Automated Podia New Customer Welcome Checklist
Every morning, WebRun opens Podia, checks for new course, membership, or download purchases, schedules a 7-day follow-up check-in on the calendar for each new customer, and drafts a personal welcome message naming what they bought, left for the creator to review before sending.
How do I welcome new Podia customers without missing anyone?
WebRun checks Podia every morning for new course, membership, or download purchases, schedules a 7-day follow-up check-in on the calendar, and drafts a personal welcome message naming the product for the creator to review and send. This keeps new customers from going unacknowledged during a busy launch week.
- Every new customer gets a draft welcome ready the same day
- A 7-day check-in is scheduled automatically so no one is forgotten
- Nothing is sent to a customer without the creator's review
Built for online course creators · Podia sellers · membership site owners · digital product creators
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
podia.comin a real browser with your saved login - no setup, no API keys. -
1
Podia - check new purchases
podia.com
WebRun opens Podia to check new purchases. - Open Podia and go to the Contacts and Sales sections
- Capture each new course, membership, or download purchase since the last check
- Note which product each new customer bought
Done when Every new purchase is captured with the product and customer.
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2
Google Calendar - schedule a check-in
calendar.google.com
WebRun opens Google Calendar to schedule a check-in. - Create a calendar reminder 7 days out for a follow-up check-in with the new customer
- Title it with the customer name and product purchased
- Skip creating a duplicate if a check-in is already scheduled
Done when Every new customer has a 7-day check-in reminder on the calendar.
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3
WhatsApp - draft a welcome message
whatsapp.com
WebRun opens WhatsApp to draft a welcome message. - Draft a short personal welcome message naming the product the customer bought
- Leave the message in draft form for the creator to review and send
- Never send the welcome message to the customer without approval
Done when A draft welcome message is ready for the creator to review for every new 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
Will it message my customers without me?
No. WebRun only drafts the welcome message. It is left for the creator to review and send, so nothing goes to a customer without approval.
Why schedule a check-in 7 days out?
A week gives a new customer time to start the course or membership, so the check-in lands when there is something real to ask about instead of on day one.
What if the same customer buys a second product?
It checks new purchases each day, so a second purchase from an existing customer gets its own welcome draft and check-in for that product.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.