Software · WeekendCRM · Marketing automation

WeekendCRM

Marketing automation

Marketing automation for small business that follows up for you

Marketing automation in WeekendCRM is workflows and campaigns that follow up with leads and past customers for you, built for home-service contractors. Workflows send texts and emails, assign leads, move deals and wait for replies. Campaigns go out by email, text, WhatsApp and Messenger, including reactivation templates for old customer lists. WeekendCRM is HighLevel under our name, set up and supported by us.

Powered by HighLevel · $97 a month, or $1 with RankLocker or JobTracker · You pay your own phone, text, email and AI usage

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Workflow

Automation

Day 0

Estimate sent

Trigger

Day 2

Text: "Any questions on your estimate?"

Text

Day 5

Email with photos of a similar job

Email

Day 9

Task for you to call

Task

Signed

Workflow stops and moves the deal to Won

Won

Follow-up that never forgets, without you remembering.

The problem

Sound familiar?

How many estimates died because nobody followed up?

You give an estimate on Tuesday and mean to call back Friday. Friday turns into a rain delay and a crew problem, and the call never happens. Meanwhile your past customers sit in a spreadsheet or in your phone, and nobody has sent them a thing since their job was finished.

Follow-up is the work that always gets bumped, because a job on site beats a phone call that might not pan out. You know the money is in people who already said maybe, or already hired you once. You just don't have the hours to chase all of them by hand. So the list of people who should hear from you keeps getting longer.

Where it costs you today:

estimates that went quiet after one call and never got a second

past customers who would hire you again but haven't heard from you

happy customers nobody asked for a referral or a review

What it does

Follow up and close

What does marketing automation in WeekendCRM do?

Workflows that do the next step

Set a rule once: if this happens, do that. Workflows send texts and emails, assign a lead, add a tag, move a deal, wait a few days and branch on what the customer does.

Follow-up on every estimate

A follow-up sequence checks in after the estimate by text and email on the schedule you set, so every quote gets a second and third touch without you remembering to send it.

Reminders that send themselves

Appointment reminders go out before every visit automatically, so customers know when you're coming and your crew isn't knocking on the door of an empty house.

Campaigns to your whole list

Broadcast campaigns and newsletters go out by email, text, WhatsApp and Messenger. Smart lists and tags pick who gets each one, like past customers or everyone in one service area.

Wake up old customer lists

Database reactivation templates reach out to customers you haven't talked to in a while, and birthday and seasonal campaigns give you a reason to show up before the busy season.

Referral and review requests

Workflows send recommendation requests and review requests by text or email after the job, so every happy customer gets asked, not just the ones you remember.

With WeekendCRM

What changes

What does follow-up look like when it runs itself?

You send an estimate Tuesday. Thursday the customer gets a friendly check-in text, and the next week an email, and you didn't have to type either one.

The customer answers the second text with a question. It lands in your inbox on their contact record, and you reply from the truck between jobs.

Before spring, a seasonal campaign goes to every past customer on your smart list, and a few of them text back asking when you can come out.

A job wraps up Friday. Saturday morning the customer gets a review request and a note asking whether they know anyone who needs the same work.

If nothing changes

Every estimate you meant to chase and every past customer you never contacted again is work you already earned a shot at. Without a system, that list grows every month while your calendar depends on new leads alone.

The plan

Three steps

How do you get started?

1

Get your account.

Sign up and your WeekendCRM account arrives set up, with your login by email.

2

Connect your phone and inbox.

Add a business number or bring yours, then connect Facebook, Instagram and your website chat.

3

Turn on the follow-up.

Switch on missed-call text-back, review requests and the follow-up that works all weekend.

FAQ

Straight answers

Questions about marketing automation.

Do I have to build every workflow from scratch?

No. WeekendCRM is set up and supported by us for home-services businesses, and it includes database reactivation templates for old customer lists. You can change any message, wait or step so it matches how you work.

Will my customers feel spammed?

Only if you send too much, and you control that. You choose every message, how often it goes and who gets it. Smart lists and tags decide who is in a campaign, and workflows can branch when a customer replies.

Does it send both texts and emails?

Yes. Workflows and broadcast campaigns send email and text, and campaigns can also go out by WhatsApp and Messenger. You can mix channels in one workflow, like a text first and an email two days later. Replies come back into the same inbox, on the customer's record.

Can I reach customers from years ago?

Yes. Database reactivation templates are made for old customer lists, and birthday and seasonal campaigns give you a reason to reach out by text or email. Replies land in your inbox so you can book the work. Smart lists and tags let you pick who gets each one.

Does it work with JobTracker?

Yes. When a customer signs your contract in WeekendCRM, JobTracker can create the job automatically. Customer details, job value and notes from JobTracker sync back to the WeekendCRM contact and deal, with no retyping.

What does WeekendCRM cost?

$97 a month, or $1 a month with any paid RankLocker or JobTracker plan (that $1 comes back as usage credit). On every plan you pay your own phone, text, email and AI usage at HighLevel's rates.

Get started

$97 a month

Follow-up that runs while you work

Bring your open estimates and your old customer list, and we'll show you the follow-up that runs on both.