Automated EHS Quote Follow-Up Drafts
Every morning, WebRun checks QuickBooks for open EHS consulting quotes that have not received a response in three or more days, drafts a polite follow-up email for each prospect, and leaves them in Gmail as drafts for your review before anything is sent.
How do I automatically follow up on open EHS consulting quotes?
Every morning, WebRun scans QuickBooks for open EHS consulting quotes that have gone quiet for three or more days, checks the quoted services in VelocityEHS for context, and drafts a professional follow-up email in Gmail for each, ready for you to review and send.
- Every stalled quote gets a follow-up draft within 24 hours of going quiet
- Consultants spend minutes reviewing drafts, not writing follow-ups from scratch
- No prospect slips through because a quote was forgotten in QuickBooks
Built for EHS consulting firms · safety consultants · environmental compliance consultants · EHS service sales teams
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
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find open quotes with no response in 3-plus days
- Open QuickBooks and navigate to the Estimates section
- Filter for open estimates older than three days with no accepted or declined status
- Capture the prospect name, quote amount, services listed, and date sent
Done when All open, unresponded quotes are listed with their details.
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2
VelocityEHS - confirm the service scope in the quote
ehs.com
WebRun opens VelocityEHS to confirm the service scope in the quote. - Cross-reference the quoted services against VelocityEHS module names (audit management, incident management, training, chemical management) to confirm the scope
- Note any relevant compliance deadlines or regulatory context that could strengthen the follow-up
Done when Each quote's service scope is confirmed and context is noted.
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3
Gmail - draft a follow-up email for review
gmail.com
WebRun opens Gmail to draft a follow-up email for review. - Draft a short, professional follow-up email for each prospect referencing the quoted services and amount
- Include any relevant compliance context to reinforce urgency
- Save every draft unsent - do not send until you have reviewed and approved each one
Done when A draft follow-up email exists in Gmail for every stalled quote, ready for your review.
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 emails automatically?
No. Every follow-up is saved as a Gmail draft and waits for your approval. Nothing goes to a prospect until you review and send it yourself.
How does it know which quotes to follow up on?
It checks QuickBooks for open estimates that have been sitting for three or more days with no accepted or declined status, so only genuinely stalled quotes get a nudge.
What if a prospect already replied but the quote is still open in QuickBooks?
The follow-up draft will still be created, but you will see that when you review it in Gmail - close or accept the quote in QuickBooks to remove it from future runs.
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