How this works

Every time a client reads a proposal you sent through EveryPage, a row lands in the Proposal reads database below: who, when, how many pages, how long, and whether they came back. The Status column sorts each read into 🔥 Hot, 🌤 Warm or ❄️ Cold so you know who to follow up today.

Set up

1. Duplicate this template into your workspace.
2. In EveryPage.co, go to Account > Notion > Connect Notion and share this page on the consent screen.
3. Choose Use an existing database and pick Proposal reads.
4. Click Send test row, a sample row appears below.
5. Upload a proposal, send each prospect their own link with Send tracked invites, and wait.

Reading the views

• All reads: everything, newest first.
• By client: grouped by reader, so a client who opened it three times shows up as three rows together.
• Came back: returning readers. Warm at least.

The Status formula

if(prop("Returning") or prop("Read-through %") >= 0.9, "🔥 Hot", if(prop("Read-through %") >= 0.4, "🌤 Warm", "❄️ Cold"))

Change the thresholds to suit your documents.

Proposal reads