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Automated Fleet Cart Quote Follow-Ups

Every morning, WebRun opens BiT DMS, finds fleet and bulk quotes that have sat open for more than 3 days without a response, drafts a follow-up email to each prospect in Gmail, and posts your sales manager a Slack list of who still needs a nudge.

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Runs on WebRun · Strict Lockdown policy
Every day at 9:00 AM WebRunorchestrates each step
1 BiT DMS find fleet quotes open more than 3 days
2 Gmail draft a follow-up email for each prospect
3 Slack list who still needs a nudge
In short

How do I automatically follow up on stalled fleet cart quotes?

Every morning, WebRun checks BiT DMS for fleet and bulk cart quotes that have sat open more than 3 days, and drafts a personalized follow-up email in Gmail for each prospect referencing their fleet size and quoted total. Your sales manager gets a ranked Slack list, so no fleet deal goes cold from a missed follow-up.

  • Stalled fleet quotes get a drafted follow-up before the prospect goes cold
  • Sales managers see one ranked Slack list instead of checking quote ages by hand
  • Closed or answered quotes are skipped automatically, every morning

Built for golf cart dealers · LSV fleet sales teams · HOA and resort account managers · dealership sales managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens bitdms.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    BiT DMS - find fleet quotes open more than 3 days
    bitdms.com
    WebRun in BiT DMS: find fleet quotes open more than 3 days
    WebRun opens BiT DMS to find fleet quotes open more than 3 days.
    • Open BiT DMS and filter quotes to status Open
    • Keep only quotes with no activity in the last 3 days
    • Capture the prospect, fleet size, quoted total, and quote date for each

    Done when Every stalled fleet quote is listed with the prospect and quote details.

  3. 2
    Gmail - draft a follow-up email for each prospect
    gmail.com
    WebRun in Gmail: draft a follow-up email for each prospect
    WebRun opens Gmail to draft a follow-up email for each prospect.
    • Draft a friendly follow-up email for each prospect referencing their quoted fleet size and total
    • Ask whether they have questions or are ready to move forward
    • Save each as a Gmail draft. Do not send any email

    Done when A Gmail draft follow-up exists for every stalled fleet quote.

  4. 3
    Slack - list who still needs a nudge
    slack.com
    WebRun in Slack: list who still needs a nudge
    WebRun opens Slack to list who still needs a nudge.
    • Post a list of prospects still waiting on a decision, sorted by quote size
    • Flag the largest fleet quotes first

    Done when Your sales manager has today's follow-up list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
bitdms.com
ScheduleRuns automatically on this cadence
Every day at 9:00 AM
DeliveryHow each run's result reaches you
Follow-up list · Slack
OutputWhat each run produces - A list of stalled fleet quotes, each with a drafted Gmail follow-up, largest quotes first.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email the prospect without anyone reviewing it?

No. WebRun only creates a Gmail draft for each stalled quote. Your sales team reviews and sends it, so every follow-up gets a human check first.

How does it decide a quote has gone cold?

It flags any fleet or bulk quote in BiT DMS with no activity for more than 3 days, so you catch prospects before they lose interest.

What if the prospect already replied or bought?

It reads the live quote status and activity in BiT DMS each morning, so any quote that already got a response or closed is skipped.

Keep going

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Automated Cart Battery Replacement Reminders
Every morning, WebRun checks BiT DMS for carts whose batteries are past their expected replacement age, drafts a text reminder to each customer in Twilio, and posts your service desk the queue to review and send.
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Automated Cart Inventory Marketplace Listings
When a used cart or LSV is checked into inventory in BiT DMS, WebRun drafts a Facebook Marketplace listing with the specs, condition, and price, and posts your sales team a summary of what's new and ready for review.
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