Automated Environmental Consulting Quote Follow-Ups
Every Monday, WebRun checks Google Sheets for open quotes past their follow-up date, pulls project context from Locus Technologies, drafts a polite personalised follow-up email in Gmail for each outstanding prospect, and leaves every draft for you to review and send.
How do I automatically follow up on open environmental consulting quotes?
Every Monday, WebRun scans your Google Sheets quote tracker for open proposals past their follow-up date, pulls project and site context from Locus Technologies, and drafts a personalised follow-up email in Gmail for each prospect. Every draft waits for consultant approval before anything is sent.
- No open quote goes more than a week without a personalised follow-up
- Consultants spend minutes reviewing drafts instead of writing from scratch
- Closed or accepted quotes are automatically skipped each run
Built for environmental consulting firms · EHS project managers · remediation consultants · environmental 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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - find quotes needing follow-up
google.com
WebRun opens Google Sheets to find quotes needing follow-up. - Open the quote-tracking sheet and filter rows where the follow-up date has passed and status is still open
- Capture the prospect name, company, quote value, project type, and last contact date
- Skip any quotes already marked as followed up or closed
Done when Every open quote past its follow-up date is listed with its details.
-
2
Locus Technologies - pull project and site context
locustec.com
WebRun opens Locus Technologies to pull project and site context. - Look up the site or project record in Locus Technologies for each quote
- Note the site type, scope of services quoted, and any regulatory context
- Use this context to personalise the follow-up message
Done when Project context is gathered for each open quote.
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3
Gmail - draft personalised follow-up emails
gmail.com
WebRun opens Gmail to draft personalised follow-up emails. - Draft a polite, personalised follow-up email for each prospect referencing the project scope and quote details
- Leave every draft in Gmail as unsent for the consultant to review
- Never send any email automatically
Done when A personalised draft follow-up sits in Gmail for each open quote, awaiting consultant approval.
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 without me?
No. Every email is left as a draft in Gmail for a consultant to review and send. Nothing goes to a prospect without human approval.
How does it personalise the message?
It pulls the site type and scope of services from Locus Technologies and references the original quote details, so each draft reads as if a consultant wrote it for that specific project.
What if a quote was already accepted or rejected?
It reads the live status in your Google Sheets tracker each run, so any quote marked closed, won, or lost is skipped automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.