Collect client testimonials after every EHS engagement closes
When an EHS consulting engagement is closed out in VelocityEHS, WebRun pulls the client contact details, drafts a professional review request email in Gmail, and also flags the contact in Mailchimp for your post-engagement nurture list, leaving everything for your approval before a single email is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically request reviews after EHS consulting engagements?
When an EHS engagement is closed in VelocityEHS, WebRun pulls the client contact, drafts a personalized review request email in Gmail referencing the specific engagement type, and tags the contact in Mailchimp for post-engagement nurture. You approve every email before it reaches the client.
- Every closed EHS engagement prompts a timely review request draft within hours
- Consultants send a personalized ask, not a generic template, because it references the actual engagement
- Client contacts are automatically segmented in Mailchimp for long-term relationship nurture
Built for EHS consulting firms · safety audit firms · environmental compliance consultants · EHS training providers
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.ehs.comin a real browser with your saved login - no setup, no API keys. -
1
VelocityEHS - detect closed engagement and pull client contact
ehs.com How to Automate VelocityEHS
WebRun opens VelocityEHS to detect closed engagement and pull client contact. - Open VelocityEHS and check for engagements recently moved to a closed or completed status
- Pull the client company name, primary contact name, and email address
- Note the type of engagement completed (audit, training, inspection, corrective action program) for personalizing the request
Done when The closed engagement details and client contact are captured from VelocityEHS.
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2
Mailchimp - tag contact for post-engagement nurture list
mailchimp.com How to Automate Mailchimp
WebRun opens Mailchimp to tag contact for post-engagement nurture list. - Look up or create the contact in Mailchimp
- Tag the contact as a completed-client and add them to the post-engagement audience
- Do not add them to any active campaign without a separate approval step
Done when The client contact is tagged and in the correct Mailchimp audience for future nurture.
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3
Gmail - draft the review request email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the review request email. - Draft a warm, professional review request email referencing the specific engagement type just completed
- Include a direct link to your preferred review platform (Google Business, G2, or your own testimonial form)
- Save the draft unsent - do not send to the client until you have reviewed and approved it
Done when A personalized review request draft is saved in Gmail, ready for consultant approval.
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 review request to the client automatically?
No. Every review request is saved as a Gmail draft. It is only sent after you review and explicitly approve it, ensuring the tone and timing are right for that specific client relationship.
Which review platform does the email link to?
You configure the preferred review link when you set up the workflow. It can point to Google Business, G2, your website testimonial form, or any other URL you choose.
What triggers this workflow to run?
It runs when an engagement is closed or marked complete in VelocityEHS, so the review request is drafted while the experience is still fresh for the client.
Related templates
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