Chase sellers for the financials your listing needs
Every Monday, WebRun opens your Google Sheets document checklist for each active listing, cross-checks it against BizBuySell to confirm which listings are still building out their financials, and drafts a friendly Gmail reminder to the seller for anything still missing.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get sellers to send the financial documents my listing needs?
Every Monday, WebRun checks your Google Sheets document checklist against each active BizBuySell listing, finds exactly which financial documents a seller still hasn't provided, and drafts a friendly Gmail reminder naming only what's missing. You review and send it, so sellers get a clear, specific nudge instead of a generic chase email.
- Sellers get a specific reminder naming only what's missing, not a generic nudge
- Document checklists stay current every Monday without manual review
- Listings move toward a complete CIM faster with fewer stalled requests
Built for business brokers · M&A advisors · main street brokerages · listing coordinators
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
www.bizbuysell.comin a real browser with your saved login - no setup, no API keys. -
1
BizBuySell - confirm which listings are still incomplete
bizbuysell.com How to Automate BizBuySell
WebRun opens BizBuySell to confirm which listings are still incomplete. - Open BizBuySell and pull the list of active listings not yet marked complete
- Note the seller contact and the listing stage for each
Done when Every incomplete listing is identified with its seller contact.
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2
Google Sheets - check the document checklist per listing
google.com How to Automate Google Sheets
WebRun opens Google Sheets to check the document checklist per listing. - Open the document checklist tab and check off items received against items required
- Identify which specific documents, such as 3 years of tax returns or a current P&L, are still outstanding for each seller
- Flag any seller with an item outstanding more than 10 days
Done when Every incomplete listing has a clear list of exactly which documents are still missing.
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3
Gmail - draft a reminder for missing items
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a reminder for missing items. - Draft a friendly reminder email to each seller listing only the specific documents still missing
- Keep the tone light for the first reminder and firmer for anything over 10 days
- Leave every draft unsent in Gmail for your review
Done when A ready-to-send reminder draft sits in Gmail for every seller with a missing document.
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 email sellers without my approval?
No. Every reminder is left as an unsent Gmail draft naming only the documents still missing. You review and send each one.
What documents does it track?
Whatever you list in the checklist sheet, typically 3 years of tax returns, profit and loss statements, a balance sheet, and a copy of the lease. You control the list.
What if the seller already sent a document by mail or in person?
Check it off in the sheet yourself. WebRun reads the checklist fresh each Monday, so anything already marked received won't show up in the next reminder.
Related templates
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