."

Try it on your next proposal

Clikt gives every link a real-time open alert. Create a free tracked link → and follow up at exactly the right moment.

Know the second someone clicks your link.

Get your free link