Automated Alarm Proposal Follow-Up Drafts
Every Monday, WebRun opens AlarmBiller, finds proposals and quotes that have been open for more than 5 days without a response, drafts a polite follow-up email for each prospect in Gmail, and posts a Slack summary to the sales team showing which deals are stalled and which rep owns each one.
How can I automatically follow up on open alarm system proposals and quotes?
WebRun checks AlarmBiller every Monday for proposals that have been open for more than 5 days with no response, drafts a polite follow-up email in Gmail for each prospect, and posts a stalled-deals Slack summary to the sales team grouped by rep. Every draft waits for the assigned rep to review and send, so no deal goes cold without a timely, personal touch.
- Stalled proposals are followed up within one week, not forgotten for a month
- Sales reps open Monday with a Slack list of their stalled deals and drafts ready to send
- High-value proposals that have been open for 14 days are escalated before the prospect moves to a competitor
Built for alarm company sales reps · security dealer sales managers · alarm system estimators · residential and commercial alarm sales teams
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
billing.alarmbiller.comin a real browser with your saved login - no setup, no API keys. -
1
AlarmBiller - find open proposals without a recent response
alarmbiller.com
WebRun opens AlarmBiller to find open proposals without a recent response. - Open AlarmBiller and navigate to the proposals or estimates section
- Filter to proposals with an open status and a sent date more than 5 days ago
- For each proposal, capture the prospect name, contact email, proposal value, date sent, and assigned rep
- Skip any proposal where a follow-up was sent within the last 4 days
Done when All stalled proposals are listed with their prospect details and assigned rep.
-
2
Gmail - draft follow-up emails for each prospect
gmail.com
WebRun opens Gmail to draft follow-up emails for each prospect. - Draft a brief, friendly follow-up email for each prospect referencing the proposal date and total
- Offer to answer any questions or adjust the proposal if needed
- Leave every draft unsent in Gmail for the assigned rep to review and personalize before sending
- Do not send any follow-up email without the rep reviewing it first
Done when One draft follow-up email is in Gmail for every stalled proposal.
-
3
Slack - post stalled-deal summary to the sales team
slack.com
WebRun opens Slack to post stalled-deal summary to the sales team. - Post a stalled-deals summary to the sales channel listing each open proposal with the prospect, value, and days since sent
- Group by assigned rep and tag each rep so they know their drafts are waiting
- Flag any high-value proposals that have been open for more than 14 days for priority attention
Done when The sales team has a Slack summary of stalled proposals and knows their drafts are ready in Gmail.
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 send follow-up emails to prospects without the sales rep reviewing them?
No. Every follow-up is drafted in Gmail and left for the assigned rep to personalize and send. Nothing reaches a prospect until a human approves it.
How does it know which rep owns each proposal?
It reads the assigned rep field on each AlarmBiller proposal and tags that rep in both the Slack summary and the Gmail draft folder label.
What if a prospect already responded and the deal is moving forward?
WebRun only drafts follow-ups for proposals still in open status in AlarmBiller. Once a proposal is marked accepted, declined, or in-negotiation it is automatically skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.