Follow up on open shredding quotes before they go cold
Every Monday, WebRun opens O'Neil Stratus, finds quotes that are still open after 5 or more days, drafts a follow-up email for each prospect in Gmail for staff review, and logs each outreach in a Google Sheet pipeline tracker.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open shredding service quotes?
WebRun reviews your open quotes in O'Neil Stratus every Monday, identifies any that have been waiting 5 or more days without a response, and drafts a polite follow-up email in Gmail for a sales rep to approve before sending. Each outreach is also logged in a Google Sheets pipeline tracker so nothing slips through.
- No open quote goes more than a week without a follow-up draft
- Sales reps start each Monday with a ready-to-send outreach queue
- Pipeline tracker stays current without manual data entry
Built for records management companies · secure shredding services · document storage sales teams · records center sales 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
oneilsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
O'Neil Stratus - find open quotes past follow-up threshold
oneilsoftware.com How to Automate O'Neil Stratus
WebRun opens O'Neil Stratus to find open quotes past follow-up threshold. - Open O'Neil Stratus and filter quotes to those in an open or pending status
- Identify quotes sent 5 or more days ago with no customer acceptance on record
- Capture the prospect name, service type, quote amount, and the original sent date
Done when Every open quote past the follow-up threshold is listed with its details.
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2
Gmail - draft follow-up email for staff review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up email for staff review. - Draft a short, friendly follow-up email for each prospect referencing the specific quote and service
- Mention the quote expiry date if one is set in O'Neil Stratus
- Leave each draft unsent in Gmail for a sales rep to review and personalize before sending
Done when A follow-up draft is queued in Gmail for every stale open quote.
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3
Google Sheets - log outreach in pipeline tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log outreach in pipeline tracker. - Open the pipeline tracker Google Sheet and add a row for each quote being followed up
- Log the prospect name, quote value, days open, and the date of this follow-up run
- Mark the status column as 'Follow-up drafted' so the team can track progress
Done when Each open quote has a row logged in the pipeline tracker with today's follow-up 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 the follow-up emails to prospects without my review?
No. Every follow-up is drafted and left unsent in Gmail for a sales rep to review, personalize, and approve before anything reaches the prospect.
How does it decide which quotes are stale?
It reads the sent date on each open quote in O'Neil Stratus and flags any quote that has been open for 5 or more days without an acceptance. You can adjust that threshold.
What if a prospect accepts or declines between runs?
Each Monday run reads the live quote status in O'Neil Stratus, so accepted or declined quotes are skipped automatically and only genuinely open ones get a follow-up draft.
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