Follow up with every discovery call prospect the same day
Each morning, WebRun checks Paperbell for discovery calls completed in the last 24 hours, reviews the prospect's intake notes, drafts a warm personalised follow-up email in Gmail with your programme details and next steps, and logs each prospect to a Google Sheet so no lead falls through the cracks.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up with prospects after a discovery call?
WebRun checks Paperbell every morning for discovery calls completed in the last 24 hours, reviews each prospect's intake notes, and drafts a personalised follow-up email in Gmail referencing their goals and your programme. Every draft waits for your approval, so no prospect is left waiting without a timely, thoughtful response.
- Every prospect gets a personalised same-day follow-up without manual writing
- No discovery call lead falls through the cracks thanks to automatic logging
- Conversion rates improve when prospects hear back quickly with relevant details
Built for life coaches · business coaches · executive coaches · solo coaching practices
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
paperbell.comin a real browser with your saved login - no setup, no API keys. -
1
Paperbell - find completed discovery calls
paperbell.com
WebRun opens Paperbell to find completed discovery calls. - Open Paperbell and navigate to completed appointments from the last 24 hours
- Identify sessions tagged as discovery calls
- Capture the prospect's name, intake answers, and any session notes
Done when Every discovery call completed in the last 24 hours is listed with the prospect's details and intake notes.
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2
Google Sheets - log each prospect
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log each prospect. - Open the discovery call prospect tracker
- Append a row for each new prospect with their name, call date, and follow-up status
- Mark prospects who already have a draft queued to prevent duplicates
Done when The prospect tracker is updated and each new prospect has a follow-up status entry.
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3
Gmail - draft personalised follow-up emails for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalised follow-up emails for review. - Draft a warm, personalised follow-up email for each prospect referencing what they shared on the call
- Include a brief summary of how your programme addresses their goals
- Add a clear next step, such as a link to book a programme session or a proposal
- Save each message as a Gmail draft, not sent, for your review
Done when A personalised follow-up draft sits in Gmail for every discovery call prospect from the last 24 hours.
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 follow-up without my review?
No. Every follow-up is saved as a Gmail draft. Nothing reaches the prospect until you read it, adjust the tone or details if needed, and send it yourself.
How personalised are the follow-up drafts?
WebRun uses the prospect's intake answers and session notes from Paperbell to tailor each draft, so it references their specific goals and challenges rather than sending a generic template.
What if the same prospect had a call more than once?
The Google Sheet tracker flags prospects who already have a draft queued, so WebRun skips creating a duplicate follow-up for returning prospects.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.