Turn repeat clients into multi year contracts
Every Monday, WebRun opens Tinsel CRM, finds clients who've booked two or more seasons in a row, drafts a multi year contract offer with locked in pricing, sets up the matching recurring billing plan in Stripe, and drafts the offer email in Gmail for a rep to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I offer repeat clients a multi year holiday lighting contract?
WebRun checks Tinsel CRM every Monday for clients who've booked two or more seasons in a row, drafts a multi year contract with locked in pricing, and sets up a matching recurring billing plan in Stripe. It then drafts the offer email in Gmail, so a rep can review it and send it themselves.
- Repeat clients get a locked in price before they ever consider a competitor
- Billing is ready to activate the moment a client signs
- No client is offered a contract or charged without a rep reviewing it first
Built for holiday lighting business owners · Christmas light installers · seasonal lighting sales teams · holiday decor account managers
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.tinselcrm.comin a real browser with your saved login - no setup, no API keys. -
1
Tinsel CRM - find clients with two or more seasons
tinselcrm.com How to Automate Tinsel CRM
WebRun opens Tinsel CRM to find clients with two or more seasons. - Open Tinsel CRM and pull clients with two or more completed seasons back to back
- Draft a multi year contract with pricing locked at their current rate
- Note the client's package and preferred install window for the offer
Done when Every eligible repeat client has a drafted multi year contract with locked pricing.
-
2
Stripe - set up the recurring billing plan
stripe.com How to Automate Stripe
WebRun opens Stripe to set up the recurring billing plan. - Create a matching recurring billing plan for the contract length and price
- Leave the plan unattached to the client until the contract is signed
- Flag any client whose card on file has already expired
Done when A ready to activate billing plan exists for every drafted contract.
-
3
Gmail - draft the offer email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the offer email. - Draft an offer email explaining the locked pricing and contract length
- Attach the contract terms and mention the savings versus booking year to year
- Save each email as a draft. Do not send any of them automatically
Done when A ready to review offer email exists for every eligible repeat client.
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 contract offer or charge the client automatically?
No. WebRun only drafts the contract, the offer email, and an unattached Stripe billing plan. A rep reviews and sends the offer, and nothing charges the client until they sign.
How does it decide which clients are eligible?
Clients who've booked two or more seasons in a row with Tinsel CRM. That repeat history is what qualifies them for a locked in multi year offer.
What pricing does the contract lock in?
The client's current season rate, held flat for the contract length, so the offer email can honestly promise savings against booking year to year.
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