Alert clients before their coaching package sessions expire
Every Monday, WebRun opens Paperbell, finds clients whose session credits are due to expire within 30 days, logs them to a Google Sheet for your records, and drafts a personalised booking nudge in Gmail for each one, ready for your review.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I remind coaching clients about expiring session credits?
WebRun opens Paperbell every Monday, identifies clients with session credits expiring within 30 days, logs them to a Google Sheet, and drafts a personalised booking nudge in Gmail for each one. Every message waits in your drafts folder so no email goes out without your approval.
- Clients are reminded before credits lapse, keeping revenue and retention high
- A Google Sheet gives you a running view of who is at risk each week
- No client slips through without a timely, personal nudge
Built for life coaches · business coaches · solo coaching practices · coaching programme sellers
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
paperbell.comin a real browser with your saved login - no setup, no API keys. -
1
Paperbell - find expiring session credits
paperbell.com
WebRun opens Paperbell to find expiring session credits. - Open Paperbell and navigate to the Packages section
- Identify clients with unused session credits expiring within 30 days
- Note the client name, number of credits remaining, and expiry date for each
Done when All clients with credits expiring within 30 days are listed with their credit counts and expiry dates.
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2
Google Sheets - log clients at risk of lapsing
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log clients at risk of lapsing. - Open the coaching package tracker sheet
- Append a row for each at-risk client with their name, credits remaining, and expiry date
- Mark any client who has been nudged before to avoid duplicate outreach
Done when The tracker sheet is updated with this week's at-risk clients and nudge history.
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3
Gmail - draft expiry nudge emails for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft expiry nudge emails for review. - Draft a friendly, personalised email for each client noting their remaining credits and expiry date
- Include a direct booking link from Paperbell in the draft
- Save each message as a Gmail draft, not sent, for your review
Done when A draft expiry nudge sits in Gmail for every at-risk client, ready for your review and send.
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 clients about expiry without my sign-off?
No. Every nudge is saved as a Gmail draft for your review. Nothing reaches a client until you read and send it yourself.
Will it nudge the same client every week until they book?
No. It logs each nudge in the Google Sheet tracker and skips clients who have already been contacted that cycle, so you avoid pestering anyone unnecessarily.
What if a client books or renews after the draft is created?
WebRun reads live Paperbell data each Monday, so clients who booked or renewed since last week are no longer flagged in the next run.
Related templates
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