Follow up on stalled event proposals
Every morning, WebRun opens Planning Pod, finds proposals sent to prospects more than 3 days ago with no reply, drafts a polite follow up in Outlook for each one, and posts your sales team a Slack list of every stalled proposal waiting on a nudge.
- No credit card
- Under $0.01 per run
- Cancel anytime
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
app2.planningpod.comin a real browser with your saved login - no setup, no API keys. -
1
Planning Pod - find proposals with no reply
planningpod.com How to Automate Planning Pod
WebRun opens Planning Pod to find proposals with no reply. - Open Planning Pod and go to the Proposals pipeline
- Filter to proposals sent more than 3 days ago with no client reply
- Capture the client name, event date, proposal value, and days since it was sent for each
Done when Every stalled proposal is listed with its client, event date, and days waiting.
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2
Outlook - draft a follow up email
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft a follow up email. - Draft a short, friendly follow up email for each stalled proposal referencing the event date and package sent
- Save each as a draft in your Outlook Drafts folder for review
- Leave every draft unsent. WebRun never emails a prospect on its own
Done when A follow up draft is waiting in Outlook for every stalled proposal.
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3
Slack - list who still needs a nudge
slack.com How to Automate Slack
WebRun opens Slack to list who still needs a nudge. - Post a list to the sales channel of every proposal still waiting on a reply
- Sort by days since sent, oldest first
- Note which drafts are ready in Outlook for send
Done when Your team has today's list of stalled proposals and where each draft is waiting.
How do I follow up on stalled event proposals automatically?
WebRun checks Planning Pod every morning for event proposals sent more than 3 days ago with no client reply. It drafts a friendly, on brand follow up in Outlook for each one and leaves it unsent, then posts your sales team a Slack list of every stalled proposal so a person decides what goes out and when it sends.
- No proposal goes cold from a missed follow up
- Sales team opens Slack to a ranked list of stalled deals every morning
- Every follow up is drafted and ready, never sent without a human review
Built for event planning firms · corporate event sales teams · wedding and event venues · event agency owners
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 only drafts the follow up in Outlook and leaves it unsent. You review and send each one yourself, so nothing goes to a client without your approval.
How does it decide a proposal is stalled?
It reads the live status in Planning Pod each morning and flags any proposal sent more than 3 days ago with no client reply. That window can be adjusted in your run settings.
What happens once a client responds?
It reads the current proposal status in Planning Pod each run, so any proposal marked replied or won is skipped and never gets a follow up draft.
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