Automated ArcSite Proposal Follow-Ups
Every morning, WebRun opens ArcSite, finds proposals sent five or more days ago that are still unaccepted, drafts a polite follow-up email for each customer in Gmail, and posts your sales team a Slack list ranked by proposal value so the biggest jobs get chased first.
How do I follow up on waterproofing proposals customers haven't accepted?
Every morning, WebRun opens ArcSite and finds proposals sent five or more days ago that still have not been accepted. It drafts a polite follow-up in Gmail for each customer and posts your sales team a Slack list ordered by proposal value, so the biggest open jobs get chased first and no proposal quietly goes cold.
- No proposal sits unaccepted for more than a week unnoticed
- Reps see the highest-value open jobs first every morning
- Every nudge is reviewed before it reaches a customer
Built for basement waterproofing contractors · waterproofing sales reps · estimators · sales managers
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
www.arcsite.comin a real browser with your saved login - no setup, no API keys. -
1
ArcSite - find unaccepted proposals
arcsite.com
WebRun opens ArcSite to find unaccepted proposals. - Open ArcSite and filter proposals to sent but not accepted
- Capture the customer, job scope, and proposal value for each
- Keep only proposals sent five or more days ago
Done when Every proposal open five or more days is listed with its value.
-
2
Gmail - draft the follow-up nudge
gmail.com
WebRun opens Gmail to draft the follow-up nudge. - Draft a short, friendly follow-up for each customer
- Reference the original scope and ask if they have questions
- Leave every nudge as a draft for your sales team to review and send
Done when A draft nudge sits ready in Gmail for every open proposal.
-
3
Slack - list open proposals by value
slack.com
WebRun opens Slack to list open proposals by value. - Post your sales team a list of every proposal still open
- Order the list by proposal value, largest first
Done when Your sales team has today's prioritized list of open proposals.
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 customers without my sales team approving it?
No. WebRun drafts every nudge in Gmail and leaves it unsent. Your sales team reviews and sends it, so no customer gets a message without a human checking it first.
How does it decide which proposals to chase first?
It reads the proposal value from ArcSite and orders the Slack list from largest to smallest, so your sales team chases the biggest jobs first.
Will it nudge a customer who already accepted?
No. It reads the live proposal status in ArcSite each morning, so anyone who accepted or declined overnight is skipped automatically.
Related templates
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