How ScaleWise streamlined proposals and improved its proposal-to-close rate

Before GetAccept, proposals were a manual puzzle of PDFs, decks and terms. Gavin recalls how each document had to be assembled and formatted after every call.

By creating a master template and a library of assets in GetAccept, ScaleWise can assemble branded proposals in minutes. With three to four proposals going out every week, that time saving adds up to around half a day – time that founders now spend on discovery calls and building client relationships.

This efficiency has taken the pressure off Gavin and his co-founder and allows other team members to confidently create proposals, reducing bottlenecks in the sales process.

While internal efficiency was important, the bigger impact came on the client side. Emails with multiple attachments felt disjointed and didn’t reflect the quality of ScaleWise’s services.

“Most people don’t want to be opening up an email, then a PDF of terms, and then another PDF about why ScaleWise is so brilliant.”

GetAccept’s digital sales room provides every prospect with a personalized, branded space that evolves as the deal progresses.

Proposals sit alongside meeting summaries, case studies and optional video introductions – all in one place. Updates can be added instantly without resending emails, and clients can ask questions directly in the room.

This polished experience has improved deal velocity and even influenced buying decisions. In one instance, a client expanded their contract mid-project after Gavin updated their GetAccept proposal, at the same link, during the call. He also added:

“Clients have even told us they chose ScaleWise because of how we presented information in GetAccept.”

Most importantly, ScaleWise’s proposal-to-close rate has improved by 17 points – or roughly 51% – showing just how powerful creating a seamless buyer experience can be.

Before GetAccept, the ScaleWise team had little visibility into what happened after a proposal was sent. There was no way to know if a decision-maker had opened it, which sections drew attention, or if it was being shared with other stakeholders. Follow-up relied on long, text-heavy emails that often went unread.

GetAccept changed that by providing real-time analytics on buyer engagement. Gavin can now see exactly when a proposal has been opened and how long prospects spend on different sections. This visibility means he knows when to follow up and what to focus on, instead of guessing.

Real-time notifications keep ScaleWise proactive. Gavin can send a short, timely message right when the client is engaged, and prospects can respond directly through GetAccept’s chat. That creates a transparent two-way conversation instead of an email trail.

This complements the time savings and branded buyer experience: proposals are faster to create, more professional to present, and now smarter to follow up on – turning ScaleWise’s sales process into a connected, insight-driven flow from proposal to close.

Today, ScaleWise’s main use of GetAccept is for proposals and contracts. Deal Rooms are used to share discovery summaries, decks and case studies early in the conversation, giving prospects one branded hub before a proposal is even created.

Once terms are agreed, the operations team manages order forms and signatures in Contract Rooms, keeping everything in one flow. This means the client experience feels seamless from first touch through to close.

Looking ahead, Gavin and the team are redesigning their sales playbook to bring GetAccept into customer success check-ins and project management conversations. While most of their current usage is in new business, they see clear potential for using the platform across the full customer journey.

Gavin also praised GetAccept’s customer service.

GetAccept’s culture of curiosity and support – from our CEO through to the customer success team – gives ScaleWise confidence the platform will continue to evolve with their needs.