Keep every new client onboarding on track
The moment a new client signs their agreement, WebRun opens a fresh onboarding checklist in Redtail Technology, holds a kickoff call slot in Zoom on the advisor's calendar, drafts a welcome email in Gmail, and posts a Slack update to the team whenever a checklist step stalls.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I keep every new client's onboarding on track without chasing it manually?
WebRun opens a tracked onboarding checklist in Redtail Technology the moment a new client signs, holds a kickoff call slot in Zoom, and drafts a welcome email in Gmail for the advisor to send. It checks the checklist daily and posts a Slack update the same day any step falls behind, so new clients move through onboarding on schedule, not on chance.
- Every new client gets a tracked checklist from day one
- Stalled onboarding steps are caught the same day, not weeks later
- The welcome email and kickoff call are ready before the advisor even asks
Built for Registered Investment Advisors · client service associates · RIA operations teams · wealth management firms
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.redtailtechnology.comin a real browser with your saved login - no setup, no API keys. -
1
Redtail Technology - open the onboarding checklist
redtailtechnology.com How to Automate Redtail Technology
WebRun opens Redtail Technology to open the onboarding checklist. - Create the client record and open the standard onboarding checklist
- List every required step: account opening, funding, risk profile, and first review
- Mark each step's owner and due date
Done when A new onboarding checklist exists with every step assigned and dated.
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2
Zoom - hold a kickoff call slot
zoom.us How to Automate Zoom
WebRun opens Zoom to hold a kickoff call slot. - Hold an open kickoff call slot on the assigned advisor's calendar
- Note the proposed date and time on the checklist
- Leave the invite for the advisor to send personally
Done when A kickoff call slot is held and noted on the checklist.
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3
Gmail - draft the welcome email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the welcome email. - Draft a welcome email introducing the team and next steps
- Reference the proposed kickoff call time
- Leave the email as a draft. Never send the welcome email without advisor review
Done when A welcome email draft is ready for the advisor to send.
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4
Slack - report a stalled step
slack.com How to Automate Slack
WebRun opens Slack to report a stalled step. - Check the checklist daily for any step past its due date
- Post an update naming the stalled step and its owner
- Stay silent when onboarding is on track. Only post when something falls behind
Done when The team is alerted the same day any onboarding step falls behind.
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
Does it email the welcome packet without me?
No. WebRun drafts the welcome email in Gmail and leaves it for the advisor to review and send. It never contacts a new client directly.
Does it send the client a Zoom invite on its own?
No. It holds a proposed kickoff call slot on the advisor's calendar and notes it on the checklist. The advisor sends the actual invite.
What happens if an onboarding step is late?
It checks the checklist daily and posts a Slack update naming the stalled step and its owner, so a slow step gets caught the same day, not weeks later.
Related templates
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