Automated RIA Lead Intake and Follow Up
The moment a new prospect is added in Redtail Technology, WebRun reads their source and any notes on the inquiry, drafts a warm welcome email in Gmail for the assigned advisor to send, and pings that advisor in Slack so the lead gets a same day response.
How do I follow up with new leads the same day they come in?
WebRun watches Redtail Technology for new prospects and, the moment one is added, drafts a warm welcome email in Gmail referencing how they found the firm, then pings the assigned advisor in Slack with the lead's source and notes. The advisor reviews and sends the draft, so every new lead gets a fast, personal same day response instead of sitting untouched.
- Every new lead gets a draft response ready the same day
- Leads route straight to the advisor already assigned to them
- No lead goes untouched for more than one business day
Built for Registered Investment Advisors · business development teams · solo advisors · 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 - read the new lead record
redtailtechnology.com
WebRun opens Redtail Technology to read the new lead record. - Watch for a new contact added as a prospect
- Read the lead source, referral, and any inquiry notes
- Identify the advisor the lead is assigned to
Done when A new lead's source, notes, and assigned advisor are captured.
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2
Gmail - draft a welcome email
gmail.com
WebRun opens Gmail to draft a welcome email. - Draft a warm welcome email referencing how the lead found the firm
- Suggest a next step such as an introductory call
- Leave the email as a draft in the assigned advisor's Gmail for review
Done when A welcome email draft is waiting for the assigned advisor.
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3
Slack - alert the assigned advisor
slack.com
WebRun opens Slack to alert the assigned advisor. - Ping the assigned advisor that a new lead has come in
- Include the lead's name, source, and inquiry notes in the ping
- Flag it as urgent if no draft has been sent within one business day
Done when The assigned advisor has been alerted and has a draft ready to send.
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 new lead without an advisor reviewing it first?
No. WebRun drafts the welcome email and leaves it for the assigned advisor to review and send. It never contacts a prospect directly.
How does it decide which advisor gets the lead?
It reads the assignment already set on the contact record in Redtail Technology, so leads route to whoever your firm has designated, not a guess.
What happens if a lead does not get a response quickly?
It flags the Slack alert as urgent if a business day passes with no draft sent, so a lead never quietly goes cold.
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