Follow up financing quotes before a customer finances elsewhere
Every morning, WebRun opens ASPEN, finds financing quotes sitting untouched for more than 5 days with no customer response logged, checks QuickBooks to confirm the sale has not already closed through cash or a different lender, drafts a follow-up email for each remaining quote and leaves it in Gmail for the sales rep to review, and reports the list to the assigned rep.
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How do I follow up on equipment financing quotes before customers go elsewhere?
WebRun checks ASPEN every morning for financing quotes untouched for more than 5 days, confirms in QuickBooks that the sale has not already closed another way, and drafts a friendly follow-up email in Gmail for the assigned rep to review and send, so a stale quote gets a timely nudge before the customer finances elsewhere.
- Stale financing quotes get a follow-up drafted before the fifth day of silence
- Deals already closed through another route are dropped automatically, no wasted follow-up
- Sales reps review a ready draft instead of starting the follow-up from scratch
Built for sales reps · sales managers · ag equipment dealership finance departments
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
aspendealers.comin a real browser with your saved login - no setup, no API keys. -
1
ASPEN (Charter Software) - find financing quotes untouched for 5+ days
aspendealers.com How to Automate ASPEN (Charter Software)
WebRun opens ASPEN (Charter Software) to find financing quotes untouched for 5+ days. - Open ASPEN and filter equipment financing quotes with no customer response logged in the last 5 days
- Capture the customer name, equipment, quoted amount, and quote date for each
- Note the assigned sales rep for each stale quote
Done when Every financing quote untouched for more than 5 days is listed with its details and rep.
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2
QuickBooks - confirm the sale has not already closed
- For each stale quote, check whether the sale has already been invoiced or paid through a different route
- Drop any quote from the list where the sale already closed
Done when Every remaining stale quote is confirmed as still open in QuickBooks.
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3
Gmail - draft a follow-up for the customer
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a follow-up for the customer. - Draft a brief, friendly follow-up email for each remaining customer asking if they have questions on the quote
- Leave every draft unsent in Gmail for the assigned sales rep to review and personalize
- Never send a financing follow-up automatically
Done when A draft follow-up email exists in Gmail for every open stale financing quote.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the financing follow-up email on its own?
No. WebRun drafts the follow-up in Gmail and leaves it unsent. Your sales rep reviews and sends it, so every message still sounds like them.
How does it avoid following up on a quote that already turned into a sale?
It checks QuickBooks for an invoice or payment tied to that customer and equipment before drafting anything, so closed deals are dropped from the list.
What counts as a stale quote?
Any financing quote in ASPEN with no logged customer response for more than 5 days. You can tighten or loosen that window to match your sales cycle.
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