Automated Funeral Pre-Need Lead Follow-Up
When a pre-need inquiry arrives through FrontRunner Professional, WebRun captures the lead details, drafts a warm follow-up email for counselor review, logs the lead in a Google Sheets tracker, and posts an alert to Slack so no inquiry waits more than a day for a response.
How do I automatically follow up on pre-need funeral inquiries?
WebRun monitors FrontRunner Professional for new pre-need inquiries, drafts a warm, personalized follow-up email for each prospect, logs the lead in Google Sheets, and alerts the counselor in Slack. Every draft waits for counselor review before any message is sent to a prospective family.
- Every pre-need inquiry gets a personalized draft response within minutes of arrival
- No prospect waits more than one business day for a follow-up
- All leads are tracked in one sheet with follow-up dates and statuses
Built for funeral pre-need counselors · funeral home owners · funeral directors
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
app.frontrunnerpro.comin a real browser with your saved login - no setup, no API keys. -
1
FrontRunner Professional - capture new pre-need inquiry
frontrunnerpro.com
WebRun opens FrontRunner Professional to capture new pre-need inquiry. - Open FrontRunner Professional and check for new pre-need inquiry submissions
- Capture the prospect's name, contact details, inquiry type, and any notes they left
- Note the source channel and the date the inquiry was received
Done when All new pre-need inquiries have been captured with full contact and inquiry details.
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2
Gmail - draft follow-up for counselor review
gmail.com
WebRun opens Gmail to draft follow-up for counselor review. - Draft a warm, informative follow-up message addressed by name to the prospect
- Acknowledge their inquiry and outline the next steps for a pre-need consultation
- Save the draft in Gmail for the pre-need counselor to personalize and send. Do not send without counselor review
Done when A personalized draft follow-up exists in Gmail for every new pre-need inquiry.
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3
Google Sheets - log lead in tracker
google.com
WebRun opens Google Sheets to log lead in tracker. - Add the prospect's details to the pre-need lead tracker sheet
- Record the inquiry date, source, contact info, and current status as Awaiting Follow-Up
- Set a follow-up due date of the next business day
Done when Every new pre-need lead has a row in the tracker with status and follow-up date recorded.
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4
Slack - alert the pre-need counselor
slack.com
WebRun opens Slack to alert the pre-need counselor. - Post a notification to the pre-need counselor with the prospect's name, inquiry summary, and a note that a Gmail draft is waiting
- Include a link to the tracker row for easy reference
Done when The pre-need counselor has been alerted and has everything needed to follow up.
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 to the prospect automatically?
No. Every follow-up is saved as a Gmail draft. The pre-need counselor reviews and personalizes it before sending. Nothing goes to a prospect without a human decision.
What if the inquiry comes in after business hours?
WebRun runs on each new inquiry whenever it arrives. The draft and Slack alert are ready first thing the next morning so the counselor can follow up within business hours.
Can it handle different types of pre-need inquiries differently?
Yes. You can configure separate draft templates for cremation, burial, and veterans inquiries so each prospect gets a reply tailored to what they asked about.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.