How ScaleWise Streamlined Proposals and Improved Its Proposal-to-Close Rate

Gavin Summer
Co-Founder & Chief Growth Advisor

At a glance

ScaleWise is a UK-based GTM advisory firm that partners with ambitious B2B tech companies to refine their GTM strategy and provide the expertise required to achieve capital-efficient growth. Their services span:

• GTM diagnostics: data-driven audits of sales, marketing, customer success and RevOps, with clear recommendations.
• Fractional leadership & coaching: access to a vetted network of experienced GTM leaders.
• Permanent hiring: aligning full-time revenue leaders with a company’s strategy and culture.

Because the ScaleWise founders personally lead most early conversations, efficiency and professionalism are critical. They needed a way to create proposals professionally, present all content in one branded hub, and manage contracts without slowing the process.

That’s where GetAccept’s Deal Rooms and Contract Rooms came in, giving ScaleWise a single space to share content, send proposals, and close deals seamlessly.

Goals

• Speed up proposals by reducing bottlenecks and making them easy for anyone to create and send.
• Deliver a seamless buyer experience by putting all decks, terms, and case studies in one branded hub.
• Improve visibility and follow-up by seeing how prospects engage and responding at the right time.
• Simplify closing by keeping proposals, contracts, and signatures in the same workflow.

Highlights

• Half a day saved every week with faster proposal creation.
• Proposal-to-close rate up by 17 points (≈51% improvement).
• Branded digital sales rooms that win client trust.

Streamlined proposals

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. 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.

Seamless buyer journey

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. This polished experience has improved deal velocity and even influenced buying decisions.

Smarter follow-ups

With GetAccept, the ScaleWise team now has visibility into what happened after a proposal was sent. Real-time analytics on buyer engagement allow Gavin to know exactly when a proposal has been opened and what sections drew attention, enabling specific and timely follow-ups.

Building on success

Today, ScaleWise’s main use of GetAccept is for proposals and contracts. Looking ahead, they see clear potential for using the platform across the full customer journey. Gavin also praised GetAccept’s customer service, highlighting its culture of curiosity and support.

Statistics

• 51% Increase in proposal-to-close rate
• 16 hours saved monthly on proposal creation.