Automated FreshBooks Estimate Follow-Ups
Every Monday, WebRun opens FreshBooks, lists the estimates and proposals that were sent but never accepted or declined, works out the revenue sitting in them, drafts a polite follow-up per client in WhatsApp for your approval, and opens a Trello card for each quote going cold.
How do I follow up on estimates and proposals clients never replied to?
WebRun opens FreshBooks every Monday and finds the estimates and proposals clients never answered, neither accepted nor declined. It totals the revenue sitting in them, drafts a polite follow-up per client in WhatsApp for you to approve, and opens a Trello card dated to each quote's valid until date.
- Quotes get a follow-up before their valid until date passes
- The revenue sitting in unanswered estimates has a weekly number
- Accepted and declined quotes drop off the list automatically
Built for freelancers · agencies · trades and contractors · consultants · small business owners
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
my.freshbooks.comin a real browser with your saved login - no setup, no API keys. -
1
FreshBooks - find the quotes still unanswered
freshbooks.com
WebRun opens FreshBooks to find the quotes still unanswered. - Open FreshBooks and filter estimates and proposals to those still marked sent or viewed
- Skip anything already accepted, declined, or turned into an invoice
- Capture the client, the amount, the date it went out, and how many days it has been silent
- Note any quote whose valid until date has passed or falls in the next two weeks
- Total the revenue sitting in unanswered quotes so the list has a size
Done when Every unanswered estimate is listed with its client, amount, age, and expiry date.
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2
WhatsApp - draft a follow-up per client
whatsapp.com
WebRun opens WhatsApp to draft a follow-up per client. - Write a short, warm follow-up for each client that names the quote and its amount
- Mention the valid until date where the quote is close to expiring
- Leave every client message unsent for you to read and send. WebRun never messages a client on its own
- Send yourself the week's chase summary so you know how many are waiting before you open one
Done when A follow-up is drafted for every cold quote and the summary has reached you.
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3
Trello - open a card for each cold quote
trello.com
WebRun opens Trello to open a card for each cold quote. - Add a card to your sales board for each unanswered quote
- Title it with the client and the amount, and put the days silent in the description
- Set the due date to the quote's valid until date so expiring work rises to the top
- Move any quote that has since been accepted or declined out of the chase list
Done when Every cold quote has a Trello card dated to its expiry.
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 message my clients on its own?
No. Every client follow-up is left as an unsent WhatsApp draft for you to read and send. Only your own chase summary and the internal Trello cards are created automatically.
How is this different from chasing overdue invoices?
This runs before the sale, not after it. An overdue invoice is work you already did. An unanswered estimate is revenue you have not won yet, and it goes cold quietly.
What if a client accepts the quote during the week?
It reads the live status in FreshBooks on every run, so anything accepted, declined, or already invoiced drops off the chase list and its Trello card is cleared.
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