Streamtime Automatic Quote Follow-Up Drafts
Every morning, WebRun opens Streamtime, finds quotes sent to prospects more than 5 days ago with no reply logged, drafts a friendly follow-up email for each in Gmail and leaves it unsent, and posts your team a Slack list of which quotes are going cold and how much revenue is sitting unanswered.
How do I follow up on design quotes that haven't been accepted?
Every morning, WebRun checks Streamtime for quotes sent to prospects more than 5 days ago with no reply logged, drafts a friendly follow-up email for each in Gmail, and leaves it unsent for review. It posts your team a Slack list of which quotes are going cold and their total value, so a stale quote gets chased before the prospect moves on.
- Stale quotes get a follow-up within a day of going cold instead of a month later
- Every account owner sees the same ranked pipeline list every morning
- No quote sits unanswered without someone knowing about it
Built for design studios · web design agencies · freelance designers · creative agency sales
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
streamtime.netin a real browser with your saved login - no setup, no API keys. -
1
Streamtime - find quotes sent with no reply
streamtime.net
WebRun opens Streamtime to find quotes sent with no reply. - Open Streamtime and filter quotes to sent but not yet accepted
- Capture the prospect, quote amount, and days since it was sent
- Skip anything already marked declined or withdrawn
Done when Every outstanding quote has been listed with its age and amount.
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2
Gmail - draft a friendly follow-up
gmail.com
WebRun opens Gmail to draft a friendly follow-up. - Draft a short, friendly follow-up for any quote sent 5 or more days ago
- Reference the original quote and ask if they have any questions
- Save it as a draft and leave it unsent for you to review and send
Done when A ready-to-send follow-up sits as a draft for every stale quote.
-
3
Slack - list which quotes are going cold
slack.com
WebRun opens Slack to list which quotes are going cold. - Post the team a list of quotes now going cold, oldest first
- Total the value sitting in unanswered quotes this week
- Flag the largest quotes at the top so they get chased first
Done when Your team has today's stale quote 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 the prospect without me?
No. WebRun only drafts the follow-up in Gmail and leaves it unsent. You review it, personalize it if you'd like, and send it yourself.
How long before a quote counts as going cold?
5 days with no reply logged in Streamtime by default, though you can move that window earlier or later to match how quickly your studio likes to follow up.
What if the prospect already replied but hasn't decided?
It reads the live quote status in Streamtime each morning, so any quote with a logged reply or update is skipped instead of getting a redundant follow-up.
Related templates
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