Keap / Infusionsoft and Fusedesk integration

infusionsoft and fusedesk

This week I have been onboarding a new client with both Keap / Infusionsoft and Fusedesk.

So Keap / Infusionsoft takes care of the CRM, email marketing and marketing automation aspects. As a result of the marketing activity, we generate product enquiries and customer support requests by email, phone and social media.

Fusedesk is a helpdesk/ticketing support system that is highly integrated with Keap / Infusionsoft. So for this client, it will save the staff having to inefficiently respond ad-hoc to requests and then have to manually remember to follow up using post-it notes, Outlook reminders etc. Fusedesk is a super slick solution if you have to provide a robust customer support service to your clients. I have been very impressed with the actual application and onboarding help that they provide to clients.

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Interested? Just try a free Fusedesk demo and you will receive a free onboarding call to really get you started. Click here for more details on Fusedesk

If you would like to learn more about how I am deploying Keap / Infusionsoft and Fusedesk for clients then why not schedule a 15-minute Discovery call.

Cheers

Julian

Andy McPhilbin – Domestic & Commercial Water Filtration

To take your business to the next level then I suggest you speak with Julian…

“Finding Julian was a revelation. He was able to come into our business, review our processes and automated much of the business thus increasing our sales and saving me time too. For instance Julian was not only able to create the email marketing but also set up the CRM and sales pipeline so that the sales team could easily and efficiently manage the sales process right through from initial web or phone enquiry through to the sale and installation, and ultimately asking delighted customers to refer us to friends and family. In the old days sales slipped through our fingers because of lack of follow up, now the system takes care of this and ensures no prospects “fall between the cracks”. He was even able to automate so that following an initial on-site consultation the system produces and sends a quote by email and in via the ‘smail mail’ post and it even creates a detailed Job Sheet for my fitters. What I now have is a CRM/ Automated sales and marketing system that has dramatically improved sales and saves me time too. But that is not all, with the system Julian has created it enables my business to be scaled up. I do not see this system as a cost, rather it is an asset that has increased the value of the business. If you are a UK based water softener dealer and want to take your business to the next level then I suggest you speak with Julian.” Andy McPhilbin

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Andy McPhilbin - Aqua Concepts

John saves $900/mo by moving to HighLevel

John Mayfield explains how he came to move, with Julians’ help to HighLevel for his all in one CRM and marketing automation system. And in the process saved himself $900/month. Transcript Hi, I’m John Mayfield with Global Real Estate School, and I want to just say I appreciate Julian so much. He’s been a tremendous help for me. We’ve been friends now for a couple of years. And I remember listening to a Dan Kennedy audiobook about how good are you really taking care of your clients and your database, in other words, how often are you corresponding with them and staying in touch with them. And I remember my wife was with me in the car and she said, are we doing that? And I said, I need to do a better job. And she said, gosh, we really need to get our database up to date and stay in touch with those people. And that’s when I found Julian. I did some research. He had some great reviews, set up a call with him, which by the way, he visited with me for like 30 minutes and didn’t even charge me anything. But I hired Julian then. He has been such a tremendous help and was up and rolling with all of my different bootstrapped programs that I used. And it was last year that Julian said, you really need to take a look at this new program I’m using. And I said, Julian, I just don’t have time to update my database and go through all of that. And about August, I decided, OK, it’s time to make the switch. And I began full time with GoHighLevel. And a couple of things that I want you to know, number one, it probably saved close to 900 US dollars a month. I was paying for my educational platform, Customer Hub. Great program, but it was 100 bucks a month. I was paying for Leadpages. Great program, loved it, but it was over $100 a month. Calendly, I was paying for, again, a great program. But I had all of these tools and things that were in different locations and they all added up to a fee. And then my CRM I was using kept raising my fee because of the number of clients I had. And so, lo and behold, I literally saved $900 a month by switching to GoHighLevel. But here’s the really great part of all of this. I didn’t want to do it because I knew it would be a lot of work, but the process of me updating my emails, really going through my database was so crucial and so helpful for me. So I just have to say, thank you, Julian. This is a great program. He’s a great support person and a great person to lead you in the right direction. And this has been one of the best decisions I’ve ever made. Plus, everything’s in one program. So I got rid of all my subscriptions. I log into GoHighLevel. I do all of my work there, not having to go out to five, six, seven, eight different websites to do little pieces of work, tie it all together. I am all in on GoHighLevel and Julian Mills. Sorry for the lengthy video, but there’s just so much story and other things I could tell you about Julian and GoHighLevel, but it’s a great program. It will save you money and it will save you time having everything right there.
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HighLevel AI Voice Agent: Revolutionise Customer Interactions

HighLevel’s AI Voice Agent is a game-changing solution designed to handle inbound calls, engage customers in natural, conversational dialogues, and perform tasks aligned with your specific business objectives. The Voice AI Agent will be your personal office employee, answering calls, fielding leads, and collecting customer information for further follow-up! Powered by advanced speech recognition and natural language processing, this innovative tool ensures your customers receive seamless, personalized service around the clock. Key Features of the AI Voice Agent Natural Conversations: The AI Voice Agent intuitively understands and responds to customer queries, creating a fluid, conversational experience. Advanced Speech Recognition: It transcribes and interprets spoken words with precision, ensuring clear communication. Seamless Integration: Easily connects to your CRM and other business tools to streamline operations. Customizable Responses: Tailor the AI agent’s tone and messaging to align with your brand identity. 24/7 Availability: Provides uninterrupted support, enhancing customer satisfaction and trust. How the AI Agent Handles Calls Inbound Calls: During business hours, calls to the designated number are automatically answered by the AI agent. After hours, calls follow your customized settings, such as redirecting to voicemail or forwarding to another number. Call Actions: Update Contact Records: Automatically saves collected details to customer profiles. Trigger Workflows: Activates predefined workflows to ensure efficient follow-up actions. End Calls Gracefully: Politely concludes calls when appropriate. Call Transfers: Transfers to a human agent when necessary for seamless customer service. Send SMS: Sends relevant follow-up messages or important information via text. Frequently Asked Questions 1. Can I use my existing HighLevel phone numbers with the AI Voice Agent? Yes, you can assign any available phone number in your account, provided it’s not already configured for specialized functions like IVR. 2. Can the AI Voice Agent collect customer information and create contact records? Absolutely. The agent can collect data such as name, email, and address, automatically updating or creating contact profiles. 3. Can the AI Voice Agent schedule appointments during calls? While the agent gathers information and triggers workflows, direct appointment scheduling requires integration with your calendar system through workflows. 4. Is it possible to have multiple AI Voice Agents and phone numbers? Yes! You can create multiple agents with unique configurations and phone numbers to support different departments or services. 5. How do I update the AI Voice Agent’s knowledge base? You can train the AI agent on new information by updating the “Agent Goals” section with revised prompts or business details. 6. Can the AI Voice Agent handle call routing and transfers? Yes, the agent can transfer calls to human agents based on specific conditions you configure. 7. Is re-billing available for agencies reselling the AI Voice Agent? Yes, re-billing options are available. Contact our support team for guidance on setting this up. 8. Does the AI Voice Agent work with my own Twilio account? Currently, the AI Voice Agent’s voice capabilities are exclusive to the LC Phone System and do not function with direct Twilio integrations. Unlock the Power of AI for Your Business By integrating HighLevel’s AI Voice Agent, you can revolutionize how your business interacts with customers—enhancing service quality, streamlining operations, and ensuring consistency in every interaction. Take the next step toward improving your customer experience! Book a discovery call with Julian today to see how this powerful tool can transform your business. Click here to schedule a Discovery Call.
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How to Use Custom Objects in HighLevel : Transforming CRM and Marketing Automation

HighLevel’s introduction of Custom Objects in Workflow Automation is a revolutionary leap forward for businesses seeking personalized, efficient, and scalable CRM and marketing solutions. This powerful feature opens up endless possibilities for tailoring customer interactions, automating repetitive tasks, and managing complex data structures—all while enhancing the overall client experience. What Are Custom Objects in HighLevel? Custom Objects allow businesses to create unique data records beyond the standard contact, company, or opportunity fields. These objects can represent anything—from pets at a veterinary practice to properties for a real estate agency. They are fully customizable and can be linked to existing contacts or other objects, forming a relational database within HighLevel. This flexibility means businesses can structure their data in a way that mirrors their specific needs, enabling more precise workflows and tailored communication. Why Custom Objects Are a Game-Changer Data Personalization Custom Objects enable you to track data unique to your business. Whether it’s tracking client vehicles in an automotive shop, student progress in an educational setting, or product warranties in retail, Custom Objects ensure that every detail is organized and accessible. Workflow Integration Custom Objects seamlessly integrate with HighLevel’s Workflow Builder, allowing you to automate processes tied to these records. Trigger actions, send messages, or update records automatically based on specific criteria. Enhanced Customer Experience By automating personalized communications—such as appointment reminders, follow-up messages, or milestone celebrations—businesses can deliver a superior customer experience that drives loyalty and satisfaction. Scalability For growing businesses, managing large amounts of data can quickly become overwhelming. Custom Objects provide a scalable way to keep data organized and workflows efficient as your client base expands. Examples of HighLevel Custom Objects in Action Veterinary Clinics: Manage pets as custom objects linked to their owners. Automate vaccination reminders, send birthday greetings, or follow up after appointments. Real Estate Agencies: Use properties as custom objects tied to clients. Automate notifications for new listings or schedule reminders for contract deadlines. Fitness Studios: Track memberships, workout plans, or fitness goals as custom objects. Automate milestone celebrations or membership renewal reminders. Healthcare Providers: Use patient records and treatment plans as custom objects to automate appointment scheduling and follow-ups. How to Set Up Custom Objects in Workflows Define Your Objects Identify the unique data points you need to track. For example, if you’re a property manager, you might set up custom objects for properties and maintenance requests. Create Relationships Link your custom objects to relevant contacts or other objects. For instance, connect a “Pet” object to its corresponding owner in a veterinary practice. Build Workflows Use the Workflow Builder to create automated processes based on your custom objects. For example, trigger an email when a custom object field (e.g., warranty expiration date) reaches a specific value. Test and Optimize Run test workflows to ensure they function as expected. Make adjustments as needed to refine the automation. Unlock the Full Potential of HighLevel HighLevel’s Custom Objects Workflow Automation is more than a new feature—it’s a tool for businesses to reimagine their CRM and marketing strategies. From simplifying administrative tasks to delivering hyper-personalized customer experiences, the possibilities are endless. Learn more about HighLevel features at MarketerM8 – a HighLevel agency Ready to explore how Custom Objects can transform your business? Book a discovery call with Julian to dive into the future of CRM and marketing automation.
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How to Boost Your HighLevel Marketing Email Conversion Rate – 12 Tactics

Introduction When it comes to sending marketing emails from HighLevel, knowing the best tactics can significantly boost your open rates, click-through rates, and ultimately your conversion rate. HighLevel’s built-in email marketing tools are powerful, but only if you know how to use them effectively. Here are Twelve Effective Tactics you can implement using HighLevel’s email marketing features to help: Double your open rates Triple your click-through rates Dramatically boost your engagement The first step to improving your emails’ effectiveness is getting them opened. So, let’s dive into some smart tactics to increase your open rates. Tactic #1: Use Proven Subject Lines Your subject line is the first impression your email makes. In HighLevel, you can easily customise subject lines for personalisation and testing. Make sure your subject lines fall under one of four categories: Curiosity, Benefit, Scarcity, or Results. Curiosity-based lines tease something unexpected, while Benefit-driven ones highlight value. Scarcity creates urgency, and Results showcase specific proof. For best results, include numbers or personalisation, such as the recipient’s name. With HighLevel’s split-testing feature, you can test multiple subject lines to see what works best. Tactic #2: Emojis in Subject Lines HighLevel supports emojis in subject lines, which can dramatically increase your open rates. Emojis add personality, colour, and even emotion to your emails. Our tests have consistently shown an increase in open rates by over 60% when emojis are included. Common choices include (Green Tick) for affirmation, (Alarm Clock) for urgency, and (Heart) for warmth. Remember to test how your emojis display across devices. HighLevel’s preview and test features make this easy. Tactic #3: The “Second” Subject Line (Preview Text) The preview text, or ‘second subject line’, is the snippet of text that follows the main subject line in the inbox. In HighLevel, this can be easily customised to enhance your open rates. Instead of generic text, use your preview text to complement your subject line or overcome potential objections. For example, if your subject line is: “Swipe Our £15,000 Email Template,” your preview text could be: “It’s simpler than you think and works in any industry.” HighLevel allows you to test how this preview displays to ensure it looks appealing. Tactic #4: From Name Matters HighLevel allows you to personalise the ‘From’ name in your emails. Using a personal name rather than a company name makes your emails feel more genuine. Stick with a consistent ‘From’ name to build familiarity. When experimenting with new names, try blending them with your brand, e.g., “Julian at MarketerM8.” This approach offers the personal touch while still reminding recipients of your brand. Test your open rates in HighLevel to find what works best for your audience. Tactic #5: Timing Matters (Avoid the Morning Purge!) Timing can make or break your HighLevel email campaigns. Many people work from home on Mondays and Fridays, which can affect response rates. HighLevel’s scheduling tools allow you to send emails at the most effective times. Instead of blasting your entire list at once, consider using HighLevel’s Drip feature to spread your emails out over time. This allows you to avoid overwhelming your audience and improves your chances of getting noticed. Try sending emails later in the morning or in the afternoon when your audience is more likely to engage. Test different times to see what works best for your audience and adjust your strategy accordingly. Tactic #6: The Magic Number of Links With HighLevel, you can easily include links throughout your emails. The optimal number is four, but they should all lead to the same destination. Including too many different links can harm deliverability. Instead, place your primary link at various points within your email: early for eager readers, midway for direct calls-to-action, near the end for thorough readers, and in the P.S. for skimmers. HighLevel’s link tracking feature lets you monitor which placement works best. Tactic #7: Use Images & GIFs Images and GIFs can enhance your HighLevel emails. Adding visuals to your emails makes them more engaging and encourages clicks. HighLevel’s email editor supports the inclusion of images and GIFs. Use simple animations, such as flashing buttons or moving arrows, to draw attention to your call-to-action. Ensure your visuals are properly formatted to display correctly across devices. Tactic #8: Use Video Thumbnails to Drive Clicks While HighLevel doesn’t support embedding videos directly, you can still drive clicks by including a thumbnail image of a video with a play button overlay. When clicked, this can link to a HighLevel funnel or external page where the video is hosted. This approach is especially effective for product demos, testimonials, or personalised messages. Test this strategy to see how it boosts your click-through rates. Tactic #9: Consistent Follow-Up Sequences HighLevel excels at creating follow-up sequences. Rather than relying on a single email, build a series that progressively builds interest and addresses objections. Use automated workflows to target recipients who haven’t opened or clicked your first email. HighLevel’s visual workflow builder makes this easy, allowing you to structure sequences to maximise engagement. Now it’s your turn to apply these HighLevel-specific tactics and watch your conversions skyrocket. Tactic #10: Personalisation Beyond Names With HighLevel, you can personalise emails far beyond just using a recipient’s name. Segment your audience based on interests, past interactions, or behaviour. If someone recently downloaded a lead generation guide, follow up with related content. HighLevel’s automation tools make setting up these follow-ups a breeze, improving your relevance and engagement. Tactic #11: Use Scarcity & Exclusivity Wisely HighLevel’s automation features are perfect for creating urgency and exclusivity. Limited-time offers, early access invitations, or special bonuses can be promoted using sequences and timed triggers. Plus, you can use HighLevel’s Countdown Timer feature to build urgency right within your emails. The visual timer creates a powerful psychological effect that encourages prompt action. Use phrases like “Only 3 spots left” or “Offer ends at midnight.” HighLevel allows you to set specific timers and triggers to build urgency. Tactic #12: Test and Optimise HighLevel’s split-testing tools allow you to test Read more…
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How to Follow Up Properly: The Ultimate Guide to HighLevel Follow-Up

Introduction In the world of business, one of the biggest gaps between leads and sales lies in follow-up. It’s not just about getting more leads; it’s about ensuring that every single lead receives consistent, valuable engagement. The truth is, most businesses are losing potential customers simply because they aren’t following up effectively. The good news? You can change that by implementing a robust follow-up strategy that works – and HighLevel is the perfect tool to make this happen. This guide will walk you through a proven framework designed to double your lead conversions. And the best part? It’s built to be implemented seamlessly within HighLevel. The Purpose of Follow-Up: Building Relationships, Not Just Making Sales Effective follow-up is about building relationships. It’s not about selling all the time – it’s about providing value, establishing trust, and positioning yourself as the go-to solution when your prospect is ready to buy. While the end goal is sales, the journey to that point must feel natural and authentic to the prospect. Keep your sales pitch towards the end of your messages and never pitch in every email. Instead, focus on giving value and establishing a genuine connection. The Comprehensive Follow-Up Blueprint This framework is a structured approach over 60 days, designed to ensure your leads are continually nurtured with value-driven content aimed at overcoming objections, building trust, and educating them until they are ready to make a purchase. The HighLevel Follow-Up Structure Phase 1: The Initial Engagement (First 5 Days) This phase is about building rapport and trust quickly. It’s about making sure you stand out and get remembered. Day 1: Send a personal welcome video via the HighLevel mobile app. Make it friendly, engaging, and personalised. Explain how you’re here to help, here is an article on how to send a video message through the HighLevel mobile app. This first interaction should feel genuine and helpful. Day 2: Share your personal story. Keep it engaging, authentic, and human. Use HighLevel’s email builder to craft this automated message. Share why you do what you do and how you help others. Day 3: Provide a powerful industry insight your prospects should know. Share this through a well-crafted email or even a short, educational video sent via SMS or email. Day 4: Share a client transformation story showcasing your impact. Use testimonials or case study links stored within HighLevel. Day 5: A friendly reminder of your offer or service, with an invitation to ask questions or book a call. Practical Example: Using HighLevel, set up a workflow that triggers immediately when a new lead enters your funnel. Schedule messages for Day 1 to Day 5 with email and SMS communication options. Use HighLevel’s tagging system to track engagement. Phase 2: Overcoming Objections (Next 10 Days) For the following ten days, your goal is to address specific objections your prospects may have. You’re aiming for one piece of content every other day. Five valuable pieces of content, each focused on handling a common objection or pain point. Deliver these through HighLevel’s Workflow automation feature, which allows you to build sequences with timed triggers. Address topics like pricing, effectiveness, ease of use, or why your solution is better than competitors. Continue providing value in each interaction. Avoid making a hard pitch in these messages – focus on solving their problems and building credibility. Practical Example: Create a new Workflow for Objection Handling. Add triggers for Days 7, 9, 11, 13, and 15. Link your content (emails, videos, testimonials) to HighLevel’s CRM system for tracking. Phase 3: Long-Term Nurturing (Following 45 Days) For the remaining six weeks, you’ll deliver two pieces of valuable content per week. The focus here is on educating your audience, providing value, and demonstrating authority. Alternate between success stories and insights relevant to their industry. Use HighLevel’s automation tools to pre-schedule these communications and track engagement. Consider using SMS broadcasts for quick touchpoints that re-engage inactive leads. Again, avoid constant pitching. Instead, focus on a pesonal touch and providing value and insights that keep your prospects engaged. Practical Example: Use HighLevel to set up a long-term nurturing sequence. Add triggers for Days 17, 20, 24, 27, 31, 34, 38, 41, 45, 48, 52, 55, 59, and 60. This ongoing engagement keeps you at the forefront of your prospect’s mind. Visual Summary of the Follow-Up Framework Days 1-5: Initial Engagement (Building Trust & Authority) Personal Welcome Video, Personal Story, Industry Insight, Client Transformation, Invitation to Engage. Days 6-15: Objection Handling (Building Confidence) Address 5 common objections with valuable content. Days 16-60: Long-Term Nurturing (Educating & Demonstrating Authority) Deliver 2 pieces of content per week focused on value and authority. Implementing the Blueprint with HighLevel HighLevel’s marketing automation platform allows you to implement this strategy effectively with: Workflows: Design automated campaigns that follow this structured approach. SMS & Email Marketing: Schedule nurturing sequences and broadcast important messages. Lead Scoring & Tags: Identify which leads are most engaged and focus your efforts where they matter. CRM: Keep track of where each lead is in the follow-up process, ensuring no one falls through the cracks. Why This Works This approach works because it’s not just a follow-up sequence – it’s a value sequence. You’re not just asking for the sale; you’re educating, providing value, and building a relationship. Conclusion The biggest takeaway here is consistency. With HighLevel, you have the tools at your disposal to follow this framework to the letter and reap the rewards. Make sure every lead receives the attention it deserves. The person who asks the most – in the right way – wins. Now, let’s get this set up in HighLevel so you can start turning more leads into sales. Looking to subscribe to HighLevel, please check out my HighLevel agency – MarketerM8.
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Why You Need a Knowledge Centre and How to Set It Up

In today’s hyper-competitive digital landscape, the way we engage with prospects and clients has fundamentally shifted. They want answers, and they want them now. If they can’t find what they’re looking for on your website, they’ll simply click away to your competitors. That’s where a well-structured Knowledge Centre comes in. Inspired by Marcus Sheridan’s brilliant framework in They Ask, You Answer (Read my review here), let’s break down why you need a Knowledge Centre and how you can go about setting it up. Why You Need a Knowledge Centre The core idea of They Ask, You Answer is simple but powerful: Anticipate your audience’s questions and answer them better than anyone else. When you do this effectively, you build trust, authority, and drive more qualified traffic to your website. A Knowledge Centre serves as the backbone of this approach. Here’s why: Builds Authority and Trust: When you openly address the most pressing questions your audience has, you position yourself as a trusted expert in your field. Improves SEO Performance: Regularly publishing high-quality, informative content that answers questions directly boosts your visibility on search engines. Enhances User Experience: When visitors can easily find the information they need, they are more likely to engage with your business, rather than bouncing off your site in frustration. Streamlines Sales Conversations: By providing answers upfront, your sales team spends less time educating prospects and more time closing qualified leads. How to Set Up Your Knowledge Centre Setting up a Knowledge Centre may sound daunting, but with the right approach, it’s entirely achievable. Here’s a step-by-step guide: Step 1: Identify Your Audience’s Questions Use tools like Google’s People Also Ask, forums, competitor research, and – most importantly – your own sales and support teams. What are the most common questions prospects and clients ask? List them out. Step 2: Categorise Your Content Group questions into categories that make sense for your business. For example, if you’re a HighLevel consultant, you might create categories like “Setup Guides”, “Automation Tips”, “Integrations”, and “Troubleshooting”. Step 3: Create High-Quality Content For each question, create detailed, honest, and helpful content. Don’t shy away from talking about cost, potential issues, or even comparing yourself to competitors. Transparency builds credibility. Step 4: Structure Your Knowledge Centre Create a dedicated Knowledge Centre page on your website, with categories neatly laid out for easy navigation. Think of it as a library where users can quickly find answers. Step 5: Optimise for Search Engines Apply SEO best practices to each piece of content. Make sure your titles are clear, use keywords naturally, and structure your content to be easily scannable. Step 6: Regularly Update and Expand The beauty of a Knowledge Centre is that it’s never truly finished. Continuously add new content based on evolving audience questions and feedback. The Tools You’ll Need Content Management System (CMS): WordPress, HighLevel, or HubSpot. SEO Tools: Ahrefs, SEMrush, or even Google Analytics. Knowledge Base Platforms: If you want a more structured setup, tools like Help Scout or Zendesk can be valuable. Final Thoughts A well-built Knowledge Centre is a content marketing powerhouse. It drives traffic, builds authority, and turns your website into the ultimate resource for your audience. And the best part? Once set up, it continues to work for you around the clock. If you haven’t read They Ask, You Answer yet, you can grab a copy from Amazon here. If you’re ready to elevate your marketing game with a robust Knowledge Centre or want some expert guidance, book a Discovery Call with Julian here.
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Keap / Infusionsoft and Fusedesk integration

DotCom Secrets (2020 Edition Review) by Russell Brunson – A Must-Read for All HighLevel Users

Wow! Just Read: Sell Like Crazy – Sabri Suby

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

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

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