Automated Arborgold Deicing Upsell Drafts
Every Monday, WebRun opens Arborgold, finds customers on a plow-only contract with no ice melt or sidewalk deicing add-on, drafts a personalized upsell email in Gmail referencing their property and current coverage, and logs the opportunity list to a Google Sheet so your sales team has a ready-to-review pipeline every week.
How do I find and offer deicing upsells to existing snow removal customers?
WebRun finds customers on a plow-only Arborgold contract with no ice melt or sidewalk deicing coverage every Monday, drafts a personalized upsell email for each one in Gmail referencing their property, and logs a ranked opportunity list to Google Sheets. Your sales team opens the week with a ready-to-review pipeline instead of building a prospect list from scratch.
- Sales team opens Monday with a ranked upsell list instead of building one from scratch
- Only customers missing deicing coverage are offered, so pitches stay relevant
- No customer gets pitched twice in the same season
Built for snow removal contractors · commercial snow removal sales teams · property service upsell teams · Arborgold users
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
www.arborgold.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Arborgold - find contracts without deicing coverage
arborgold.com
WebRun opens Arborgold to find contracts without deicing coverage. - Open Arborgold and filter active contracts to plow-only, with no deicing or ice melt line item
- Capture each customer's property type, current service, and contract renewal date
- Skip any customer already offered deicing this season
Done when Every plow-only contract without deicing coverage is listed with property details.
-
2
Gmail - draft the upsell offer for review
gmail.com
WebRun opens Gmail to draft the upsell offer for review. - Draft a personalized upsell email for each customer referencing their property and current plow-only service
- Explain the deicing or sidewalk service and why it fits their property
- Leave every email as a draft. Do not send any offer without review
Done when A Gmail draft upsell email exists for every qualifying customer.
-
3
Google Sheets - log the upsell opportunity list
google.com
WebRun opens Google Sheets to log the upsell opportunity list. - Add a row per customer with the property, current service, and draft status
- Flag the customers closest to their contract renewal date first
Done when This week's upsell opportunity list is logged and ranked by renewal date.
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 the upsell offer automatically?
No. Every offer is saved as a Gmail draft for your sales team to personalize further if needed and send. Nothing goes out on its own.
How does it decide who to offer deicing to?
It reads each contract in Arborgold and only qualifies customers on a plow-only service with no existing ice melt or sidewalk line item.
Will the same customer get offered deicing every week?
No. Once a customer has been offered this season, they are skipped on later runs until they either add the service or a new season starts.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.