Turn one-time customers into recurring maintenance plan members
On the first of every month, WebRun opens Workiz, finds customers who've had one-time duct cleaning but no recurring maintenance plan, drafts the recurring billing setup in Stripe, drafts a membership offer email in Mailchimp explaining the plan's price and included visits, and holds both for your team to approve.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I convert one-time duct cleaning customers into recurring plan members?
On the first of every month, WebRun opens Workiz to find customers who've had one-time duct cleaning but no recurring maintenance plan, then drafts a Stripe billing setup and a matching membership offer email in Mailchimp for each one. Both stay inactive until your team reviews them, so no card is charged and no email sends without approval.
- One-time customers get a personal membership pitch instead of never being asked
- No card is charged until the customer opts in and your team confirms it
- Only customers without an existing plan are targeted, so current members are never double pitched
Built for air duct cleaning companies · field service membership programs · HVAC and IAQ business owners · residential cleaning franchises
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.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - find one-time customers without a plan
workiz.com How to Automate Workiz
WebRun opens Workiz to find one-time customers without a plan. - Open Workiz and pull customers with at least one completed duct cleaning job
- Cross-check for an existing recurring maintenance plan on the account
- Capture name, email, service history, and property type for anyone not currently a member
Done when Every eligible one-time customer without a plan is listed with their service history.
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2
Stripe - draft the recurring billing setup
stripe.com How to Automate Stripe
WebRun opens Stripe to draft the recurring billing setup. - Draft a recurring billing setup for each eligible customer at your standard membership price
- Match the billing frequency to the plan's visit schedule
- Leave the billing setup inactive until the customer opts in and your team confirms it
Done when A draft recurring billing setup exists in Stripe for every eligible customer, none active yet.
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3
Mailchimp - draft the membership offer email
mailchimp.com How to Automate Mailchimp
WebRun opens Mailchimp to draft the membership offer email. - Draft a membership offer email for each customer explaining the plan's price, included visits, and priority scheduling
- Reference their last service so the pitch feels personal, not generic
- Save the campaign as a draft, not a scheduled send
Done when A drafted membership offer exists in Mailchimp for every eligible customer.
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
Does it charge the customer's card before they agree to the plan?
No. The Stripe billing setup is drafted and left inactive. Nothing charges until the customer opts in and your team confirms the plan, so no card is billed without consent.
Will the offer email send without my team reviewing it?
No. Every offer is saved as a Mailchimp draft, not a scheduled send. Your team reviews and releases each campaign, so no customer gets a pitch WebRun decided to send on its own.
How does it pick which customers to offer a plan to?
It checks each customer's Workiz service history for an existing recurring maintenance plan and only includes those with at least one completed job but no plan currently on the account.
Related templates
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