All templates

Studio Ninja Automated Referral Thank You Notes

Every Monday morning, WebRun opens Studio Ninja, finds new bookings from the past week tagged with a referral source, drafts a warm personal thank you note in Gmail for the client who sent the referral, and checks QuickBooks to flag whether a referral credit should be applied to their next invoice.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Studio Ninja find new bookings sourced from a referral
2 Gmail draft a personal thank you note
3 QuickBooks flag a referral credit for their next invoice
In short

How do I thank clients who refer new business to my photography studio?

Every Monday, WebRun checks Studio Ninja for new bookings sourced from a referral, drafts a warm, specific thank you note in Gmail for the client who sent it, and flags a referral credit on their QuickBooks profile for their next invoice. You review and send each note, so every referral gets a personal thank you, not silence.

  • Every referring client gets a personal thank you, every single week
  • Referral credits are tracked in QuickBooks instead of relying on memory
  • Repeat referrers are recognised for each new referral, not just their first

Built for portrait photographers · wedding photographers · family photographers · photography studios

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.studioninja.co in a real browser with your saved login - no setup, no API keys.

  2. 1
    Studio Ninja - find new bookings sourced from a referral
    studioninja.co
    WebRun in Studio Ninja: find new bookings sourced from a referral
    WebRun opens Studio Ninja to find new bookings sourced from a referral.
    • Open Studio Ninja and filter bookings made in the past week whose lead source is tagged referral
    • Capture the new client, the referring client's name, and the session booked
    • Skip any referral already thanked in a prior week

    Done when Every new referral booked this week is listed with the referring client's name.

  3. 2
    Gmail - draft a personal thank you note
    gmail.com
    WebRun in Gmail: draft a personal thank you note
    WebRun opens Gmail to draft a personal thank you note.
    • Draft a warm, specific thank you note to each referring client naming who they referred
    • Mention your referral perk if you offer one, such as a credit or small gift
    • Save every note as a Gmail draft. Do not send automatically

    Done when A thank you draft is ready in Gmail for every referring client this week.

  4. 3
    QuickBooks - flag a referral credit for their next invoice
    • Look up the referring client's account in QuickBooks
    • Flag their profile with a note that a referral credit is owed on their next invoice
    • Record the amount if your studio uses a fixed referral credit

    Done when Every referring client's QuickBooks profile is flagged with the credit owed, if any.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.studioninja.co
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Referral thank you drafts · Gmail
OutputWhat each run produces - A Gmail thank you draft per referring client each week, with a matching referral credit flagged in QuickBooks.
Drafts
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email the referring client without me?

No. Every thank you note is saved as a Gmail draft for your review. WebRun never thanks a referring client without you sending the note yourself.

Does it apply the credit to their invoice automatically?

No. It only flags the referring client's QuickBooks profile with a note that a credit is owed. You decide when and how to apply it.

What if the same client refers more than one person?

Each new referral booking gets its own thank you draft, so a client who sends multiple referrals is thanked for each one, not just the first.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.