💬 Proposal Feedback Collection Automation with AI

Taskade Genesis sends a structured feedback request every time a proposal is declined — agents log the responses, tag recurring objection themes, and surface patterns that help you close more deals next time. ## What Is Proposal Feedback Collection Automation? It's a post-rejection workflow that automatically sends a brief, respectful feedback request to prospects who declined your proposal. Responses are captured in your workspace, tagged by objection category, and linked to the original proposal record for longitudinal analysis. ## Why Use Proposal Feedback Collection Automation? Lost deals contain your best coaching material. Most businesses never collect it systematically. - Automatic trigger: The moment a proposal is marked Lost, the feedback request goes out — no manual step needed. - Structured response capture: Agents parse free-text responses and tag them with objection categories (price, timing, fit, competitor). - Pattern recognition: Over time, agents surface the most common objection themes so you can address them proactively. - Relationship linking: Each feedback record links to the original proposal, client, and proposal template used. - Continuous improvement loop: Use objection data to refine your templates, pricing, and positioning. ## Who Should Use Proposal Feedback Collection Automation? - Freelancers who repeatedly lose proposals but don't know why. - Agencies with a high proposal volume and a low close rate they want to diagnose. - SaaS sales teams mapping common objections to specific competitor offerings. - Consultants entering a new market and needing rapid calibration. - Coaches refining program proposals based on why prospects opted out. ## How To Use Proposal Feedback Collection Automation? 1. Clone the template from /automate and customize the feedback request message. 2. Set the trigger: proposal status → Lost → send feedback request via email integration. 3. Agents tag each response with an objection category and add it to the proposal record. 4. Review tagged feedback in Table view to spot recurring themes. 5. Use top objection themes to update your