Proposify logo Proposify logo
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
    • How Fern Grew Revenue 200% with Proposify
      How Fern Grew Revenue 200% with Proposify
    • How Proposify Removed the Barriers to this Consulting Firm’s Growth
      How Proposify Removed the Barriers to this Consulting Firm’s Growth
    • How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
      How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
    Image{width=238,height=87,url='https://5261428.fs1.hubspotusercontent-na1.net/hubfs/5261428/Menu%20Icons%20New/logo.svg',altText='logo',fileId=193110358456}

    State of Proposals 2025 Report

    We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.

    Read more
  • Log in
  • Book a demo
  • Sign Up Free
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
  • Log in
  • Book a demo
  • Sign Up Free
Proposify Blog
    • Sales
    • Proposals
    • Business
    • Tools
    • Product
    • Marketing
  • Newsletter
4 min read

Stop Waiting for Meetings: How We Started Making Decisions in Minutes

Published: November 10, 2025
Updated: November 10, 2025
Kyle Racki Kyle Racki CEO & Co-Founder
  • Share
  • Share
  • Tweet
  • Copy

    TL;DR: Why Scheduling Is Killing Your Momentum

    If your team’s losing speed waiting for meetings, here’s the fix:

    • Default to now. If both people are free, talk immediately instead of scheduling later.
    • Protect deep work. But don’t let “focus time” become an excuse for delay.
    • Short beats scheduled. A 12-minute chat today beats a 30-minute meeting next week.
    • Momentum matters. Don’t let energy die waiting for a calendar slot.
    • Culture counts. Make it normal to say both “let’s talk now” and “not right now.”

    How many times a week do you find yourself saying, “When works for you?”

    Ever had an idea, felt the spark, and then watched it die waiting for a calendar slot?
    UGH.

    I recently read Jason Fried's post about ditching the calendar dance and just calling people when you need to talk. His take:

    "Don't schedule, don't send me a link to pick a time, just pick up the phone and call."

    It got me thinking about how much time we waste on calendar bureaucracy, especially with our own teams.

    The Everyday Example

    Here’s a conversation that happens at least three times a week:
    Team member: “Hey, when are you free? I'll book some time in your calendar to discuss the new feature.”
    Me: “We're both free right now. Let's just huddle.”

    And BOOM — 12 minutes later the decision’s made, instead of waiting three days for a formal meeting that would have been dragged out to fill the full 30-minute slot.

    The Scheduling Tax We Don’t Talk About

    Every time someone says “Let me send you a calendar invite,” here’s what’s really happening:

    • Momentum killer: The urgency dies.
    • Time inflation: A 10-minute discussion becomes a 30-minute meeting.
    • Decision delay: What could be solved now sits in limbo for days.
    • Context switching: You’re thinking about it now, but by Thursday you’ll have to reload everything.

    Think about it—when was the last time a scheduled 30-minute internal meeting actually needed 30 minutes?

    The Magic of Right Now

    There's something powerful about catching someone when they're already in the right headspace.

    When someone says “I need to talk through this pricing change,” they're already loaded with context. Their brain is fired up about the problem.
    Schedule it for Thursday at 2 PM? Now they have to:

    • Remember the context
    • Reload all the details
    • Get back into problem-solving mode
    • Fill whatever time was blocked

    But grab them now? The conversation is focused, urgent, and efficient.
    You get clarity in 10 minutes instead of dragging through 30 just because the calendar says you should.

    The “Just Call” Rules I've Adopted

    Here’s what’s working for me and my team:

    • When something comes up, and both people are available, default to a quick huddle.
    • No invites, no links — just a quick “Quick call?” in Slack.
    • If it takes longer to schedule the chat than to have it, just have it now.
    • And if someone brings up a problem, that’s your signal: their energy and context are peaking right now. Don’t lose that momentum or opportunity.

    Of course, not every moment’s the right one. If someone’s deep in focus, respect that boundary.

    But most of the time, the fastest way to move forward is simply to start talking.

    When This Doesn't Work

    Let's be realistic — this approach isn't universally applicable:

    • External meetings: Clients and prospects need structure and respect for their time.
    • Large group discussions: You can't just “huddle” 8 people without warning.
    • Complex topics: Some conversations need preparation and dedicated focus time.
    • Different time zones: Obviously harder to “just call” when half your team is asleep.
    • Deep work protection: You don’t want to interrupt someone mid-flow just because you’re ready to talk.

    The point isn’t to abandon structure. It’s to stop defaulting to it.
    We’ve confused being busy with being productive, and our calendars are the proof.

    The best work doesn’t happen when the clock says it should — it happens when the energy’s there.
    The key is making it culturally acceptable to say both “let’s talk now” and “can’t talk now.”

    That’s when communication becomes real collaboration.

    The Results

    Since ditching the calendar shuffle, our team moves faster, and it shows.

    • Decisions happen faster
    • Conversations are more focused
    • Team momentum stays higher
    • Calendar stays cleaner for actual deep work

    Sure, sometimes you can't reach someone immediately. But Jason's right — it usually works out. And when it does, you get the best version of the conversation.

    Kyle Racki
    Kyle Racki

    Co-founder and CEO of Proposify, and co-host of the Levership podcast. Outside of Proposify, he plays in the band Club Sunday, who put out their first LP in 2023 and enjoy playing live shows every chance they get. Follow him on LinkedIn.

    Subscribe via Email

    Related Posts

    Sales is Too Stagnant. Here’s Why That Has to Change
    Sales 10 min read November 24, 2020
    Sales is Too Stagnant. Here’s Why That Has to Change In 2020, every little advantage matters. It’s time to really look at how we’re approaching sales. It’s time to disrupt sales from the inside before …
    Read Post
    10 Ways To Keep Your Project Manager Happy
    Tools 4 min read May 14, 2014
    10 Ways To Keep Your Project Manager Happy Project managers: the most powerful, and yet under-appreciated, person in a creative agency. Here's how to say thank you, show some appreciation, and …
    Read Post
    Proposify logo
    • Platform
      • Proposal Automation
      • Quoting
      • Contract Management
      • E-Signatures & Forms
      • Integrations
      • API
      • Security
      • Our Professional Services
    • Solutions
      • Sales
      • Marketing
      • IT/Operations
    • Compare
      • PandaDoc
      • DocuSign
      • Qwilr
      • Better Proposals
      • Conga
    • Resources
      • Blog
      • Templates
      • Webinars
      • Books & Guides
      • Knowledge Base
      • Status
      • AI Proposal Generator
    • Company
      • About
      • Diversity
      • Careers
      • Customers
    ©2025 Proposify Inc. All rights reserved.
    • Contact Us
    • Privacy Policy
    • Terms & Conditions
    • Status
    • LinkedIn
    • Facebook
    • Instagram

    Basic

    Start free trial

    Team

    Start free trial

    Business

    Book a demo

    Brand customization

    Unlimited templates

    All accounts allow unlimited templates.

    Content library

    Create and share templates, sections, and images that can be pulled into documents.

    Embed images & videos

    Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia

    Custom domain

    You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL

    Content authoring

    Basic Team Business
    Online signatures

    All plans allow you to get documents legally e-signed

    Interactive quoting

    Allow prospects to alter the quantity or optional add-ons

    Client input forms

    Capture information from prospects by adding form inputs to your documents.

    Document Sends

    You can create unlimited documents but some plans limit how many you can send per month.

    info

    5 sends / mo

    Unlimited

    Unlimited

    Collaborator seats

    Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.

    info

    1 collab seat included

    3 collab seats included

    5 collab seats included

    Visibility

    Basic Team Business
    Notifications & metrics

    Get notified by email and see when prospects are viewing your document.

    PDF export

    Generate a PDF from any document that matches the digital version.

    Reports

    Get a full exportable table of all your documents with filtering.

    Integrations & API

    Basic Team Business
    Payments

    Connect your Stripe account and get paid in full or partially when your proposal gets signed.

    Integrations

    Integrate with popular CRMs, invoicing, and project management tools.

    Automations

    Set up automations using pre-built connectors or customize using the workflow builder

    Single sign-on (SSO)

    Our SSO works with identity providers like Salesforce, Okta, and Azure

    Salesforce integration

    Use our managed package and optionally SSO so reps work right within Salesforce

    $9/user/mo

    Aspire integration

    Import contacts and field data from Aspire into documents in Proposify

    $9/user/mo

    Process & control

    Basic Team Business
    Custom fields & variables

    Create your own fields you can use internally that get replaced in custom variables within a document.

    Auto reminders

    You can automatically remind prospects who haven't yet opened your document in daily intervals.

    Roles & permissions

    Lock down what users can and can't do by role. Pages and individual page elements can be locked.

    Approval workflows

    Create conditions that if met will trigger an approval from a manager (by deal size and discount size).

    Workspaces

    Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.

    API Access

    Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.

    Customer Success

    Basic Team Business
    Email & chat support

    Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

    Phone & Zoom support

    Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.

    Success manager

    Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.

    info
    Premium integration support

    Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

    Custom template design

    Our in-house designers will design an on-brand, professional proposal template to your satisfaction.

    info
    Learn more Learn more Learn more

    Subscribe via email