BizEquity Automated Client Onboarding Kickoff
When a new client record appears in BizEquity, WebRun confirms the engagement letter is signed in DocuSign, creates a document-intake row in Google Sheets, and drafts the client welcome email in Gmail for the advisor to review and send.
How do I automatically kick off a new business valuation engagement when a client signs?
WebRun detects each new BizEquity engagement, confirms the engagement letter is signed in DocuSign, adds the client to the intake tracker in Google Sheets, and drafts a personalized welcome email in Gmail for the advisor to review, so onboarding is ready within minutes of signing.
- Onboarding steps complete within minutes of a client signing
- No intake row or welcome email falls through the cracks
- Advisors spend time advising, not setting up spreadsheets
Built for business valuation advisors · accounting firms · wealth management advisors · exit planning consultants
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
app.bizequity.comin a real browser with your saved login - no setup, no API keys. -
1
BizEquity - detect new engagement
bizequity.com
WebRun opens BizEquity to detect new engagement. - Detect the new client record in BizEquity
- Capture the client name, business type, responsible advisor, and engagement start date
- Confirm the engagement checklist has been initialized in the platform
Done when The new engagement details are captured and the BizEquity checklist is initialized.
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2
DocuSign - confirm engagement letter signed
docusign.com
WebRun opens DocuSign to confirm engagement letter signed. - Look up the engagement letter envelope in DocuSign using the client name and date
- Confirm the status is Completed and all parties have signed
- Note the signed date for the tracking sheet
Done when Engagement letter is confirmed signed by all parties in DocuSign.
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3
Google Sheets - create intake tracking row
google.com
WebRun opens Google Sheets to create intake tracking row. - Open the valuation intake tracker sheet
- Add a new row with the client name, advisor, engagement start date, signed date, and document checklist status set to Not Started
- Set the target completion date based on the agreed engagement timeline
Done when A new row for the client is live in the intake tracker with all fields populated.
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4
Gmail - draft client welcome email
gmail.com
WebRun opens Gmail to draft client welcome email. - Draft a welcome email addressed to the client, introducing the valuation process and listing the financial documents needed
- Include the advisor's contact details and the target document submission date
- Leave the draft unsent in the advisor's Drafts folder for review before sending
Done when A complete welcome email draft is ready in Gmail. No email is sent without advisor approval.
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 the welcome email to the client automatically?
No. The welcome email is drafted in Gmail and left for the advisor to review and send. Client-facing emails are never sent without approval.
What if the engagement letter is not yet signed when the BizEquity record is created?
WebRun checks DocuSign for the signed status. If the envelope is still pending, it notes this in the tracker and skips the welcome draft until the letter is complete.
Can it handle multiple business types and advisors?
Yes. It reads the business type and assigned advisor from the BizEquity engagement record and tailors the welcome draft and tracker row accordingly.
Related templates
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