Automated Landscape Quote Follow-Up Emails
Every morning, WebRun opens SBI Software, finds landscape quotes sent three or more days ago that are still open, drafts a friendly follow-up email for each prospect, logs the outreach in Google Sheets, and leaves the drafts in Gmail for your sales team to personalise and send.
How do I automatically follow up on open landscape services quotes?
WebRun checks SBI Software every morning for landscape quotes sent three or more days ago that are still open, drafts a personalised follow-up email in Gmail for each prospect, and logs every outreach in Google Sheets. Sales team members review and send each draft, so no quote goes cold without a timely nudge.
- Open quotes get a follow-up before the customer books a competitor
- Sales team starts each day with ready-to-send follow-up drafts
- Quote follow-up history is tracked automatically in Google Sheets
Built for garden center landscape departments · nursery sales teams · landscaping service 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
sbisoftware.comin a real browser with your saved login - no setup, no API keys. -
1
SBI Software - find open landscape quotes past follow-up date
sbisoftware.com
WebRun opens SBI Software to find open landscape quotes past follow-up date. - Open SBI Software and navigate to the quotes or estimates section
- Filter for landscape service quotes with a sent date of three or more days ago and status still open
- Capture customer name, email, quote number, services quoted, and total value
- Skip any quotes already followed up this week
Done when Every open landscape quote past the three-day mark is listed with customer details.
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2
Google Sheets - log follow-up candidates
google.com
WebRun opens Google Sheets to log follow-up candidates. - Open the landscape quote follow-up tracker sheet
- Append each open quote with customer name, quote number, value, sent date, and status set to pending follow-up
- Mark any quotes already logged this week to prevent duplicate outreach
Done when All open quotes needing a follow-up are logged and deduplicated.
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3
Gmail - draft follow-up email for sales team review
gmail.com
WebRun opens Gmail to draft follow-up email for sales team review. - Draft a friendly, personalised follow-up email for each open quote
- Reference the quote number and service summary in the body
- Invite the customer to call or email with any questions
- Leave each email as a draft for the sales team to review before sending. Do not send automatically.
Done when One draft follow-up per open quote is in Gmail drafts, ready for sales team review.
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 follow-up emails to prospects without sales team approval?
No. Every follow-up is drafted in Gmail and left for your sales team to review, personalise, and send. No email reaches a prospect automatically.
How does it avoid following up on a quote that has already been accepted or declined?
It reads the quote status in SBI Software each run and only processes quotes still marked as open. Accepted, declined, or expired quotes are skipped automatically.
Can we follow up more than once on the same quote?
Yes. Configure a second follow-up window, such as seven days after the first, and WebRun will draft a second touch for quotes that remain open, while the Google Sheet log tracks the sequence.
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