Automated Nutrition Discovery Call Follow-Ups
Every morning, WebRun checks Practice Better for discovery calls completed in the past 24 hours, drafts a personalised follow-up email for each prospect that recaps the call and outlines next steps, queues the messages in Gmail for your review, and logs each lead to a Google Sheet so you can track your conversion pipeline.
How do I automatically follow up with discovery call leads for my nutrition practice?
WebRun checks Practice Better each morning for discovery calls completed the previous day, drafts a personalised follow-up for each prospect in Gmail, and logs every lead to a Google Sheet pipeline. You review and send each message at your convenience, so potential clients hear back while the call is still fresh without any manual drafting.
- Prospects receive a personalised follow-up within 24 hours of their discovery call
- No lead sits in Practice Better without a drafted response
- Discovery call conversion rates are tracked in one Google Sheet
Built for registered dietitians · nutrition coaches · private nutrition practices · health coaches accepting new clients
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
practicebetter.ioin a real browser with your saved login - no setup, no API keys. -
1
Practice Better - find yesterday's discovery calls
practicebetter.io
WebRun opens Practice Better to find yesterday's discovery calls. - Open Practice Better and navigate to the Appointments section
- Filter to discovery call appointments completed in the past 24 hours
- Capture the prospect's name, call date, any session notes, and their contact email
- Note the recommended program or next step recorded in the session notes
Done when Every discovery call from the past 24 hours is listed with the prospect's details and recommended next steps.
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2
Gmail - draft personalised follow-up messages
gmail.com
WebRun opens Gmail to draft personalised follow-up messages. - Draft a warm, personalised follow-up email for each prospect recapping the key points from their call
- Include the recommended next step or program option discussed during the session
- Add a clear call to action with a booking link for their first session
- Save every message as a Gmail draft, unsent, for your review and approval
Done when One drafted follow-up per discovery call prospect is queued in Gmail for your approval.
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3
Google Sheets - log leads to the conversion pipeline
google.com
WebRun opens Google Sheets to log leads to the conversion pipeline. - Open the discovery call lead tracker Google Sheet
- Log each new prospect with their name, call date, recommended program, follow-up draft status, and booking outcome
- Update the outcome column after you send the follow-up and once the prospect books or declines
Done when The lead tracker is updated with every new discovery call prospect and their current pipeline status.
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 automatically?
No. Every follow-up message is drafted in Gmail and left unsent for your review. You approve and personalise each message before it goes to a potential client.
What if I did not leave session notes after the discovery call?
WebRun drafts a general follow-up using the client's name and call date. For richer personalisation, it helps to add a brief note on the recommended program in Practice Better before the run.
Can I track which leads convert to paying clients?
Yes. The Google Sheet tracks each lead from initial call through follow-up sent and booking outcome. You update the outcome column manually after each conversion, building a full picture of your discovery call conversion rate.
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