Never lose a commercial contract by catching every renewal before it lapses
Every Monday, WebRun opens Workiz, finds commercial clients whose contracts expire within 60 days, drafts a personalised renewal proposal email for each account in Gmail, and logs each renewal opportunity in HubSpot so your sales pipeline reflects the upcoming revenue at risk.
- No credit card
- Under $0.01 per run
- Cancel anytime
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 commercial contracts expiring in the next 60 days
workiz.com How to Automate Workiz
WebRun opens Workiz to find commercial contracts expiring in the next 60 days. - Open Workiz and navigate to Clients
- Filter to commercial clients with a recurring contract end date within the next 60 days
- Capture the company name, contact name, contact email, contract value, and expiry date for each
Done when Every commercial contract expiring in the next 60 days is listed with account details.
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2
Gmail - draft renewal proposal email for each account
gmail.com How to Automate Gmail
WebRun opens Gmail to draft renewal proposal email for each account. - Draft a personalised renewal proposal email for each account referencing the contract value, service type, and expiry date
- Include a call to action for the client to confirm their renewal or schedule a review call
- Leave every draft unsent for your review before sending
Done when A draft renewal email exists in Gmail for every commercial account expiring in 60 days.
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3
HubSpot - log renewal opportunity to sales pipeline
hubspot.com How to Automate HubSpot
WebRun opens HubSpot to log renewal opportunity to sales pipeline. - Open HubSpot and navigate to the Deals pipeline
- Create or update a deal record for each renewal opportunity with company name, contract value, and expiry date
- Set the deal stage to 'Renewal Outreach' and the close date to the contract expiry date
Done when Every expiring contract has a deal record in HubSpot with the correct stage and close date.
How do I automatically track and follow up on commercial pressure washing contract renewals?
Every Monday WebRun opens Workiz and finds every commercial service contract expiring within the next 60 days. It drafts a personalised renewal proposal email for each account in Gmail and creates or updates the corresponding deal record in HubSpot so your pipeline reflects the upcoming revenue at risk. All drafts await your approval before any client is contacted.
- No commercial contract lapses without a renewal proposal in the owner's hands first
- HubSpot pipeline shows every renewal opportunity with value and close date
- Every renewal email is personalised and ready to send in one click
Built for pressure washing companies with commercial accounts · exterior cleaning sales managers · field service account managers
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 the renewal proposals to clients automatically?
No. Every renewal proposal email is drafted in Gmail and left unsent for your review. No client receives anything until you approve and send each email yourself.
What if a contract was already renewed or cancelled?
WebRun reads the live client records in Workiz each Monday. Contracts already renewed or marked as cancelled are excluded automatically from the draft queue.
Can it track which clients have responded to renewal outreach?
Yes. Once you note a client's response in HubSpot, WebRun sees the updated deal stage on the next run and skips that account from future renewal drafts.
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