Automated EverLogic Lost Quote Winback Drafts
Every Monday, WebRun opens Customer Management in EverLogic, finds quotes older than 14 days with no linked sale and no recent follow up, drafts a winback email in Gmail for each prospect referencing the unit they were quoted, and sends the sales manager a Telegram list grouped by rep.
How do I win back trailer sales quotes that went cold?
Every Monday, WebRun checks EverLogic for quotes older than 14 days with no sale and no recent follow up, then drafts a personalized winback email per prospect in Gmail referencing the unit they were quoted. It sends the sales manager a Telegram list grouped by rep, so cold quotes get revisited before they're written off for good.
- Cold quotes get a winback attempt before they're written off
- Each rep sees their own re-engagement list every Monday
- Prospects who already bought are excluded automatically
Built for trailer dealership salespeople · sales managers · CRM administrators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
apps.everlogic.comin a real browser with your saved login - no setup, no API keys. -
1
EverLogic - find quotes that went cold
everlogic.com
WebRun opens EverLogic to find quotes that went cold. - Open Customer Management in EverLogic and pull quotes older than 14 days with no linked sale
- Exclude any prospect with a follow up logged in the last 7 days
- Note the prospect, unit quoted, quoted price, and salesperson
Done when Every cold quote is listed with its prospect, unit, and original salesperson.
-
2
Gmail - draft a winback email
gmail.com
WebRun opens Gmail to draft a winback email. - Draft a friendly winback email for each prospect referencing the unit they were quoted
- Mention current availability and invite them to get an updated price
- Leave every draft unsent for the salesperson to personalize and send
Done when A winback email draft exists for every cold quote, waiting on the salesperson.
-
3
Telegram - list who's being re-engaged
telegram.org
WebRun opens Telegram to list who's being re-engaged. - Send the sales manager a list of this week's cold quotes being re-engaged
- Group by salesperson so each rep's list is clear
- Note the original quoted price for each
Done when The sales manager has this week's winback list in Telegram.
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 email prospects without a salesperson checking first?
No. Every winback email is saved as a Gmail draft for the original salesperson to personalize and send. WebRun never emails a prospect on its own.
How does it decide a quote has gone cold?
Any quote in EverLogic older than 14 days with no linked sale and no follow up logged in the last 7 days qualifies. Both windows can be adjusted to match your sales cycle.
What if the prospect already bought here or elsewhere?
It checks for a linked sale in EverLogic each run, so any quote that converted or was marked dead drops off the winback list automatically.
Related templates
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