How to Share a Client Proposal Online and Track Reader Activity
You have finished a client proposal in Claude, ChatGPT, or your document editor. The next task is getting the right version in front of the client, choosing who can open it, and knowing when to follow up.
A client proposal sharing platform gives you a hosted document link and, depending on the product, access controls and reader activity. This guide walks through that handoff in SharedBrief, including what its activity signals can and cannot tell you.
Before you share: check the proposal itself
Review the document against your actual conversation with the client. AI can help organize a proposal, but you still need to check the scope, fees, dates, assumptions, and next step. Remove internal notes, placeholder names, and information copied from another client.
Scope: State the deliverables, what is excluded, and what you need from the client.
Commercial details: Check prices, payment terms, dates, and any conditions.
Next step: Explain how the client should ask questions or confirm that they want to proceed.
Links: Open every referenced URL and check that the client has the intended access.
For example, a consultant proposing a website audit might separate the findings report, review call, and implementation work. If implementation is not included, say so before sending the link.
Create a private draft from your AI conversation
If SharedBrief is connected to your AI assistant, ask it to save only the proposal content you selected. Start with a private draft so you can inspect the result before making it available to a client. The SharedBrief connection guide explains setup; availability depends on your AI platform and account permissions.
Turn the proposal we discussed into a SharedBrief private draft. Include the client’s problem, recommended approach, scope, deliverables, timeline, fees, and next steps. Use only the details I provided. Mark anything missing as an open question. Give me the owner preview link, and don’t publish yet.
Open the owner preview and read the actual document. Check headings, tables, links, and how the proposal reads on a phone. You can also sign in to SharedBrief and create a private draft from your dashboard without connecting an AI.
Choose who can open the proposal
In the brief’s Share section, choose access before publishing. A convenient link is not automatically a restricted link.
Access option | What the reader needs | When to consider it |
|---|---|---|
Anyone with the link | The link; no account required | Material you are comfortable making available to anyone who receives or forwards the URL |
Verified readers | Sign-in with a verified email address | A proposal where you want an identified readership record, without limiting it to a named list |
Specific email addresses | A verified email address on your allowed list | A proposal intended for particular people |
Anyone-with-the-link access is unlisted, but the URL can be forwarded. For confidential client material, choose the access setting that matches your requirements and confirm the allowed addresses. A shared link does not override the document’s access settings.
Do not assume a sharing tool includes expiration dates, password gates, download blocking, or e-signatures. This workflow relies on SharedBrief’s documented access options; it does not promise those additional controls.
Publish and send one clear reader link
After reviewing the draft and access settings, publish it and copy the reader link. Send that link rather than the owner preview address. Published updates keep the same brief URL, so you can correct the proposal without distributing a new address.
Use a short message that orients the client. For example:
Hi Alex — here’s the proposal for the website audit we discussed. The scope and timeline are near the top, followed by fees and next steps. Please let me know if anything needs adjusting, or reply if you would like to proceed. Could you review it by Thursday?
This is an example message, not a contract or an automated acceptance flow. Use the approval or signing process agreed with your client.
Read activity as context, not a buying signal
SharedBrief lets owners review visits, approximate time on page, broad device type, and approximate location where available. Verified readers appear by email address; people using anonymous access remain anonymous. Estimated views deduplicate repeat views from the same browser on the same day, so the headline number is not a count of people.
What you see | A useful interpretation | What it does not prove |
|---|---|---|
A recorded visit | The proposal was opened | That the whole proposal was read or accepted |
Approximate time on page | Context about the visit’s duration | Attention, understanding, or agreement |
A verified reader’s email | The address used to access the proposal | That everyone involved in the decision has reviewed it |
Little recorded activity | A reason to check the agreed review timeline | That the client is uninterested or that no copy was read elsewhere |
This guide does not claim SharedBrief identifies anonymous readers or measures which proposal sections they read. Avoid telling a client that you know they studied the pricing or are ready to buy based on a visit.
Follow up with a useful question
Combine the activity record with what the client told you. If you agreed on a Thursday review, a Friday check-in can ask whether the scope and timeline work. A return visit may be useful context, but it is not permission to assume a decision.
Hi Alex — checking in on the audit proposal. Does the scope cover the questions your team needs answered, and does the proposed timing work? Happy to clarify or adjust it.
If the client asks for changes, update the proposal and explain what changed. Keep your own record of the agreed scope and fees; a stable link does not replace that record.
Update or withdraw the hosted proposal when needed
Review access when recipients change. If the proposal should no longer be available, unpublish it. That removes access to the hosted page, but it cannot remove content someone already copied. For current instructions and product limits, use the sharing and reader activity guide.
Try the workflow with your next proposal
Start with a proposal you have already drafted. Save a private brief, review it, choose access, and publish one reader link. Then use the activity record to support a considerate follow-up.
Create your first SharedBrief, or follow the connection guide to bring a draft from your AI assistant.