Automated LongevityEHR Executive Package Upsell
Every Monday, WebRun opens LongevityEHR, finds standard tier members with high visit attendance, strong biomarker progress, and requests for more frequent testing or access, drafts a personalized Mailchimp email suggesting the executive package for each, and posts the week's queue to Slack so your membership team can review and send.
How do I identify longevity clinic members ready to upgrade to an executive package?
Every Monday, WebRun opens LongevityEHR to find standard tier members whose engagement and biomarker progress signal they are ready for the executive package. It drafts a personalized Mailchimp upgrade suggestion for each and posts the week's queue to Slack, so your membership team reviews and sends only to members already showing real interest, with nothing going out unapproved.
- Upgrade pitches go only to members already showing real engagement and progress
- Membership team reviews and sends a ready draft instead of building the pitch from scratch
- No member receives an upgrade suggestion without a human approving it first
Built for longevity clinics · concierge medicine practices · membership sales teams · clinic revenue managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.longevityehr.comin a real browser with your saved login - no setup, no API keys. -
1
LongevityEHR - find standard members ready for an upgrade
longevityehr.com
WebRun opens LongevityEHR to find standard members ready for an upgrade. - Open LongevityEHR and filter standard tier members with high visit attendance and steady biomarker progress
- Include anyone who has asked about more frequent testing, extended access, or additional visits
- Exclude members already on the executive package or currently in a cancellation flow
Done when Every standard member showing signals of readiness for the executive package is listed.
-
2
Mailchimp - draft the executive package suggestion
mailchimp.com
WebRun opens Mailchimp to draft the executive package suggestion. - Draft a personalized email suggesting the executive package, referencing the member's own progress and engagement
- Outline what the executive package adds beyond their current tier
- Save every email as an unsent Mailchimp draft for your team to review
Done when A personalized, unsent upgrade draft exists for every member on this week's list.
-
3
Slack - post the queue for team review
slack.com
WebRun opens Slack to post the queue for team review. - Post the week's upgrade queue to the membership team channel
- Sort by strongest engagement and progress signals first
- Note that every draft needs review and approval before it sends
Done when Your membership team has this week's upgrade queue in Slack, ready to approve before sending.
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 members get an upgrade pitch without my team's approval?
No. Every suggestion is saved as an unsent Mailchimp draft and posted to Slack for review. Your membership team approves and sends each one, so nothing reaches a member automatically.
How does it decide who is ready for the executive package?
It reads visit attendance, biomarker progress, and any requests for more frequent testing or access logged in LongevityEHR, so the suggestion goes to members already showing real interest, not a blanket list.
Does the draft make any clinical claims to justify the upgrade?
No. It references the member's own engagement and progress and describes what the executive package adds, keeping the pitch about access and service rather than clinical promises.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.