Automated Nutrition Lapsed Client Winback
Every Monday, WebRun opens Practice Better, finds clients with no appointment in the past 60 days, drafts a warm re-engagement message referencing each client's last session goal, queues the messages in Gmail for your review, and posts a lapsed client count to Slack.
How do I automatically reach out to lapsed nutrition clients?
WebRun opens Practice Better every Monday, finds every client with no appointment in the past 60 days, and drafts a warm, personalised re-engagement message for each in Gmail. A Slack summary flags clients lapsed more than 90 days so you can prioritise the most at-risk relationships, and nothing goes out without your approval.
- Lapsed clients receive a timely, personal re-engagement message before the relationship fades
- Clients who have been quiet for over 90 days are prioritised automatically
- You control every message before it leaves your practice
Built for registered dietitians · nutrition coaches · private nutrition practices · group nutrition programs
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
practicebetter.ioin a real browser with your saved login - no setup, no API keys. -
1
Practice Better - identify lapsed clients
practicebetter.io
WebRun opens Practice Better to identify lapsed clients. - Open Practice Better and navigate to the Clients section
- Filter to clients whose last completed appointment was 60 or more days ago
- Retrieve each client's name, last session date, last session goal or note, and contact email
- Exclude clients who are formally discharged or have a paused account
Done when Every lapsed client is listed with their last session date and a relevant goal reference.
-
2
Gmail - draft personalised re-engagement messages
gmail.com
WebRun opens Gmail to draft personalised re-engagement messages. - Draft a warm, personalised re-engagement message for each lapsed client referencing their last session goal
- Include a soft invitation to book a follow-up session with a scheduling link
- Save every message as a Gmail draft, unsent, for your review and approval
Done when One drafted winback message per lapsed client is queued in Gmail for your approval.
-
3
Slack - report lapsed client count to you
slack.com
WebRun opens Slack to report lapsed client count to you. - Post a short Slack message with the total count of lapsed clients this week
- Flag any client who has been lapsed for more than 90 days as a higher priority
Done when You have a Slack summary of this week's lapsed client count with high-priority cases noted.
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 re-engagement emails automatically?
No. Every winback message is drafted in Gmail and left unsent for your review. Nothing is sent to a lapsed client without your explicit approval.
How does it make the message feel personal rather than generic?
WebRun reads each client's most recent session note and goal in Practice Better and references it in the draft, so the message feels like it comes from someone who remembers them.
Will it contact clients who formally discharged or paused their account?
No. Clients marked as discharged or with a paused account status in Practice Better are excluded automatically from every winback run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.