Reward client referrals
When a new client inquiry notes a referral source, WebRun logs the referral details in your Google Sheets tracker, posts a Slack alert so the team can acknowledge the referrer, and drafts a warm thank-you email in Gmail for the preparer to review and send to the referring client.
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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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - log the referral details
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the referral details. - Open the referral tracking sheet
- Append a new row with the new client name, the referring client's name, the referral date, and the service type inquired about
- Mark the referral status as new and note whether a thank-you has been sent
Done when The referral is logged in Google Sheets with all relevant details and a pending thank-you status.
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2
Slack - alert the team about the new referral
slack.com How to Automate Slack
WebRun opens Slack to alert the team about the new referral. - Post a Slack alert to the team channel noting the new referral
- Include the referring client's name and the new prospect's name
- Tag the assigned preparer so they know to follow up with both parties
Done when The team has a Slack notification about the new referral with both client names and the assigned preparer tagged.
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3
Gmail - draft a thank-you for the referring client
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a thank-you for the referring client. - Draft a warm, personalized thank-you email to the referring client acknowledging their referral
- Mention the new client's first name to make the note feel genuine
- Leave the draft unsent in Gmail for the preparer to review, personalize, and send at their discretion
Done when A Gmail draft thank-you email exists for the referring client, ready for the preparer's review before sending.
How do I automatically track and thank clients who refer new business to my tax firm?
When a new tax client notes a referral source, WebRun logs the referral in Google Sheets, posts a Slack alert tagging the assigned preparer, and drafts a warm thank-you email in Gmail for the referring client. The preparer reviews and sends the thank-you, ensuring every referral is acknowledged promptly and personally.
- Every referral is logged in Google Sheets within minutes of the new inquiry arriving
- The preparer receives a Slack alert so the thank-you goes out while the referral is fresh
- A running referral log tracks reward status so no referral goes unacknowledged
Built for CPA firms · tax preparers · enrolled agents · accounting practices
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 thank-you email automatically?
No. WebRun drafts the thank-you and leaves it unsent in Gmail. The preparer reviews and personalizes the draft before sending. A referral thank-you is personal, so every message goes through a human before it reaches the client.
How does it know which new clients came from a referral?
It looks for a referral source field in your intake form or CRM record. You indicate during setup which field or tag marks a referral, and WebRun triggers on that signal whenever a new contact is added.
Can it track referral rewards or credit?
Yes. The Google Sheets referral log includes a reward or credit column you can populate. WebRun updates the status from pending to sent once the thank-you is marked as sent, giving you a running record of every referral and its reward status.
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