Automated Tree Service Seasonal Service Reminders
Every Monday during peak seasons, WebRun opens Arborgold, identifies customers whose last pruning or spraying service was 6 or more months ago, drafts a personalized seasonal reminder for each, and posts a Slack summary so your sales team can review and send the outreach.
How do I automatically remind past tree service customers about seasonal pruning and spraying?
WebRun opens Arborgold every Monday and finds customers whose last pruning or plant health treatment was 6 or more months ago. It drafts a personalized seasonal reminder in Gmail for each one and alerts your sales team in Slack, filling your schedule with re-bookings before the busy season peaks.
- Past customers get a timely, personalized reminder before each season
- Sales team has a clear weekly list of outreach drafts ready to review
- Schedule fills with re-bookings without manual prospecting
Built for tree service companies · arborist businesses · plant health care specialists · tree care 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.arborgold.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Arborgold - find customers due for seasonal service
arborgold.com
WebRun opens Arborgold to find customers due for seasonal service. - Open Arborgold and filter service history for pruning and plant health care jobs
- Find customers whose last service of this type was 6 or more months ago
- Capture each customer's name, contact email, last service date, service type, and property notes
Done when All customers due for seasonal service are listed with contact details and service history.
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2
Gmail - draft seasonal outreach emails for review
gmail.com
WebRun opens Gmail to draft seasonal outreach emails for review. - Draft a seasonal service reminder for each customer referencing their property and the service they last received
- Mention the current season and why now is a good time for the service
- Leave each draft unsent for your sales team to review before sending
Done when A personalized Gmail draft seasonal reminder is ready for each customer on the list.
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3
Slack - alert sales team to pending outreach
slack.com
WebRun opens Slack to alert sales team to pending outreach. - Post a summary to the sales channel listing customers with pending outreach drafts
- Include the number of drafts ready, the services involved, and a reminder to review before sending
Done when Sales team has a Slack alert with the count of seasonal reminder drafts awaiting review.
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 seasonal emails to customers automatically?
No. Every seasonal reminder is saved as a Gmail draft for your sales team to review and approve before anything is sent.
How does it know which service to remind customers about?
It reads each customer's service history in Arborgold and references the type of job they last had, so the reminder is specific to their property and history.
Will it remind the same customer every week?
No. Once a draft has been sent or a new job is booked, the customer is excluded from future reminder runs until they are again overdue for service.
Related templates
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