Automated Propane Budget Plan Enrollment Outreach
Each morning during enrollment season, WebRun opens Blue Cow Software, identifies active customers who are not yet enrolled in your budget payment plan, drafts a personalized enrollment invitation for each, and posts your sales team a prioritized list in Slack sorted by prior-year usage so the best prospects are contacted first.
How can I automatically reach out to propane customers about budget plan enrollment?
WebRun opens Blue Cow Software each morning during enrollment season, finds active customers not yet on your budget payment plan, and drafts a personalized invitation in Gmail for each one. Your team reviews and sends the emails, using the Slack list, sorted by prior-year usage, to prioritize which customers to call first.
- Enrollment outreach starts each morning without manual list-building
- Highest-usage customers are contacted first, maximizing plan revenue
- Customers who enrolled mid-campaign are removed from outreach automatically
Built for propane dealers · heating fuel companies · fuel oil distributors · customer service and sales teams
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
www.bluecowsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Blue Cow Software - find active customers not on budget plan
bluecowsoftware.com
WebRun opens Blue Cow Software to find active customers not on budget plan. - Open Blue Cow Software and navigate to the customer list
- Filter for active accounts not currently enrolled in a budget or levelized payment plan
- Sort by prior-year gallons purchased to rank highest-usage customers first
- Capture each customer's name, email address, phone number, and prior-year usage
Done when Every eligible non-enrolled active customer is listed and ranked by usage.
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2
Gmail - draft enrollment invitation per customer
gmail.com
WebRun opens Gmail to draft enrollment invitation per customer. - Draft a personalized budget-plan invitation email for each customer using their name and your plan's key benefits
- Include the enrollment deadline, monthly payment estimate if available, and a phone number to sign up
- Save all emails as drafts for team review before sending. Do not send automatically
Done when A Gmail draft invitation is ready for every eligible non-enrolled customer.
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3
Slack - post prioritized sign-up list
slack.com
WebRun opens Slack to post prioritized sign-up list. - Post a prioritized enrollment list to the sales channel, sorted by prior-year gallons
- Include each customer's name, usage, and whether a draft email is ready
- Highlight customers who have never been on a budget plan versus lapsed enrollees
Done when Sales team has a ranked budget-plan enrollment prospect list in Slack.
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 email customers about budget plan enrollment without my approval?
No. WebRun drafts every enrollment invitation and holds it in Gmail for your team to review and send. No email reaches a customer until a human approves it.
How does it rank which customers to contact first?
It sorts non-enrolled customers by their prior-year gallons purchased in Blue Cow Software, so your team focuses on high-usage customers who stand to benefit most from predictable monthly payments.
What if a customer already enrolled mid-run?
Blue Cow Software data is read fresh on each run, so customers who enrolled since the last check are excluded from the next list automatically.
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