Nudge your team on gutter estimates going stale
Every morning, WebRun opens DripJobs, finds estimates still sitting unaccepted 14 days or more after being sent, logs each with its value and days outstanding in Google Sheets, and posts your sales team a prioritized Slack nudge, oldest and highest-value estimates first.
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How do I automatically flag gutter estimates that are going stale?
WebRun checks DripJobs every morning for estimates that have sat unaccepted for 14 days or more, logs each one with its value and days outstanding in Google Sheets, and posts your sales team a prioritized Slack nudge ranked by value and age. Reps see exactly which stale estimates to chase first, so nothing quietly expires.
- Stale estimates get flagged at 14 days instead of being forgotten for months
- Reps see the highest-value aging estimates first every morning in Slack
- Accepted or declined estimates drop off the list automatically
Built for gutter installation companies · gutter sales teams · field service sales managers · small contracting businesses
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
dripjobs.comin a real browser with your saved login - no setup, no API keys. -
1
DripJobs - find estimates aging past 14 days
dripjobs.com How to Automate DripJobs
WebRun opens DripJobs to find estimates aging past 14 days. - Open DripJobs and filter estimates still marked sent, not accepted
- Keep only those sent 14 days ago or more
- Capture the value, customer, and days outstanding for each
Done when Every estimate aging past 14 days is listed with its details.
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2
Google Sheets - log the aging estimate list
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the aging estimate list. - Log each aging estimate with its value, customer, and days outstanding
- Sort the log by value so the biggest estimates are easiest to find
Done when Every aging estimate is logged with a running days-outstanding count.
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3
Slack - nudge the team by priority
slack.com How to Automate Slack
WebRun opens Slack to nudge the team by priority. - Post a prioritized nudge to the sales channel, highest value and oldest first
- Tag the rep who owns each estimate. Never message the customer directly
Done when Your sales team has a prioritized aging-estimate nudge 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
Does it contact the customer about the stale estimate?
No. It only posts an internal Slack nudge and a Google Sheets log for your team. It never emails or texts the customer directly.
How old does an estimate have to be to show up?
14 days or more since it was sent, with no accepted or declined status yet in DripJobs. You can adjust that threshold.
What happens once an estimate is accepted?
It reads the live status in DripJobs each morning, so anything accepted or declined drops off the nudge list automatically.
Related templates
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