Automated Estimate Rocket Referral Nudges
Every Monday, WebRun opens Estimate Rocket, finds every lead sourced from a referring structural engineer, logs the stage and days since last activity to a Google Sheet, and messages the assigned rep in Telegram for any referred lead that has gone quiet, so referral relationships stay warm.
How do I keep engineer-referred foundation repair leads from going cold?
WebRun scans Estimate Rocket every Monday for leads sourced from a referring structural engineer, logs each one's pipeline stage and days since activity to a Google Sheet, and messages the assigned rep in Telegram whenever a referred lead has gone seven or more days without a follow-up, so warm engineer relationships never cool off from a missed lead.
- No engineer-referred lead goes seven or more days without a nudge to the rep
- Referral stage and age are logged automatically every Monday
- Referring engineers keep sending leads to a pipeline that visibly moves
Built for foundation repair contractors · piering and underpinning companies · business development reps · referral partnership managers
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
login.estimaterocket.comin a real browser with your saved login - no setup, no API keys. -
1
Estimate Rocket - find leads sourced from engineer referrals
estimaterocket.com
WebRun opens Estimate Rocket to find leads sourced from engineer referrals. - Open the Client Hub in Estimate Rocket and filter leads to source: Engineer referral
- Capture the referring engineer, lead stage, assigned rep, and days since the last note
- Note which leads have no proposal yet and which have an unaccepted proposal
Done when Every open engineer referral is listed with its stage and age.
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2
Google Sheets - log each referral's stage and age
google.com
WebRun opens Google Sheets to log each referral's stage and age. - Append a row for each referral with the engineer, rep, stage, and days since activity
- Update rows for referrals already logged in a prior week instead of duplicating them
- Highlight any referral untouched for seven days or more
Done when The referral tracker reflects every open engineer-referred lead.
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3
Telegram - nudge the rep on stalled referrals
telegram.org
WebRun opens Telegram to nudge the rep on stalled referrals. - Message the assigned rep for each referral untouched for seven days or more
- Name the referring engineer and how long the lead has been stalled
- Skip any lead with an activity note logged in the last seven days
Done when Every stalled engineer referral has been flagged to its rep 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
Does it contact the referring engineer directly?
No. WebRun only updates your internal tracker and messages your own rep in Telegram. It never emails or calls the referring engineer's office on its own.
How does it know a lead came from an engineer referral?
It reads the lead source field in Estimate Rocket's Client Hub, so any lead tagged as an engineer referral is picked up automatically, with no manual list needed.
What counts as a referral going quiet?
No activity note logged in Estimate Rocket for seven days or more. Once a rep logs a call or update, the lead drops off the nudge list until it goes quiet again.
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