Kick off every new client the same way
When a new client signs, WebRun creates their profile and a starter media list in Muck Rack, opens an onboarding checklist tab in Google Sheets marking what is done and what needs a human, drafts a kickoff email in Gmail for the account lead, and posts the status to Slack.
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How do I standardize new client onboarding at a PR agency?
When a new client signs, WebRun creates their profile and a starter media list in Muck Rack, builds an onboarding checklist tab in Google Sheets, drafts a kickoff email in Gmail, and posts the status to Slack. The kickoff email stays unsent until the account lead personalizes and sends it.
- Every new client starts with a working media list on day one
- The checklist shows exactly what still needs a human before anything is missed
- The kickoff email is ready to personalize within an hour of signing
Built for PR agencies · account managers · agency operations · communications teams
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
muckrack.com/media-listsin a real browser with your saved login - no setup, no API keys. -
1
Muck Rack - set up the client's media list
muckrack.com How to Automate Muck Rack
WebRun opens Muck Rack to set up the client's media list. - Create the new client's profile and starting media list in Muck Rack based on their industry and target beats
- Add the client's key spokespeople and past coverage if any exists
- Note any media list items that need manual research
Done when The client has a starter media list and profile set up in Muck Rack.
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2
Google Sheets - track the onboarding checklist
google.com How to Automate Google Sheets
WebRun opens Google Sheets to track the onboarding checklist. - Open the client onboarding checklist template and create a new tab for the client
- Check off items completed automatically, such as media list setup
- Leave contract, billing, and account-lead assignment items marked as needing a human
Done when The onboarding checklist shows what is done and what still needs a person.
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3
Gmail - draft the kickoff email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the kickoff email. - Draft a kickoff email introducing the account team and outlining the first two weeks
- Reference the client's industry and initial media list focus
- Save the email as a draft and leave it unsent for the account lead to personalize and send
Done when The client has an unsent, ready-to-personalize kickoff email draft in Gmail.
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4
Slack - post the kickoff status
slack.com How to Automate Slack
WebRun opens Slack to post the kickoff status. - Post the new client's onboarding status to the team channel
- List what was completed automatically and what still needs manual setup
- Note that the kickoff email draft is ready in Gmail for review
Done when The team has the onboarding status and knows the kickoff draft is ready for review.
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 the new client without anyone checking first?
No, the kickoff email is saved as an unsent Gmail draft. Your account lead personalizes and sends it, so the client's first message always has a human's final check.
What does it set up automatically in Muck Rack?
It creates the client's profile and a starter media list based on their industry and target beats, so the account team has a working list from day one instead of building it from scratch.
What still needs a person to do?
Contract details, billing setup, and assigning the account lead always need a human. The checklist marks these clearly so nothing falls through during the handoff.
Related templates
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