Automated Prospect Follow-Up Cadence
Every morning, WebRun opens Wealthbox, scans the prospect pipeline for opportunities whose next follow-up is due or overdue, drafts a tailored follow-up email to each prospect in Gmail based on their stage and last contact, leaves every draft unsent for an advisor to review, and posts the team a Slack list of who is due a nudge today.
How do I keep prospect follow-ups on a consistent cadence?
Every morning, WebRun opens Wealthbox and scans the prospect pipeline for opportunities whose next follow-up is due or overdue. It drafts a tailored email to each prospect in Gmail based on their stage, leaves every draft unsent for an advisor, and posts the team a Slack nudge list, so no warm prospect goes cold.
- Overdue prospects surface every morning before they go cold
- Each follow-up is drafted and waiting for the advisor
- No opportunity stalls because a touch was forgotten
Built for financial advisors · RIAs · wealth managers · business development 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 prospects due a touch
wealthbox.com
WebRun opens Wealthbox to find prospects overdue for a follow-up. - Open Wealthbox and review the prospect pipeline by stage and last activity date
- Flag opportunities whose next follow-up is due or overdue against your cadence
- Capture the prospect, their stage, the owning advisor, and the date of last contact
Done when Every prospect overdue for a follow-up has been listed with their stage and last contact.
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2
Gmail - draft tailored follow-ups
gmail.com
WebRun drafts a tailored prospect follow-up and leaves it unsent. - Draft a tailored follow-up email for each prospect based on their stage and last conversation
- Keep the tone warm and specific, picking up where the relationship left off
- Save every message as a draft and leave it unsent for the advisor to review
Done when A follow-up draft sits ready in Gmail for every overdue prospect.
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3
Slack - report who is due today
slack.com
WebRun posts the day's prospect follow-up list to Slack. - Post the team a Slack list of prospects due a follow-up today, grouped by advisor
- Sort by how overdue each one is so the coldest opportunities surface first
- Note that follow-up drafts are waiting in Gmail for review
Done when The team has today's prospect follow-up list in Slack.
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 on its own?
No. WebRun only drafts each follow-up in Gmail and leaves it unsent. An advisor reads every message and clicks send, so no prospect is contacted until a person approves the note.
How does it know who is overdue?
It reads the prospect pipeline in Wealthbox, each opportunity's stage, and the last activity date, then flags anyone whose next touch is due or overdue against the follow-up cadence you set for each stage.
Can the drafts reflect where each prospect is?
Yes. WebRun tailors each draft to the prospect's stage and last conversation, so an early-stage lead and a near-close prospect get different, relevant notes rather than one generic template.
Related templates
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