In the competitive world of proposals, the difference between winning and losing is often not about pricing, product, or presentation. Some brokers consistently succeed. It is not because they are louder, luckier, or more persuasive. It is because they understand one critical truth.
Success is not about guessing what works. It is about knowing.
So how do they know?
Engagement data.
Top-performing brokers no longer treat proposals as static documents. They see them as conversations between the author and the audience. They have realized that sending a PDF or walking through a PowerPoint presentation and hoping it connects is no longer effective.
In a world full of noise and limited attention, proposals must be responsive, insightful, and measurable.
Proposals need to prove their value, not only through messaging, but also through performance.
These brokers:
• Track how much time prospects spend on each slide, which sections they skip, what they rewatch, and when their attention drops.
• Use scrolls, clicks, and time spent as signals that reveal buyer intent and interest.
• Rely on tools such as RELAYTO to personalize proposals based on real engagement insights.
• Avoid starting from scratch or overloading presentations with irrelevant content.
• They understand how their audience thinks. With every proposal and interaction, they refine and improve their approach.
What RELAYTO enables:
• Proposals become interactive experiences, not just static documents.
• Videos start automatically to capture attention immediately.
• Scroll-based animations help clarify complex ideas.
• Calls-to-action appear naturally within the flow of content, guiding prospects without pushing them.
• Instead of flipping through a flat document, the reader experiences a tailored journey, one that adapts to their interests and behavior, enriched by engagement data.
From engagement to strategy
The best brokers do not just observe engagement data. They act on it.
What makes top brokers stand out is their response to what the data tells them.
When prospects skim over technical specs but focus on pricing, these brokers adjust the message. If an explanation video is viewed more than once, they highlight it early in the next conversation. Each interaction provides feedback. Every proposal becomes stronger than the last.
They are not just selling more effectively. They are learning faster.
While others wonder why a deal fell through, these brokers move forward with lessons learned. Their follow-ups are not generic. Instead, they feel like thoughtful extensions of an ongoing conversation, shaped by the prospect's unique interests.
Examples include:
• When a CFO spends the most time on financials, the follow-up includes a deeper return-on-investment analysis.
• When a VP of Marketing focuses on branding, they send a piece that appeals to emotional storytelling.
This is not guesswork. It is relationship building based on actual data.
Scaling personalization without complication
At first, this level of personalization may seem difficult to manage. But with RELAYTO, it becomes simple.
Engagement reports are generated instantly.
Proposals can be reused and adapted across different formats and stakeholders.
Content is modular, which means you do not need to create new versions from the ground up.
With the right tools, brokers can work faster, adjust more precisely, and still maintain the art of strong storytelling.
The feedback loop advantage
Constant improvement sets the best apart.
Each proposal built with RELAYTO adds to a valuable feedback loop. Over time, patterns emerge. Successful formats become standard. Weak points are eliminated. As a result, proposal quality and conversion rates rise steadily.
It is not just about closing a deal. It is about creating a system that generates consistent, meaningful results.
So why do some brokers win more often than others? It is not because of better design, flashier presentation, or better timing. It is not about luck.
They have shifted from guessing to knowing, from sending to engaging, and from hoping to closing. They understand that data is no longer optional. It is essential.
They use engagement insights to move beyond information delivery. They persuade, resonate, and close.
If you are a broker, sales leader, or proposal writer looking for an edge, now is the time to stop guessing.
Use engagement data to personalize your proposals, build stronger relationships, and close more deals.
The tools are already available. Now it is your move.
Author 
The fastest way to build digital experiences. We empower businesses to convert PDFs, presentations and other content into interactive experiences & webpages with instant branding, analytics & more.
