Function Point Automated New Business Follow Ups
Every Monday, WebRun opens Function Point, finds pitches and proposals sent to prospects more than five business days ago with no logged response, drafts a follow up email for each in Gmail, and posts your new business lead a Slack list ranked by how much the opportunity is worth.
How do I follow up on agency pitches that have gone quiet?
WebRun checks Function Point every Monday for pitches sent more than five business days ago with no logged reply, and drafts a friendly follow up in Gmail for each one. It leaves every draft unsent for your new business lead to review, and posts a Slack list ranked by value, so quiet pitches get chased before they go cold.
- Quiet pitches get a ready to send follow up before they go cold
- New business leads see prospects ranked by opportunity value every Monday
- Won or lost pitches are skipped automatically from live status
Built for creative agencies · advertising agencies · new business leads · agency principals
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
hosted.functionpoint.comin a real browser with your saved login - no setup, no API keys. -
1
Function Point - find pitches sent with no response
functionpoint.com
WebRun opens Function Point to find pitches sent with no response. - Open Function Point and list pitches or proposals sent more than five business days ago
- Filter out anything already marked won, lost, or replied
- Note the prospect contact and the estimated opportunity value
Done when Every quiet pitch has been listed with its prospect and value.
-
2
Gmail - draft a follow up for review
gmail.com
WebRun opens Gmail to draft a follow up for review. - Draft a short, friendly follow up referencing the original pitch for each prospect
- Leave every follow up as a draft in Gmail for the new business lead to review
- Never send a prospect email without a person approving it first
Done when A ready to send follow up draft exists for every quiet pitch.
-
3
Slack - rank prospects for the new business lead
slack.com
WebRun opens Slack to rank prospects for the new business lead. - Post the new business lead a list of quiet pitches ranked by opportunity value
- Put the largest or most promising opportunities first
Done when The new business lead has this week's follow up priority list 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
Will it email prospects without me approving first?
No. Every follow up is left as an unsent draft in Gmail. Your new business lead reviews and sends each one before anything reaches a prospect.
How does it decide a pitch has gone quiet?
It reads the days since the pitch was sent in Function Point and the logged response status, and only surfaces pitches over five business days old with nothing logged back.
What if we already lost the pitch?
It reads the live status in Function Point each Monday, so anything marked won or lost is skipped and never gets a follow up draft.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.