Follow up on every unsold duct cleaning estimate
Every Monday, WebRun opens Workiz, finds good-better-best estimates that were sent more than 3 days ago but never accepted, drafts a personalized follow up email for each prospect in Gmail, and posts your sales team a Slack list ranked by estimate value so the biggest jobs get called first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up with prospects who never accepted their duct cleaning estimate?
Every Monday, WebRun opens Workiz to find good-better-best estimates that were sent more than 3 days ago but never accepted, and drafts a personalized follow up email for each prospect in Gmail referencing their specific quote. It then posts your sales team a Slack list ranked by estimate value, so the biggest unsold jobs get called first.
- Every unsold estimate gets a follow up draft instead of quietly going cold
- Sales reps open Slack to a value ranked call list every Monday
- Accepted estimates drop off the list automatically so nobody gets double followed up
Built for air duct cleaning companies · field service sales reps · HVAC and IAQ sales teams · home service estimators
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
app.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - find unsold estimates
workiz.com How to Automate Workiz
WebRun opens Workiz to find unsold estimates. - Open Workiz and filter estimates to Sent but not Accepted
- Capture the prospect name, email, quoted tiers, and the date the estimate was sent
- Skip any estimate sent within the last 3 days to avoid chasing too soon
Done when Every unsold estimate older than 3 days is listed with its quoted amount and prospect details.
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2
Gmail - draft a follow up email per prospect
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a follow up email per prospect. - Draft a personalized follow up email for each prospect referencing their specific estimate and quoted tiers
- Offer to answer questions or adjust the scope
- Leave every email as an unsent draft for the sales rep to review
Done when A follow up draft exists in Gmail for every unsold estimate.
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3
Slack - rank the list for the sales team
slack.com How to Automate Slack
WebRun opens Slack to rank the list for the sales team. - Post a ranked list of unsold estimates to the sales Slack channel, highest value first
- Include days since sent and a link to each Gmail draft
- Flag any estimate over 14 days old for a phone call instead of email
Done when Sales team has this week's ranked follow up list in Slack.
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 prospects without a rep reviewing first?
No. WebRun leaves every follow up email as an unsent Gmail draft. A sales rep reviews and sends each one, so no prospect gets a message WebRun decided to send on its own.
How does it decide who to prioritize?
It ranks the Slack list by estimate value, so the highest dollar jobs surface first, and flags anything over 14 days old with a note suggesting a phone call instead of another email.
What happens once an estimate is accepted?
It checks the live Workiz status each Monday, so any estimate a prospect has since accepted is removed from the follow up list and no longer gets chased.
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