تقييم الشركات

قوالب أتمتة تقييم الشركات

12 مسار عمل جاهز في تقييم الشركات. كل مسار منها يتولى مهمة حقيقية يؤديها فريقك كل أسبوع، داخل الأدوات التي تعمل بها اليوم. أكثر التطبيقات ظهورًا هنا: BizEquity وGoogle Sheets وSlack.

شغّل مسار عملك الأول تصفّح حسب التطبيق

إلغاء التصفية

BizEquity Automated Fee Change Notice Drafts

When your valuation service fees change, WebRun identifies every client on an affected pricing tier in BizEquity, drafts a fee change notice for each, and queues the drafts for advisor review before any client is notified.

Google Sheets›

BizEquity Automated Fee Reconciliation Digest

Every Monday, WebRun matches payments received in QuickBooks against open valuation engagements in BizEquity, flags any engagement that has been delivered but remains unpaid, and delivers a reconciliation summary to the billing team.

Google Sheets›+1

BizEquity Automated Overdue Fee Chaser

Every Monday, WebRun checks QuickBooks for overdue invoices on valuation engagements, cross-checks against the BizEquity client list, drafts polite payment reminders for advisor review, and posts the outstanding fee list to Slack.

BizEquity Automated Client Onboarding Kickoff

When a new client engagement is created in BizEquity, WebRun sets up the document checklist, creates a shared tracking sheet, and prepares the welcome email for advisor review so onboarding starts within minutes of signing.

Google Sheets›+1

BizEquity Automated Valuation Exception and Anomaly Flags

Before any BizEquity valuation report is delivered, WebRun checks the key financial figures for anomalies, such as revenue inconsistent with prior years, unusually high or low multiples for the industry, and missing data fields, then flags any issues for the advisor to review.

BizEquity Automated Document Collection Chaser

WebRun monitors which clients have not yet submitted their financial statements, tax returns, and supporting documents into BizEquity, then sends your team a daily chase list so nothing stalls a valuation engagement.

Google Sheets›

BizEquity Automated Client Disengagement Risk Worklist

Every Monday, WebRun checks BizEquity for clients who have gone silent, missed document deadlines, or not responded to advisor outreach, then builds a prioritized worklist so the team can re-engage before the client walks away.

Google Sheets›

BizEquity Automated Financial Data Entry From Email

When a client emails financial statements or data sheets, WebRun reads the key figures and enters them into the correct BizEquity engagement fields, saving advisors from manual copy-and-paste.

Google Sheets›+1

BizEquity Automated Loan Covenant Valuation Tracker

WebRun monitors clients whose loan covenants require a current business valuation and alerts advisors when a client is approaching the covenant deadline so a fresh BizEquity report can be prepared in time.

Google Sheets›

BizEquity Automated Compliance Deadline Tracker

WebRun monitors key compliance deadlines tied to valuation engagements, such as estate-planning update windows, buy-sell agreement review dates, and lender reporting due dates, and alerts advisors in Slack before any deadline passes.

Google Sheets›

Google Calendar›+1

BizEquity Automated Valuation Approval Routing

When a BizEquity valuation is ready for internal review, WebRun identifies the correct approver based on client type and deal size, drafts the review request, and notifies the reviewer in Slack so nothing waits in the wrong inbox.

BizEquity Automated Engagement Status Digest

Every morning, WebRun reads the status of every open valuation engagement in BizEquity and delivers a concise summary to the advisory team so everyone knows which engagements are on track, stalled, or ready to deliver.

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