If you’re responsible for closing deals and want actual insight—not just another dashboard—this guide is for you. We’ll get into how to use Getaccept analytics (see getaccept.html for the basics) to actually improve your sales process, not just tick boxes or chase vanity metrics. Whether you're a sales rep, a manager, or just tired of flying blind, let's get into what works, what doesn't, and how to skip the fluff.
Step 1: Get Clear on What You Want to Fix
Before you even open the analytics tab, pause. There’s a temptation to poke around the numbers and assume “more is better.” Don’t do it. Think about where your sales process breaks down now:
- Are deals dying after the proposal?
- Do prospects go dark after opening your doc?
- Are reps wasting time on deals that never close?
- Is your follow-up too slow or badly timed?
Don’t try to fix everything at once. Pick one or two questions you want answered. This makes the analytics actually useful—otherwise, you’re just watching charts go up and down.
Pro tip: Write down the specific problem you’re trying to solve. Example: “Why do 60% of my proposals get no response after sending?”
Step 2: Know What Getaccept Analytics Can (and Can’t) Track
Getaccept isn’t magic, but it does a decent job tracking document activity and basic sales metrics. Here’s what you can count on:
- Document opens and views: Who opened your sales doc, how many times, and when.
- Time spent per page: Which slides, pricing sections, or terms actually get read.
- Recipient actions: Downloads, forwards, comments, e-signatures.
- Pipeline overview: Deal value, status, and win/loss rates.
- Engagement scoring: Some attempt to show “how engaged” a buyer is.
What it won’t do: - It won’t read your prospect’s mind or tell you why someone ghosted you. - It won’t magically fix bad messaging or a weak offer. - “Engagement scores” are just a hint, not gospel—don’t obsess over them.
If you’re expecting AI to tell you exactly who to call and when, you’ll be disappointed. Use this as a tool, not a crystal ball.
Step 3: Dig Into the Right Metrics
There are a hundred things you could look at, but most don’t move the needle. Here’s what’s actually worth your time:
1. Document Open Rates
- Why it matters: If nobody’s opening your proposals, your email follow-up or timing is off.
- What to do: If opens are low, tweak your subject lines, sending times, or pre-send calls.
2. Time Spent Per Page
- Why it matters: See which parts of your proposal buyers actually care about.
- What to do: If 80% of time is spent staring at the pricing page, that’s a signal. Prep for price objections, clarify your value there, or simplify the page.
3. Follow-Up Timing
- Why it matters: Getaccept timestamps every action. If a prospect opens a doc at 8:00 am, don’t wait three days to follow up.
- What to do: Set notifications for opens/comments. Call or email while you’re top-of-mind.
4. Bottleneck Tracking
- Why it matters: Where do deals stall—before signing, after sending, or after the first view?
- What to do: Run reports on deals stuck in each stage. If they pile up in “Sent” but not “Viewed,” revisit your email process.
5. Engagement Signals
- Why it matters: Multiple opens, forwards, or comments can mean genuine interest—or just confusion.
- What to do: Don’t read too much into “engagement scores,” but if you see a flurry of activity, check in. “Saw you’ve been reviewing the doc—any questions I can answer?”
Ignore:
- Vanity metrics like “average time in platform.” Who cares?
- Data dumps without context (e.g., total number of documents sent in the quarter).
Step 4: Make Small, Testable Changes
Data is useless unless you actually do something with it. The trick is to tweak one thing at a time, so you know what made the difference.
Examples:
- If you notice prospects always drop off after the pricing page, try splitting pricing into a separate doc, or add a quick explainer video.
- If your open rates are low, experiment with shorter, punchier email copy.
- If deals stall after a certain step, follow up faster or automate a check-in email.
Don’t:
- Change everything at once. You won’t know what worked.
- Assume every insight is actionable. Some prospects are just window-shopping—don’t chase every ghost.
Step 5: Use Team and Individual Insights—But Don’t Weaponize Them
It’s easy to fall into the trap of using analytics as a surveillance tool. Don’t. The goal is to help people sell smarter, not make them paranoid.
- For managers: Look for patterns across the team. Are certain reps crushing it after tweaking their proposals? Share what’s working, but don’t shame people with stats.
- For reps: Use your own data to spot your weak spots. Maybe you’re slow to follow up, or your proposals are too dense. Adjust, don’t obsess.
Healthy uses: - Regular, low-drama reviews of what’s working and what’s not. - Celebrate small improvements: “Hey, our time to close dropped by two days after we changed our follow-up.”
Unhealthy uses: - Public shaming of low “engagement” scores. - Using analytics to micromanage every step.
Step 6: Automate What Makes Sense
Getaccept has built-in notifications, reminders, and some workflow automations. Use them, but don’t go overboard.
- Get notified when a prospect opens or comments on a doc—then reach out while you’re still top-of-mind.
- Schedule automatic reminders for contracts that haven’t been signed after a certain period.
- If your CRM integrates, sync data so you’re not entering everything twice.
Don’t:
- Set so many notifications that you start ignoring them.
- Automate every message. Real people can spot a robot a mile away.
Step 7: Regularly Review and Adjust—But Don’t Chase Your Tail
Set a regular cadence—monthly or quarterly is plenty—to review your analytics and see what’s actually changed. Are deals closing faster? Are prospects more responsive? If not, go back to your original questions and try a new experiment.
Checklist: - Did your tweaks improve open rates or time to close? - Are you spotting the same bottlenecks, or new ones? - What feedback are you hearing directly from buyers—does it match what the numbers say?
Warning:
Don’t let analytics meetings turn into “death by PowerPoint.” Keep it short, focused, and action-oriented.
What to Skip Entirely
- Chasing every new KPI: Pick a few that matter most for your team.
- Overcomplicating your process: Simple beats clever. If you can’t explain the change in a sentence, it’s too much.
- Assuming the tool will do your job: Getaccept is useful, but it’s not a silver bullet. The basics—good messaging, timely follow-up, real relationships—still win deals.
Keep It Simple and Keep Moving
Don’t get lost in dashboards. Pick one or two things Getaccept analytics actually helps you see, make a small change, and see what happens. If it works, great—do more of it. If not, try something else. Sales is messy and always changing; your analytics should help, not get in your way.
Iterate, keep it human, and remember: the best tool is the one you actually use.