All templates

Win Back Customers Before Warranty Ends

Every Monday, WebRun opens CDK Global, finds customers whose manufacturer warranty expires within the next 60 days, drafts a personalised email offering an extended warranty or service plan, saves each as a Gmail draft, and posts the week's win-back list on Slack for your sales and service teams.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 CDK Global find customers with expiring warranties
2 Gmail draft personalised extended-warranty offer
3 Slack post weekly win-back list to sales team
In short

How can I automatically identify and re-engage customers whose car warranty is about to expire?

Every Monday, WebRun opens CDK Global and finds customers whose manufacturer warranty expires within 60 days, drafts a personalised extended-warranty or service-plan offer for each, saves the drafts in Gmail, and posts the week's win-back list to Slack so your sales team can send with confidence.

  • Warranty-expiry customers contacted before they go to a competitor
  • Sales team gets a ready-to-send draft list every Monday
  • No expiring warranty falls through the cracks

Built for car dealerships · franchise automotive groups · service managers · dealership sales teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.cdkglobal.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    CDK Global - find customers with expiring warranties
    cdkglobal.com
    WebRun in CDK Global: find customers with expiring warranties
    WebRun opens CDK Global to find customers with expiring warranties.
    • Open CDK Global Customer Management and filter for vehicles whose manufacturer warranty expiry date falls within the next 60 days
    • Capture customer name, email, vehicle, warranty expiry date, and current mileage
    • Skip customers who already have an extended warranty or who were contacted in the past 30 days

    Done when All customers with warranties expiring in the next 60 days are listed with vehicle and contact details.

  3. 2
    Gmail - draft personalised extended-warranty offer
    gmail.com
    WebRun in Gmail: draft personalised extended-warranty offer
    WebRun opens Gmail to draft personalised extended-warranty offer.
    • Draft a personalised email for each customer naming their specific vehicle and the exact warranty expiry date
    • Describe the extended-warranty options or service plans your dealership offers and the peace-of-mind benefit
    • Save as a draft - do not send

    Done when A personalised extended-warranty offer draft exists in Gmail for each eligible customer.

  4. 3
    Slack - post weekly win-back list to sales team
    slack.com
    WebRun in Slack: post weekly win-back list to sales team
    WebRun opens Slack to post weekly win-back list to sales team.
    • Post the week's win-back list to #sales sorted by warranty expiry date - soonest first
    • Include each customer's name, vehicle, expiry date, and a link to the Gmail draft

    Done when The sales team has this week's warranty win-back list in Slack with drafts ready to review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.cdkglobal.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Win-back list · Slack
OutputWhat each run produces - A weekly Slack list of customers with expiring warranties, with personalised extended-warranty offer drafts in Gmail.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send warranty offers to customers without my team's approval?

No - every offer is a Gmail draft. Your team reviews the Slack list, opens each draft, and sends it themselves.

What if we don't sell extended warranties - can we offer a service plan instead?

Yes - tell WebRun what products you offer and it will pitch those instead. You can maintain separate templates for different customer profiles.

How does it know the warranty expiry date?

It reads the warranty expiry date recorded on the vehicle record in CDK Global. If that field isn't populated, WebRun can estimate from the registration date and manufacturer's standard warranty period.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.