Automated Dental Lab Customer Reorder Reminders
Every Monday, WebRun opens Evident and identifies active doctor accounts that have sent no new cases in the past 30 days, drafts a personalized re-engagement email for each account in Gmail for your team to review, adds those accounts to a re-engagement list in Mailchimp for a follow-on nurture sequence, and posts the at-risk account list to Slack so your sales team can prioritize outreach.
How do I automatically remind lapsed dentist accounts to send their next case?
Every Monday, WebRun identifies active Evident doctor accounts with no case in 30 days, drafts a personalized re-engagement email in Gmail for each one, adds them to a Mailchimp re-engagement audience, and posts the at-risk list to Slack sorted by days since last case. Every Gmail draft waits for a sales rep to review before any dentist is contacted.
- No lapsed doctor account sits uncontacted past 30 days
- Sales reps open Monday with drafted re-engagement emails ready to personalize and send
- Inactive accounts enter a Mailchimp nurture sequence so no relationship goes cold quietly
Built for dental lab sales teams · dental lab account managers · dental laboratory owners
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
www.evidentdigital.comin a real browser with your saved login - no setup, no API keys. -
1
Evident - find active accounts with no cases in 30 days
- Open Evident and filter the customer list for active doctor accounts
- Identify accounts with no case submitted in the past 30 days
- Capture the doctor name, practice, last case date, and their typical case volume to personalize outreach
Done when All active accounts with no case in 30 days are listed with their last case date.
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2
Gmail - draft personalized re-engagement emails
gmail.com
WebRun opens Gmail to draft personalized re-engagement emails. - Draft a personalized re-engagement email for each inactive account
- Reference the account's typical product types and mention any new capabilities or turnaround improvements
- Leave every email as a Gmail draft for the sales rep to review before sending
Done when One Gmail draft re-engagement email exists for each inactive account, all unsent.
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3
Mailchimp - add accounts to re-engagement nurture list
mailchimp.com
WebRun opens Mailchimp to add accounts to re-engagement nurture list. - Add each inactive doctor account to the lab's re-engagement audience in Mailchimp
- Tag contacts with the last-case date so the nurture sequence can reference it
- Do not trigger any Mailchimp send yet - only update the audience list for the nurture flow
Done when All inactive accounts are added to the Mailchimp re-engagement audience with correct tags.
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4
Slack - post the at-risk account list to the sales channel
slack.com
WebRun opens Slack to post the at-risk account list to the sales channel. - Post the at-risk account list to the lab sales Slack channel
- Sort accounts by last case date, longest lapsed first
- Remind the sales team to review and send the Gmail drafts for priority accounts
Done when Sales team has the at-risk account list in Slack with Gmail drafts ready for review.
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 re-engagement emails to dentists automatically?
No. Every re-engagement email is saved as a Gmail draft and held for your sales rep to review. No email reaches any doctor until a person approves and clicks Send.
What counts as an active account? Could it flag practices that recently started?
WebRun only includes accounts with at least one prior case in Evident, so brand-new accounts that have not yet submitted any case are excluded from the inactive list.
Why add them to Mailchimp if emails go through Gmail?
The Gmail draft is for an immediate, personalized outreach. Mailchimp builds a longer-term nurture audience so accounts that still do not respond after the first email enter a softer follow-on sequence at your own pace.
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