Follow-up is where most agency deals are won or lost. Research on B2B sales cycles shows that over 80% of deals require at least five follow-up touches after the initial proposal, yet the majority of salespeople give up after two. The gap is not effort — it is organisation. Tracking which proposals need a nudge, and when, is cognitive overhead that compounds fast when you are managing ten or twenty active opportunities at once.
Kaissa.nl eliminates that overhead by automating the entire follow-up process through WhatsApp — the same channel you use to manage everything else.
Every proposal on Kaissa.nl moves through a defined status lifecycle: Draft, Sent, Viewed, Accepted, and Rejected. Status transitions are tracked automatically — when your client opens the proposal portal at {slug}.kaissa.nl, the status flips to Viewed without any action required from you. You receive a WhatsApp notification the moment it happens.
This automatic tracking is the foundation of intelligent follow-up. The platform knows exactly how long each proposal has been in each state, which means it can calculate when a follow-up is due without you maintaining a separate spreadsheet or calendar.
Kaissa.nl uses sensible defaults for follow-up timing that you can adjust from the dashboard:
Each of these intervals can be adjusted per proposal or globally in your account settings. If a client tells you they need two weeks to decide, you can suppress automated reminders for that specific proposal without affecting others.
Kaissa.nl does not send generic "just checking in" messages. The follow-up WhatsApp notification you receive includes the client's name, the proposal title, the current status, how long it has been open, and a direct link to the portal. From that notification you can reply to the client directly — your response goes out in your voice, not a template.
The platform provides a suggested follow-up message based on the proposal content and the elapsed time, but you always have the option to customise before sending. This combination — automated triggering, human-written follow-up — is what keeps the process efficient without feeling robotic to the client.
When you are managing multiple active proposals, the /proposals WhatsApp command gives you an instant overview. Each entry shows the proposal name, current status, and a flag if a follow-up is overdue. You can act on any of them without opening the dashboard — reply to the notification, trigger a follow-up message, or archive a dead lead, all from the same thread.
The dashboard provides a more detailed view: a Kanban-style pipeline with proposals grouped by status, colour-coded by follow-up urgency, and sortable by last activity. For agencies managing twenty or more active proposals, this visual pipeline is the quickest way to identify where the bottlenecks are.
When a proposal enters the Viewed state, Kaissa.nl can optionally trigger a fresh enrichment pass on the client's website. This is useful if significant time has passed since the original crawl — the client may have updated their site, launched a new product, or changed their positioning. The updated enrichment context feeds into the suggested follow-up message, so your follow-up references something current rather than the state of their website from two weeks ago.
This feature is available on the Pro tier and can be toggled per proposal or globally.
The core insight behind automated follow-up is simple: the best follow-up is the one that actually gets sent. When follow-up depends on manual calendar management or personal discipline, it gets skipped when things get busy — which is exactly when you are most likely to have multiple proposals in flight. Automating the trigger removes the dependency on memory and frees your attention for the part of follow-up that actually requires human judgment: what to say and how to say it.
Kaissa.nl handles the when. You handle the what. That division of labour is what makes the system effective.