Keap / Infusionsoft Ad-ons

Integrate Jotform with Keap / Infusionsoft using Zapier to streamline your lead generation

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For a publishing client, I have just completed integrating Jotform with Keap / Infusionsoft using Zapier. Now, a new contact is immediately created in Keap / Infusionsoft whenever a lead completes a form on JotForm. And as soon as new the contact is created then the automated marketing campaigns kick in. The client has saved time and money because of this integration, which has also increase...
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Course and event management with Corsizio integrated with Keap / Infusionsoft

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I have recently been working with a client to streamline and automate the management of their online and offline courses and events using Corsizio integrated with Infusionsoft / Keap. Corsizio is a simple event and course management system for online and offline events. Corsizio is free for upto 50 registations per month. It integrates with Stripe to collect payments (there is a $1 charge pe...
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Want to automate your event management? Event Expresso integrated with Keap / Infusionsoft could be the answer

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I have recently been working with a client to streamline and automate the management of their online and offline courses and events using Event Expresso integrated with Infusionsoft / Keap. I have found Event Expresso to be an excellent WordPress Plugin with which to manage events. Use cases include event planners, bloggers (webinars), creators of courses, companies, and business owners. Basica...
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I have just been integrating ScoreApp with Keap / Infusionsoft for a client

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I have been working on a ScoreApp and Keap / Infusionsoft integration for a client. ScoreApp is gaining popularity with marketers who are looking to proactively engage with potential customers. During the 2022 Keap Partner conference Ryan Deiss from DigitalMarketer (and Keap / Infusionsoft user himself) was explaining how he uses ScoreApp in his business to move leads down the sales pipeline. A...
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Use Zapier to do (almost) anything inside Keap by Paul Sokol

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I wanted to share with readers this very powerful Zapier / Keap hack that has been developed by Paul Sokol and promoted by Greg Jenkins. You may already know that Zapier is like a Swiss Army knife tool for us Keap users. But Zapier does not have all the capabilities of the Keap API. Now Paul has developed a hack that enables Zapier to "hook in" to the Keap API. It's really cool - BUT, it...
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Automate Zoom Webinars with Keap / Infusionsoft using Funnel Bots

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How to automate Zoom Webinars with Keap / Infusionsoft using a Funnel Bots account. (Please note this is for Zoom Webinars not the more common Zoom video calls, to automate those check out this post) So for Zoom Webinars using the FunnelBot - "Zoom Register Bot" it is possible to: 1 Register people for the Zoom webinar using a standard Keap / Infusionsoft web form. 2 Send anyon...
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Just been setting up a call centre with turboDial and Keap / Infusionsoft

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I have just been working with a client to set up a call centre using turboDial and Keap / Infusionsoft. turboDial enables you to set up and manage a powerful and sophisticated call centre operation - ideal for a sales office. Imagine being able to have a sales team located either in a single office or each rep working remotely anywhere in the world. And all the data and marketing automation is ...
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Keap/ Infusionsoft advanced lead source and ROI tracking

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Would you prefer to employ advanced lead source and ROI tracking over Keap / Infusionsoft's built-in basic reporting? Keap/ Infusionsoft's lead source tracking is... alright, but constrained. For instance, it will record "Google" as the lead source, which combines both organic and paid traffic. For example, you count not dig down to particular advertising and keywords that resulted in a sale. ...
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Get Terms and conditions, contacts and other documents signed automatically using Keap / Infusionsoft

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Getting documents such as contracts and terms and conditions signed by customers can be a real time consuming and frustrating process for you and your staff. This is an ideal process for automation. There are two possible solutions with Keap / Infusionsoft currently DocuSign or SignRequest. Here is an earlier blog post I wrote on the subject of document and terms and condition signing aut...
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Document signing automation with Keap / Infusionsoft and SignRequest or Docusign

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Are you looking to automate the document signing process? For instance, you want to send contracts to clients as a PDF that they then electronically sign and then send them back to you. How can you automate the sending and follow up processes and integrate them into your Keap / Infusionsoft marketing processes? There are three solutions that I woudl suggest: 1/ Docusign. The solution you are...
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DEA officer stops at a ranch in Texas and talks with an old rancher.

A Drug Enforcement Administration (DEA) officer stops at a ranch in Texas and talks with an old rancher. He tells the rancher, “I need to inspect your ranch for illegally grown dr*gs.” The rancher says, “Okay, but do not go in that field over there,” as he points out the location. The DEA officer verbally explodes saying, “Mister, I have the authority of the Federal Government with me.” Reaching into his rear pants pocket, he removes his badge and proudly displays it to the rancher. “See this badge? This badge means I am allowed to go wherever I wish… On any land. No questions asked or answer given. Have I made myself clear? Do you understand? ” The rancher nods politely, apologizes, and goes about his chores. A short time later, the old rancher hears loud screams and sees the DEA officer running for his life chased by the rancher’s big Santa Gertrudis Bull… With every step, the bull is gaining ground on the officer, and it seems likely that he’ll get gored before he reaches safety. The officer is clearly terrified. The rancher throws down his tools, runs to the fence, and yells at the top of his lungs… “Your badge… Show him your badge!” Of course, nothing to do with marketing, but made me laugh. And you have to have a bit of fun in the working day – Julian
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“Waiting List” and “Baby Boomer Businesses” concepts from Daniel Priestley on the Steven Bartlett podcast

I was watching the Daniel Priestley interview on the Steven Bartlett podcast “Diary of a CEO”. It’s a fantastic interview full of nuggets from Daniel, you should definitely take a look. Click Here to watch it on Youtube The two big takeaways for me. The Waiting List Concept. Check out from minute 7 of the recording. Although not a new idea it is very powerful. I advised a client in the past to do this who sold live courses. I said when there was no live course available to buy then put up a waiting list. On the next course sale they did £500K in sales – just from the hot waiting list. Tools like Marketer-M8 (HighLevel) are perfect this for this job. And I have even created a Waiting List snapshot I can give to Marketer-M8 users. Baby Boomer Businesses. Check out the recording at 1hr 38 minutes with Daniel and Steven. Here Daniel explains that the big opportunity is not in building a sexy online “unicorn” business from scratch (luck + very hard work). But to acquire Baby Boomer Businesses that have run out of steam as the owner approaches retirement and the business is in need of revitalisation. Not the most sexy businesses, eg lift maintenance. But with the right deal they can be purchased for very little money upfront (like a management buy out) and flipped into valuable concerns. Daniel gives an example of one company using paper orders on spikes to manage the business processes. And this is what gets me excited, as tools like Marketer-M8 (HighLevel) are the perfect solution to automating business and marketing processes in these smaller companies. If any of the above has resonated with you I would be happy to have a chat, just schedule a call. Click here.
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Northern and Southern Ireland HighLevel training and implementation visit next week

Next week I will be in Ireland with a number of clients on both sides of the border, where I will be training and implementing HighLevel marketing automation. I will be working with clients who are completely new to HighLevel and we are setting up marketing automation for the first time. And I will be working with clients who want to become more advanced HighLevel marketers. If you are located in Ireland and thinking about HighLevel then this may be the perfect time to meet up. I will be starting off in Dublin on the Sunday then I will be traveling up to Belfast. If you are interested in speaking further regarding HighLevel then please schedule a Discovery call. Julian
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DEA officer stops at a ranch in Texas and talks with an old rancher.

A Drug Enforcement Administration (DEA) officer stops at a ranch in Texas and talks with an old rancher. He tells the rancher, “I need to inspect your ranch for illegally grown dr*gs.” The rancher says, “Okay, but do not go in that field over there,” as he points out the location. The DEA officer verbally explodes saying, “Mister, I have the authority of the Federal Government with me.” Reaching into his rear pants pocket, he removes his badge and proudly displays it to the rancher. “See this badge? This badge means I am allowed to go wherever I wish… On any land. No questions asked or answer given. Have I made myself clear? Do you understand? ” The rancher nods politely, apologizes, and goes about his chores. A short time later, the old rancher hears loud screams and sees the DEA officer running for his life chased by the rancher’s big Santa Gertrudis Bull… With every step, the bull is gaining ground on the officer, and it seems likely that he’ll get gored before he reaches safety. The officer is clearly terrified. The rancher throws down his tools, runs to the fence, and yells at the top of his lungs… “Your badge… Show him your badge!” Of course, nothing to do with marketing, but made me laugh. And you have to have a bit of fun in the working day – Julian
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Top Tips On How To Send Cold Emails With HighLevel

Cold emailing can be an effective tool for generating leads and boosting revenue. However, many Email Service Providers (ESPs) make this very difficult. But features within HighLevel enable us to upload cold email lists and email them. But even so this has to be done carefully. Guide to Sending Cold Emails With HighLevel Understanding Cold Email Cold emailing involves reaching out to potential prospects with whom you’ve had no previous contact. It aims to establish relationships that could convert into sales. For instance, an accountancy practice may use cold emailing to attract new clients and so increase sales. Reasons Email Accounts Get Blocked The idea that sending cold emails will block your account is a myth. Accounts get blocked when the sender breaks the rules. Common Reasons for Email Blocks Include: No SPF, DKIM, and DMARC records Excessive spam complaints Excessive email bounces (non-deliverable email addresses) Sending too may emails per day Using spammy words in copy Shared sending domain provided by email sending service. (one bad sender damages the reputation of everyone else) Best Practices for Sending Cold Emails with HighLevel Set up Your Sending Domain: In the Email Services in the HighLevel account settings be sure to set up the Sending Domain. If you do not want to use your main website domain then purchase a new domain that looks similar. If using your main website address be sure to set the email sending domain on a sub domain – to ensure you do not “break” your regular email service. Then in Company settings, set up the Branded Domain with a sub domain. This ensures any links that go out in emails are the same domain – so everything matches. And if you can match the From email address in the email to to the sending domain then all the better. Warm Up Your Email Account: Gradually increase your email volume to avoid being flagged as spam. Start with 50 per day and work your way gradually to larger volumes Craft a Targeted Prospect List: Clean your list before sending. Remove generic emails eg sales@. info@ etc Verify Email Addresses: Switch on Email Verification in your HighLevel account – this will check the email is valid before attempting to send the email. So reducing the bounce rate. A key indicator for the spam filters. Personalize Your Messages: Address recipients by name and include relevant details. So the email looks less spammy and recipients are more likely to engage Look to create engagement: Spam filters measure the engagement generated with your emails. If you get low engagement, then you are more likely to get your emails filtered into spam. Ways to generate engagement – ask people to reply to your emails – even just asking them to reply “yes, they got the email” is enough and does not require a response. Send links they will want to click – a link click is engagement. Create an Indoctrination Workflow – every new contact goes into a 1 week, non salesy campaign where you look to build Know, Like and Trust to your brand and create engagement. Avoid Spam Triggers: Steer clear of words like “free,” “deal,” or “discount.” AVOID SHOUTING WITH CAPS and excessive !!!!! punctuation in subject lines. Limit Links and images: Too many links can make emails appear suspicious. (Would you send a friend or colleague an email with 20 images and 20 links? – by stuffing the email with links and images you flag yourself as a spammer to the spam filters Manage Your Email Volume: Ideally keep your daily emails per account under 50 to maintain deliverability. With large lists this may not be feasible – but gradually work up to larger daily volumes. Within your HighLevel campaigns and Workflows we can switch on “drip” mode. Balance Text and images: Prefer text over images to avoid triggering spam filters. Definitely do not send emails with just one huge image with your entire copy embedded. Filters do not like this as they cannot “read” what you are saying. Include an Unsubscribe Link: Allow recipients an easy way to opt out. By default this is switched “on” in HighLevel. But unlike other email services, in HighLevel we can disable this if required which gives us the flexibility to create out our own bespoke unsubscribe link which we can control. Use HighLevel Trigger Links to do this Monitor Metrics: Keep tabs on deliverability, open rates, and other important metrics. A great feature with HighLevel is that if they have concerns about your emailing then they will reach out to you and your HighLevel agency with an email to let you know that there is an issue and make valid suggestions on how to correct the issue. And the provide useful resouces. If you should notice that email deliverability drops off then in HighLevel we have the option to switch to a new sending domain. Sending cold emails with HighLevel can expand your network and grow your business if done correctly. By adhering to best practices, you can ensure your emails reach the intended inboxes without getting blocked. If you would like to arrange a call to discuss a particular issue you are experiencing please book a discovery call here.
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Ten Top tips on how to start and build a successful HighLevel SAAS Agency

Thinking About Starting a HighLevel SAAS Agency and becoming a SAASpreneur? Have you been considering starting a HighLevel agency (SAAS) after seeing the buzz online? Many online videos and discussions suggest that launching your own SAAS company using a white label version of HighLevel can lead to substantial earnings. While it’s possible, it’s not a get-rich-quick scheme—it requires real commitment and a lot of hard work. Is it possible to be successful? Yes, it certainly is. Is it a quick path to wealth? No, it requires consistent effort. Does it demand dedication and learning? Absolutely, on both counts. To succeed with a HighLevel SAAS agency, you need a deep understanding of both traditional agency models and software as a service (SAAS) dynamics. Here are essential strategies and insights: 1. Understanding the Core Mindset: Focus on Long-Term Client Relationships: Building lasting relationships with your sub-accounts is crucial. Aim to keep subscriber churn to a minimum, such as around 5% per annum. Value Recurring Revenue: The stability of knowing how much revenue you’ll start each month with from sub-account ownership is invaluable. This stability is preferable to the uncertainty of sporadic, hard-won sales. 2. Differentiating Traditional SAAS and Agencies: Traditional Marketing Agencies Scale by Staffing: As client numbers increase, traditional agencies often scale by hiring more staff, which leads to higher operational costs and staff management headaches. SAAS Companies Focus on Product Development: Traditional SAAS companies invest significantly in product development, facing challenges like achieving product-market fit and securing funding. The HighLevel SAAS Agency: Combines the best of both models, offering high-margin services with lower churn rates. No product development to worry about (no product road maps of developers to hire and manage). It’s possible to scale the business with very few or no staff if you outsource functions like onboarding and tech support. 3. Offering Pricing and Packaging: Finding a Niche Market: It’s advantageous to target specific industries or business types, allowing you to focus your marketing and services. Utilize HighLevel “snapshots” to provide high value niche specific marketing systems, for instance a fully packaged sales and marketing system for cosmetic dentists. Setting the Right Price: Price your services ideally within the $300 to $500 per month range, balancing affordability for clients with profitability for your agency. Prices can be adjusted based on your chosen niche. 4. Understand the Software: In-depth Software Knowledge: Mastery of HighLevel is essential to support your clients effectively. Demonstrating how you use the software in your operations can be a powerful selling point. It’s a case of “eating your own dogfood”. 5. Agency Name and Branding: Transparency About HighLevel and white labelling: Do you talk to prospects and clients about HighLevel or do you keep it quiet. There are two schools of thought here. Some agency owners prefer to build their marketing around the fact that they have a niche specific software that they have built – and never mention HighLevel. Often then will charge much more than the minimum $97/mo. No problem with that. Or are you open about the fact that the software that powers your agency is a white label version of HighLevel. Being open about this means that clients can then look at the HighLevel website and see the price is $97. So you have to bear this in mind with your pricing plans. But being open about the software being HighLevel does have advantages – clients can look online for help with HighLevel and so reducing your tech support requirements, trust can be lost with clients if they later find out that your “unique” software is in fact a white label software (and other agencies will be keen to make them aware of this), over time I feel that HighLevel will become ubiquitous – (like WordPress has become vs. bespoke HTML coded websites) and everyone will know about and look for experts and agencies that specialise in HighLevel. Agency name and domain: You need to think of a good name for your agency. And one where you can buy the domain name. You need to think carefully how specific your name is – do you go broad ie “Acme Agency” so you appeal to a broad range of businesses or do you go specific ie “CosmeticDentistryCRM”. The former is easier to sell to a broad range of businesses but it is hard to charge top dollar, the latter will appeal to dentists, it’s a more involved sales with fewer potential clients, but they pay more. There are cases where an agency will have multiple HighLevel SAAS agencies to appeal to a range of niche markets. 6. Marketing Your SAAS Agency: Marketing is Crucial: The success of your agency heavily relies on your own marketing skills. If you have no marketing experience or interest then a HighLevel agency is probably not for you. Start by leveraging existing relationships and mentioning your new offerings in conversations to secure early clients. Existing clients, lapsed clients and past enquirers are often a rich vein of new clients. Develop an affiliate marketing system to expand your reach. I was able to “bolt on” a third party affiliate program within a couple of hours – I have used Partnero. Sales Strategy: Have your marketing do the hard work, so that the sales just entails taking the order. You do not need to be a super slick sales person – discover the clients marketing pain points, show how the software can solve the issue – and the selling is easy. Use your own HighLevel account to do the marketing. 7. Specialization and Focus: Concentrate on Specific Features: HighLevel offers a myriad of functionalities. Focus on those that align best with your skills and business goals, such as sales funnels, sales pipelines, online courses etc. 8. Onboarding and Support: Effective Client Onboarding: Familiarizing new clients with HighLevel is crucial for long-term satisfaction. Performing the onboarding and tech support yourself at the start is a great way to accelerate you learning of the software. However ultimately outsourcing tech support Read more…
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Keap / Infusionsoft Ad-ons

Integrate Jotform with Keap / Infusionsoft using Zapier to streamline your lead generation

Course and event management with Corsizio integrated with Keap / Infusionsoft

Want to automate your event management? Event Expresso integrated with Keap / Infusionsoft could be the answer

I have just been integrating ScoreApp with Keap / Infusionsoft for a client

Use Zapier to do (almost) anything inside Keap by Paul Sokol

Automate Zoom Webinars with Keap / Infusionsoft using Funnel Bots

Just been setting up a call centre with turboDial and Keap / Infusionsoft

Keap/ Infusionsoft advanced lead source and ROI tracking

Get Terms and conditions, contacts and other documents signed automatically using Keap / Infusionsoft

Document signing automation with Keap / Infusionsoft and SignRequest or Docusign

Selling to Serve – James Asford – GoProposal

Have you read ‘They Ask You Answer’ by Marcus Sheridan ⭐⭐⭐⭐⭐

Outrageous Multi-Step Marketing Campaigns That Are Outrageously Successful by Bill Glazer

Making Websites Win by Karl Banks & Ben Jesson – founders of Conversion Rate Experts ⭐⭐⭐⭐⭐

Have you read “The Ultimate Sales Machine” by Chet Holmes ⭐⭐⭐⭐⭐

Book Review – Duct Tape Marketing by John Jantsch ⭐⭐⭐⭐⭐

Clockwork: Design Your Business to Run Itself by Mike Michalowicz ⭐⭐⭐⭐⭐

Jordan Belforts Straight Line Selling methodology applied to Keap / Infusionsoft marketing

Top 10 Marketing Business Books for Entrepreneurs ⭐⭐⭐⭐⭐

‘Work the System’ by Sam Carpenter

Learn why entrepreneurs want me to work with them?

Within a year I enabled Celia to more than double the size of her wedding venue business, take on staff and have free time for holidays!