Frequently Asked Questions

Everything you need to know about ClosingPulse

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The Product

What is ClosingPulse?
ClosingPulse is the first Deal Intelligence Platform — built for independent consultants, agencies, and freelancers closing $10K–$150K deals. At the Pro tier, you build proposals by talking to Vera™, our AI partner, instead of filling out a form. She asks the right questions, researches the client, and drafts the proposal with you. Once sent, we track exactly how your client engages — every open, every minute on pricing, every repeat visit — and surface the exact moment to follow up.
How is ClosingPulse different?
ClosingPulse does two things other tools don't. First, at the Pro tier, you build proposals through a conversation with Vera™ — describe the deal in plain language and she drafts it with you. Second, after you send, we track exactly how your client engages — which sections they read, how long they spent on pricing, whether they came back — and surface the exact moment to follow up. It's the difference between guessing and knowing.
What are Closing Signals?
Closing Signals™ are the real-time engagement patterns that tell you a deal is heating up or going cold. When a client views your pricing section four times in one evening, that's a signal. When they've been silent for eight days after an active first week, that's a different signal. We surface these in plain English — you don't have to interpret the data.
What is the Deal Dashboard?
The Deal Dashboard is the one screen that shows every open proposal, where each deal stands, and which one needs your attention today. Engagement scores, hot moments, and cold alerts all in one view.
What is a Hot Moment Alert?
A Hot Moment Alert is a real-time notification sent the second a client is deep in a buying pattern — for example, returning to pricing for the third time in one evening. You get it by email or SMS. Call them right then. That's the difference between a closed deal and a we-went-with-someone-else email next week.
What is Vera?
Vera™ is ClosingPulse's AI partner. At the Pro tier, Vera is how you build proposals — instead of filling out a form, you describe the deal in plain language and Vera asks the right follow-up questions, researches the client, and drafts the proposal with you. She also handles follow-up writing based on engagement signals after you send.
Does my client need to create an account to view a proposal?
No. Your client clicks a link and sees a beautiful proposal experience. No signup, no password, nothing to download.
Who is ClosingPulse built for?
Independent consultants, agencies, and freelancers who close high-stakes proposals — typically $10K to $150K per deal. That includes strategy and management consultants, marketing and growth agencies, creative agencies, business coaches, and fractional executives. If you compete on quality rather than price, ClosingPulse is built for you.

Proposals & Decks

How does ClosingPulse generate proposals?
At the base tier, you enter your client's name and a few details in a form, our AI researches their company, and generates a branded proposal. At the Pro tier, you skip the form — you have a conversation with Vera, describe the deal in plain language, and she drafts it with you. Both approaches produce the same cinematic proposal output.
Can I edit proposals after generation?
Yes. Every proposal is fully editable after generation. AI drafting (or conversational drafting with Vera) is the starting point — you review, revise, and send when it's ready.
What is a presentation deck and how does it work?
ClosingPulse can generate a branded presentation deck from your proposal automatically. At the base tier, you get a downloadable PowerPoint (PPTX) file you can present from any laptop. At Pro, you get a cinematic browser-based deck — full screen, scroll-driven, built to command the room in live meetings. Both are generated in seconds from the proposal you just built.
Can I attach documents to a proposal?
Yes. You can attach supporting documents — case studies, contracts, portfolios — to any proposal. Your client can view and download them directly from the proposal page.
Can clients sign proposals inside ClosingPulse?
Yes. E-signature is built in. Your client signs inside the proposal experience — no extra app, no DocuSign account needed.
Can I collect a deposit through ClosingPulse?
Yes. Stripe is built in, so your client can sign and pay in a single flow. You get notified instantly.

Branding

Can I brand proposals with my own logo and colors?
Yes, on every plan. Upload your logo and set your brand. Pro users get three cinematic themes (Editorial, Dossier, Atelier) with curated accent palettes and full white-label branding (no ClosingPulse footer).
Can I customize proposal fonts and colors?
Yes. At the base tier, you pick from three paper themes — Cream, Ink, or Snow — with a gold accent. At Pro, you unlock three cinematic themes: Editorial (dark/cream rhythm with gold accent), Dossier (all-dark monochrome with emerald accent), and Atelier (cream-dominant with oxblood accent). Each theme has a curated four-accent palette, so picking theme + accent is one decision — not a raw hex picker. Paired with your logo, that becomes the look your clients see across every proposal.
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Pricing

What plans does ClosingPulse offer?
ClosingPulse offers two plans: a base tier with form-based proposal creation, Closing Signals™ tracking, e-signature, and deposit collection; and ClosingPulse Pro, which adds conversational proposal building with Vera™, three cinematic themes with curated accent palettes, cover image pages, white-label branding, a browser-based presentation deck, SMS alerts, and full HubSpot integration. See current pricing at closingpulse.com/pricing.
What is Founder Pricing?
Founder Pricing is a locked-in rate for our first 100 Pro customers. Whatever rate you sign up at, you pay forever — no renewal increases, no catches. See closingpulse.com/pricing for current founder rates.

Notifications, Integrations & Security

How do notifications work?
ClosingPulse sends two types of notifications. A first open alert the moment your client opens a proposal (one per 24 hours), and a Hot Moment Alert that fires when your client shows deep buying signals — like viewing the pricing section three or more times in one evening (one per hour). You get both by email on every plan. SMS alerts are available on Pro. So you're never spammed, only signaled when it counts.
Does ClosingPulse integrate with HubSpot?
Yes, on ClosingPulse Pro. Contacts, deals, and engagement data sync automatically. We also publish a public API and webhook system, so teams on other CRMs can integrate via Zapier, n8n, or direct API.
Is ClosingPulse's data secure?
Yes. Data is encrypted in transit and at rest. We use Stripe for all payment processing — we never see or store card numbers. Row-level security is enforced across all user data.

Still have questions?

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General support
support@closingpulse.com
Feedback & ideas
feedback@closingpulse.com