Turn happy solar customers into referral sources
Every morning, WebRun opens Enerflo, finds projects that received PTO three to four weeks ago, drafts a warm and personalised referral request email for each homeowner, and queues every draft in Gmail for the team to review and approve before it goes out.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically ask solar customers for referrals after installation?
WebRun opens Enerflo every morning and finds projects that received PTO three to four weeks ago, when homeowners are at peak satisfaction. It drafts a warm, personalised referral request email for each homeowner in Gmail and alerts the assigned rep in Slack to review and send. Referrals are captured at the right moment without anyone tracking timings manually.
- Every homeowner receives a referral ask at the optimal moment, three to four weeks after activation
- Referral asks are personalised with project details rather than generic blasts
- The team spends seconds approving drafts instead of manually tracking who to ask and when
Built for residential solar installers · solar sales teams · solar company owners
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
enerflo.comin a real browser with your saved login - no setup, no API keys. -
1
Enerflo - find recently activated projects
enerflo.com
WebRun opens Enerflo to find recently activated projects. - Open Enerflo and filter projects to those that received PTO between 21 and 30 days ago
- Capture the homeowner name, address, system size, and the PTO date
- Skip any project that has already had a referral request sent
- Note the assigned rep so the correct person is tagged in Slack
Done when Every recently activated project ready for a referral ask is identified.
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2
Gmail - draft personalised referral request
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalised referral request. - Draft a warm, personalised email for each homeowner acknowledging their system is now live
- Include a brief referral ask with a clear explanation of the referral benefit
- Reference the homeowner by name and their project address to make the email feel personal
- Leave every draft unsent in Gmail for the team to review and approve
Done when One Gmail draft exists for every qualifying homeowner, ready for rep approval.
-
3
Slack - notify team to review and send
slack.com How to Automate Slack
WebRun opens Slack to notify team to review and send. - Post a Slack message to the team listing how many referral request drafts are waiting for review
- Tag the assigned rep for each homeowner
- Include a direct link to Gmail drafts for quick approval
Done when The team is notified in Slack and can send their referral request drafts immediately.
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 referral email to homeowners without our approval?
No. Every referral request is saved as a Gmail draft and must be reviewed and sent by a team member. Nothing goes to a homeowner automatically.
Why three to four weeks after activation?
That window gives the homeowner time to see their first bills or production data, so they are at peak satisfaction and most likely to refer. You can adjust the timing during setup.
What if a homeowner already received a referral request?
WebRun tracks which projects have already had a referral request sent and skips them automatically on future runs.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.