Keep proposals moving after the good conversation.
PuenteWorks helps small businesses clarify the post-conversation path: what was discussed, what should be proposed, what needs approval, and when the next follow-up should happen.
Common symptoms
The sale is not dead. The handoff is.
Many small businesses do not need a bigger sales machine first. They need the proposal and follow-up path to stop depending on memory and late-night catch-up.
Scope notes are scattered after calls.
Proposal language takes too long to assemble.
Follow-up is inconsistent because the owner is busy delivering.
$175 first hour or readiness scope
Best when the business already has conversations worth converting.
What improves
A calmer path from call to next decision.
The work turns repeated proposal/follow-up friction into reusable notes, approval prompts, and next-step reminders.
Call-to-scope capture checklist.
Proposal draft structure that protects boundaries.
Follow-up timing and message patterns.
Approval rules before anything is sent.
The goal is not pressure. It is fewer dropped decisions and clearer client expectations.
Every engagement includes
A named 30-day stabilization window. Included, not extra: for 30 days after handoff, the questions and small corrections that keep the new path working stay inside the engagement instead of becoming a new invoice.
An optional quarterly Agent Tune-Up. A scheduled checkpoint that re-checks allocation, permissions, and evaluation against what changed — and the entry rung when the rhythm is ready for Monthly AI + Launch Support.
Next step
Bring one recent conversation that should have become a clearer next step.
The first pass can start from notes, emails, a proposal draft, or the follow-up you keep avoiding.
