Automated Solar Proposal Follow-Up
Every morning, WebRun opens Aurora Solar, finds proposals that have had no activity for more than two days, drafts a personalised follow-up email for each homeowner, and queues every message in Gmail for your rep to approve before anything is sent.
How do I automatically follow up on unseen solar proposals?
WebRun opens Aurora Solar every morning, finds proposals with no activity in the last two days, and drafts a personalised follow-up email for each homeowner in Gmail. It then pings the assigned rep in Slack so they can review and send each draft, keeping deals moving without anyone falling through the cracks.
- No stalled proposal goes more than two days without a personalised follow-up drafted
- Reps spend seconds approving drafts instead of writing emails from scratch
- Follow-up volume stays consistent even when the pipeline is full
Built for residential solar installers · solar sales reps · solar company owners
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
aurorasolar.comin a real browser with your saved login - no setup, no API keys. -
1
Aurora Solar - find proposals with no activity
aurorasolar.com
WebRun opens Aurora Solar to find proposals with no activity. - Open Aurora Solar and navigate to the Proposals view
- Filter for proposals in Sent or Viewed status with no activity in the last 2 days
- Capture the homeowner name, address, system size, and estimated savings for each stalled proposal
Done when Every stalled proposal is listed with its homeowner details and proposal data.
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2
Gmail - draft personalised follow-up emails
gmail.com
WebRun opens Gmail to draft personalised follow-up emails. - For each stalled proposal, draft a friendly follow-up email referencing the homeowner by name and the specific system details
- Include the proposal link and a clear call to action
- Save every draft in Gmail without sending. Nothing is sent until the rep approves
Done when One Gmail draft exists for every stalled proposal, ready for rep review.
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3
Slack - alert rep to review and send
slack.com
WebRun opens Slack to alert rep to review and send. - Post a summary to the sales Slack channel listing how many drafts are waiting
- Tag the assigned rep for each draft so they know which ones to review
- Include a direct link to Gmail drafts so the rep can approve with one click
Done when Reps have been notified in Slack and can action their drafts immediately.
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 emails to homeowners without my approval?
No. WebRun drafts every follow-up in Gmail and leaves it unsent. Nothing reaches a homeowner until a rep opens the draft and clicks Send.
How does it know which proposals are stalled?
It reads the live proposal status in Aurora Solar each morning and flags any proposal that has been in Sent or Viewed status with no owner activity for more than two days.
Can I customise the follow-up message tone?
Yes. Give WebRun a sample message or tone guide during setup and it will match your voice on every draft it writes.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.