All templates

Automated Acupuncture Lapsed Client Winback

Every Monday, WebRun opens Jane and identifies active clients whose last appointment was 60 or more days ago and who have no future booking. It drafts a warm, personalised winback message for each, referencing their previous treatment, and queues every message in Gmail for the practitioner to review before sending.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Jane identify lapsed clients with no upcoming booking
2 Gmail draft personalised winback messages
3 Slack alert practitioner to the winback queue
In short

How do I automatically re-engage lapsed acupuncture clients?

Every Monday, WebRun opens Jane and finds clients who have not visited in 60 days or more with no upcoming booking. It drafts a warm, personalised winback message for each in Gmail, referencing their last treatment, and holds every draft for practitioner review, so lapsed clients get a timely personal touch before they are lost.

  • Lapsed clients receive a personalised, timely outreach before they are lost permanently
  • Practitioners get a weekly winback queue to action in minutes with no manual list-building
  • Clients who rebook before the draft is sent are automatically removed from the queue

Built for acupuncturists · TCM clinic owners · wellness studios · holistic health practitioners

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens jane.app in a real browser with your saved login - no setup, no API keys.

  2. 1
    Jane - identify lapsed clients with no upcoming booking
    jane.app
    WebRun in Jane: identify lapsed clients with no upcoming booking
    WebRun opens Jane to identify lapsed clients with no upcoming booking.
    • Open Jane and filter the client list by last appointment date
    • Identify clients whose most recent visit was 60 or more days ago
    • Exclude clients with an upcoming appointment already scheduled
    • Capture client name, last treatment type, and time since last visit

    Done when Every lapsed client with no future booking is listed with their treatment history context.

  3. 2
    Gmail - draft personalised winback messages
    gmail.com
    WebRun in Gmail: draft personalised winback messages
    WebRun opens Gmail to draft personalised winback messages.
    • Draft a warm, personalised winback message for each lapsed client
    • Reference the time since their last visit and the treatment they previously received
    • Save each draft unsent in Gmail for the practitioner to review before sending

    Done when A personalised winback draft exists in Gmail for every lapsed client.

  4. 3
    Slack - alert practitioner to the winback queue
    slack.com
    WebRun in Slack: alert practitioner to the winback queue
    WebRun opens Slack to alert practitioner to the winback queue.
    • Post a weekly Slack summary of how many lapsed clients are in the winback queue
    • Flag any clients who have not visited in 90 days or more as priority

    Done when Practitioner sees the weekly winback count in Slack and can review Gmail drafts.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
jane.app
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Winback drafts · Gmail
OutputWhat each run produces - Personalised winback email drafts in Gmail and a weekly Slack summary with lapse duration flags.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it contact lapsed clients without my sign-off?

No. Every winback message is saved as an unsent Gmail draft. Nothing reaches a client until you review and send it.

Can I change the lapse threshold from 60 days?

Yes. Tell WebRun your preferred threshold (for example, 45 or 90 days) and it will filter Jane accordingly on every weekly run.

What if a lapsed client books online before I send the draft?

It checks the live Jane schedule each Monday. Clients who have booked since the last run are automatically excluded from the winback list.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.