Honor your plant guarantee and build lifelong customers
Every morning, WebRun opens NCR Counterpoint, finds purchases of guaranteed plants made 21 days ago, checks that the customer has not already received a guarantee follow-up, drafts a friendly check-in email in Gmail, and logs every outreach in a Google Sheet so nothing is sent twice.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up with customers after a guaranteed plant purchase?
WebRun checks NCR Counterpoint every morning for guaranteed plant purchases made 21 days ago, deduplicates against a Google Sheet log, and drafts a personalised check-in email in Gmail for each customer. Staff review and send each message, turning your guarantee policy into a proactive care touchpoint.
- Customers feel cared for after their purchase, building loyalty
- Guarantee claims are proactively surfaced before customers are frustrated
- Staff send personalised messages with one click instead of manual searching
Built for garden center owners · nursery customer service teams · retail nursery managers
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
ncrcounterpoint.comin a real browser with your saved login - no setup, no API keys. -
1
NCR Counterpoint - find guaranteed plant purchases from 21 days ago
ncrcounterpoint.com
WebRun opens NCR Counterpoint to find guaranteed plant purchases from 21 days ago. - Open NCR Counterpoint and filter transactions from 21 days ago
- Identify purchases that include items in the guaranteed plant category
- Capture customer name, email, transaction date, and the specific plants purchased
Done when All customers who bought guaranteed plants 21 days ago are listed with contact and purchase details.
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2
Google Sheets - log follow-up to prevent duplicates
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log follow-up to prevent duplicates. - Open the plant guarantee follow-up tracker sheet
- Cross-reference the new list against previous entries to skip anyone already contacted
- Append each new candidate with customer name, plant purchased, purchase date, and status set to pending
Done when New candidates are logged and anyone already contacted is excluded.
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3
Gmail - draft guarantee check-in email for staff review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft guarantee check-in email for staff review. - Draft a friendly check-in email for each customer, mentioning the specific plant they bought
- Include a short reminder of your guarantee policy and how to claim it if needed
- Invite them to visit or call if they have any questions about their plant
- Leave each email as a draft for staff to review before sending. Do not send automatically.
Done when One draft guarantee check-in per customer is in Gmail drafts, ready for staff 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 email customers about their guarantee without staff reviewing the message?
No. Every check-in email is left as a Gmail draft for a staff member to review and personalise before sending. No email reaches a customer automatically.
How does it know which plants are covered by the guarantee?
It targets the product categories you designate as guaranteed in NCR Counterpoint. Update your category tags in Counterpoint and the filter updates automatically on the next run.
What if a customer has already come back to claim their guarantee?
Staff can mark the customer as handled in the Google Sheet tracker, and they will be skipped on all future runs. The log keeps a full history of who was contacted and when.
Related templates
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