Automated Process Serving Lead Follow-Up
Every morning, WebRun scans Gmail for unanswered quote requests and checks ServeManager for new intake submissions without a follow-up, drafts a polite response email for each lead, and posts a Slack summary of open leads with their age so your team can track which prospects still need a human touch.
How do I automatically follow up with process serving quote leads?
WebRun scans ServeManager and Gmail every morning for unanswered quote requests and new intake submissions with no follow-up logged. It drafts a professional response email in Gmail for each lead and posts a Slack summary showing every open lead's age, so your team converts new inquiries without any slipping through the cracks.
- Every unanswered quote request gets a follow-up draft within 24 hours
- Leads older than 24 hours are flagged in Slack for urgent attention
- Converted leads are skipped automatically so existing clients are never re-contacted
Built for process serving companies · legal support firms · business development staff · process 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
www.servemanager.comin a real browser with your saved login - no setup, no API keys. -
1
ServeManager - find new intake submissions without follow-up
servemanager.com
WebRun opens ServeManager to find new intake submissions without follow-up. - Open ServeManager and check the intake queue for new submissions in the past 48 hours
- Flag any intake that has not had a follow-up email or call logged
- Capture contact name, email, job type requested, and submission date
Done when All new intake submissions without a follow-up are listed with contact and job detail.
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2
Gmail - draft follow-up email for each lead
gmail.com
WebRun opens Gmail to draft follow-up email for each lead. - Draft a timely, professional follow-up email for each flagged lead
- Include a brief introduction, confirmation of the request details, and a clear call to action
- Save each email as a draft in Gmail and leave it unsent for your review
Done when A draft follow-up email exists in Gmail for every unanswered quote lead.
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3
Slack - post open lead summary
slack.com
WebRun opens Slack to post open lead summary. - Post a summary of open leads to the sales channel
- Include contact name, job type, submission date, and hours since submission
- Flag leads older than 24 hours that still have no response
Done when The sales channel has a current list of open leads with age so the team can prioritize.
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 automatically to leads?
No. Every follow-up is saved as a Gmail draft for your review. Nothing reaches a prospect until you approve and send it.
How does it know which leads have not been followed up?
It checks ServeManager for new intake submissions with no follow-up activity logged in the past 48 hours. Leads with a recorded contact are excluded automatically.
What if a lead already became a paying client?
WebRun reads intake status from ServeManager each run. Leads that converted to active jobs are skipped so you never send a follow-up to an existing client by mistake.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.