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Helix OS · Campaign Marketplace
Sales processes on autopilot.
Helix OS is a repository of ready-made sales campaigns. Pick the one for your situation and see exactly what it does.
SELL TO · OUTBOUND
SELL WITH · SELL THROUGH
SELL MORE · INBOUND
Sell To · Outbound
Helix Digital Proposal Campaign
Send proposals as clear online pages that can be read, tracked and signed.
CycleTriggered after a demo
RouteSell To
Runs fromHelix OS
UsesPer deal
Film
Sell ToDigital ProposalFilm coming soon
Campaign objectives
- Turn a good demo into a clear next step, not a stalled inbox thread
- Know when a proposal is opened, so follow-up is timed, not guessed
- Replace a static attachment with a page the buyer can act on directly
What the campaign delivers
First few weeks
- Proposal template agreed
- Pricing configurator and contact-detail fields set up in Helix OS
- First live proposal sent
Every cycle after
- Real-time open/view tracking
- E-signature built in
- Automatic nurture follow-up if a proposal goes quiet
Typical campaign duration
Cycle lengthTriggered after demo
Runs until a decisionTied to the proposal's own validity period
Follow-upAutomatic nurture emails continue until the next stage
RepeatUnlimited — one per deal
How the campaign runs
- 1.Demo ends with next step agreed
- 2.Helix OS generates a proposal page, pre-populated with the buyer's contact details
- 3.Buyer gets a link, not an attachment — with a pricing configurator built into the page
- 4.You're notified the moment it's opened
- 5.If it goes quiet, automatic nurture follow-ups go out on your behalf
- 6.Buyer signs digitally — deal moves forward automatically
Embedded automation and AI
Automation
- Generates proposal pages from your demo
- Tracks opens and views in real time
- Sends automatic nurture follow-ups
- Collects e-signatures
- Moves the deal forward on sign
Helix AI
- Drafts the proposal from your demo notes
- Flags proposals going quiet
You
- Agree the template
- Send the link
- Take the decision call
Situations to run it
- You've had a good demo but proposals go quiet afterwards
- You don't know if a sent proposal was ever opened
- You want e-signature and pricing configuration without a separate tool
- Multiple stakeholders need to review the same proposal
How to buy
On its ownRun this campaign on its own, on Helix OS.
In a bundle, with strategyIncluded in the Outbound + Inbound and Full System bundles.
CustomNeed something different? We build it.