Automated Landscaping Estimate Follow-Up
Every morning, WebRun opens Yardbook, finds every estimate sent more than three days ago that has no reply, drafts a short follow-up email for each prospect, and posts a pipeline summary to Slack so your team can review and send before the lead goes cold.
How do I automatically follow up on landscaping estimates that haven't been answered?
WebRun opens Yardbook every morning, finds every estimate sent more than three days ago with no reply, and drafts a polite follow-up email in Gmail for each prospect. A Slack summary highlights the highest-value open quotes, and no message sends until your estimator approves it.
- No open estimate sits ignored for more than three days before a follow-up is staged
- Highest-value quotes are surfaced first so estimators focus on the biggest wins
- Win rates improve because timely follow-up reaches prospects before they hire a competitor
Built for landscaping estimators · lawn-care sales teams · landscape contractors · outdoor service businesses
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.yardbook.comin a real browser with your saved login - no setup, no API keys. -
1
Yardbook - find open estimates awaiting response
yardbook.com
WebRun opens Yardbook to find open estimates awaiting response. - Open Yardbook and filter estimates by status to show those sent but not yet accepted or declined
- Collect each prospect's name, estimate total, services quoted, and the date the estimate was sent
- Skip estimates sent fewer than 3 days ago and any already followed up this week
Done when Every open estimate older than 3 days is listed with prospect details and quote value.
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2
Gmail - draft polite follow-ups for each prospect
gmail.com
WebRun opens Gmail to draft polite follow-ups for each prospect. - Draft a friendly follow-up email for each prospect referencing the specific services and estimate amount
- Offer to answer questions or adjust the scope to make it easier for them to decide
- Save every email as a draft - do not send - so the estimator can review before it goes out
Done when One Gmail draft follow-up exists for every open estimate older than 3 days, all staged unsent.
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3
Slack - post open estimate pipeline summary
slack.com
WebRun opens Slack to post open estimate pipeline summary. - Post a summary to the sales channel listing open estimates by age, prospect name, and quote value
- Flag the highest-value open estimates at the top for priority review
Done when Team has today's open estimate pipeline in Slack with follow-up drafts ready in Gmail.
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-ups to prospects without my review?
No. Every follow-up is saved as a Gmail draft and flagged in Slack. Your estimator reviews each message before it sends, ensuring the tone and details are right for that prospect.
How does it avoid following up on estimates that already got a response?
WebRun reads the live estimate status in Yardbook on each run. Any estimate that has been accepted, declined, or invoiced is skipped automatically.
Can it follow up more than once on the same estimate?
Yes. You can configure a second follow-up touchpoint for estimates still open after a further 7 days, creating a two-step cadence without sending anything automatically.
Related templates
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