Automated Client Milestone Outreach
Every morning, WebRun opens Wealthbox, finds clients with a birthday or an age milestone such as 59 and a half, 65, or 73 coming up, drafts a warm, personal note to each one in Gmail, leaves every draft unsent for an advisor to review, and sends you a Telegram list of this week's milestones.
How do I track client birthdays and age milestones automatically?
Every morning, WebRun opens Wealthbox and finds clients with a birthday or an age milestone such as 59 and a half, 65, or 73 coming up. It drafts a warm note to each one in Gmail, leaves every draft unsent for an advisor, and sends you a Telegram list of the week's milestones, so a meaningful touch never slips through the cracks.
- Every birthday and milestone surfaces in advance, not after
- Each note is drafted and waiting, so an advisor just reviews and sends
- Planning milestones like 73 become a reason to reconnect
Built for financial advisors · RIAs · wealth managers · client service teams
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
app.crmworkspace.comin a real browser with your saved login - no setup, no API keys. -
1
Wealthbox - find upcoming milestones
wealthbox.com
WebRun opens Wealthbox to find upcoming birthdays and age milestones. - Open Wealthbox and scan contacts for birthdays and dates of birth in the coming weeks
- Flag clients reaching a planning milestone: 59 and a half, 65 for Medicare, or 73 for RMDs
- Capture the client, the milestone, and the date for each
Done when Every client with an upcoming birthday or age milestone has been listed with the date.
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2
Gmail - draft personal notes
gmail.com
WebRun drafts a warm note for each milestone and leaves it unsent. - Draft a warm, personal note to each client marking the birthday or milestone
- For a planning milestone, add a gentle line offering to review what it means for their plan
- Save every message as a draft and leave it unsent for an advisor to review
Done when A personal note draft sits ready in Gmail for every upcoming milestone.
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3
Telegram - list this week's milestones
telegram.org
WebRun sends a Telegram list of this week's client milestones. - Send a Telegram list of this week's birthdays and age milestones
- Group by date so today's and tomorrow's stand out first
- Note that the notes are drafted in Gmail and waiting for review
Done when You have this week's milestone 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 message clients without me?
No. WebRun only drafts each birthday or milestone note in Gmail and leaves it unsent. An advisor reads every message and clicks send, so nothing reaches a client until a person approves it.
Which age milestones does it watch for?
It flags the planning ages that matter most: 59 and a half when early-withdrawal penalties end, 65 for Medicare, and 73 for required minimum distributions, alongside regular birthdays, all read from each client's date of birth in Wealthbox.
Can it match our tone?
Yes. Give WebRun a sample note or a few words on tone and it drafts each message in your voice, naming the client and the specific birthday or milestone so the outreach feels personal, not automated.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.