BizEquity Automated Fee Change Notice Drafts
When a pricing change is uploaded to the fee schedule sheet, WebRun reads the affected service tiers, looks up which BizEquity clients are on each tier, drafts a professional fee change notice per client in Gmail for advisor review, and posts a summary of all clients affected to Slack.
How do I draft fee change notices for all affected business valuation clients when my pricing changes?
When a fee schedule update is uploaded to Google Sheets, WebRun reads the affected pricing tiers, identifies all matching active clients in BizEquity, drafts a clear fee change notice per client in Gmail for advisor review, and posts a Slack summary so advisors know exactly how many clients need to be notified before the new rate takes effect.
- Every affected client has a ready-to-send fee notice within the hour of a pricing update
- No client is notified before the advisor reviews and approves the draft
- Custom-rate clients are automatically excluded from the notice run
Built for valuation advisory firms · accounting practices · financial planning offices · 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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read updated fee schedule and affected tiers
google.com
WebRun opens Google Sheets to read updated fee schedule and affected tiers. - Open the fee schedule sheet where the updated pricing has been uploaded
- Read the list of service tiers with fee changes, including the old rate, the new rate, and the effective date
- Identify which client categories and engagement types are affected
Done when The affected tiers, old and new rates, and effective date are captured from the fee schedule.
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2
BizEquity - identify clients on affected pricing tiers
bizequity.com
WebRun opens BizEquity to identify clients on affected pricing tiers. - Open BizEquity and filter active clients by the engagement types that match the affected service tiers
- For each affected client, capture the contact name, advisor owner, and current fee tier
- Exclude any clients already off-boarded or with engagements closed
Done when All active BizEquity clients on affected pricing tiers are identified.
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3
Gmail - draft fee change notice per affected client
gmail.com
WebRun opens Gmail to draft fee change notice per affected client. - Draft a professional fee change notice for each affected client
- Clearly state the old fee, the new fee, and the effective date
- Include a note on who to contact with questions and the advisor's contact details
- Leave every draft unsent in the advisor's Drafts folder for review and approval before sending
Done when One fee change notice draft per affected client is in Gmail Drafts. No notice is sent without advisor approval.
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4
Slack - post summary of all affected clients for advisor review
slack.com
WebRun opens Slack to post summary of all affected clients for advisor review. - Post a summary to the advisory team Slack channel listing all clients who will receive a fee change notice
- Include the count of drafts ready for review and a note on the effective date
- Ask advisors to review and send their client drafts before the effective date
Done when Advisors have a Slack summary of all affected clients and a prompt to review their Gmail drafts.
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 clients receive the fee change notice without the advisor checking it first?
No. Every notice is drafted and left unsent in the advisor's Gmail Drafts. Clients are never contacted until the advisor reviews and sends the email themselves.
What if some clients have negotiated custom rates that should not change?
Mark those clients in the fee schedule sheet with a Custom Rate flag and WebRun will skip them when generating drafts, leaving their fee unchanged.
Can it handle fee changes across multiple service tiers at once?
Yes. It reads all changed tiers from the fee schedule upload in one pass and generates drafts for all affected clients in the same run.
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