Turn duct cleaning customers into dryer vent upsells
Every Monday, WebRun opens Workiz, finds customers who've had duct cleaning but no dryer vent cleaning on record, drafts a targeted upsell email for each in Mailchimp explaining the fire risk and airflow benefit, and logs the queued batch to a Google Sheet for your team to review before anything sends.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically find and pitch dryer vent cleaning to duct cleaning customers?
Every Monday, WebRun opens Workiz to find customers who've had duct cleaning but no dryer vent service on file, then drafts a targeted upsell email for each in Mailchimp explaining the fire risk and airflow benefit of a cleaning. It logs the full batch to a Google Sheet so your team can review and release it.
- Every eligible customer gets a dryer vent pitch instead of being missed entirely
- Team reviews a ready written batch every Monday instead of drafting emails one by one
- Customers already offered recently are skipped automatically
Built for air duct cleaning companies · dryer vent cleaning technicians · HVAC and IAQ businesses · residential cleaning service owners
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
app.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - find customers missing dryer vent service
workiz.com How to Automate Workiz
WebRun opens Workiz to find customers missing dryer vent service. - Open Workiz and pull customers with a completed duct cleaning job in the last 12 months
- Cross-check each customer's service history for a dryer vent cleaning line item
- Capture name, email, last duct cleaning date, and home or unit type for anyone missing it
Done when Every eligible customer without a dryer vent service on file is listed with their duct cleaning history.
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2
Mailchimp - draft the targeted upsell email
mailchimp.com How to Automate Mailchimp
WebRun opens Mailchimp to draft the targeted upsell email. - Draft a short upsell email for each customer referencing their recent duct cleaning and explaining the fire risk and airflow benefit of a dryer vent cleaning
- Include a bundled price and a booking link
- Save every email as a queued draft campaign, not a scheduled send
Done when A drafted upsell email exists in Mailchimp for every eligible customer.
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3
Google Sheets - log the batch for review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the batch for review. - Open the dryer vent upsell tracker sheet
- Add a row per customer with name, last service date, and draft status
- Mark each new row Awaiting Approval
Done when The tracker sheet lists this week's full upsell batch with its approval status.
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 the upsell email without my approval?
No. Every email is saved as a queued Mailchimp draft, never a scheduled send. Your team reviews the tracker sheet and releases each campaign manually.
How does it know which customers qualify?
It cross-checks each customer's Workiz service history for a dryer vent cleaning line item, so only customers who've had duct cleaning but no dryer vent service show up in the batch.
Can it avoid customers who were already offered this recently?
Yes. It checks the tracker sheet for anyone included in a previous batch and skips them for a set number of weeks so nobody gets the same pitch twice in a row.
Related templates
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