Automated Ignition Engagement Letter Chasing
Every morning, WebRun opens Ignition, finds proposals and engagement letters sent but still awaiting signature, drafts a friendly nudge to each client in Gmail, leaves every draft unsent for you, and pings you on Telegram with who has not signed and how long it has been.
How do I chase unsigned engagement letters automatically?
Every morning, WebRun opens Ignition, finds proposals and engagement letters sent but still unsigned, and notes the value and days outstanding for each. It drafts a friendly nudge to each client in Gmail, leaves every draft unsent for you to review, and pings you on Telegram with who has not signed, so revenue stops stalling on unsigned letters.
- Unsigned engagement letters surface every morning, not at quarter end
- Each reminder is drafted and waiting, so you just review and send
- Revenue stops stalling because no signed letter means no work started
Built for accounting firms · tax practices · CPA firms · firm owners
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
go.ignitionapp.comin a real browser with your saved login - no setup, no API keys. -
1
Ignition - find unsigned proposals
WebRun opens Ignition to find proposals and engagement letters still awaiting signature. - Open Ignition and filter proposals to those sent but still awaiting signature
- Capture the client, the service or engagement, the value, and days since it was sent
- Skip any proposal already nudged in the last few days
Done when Every sent-but-unsigned proposal has been listed with its value and days outstanding.
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2
Gmail - draft signature nudges
WebRun drafts a signature reminder for each client and leaves it unsent. - Draft a warm, on-brand nudge to each client referencing their specific engagement letter
- Include the line to open and e-sign it in Ignition
- Save every message as a draft and leave it unsent for you to review
Done when A signature-nudge draft sits ready in Gmail for every unsigned proposal.
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3
Telegram - ping you who has not signed
WebRun pings you the day's unsigned engagement-letter list on Telegram. - Send you a short list of clients who have not signed yet
- Sort by days outstanding and flag the highest-value engagements first
- Note that nudge drafts are waiting in Gmail for review
Done when You have today's unsigned-proposal list on Telegram.
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 clients without me?
No. WebRun only drafts each signature nudge in Gmail and leaves it unsent. You read every message and click send, so no reminder reaches a client without your approval first.
How does it know which proposals are unsigned?
It reads the status of each proposal in Ignition every morning and lists only those sent but still awaiting signature. Anything already accepted and signed is dropped from the chase.
Will it nudge a client who just signed?
No. WebRun checks the live proposal status in Ignition each run and skips anyone who has signed, plus anyone already nudged in the last few days.
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.