Automated Bike Shop Trade-In Upgrade Follow-Ups
Every morning, WebRun opens Lightspeed Retail, finds customers who purchased a complete bike 18 to 24 months ago, drafts a personalised trade-in and upgrade invitation for each one in Gmail, and posts a Slack list so your team can review and send the most promising leads first.
How do I automatically follow up with past bike buyers about trade-in and upgrade options?
Every morning, WebRun reviews Lightspeed Retail for customers who bought a complete bike 18 to 24 months ago and have not yet upgraded. It drafts a personalised trade-in invitation in Gmail for each one and posts a Slack list sorted by original purchase value, so staff can prioritise the most valuable upgrade conversations.
- Past buyers are targeted for trade-ins at the moment they are most likely to consider an upgrade
- Staff prioritise outreach to highest-value past purchases for maximum sales impact
- Customers who already upgraded are automatically excluded from the invitation list
Built for bike shops · bicycle retailers · sales staff · shop owners · cycling upgrade programs
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
cloud.lightspeedhq.comin a real browser with your saved login - no setup, no API keys. -
1
Lightspeed Retail - find customers in trade-in upgrade window
lightspeedhq.com
WebRun opens Lightspeed Retail to find customers in trade-in upgrade window. - Open Lightspeed Retail and filter sales history to complete bike purchases made 18 to 24 months ago
- Capture the customer name, email address, bike model purchased, sale price, and purchase date
- Exclude customers who have already purchased a new bike or initiated a trade-in since their original sale
Done when Every customer in the 18-to-24-month purchase window is listed with their bike and contact details.
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2
Gmail - draft personalised trade-in invitation
gmail.com
WebRun opens Gmail to draft personalised trade-in invitation. - Draft a personalised trade-in and upgrade invitation for each customer, naming their current bike model
- Mention your current trade-in program and highlight two or three relevant upgrade models if possible
- Save each draft in Gmail for staff review - do not send automatically
Done when A personalised trade-in invitation draft is ready in Gmail for every eligible customer.
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3
Slack - post upgrade leads list for staff review
slack.com
WebRun opens Slack to post upgrade leads list for staff review. - Post a daily list to the sales channel of customers in the upgrade window, sorted by original purchase value
- Flag the highest-value purchases at the top so staff prioritise those conversations
- Staff review and send the Gmail drafts to the most promising leads first
Done when Staff have a prioritised upgrade leads list in Slack with drafts ready to send.
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 send the trade-in invitation to customers automatically?
No. Every invitation is saved as a Gmail draft and staff must review and send it. No customer is contacted without a human approving the message first.
How does it decide which customers to target?
It reads sale history in Lightspeed Retail and targets customers who bought a complete bike 18 to 24 months ago and have not yet purchased another or started a trade-in.
Can I adjust the time window for the outreach?
Yes. You can set the window to any range that fits your shop, such as 12 to 18 months for entry-level buyers or 24 to 36 months for premium bikes that hold their value longer.
Related templates
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