Automated Modernization Quote Follow-Ups
Every Monday, WebRun opens FIELDBOSS, finds open modernization and repair quotes that have gone quiet, reads the scope, value, and days since sent, drafts a tailored follow-up email per prospect in Gmail, and sends your sales lead a Telegram list of quotes to review before anything goes out.
How do I follow up on unaccepted elevator modernization quotes?
Every Monday, WebRun finds open modernization quotes in FIELDBOSS that have gone quiet, reads the scope, value, and days since sent, and drafts a tailored follow-up email per prospect in Gmail. It sends your sales lead a Telegram list ranked by value, so no high-value quote goes cold and a person sends every follow-up after review.
- High-value quotes get a nudge before they go cold
- Each follow-up references the real scope, not a template
- Sales works the biggest open quotes first every week
Built for elevator service contractors · sales leads · modernization sales · field-service 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
www.fieldboss.comin a real browser with your saved login - no setup, no API keys. -
1
FIELDBOSS - find stalled quotes
fieldboss.com
WebRun opens FIELDBOSS to find stalled modernization quotes. - Open FIELDBOSS and list modernization and repair quotes still marked open
- Flag any quote with no customer response after 7 days
- Note the scope, quoted value, contact, and the date it was sent
Done when Every stalled quote is listed with its value, contact, and days since sent.
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2
Gmail - draft follow-up emails
gmail.com
WebRun drafts each quote follow-up in Gmail, left unsent. - Draft a tailored follow-up per prospect referencing the specific scope quoted
- Offer a clear next step, such as a site walk or a call to answer questions
- Leave every email as a draft for the sales lead. Never send a follow-up on its own
Done when A tailored follow-up email is drafted for each stalled quote.
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3
Telegram - send the chase list
telegram.org
WebRun sends the sales lead a ranked quote chase list in Telegram. - Send the sales lead a list of stalled quotes ranked by value and age
- Link each drafted follow-up for a quick review and send
- Put the highest-value quotes at the top
Done when The sales lead has a ranked chase list linking each draft in Telegram.
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 prospects without me?
No. WebRun drafts each follow-up in Gmail and leaves it unsent. Your sales lead reviews and sends every one from the Telegram list, so nothing reaches a prospect until a person approves the wording.
How does it decide which quotes to chase?
It reads open modernization and repair quotes in FIELDBOSS and flags those with no response after seven days, then ranks the chase list by quoted value and age so the biggest opportunities are followed first.
Does the follow-up mention the actual scope?
Yes. Each draft references the specific modernization scope and value from that quote in FIELDBOSS, so it reads like a personal nudge from your sales lead, not a generic reminder.
Related templates
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