Free Campaigns for Keap / Infusionsoft Users

Below you will find a list of free Keap / Infusionsoft campaigns that I have created and offer to clients of Keap / Infusionsoft.

Please note that in order to install any of these free campaigns you will have to grant me temporary access to your Keap / Infusionsoft application as a Certified Partner. This will not “use up” any of your user licences. I only require access for a few minutes and then you can deactivate the temporary account. Click here to schedule a short online screen-share and call to install a campaign.

The campaign will require some configuration on your part, so you will have to know your way around Keap / Infusionsoft. For instance, if a campaign is driven by dates then only you could know and set these up. The other area is copy. Each email in the campaign is not filled with pre-written copy. With copy there is no “one size does all” so I do not even attempt to write the copy for you. You know your business and particular offer and so the copy is best to be bespoke – there is no point in trying to “shoehorn” your offer into pre-written copy or mechanics that just does not suit your business. Much better for you or your copywriter to invest the time in creating copy for your particular situation.

The campaigns below are really just the skeleton of a campaign in order to keep them as simple as possible and flexible enough for you to adapt to suit. Feel free to elaborate on them and customise them to fit your business. That is the way to succeed with the campaigns – explore and test new ideas and keep what works and discard what does not work for your business.

FREE KEAP / INFUSIONSOFT CAMPAIGNS

Stop those Spambots filling your Keap / Infusionsoft database with crap contacts

One thing to keep an eye open for with Keap / Infusionsoft is when a malicious Spambot latches on to your Keap / Infusionsoft web form. You often only find out about this when your database suddenly fills up with crap contact records. So this fills up your database and you could end up having to upgrade your Keap / Infusionsoft at extra cost to accommodate all this useless data. Also, it can damage your Sender reputation with the ISPs. If you are sending them a load of junk email addresses to process then they will not look favourably on accepting email sends from you in the future. Solutions? 1. Do nothing. If it happens then manually remove the junk contacts. But if they number in the thousands then it can be a real issue to sort the wheat from the chaff. 2. The easiest solution is to use the built-in free Google CAPTCHA field on all your Keap / Infusionsoft forms. But these look ugly, take up space and put people of completing your form. The Google Captch is not 100% effective, it will always let the first spam submission through and after that, it learns the IP address. This issue then is that the spambot will repeatedly switch IPs, so it can still add spam contacts, just at a reduced rate. 3. You can use SpamKill, it’s a paid for service but very effective and is highly recommended by the Keap / Infusionsoft consultant community. Learn more…
Free Dream 100 Concept Keap / Infusionsoft Campaign

The Dream 100 Concept was first proposed by Chet Holmes and you can learn more about it in his fantastic book “Ultimate Sales Machine”. The basic concept is that you identify your top 100 dream potential ideal clients, influencers or whatever. When you have this list then you really focus your marketing on these top 100. So rather than blowing your advertising budget on Facebook or Google Ads to generate a whole mass of, at best ‘warmish’ leads you really focus your attention on winning over those in the top 100. Imagine the difference to your business if you could just win over a few of those from the top 100 list every year. More recently Russell Brunson has been extolling the virtues of the Top 100 Concept to really grow his businesses, like Click Funnels. Check out this video by Russell Brunson (go 8 minutes into the video) The dream 100…FINALLY explained!! So Russells product, ClickFunnels is a great product and I use in conjunction with Keap / Infusionsoft for my clients. However what Click Funnels cannot do is enable me to automate the follow up to the top 100 dream prospects with emails, direct mail, texts and phone calls. Imagine you are constantly adding new top 100 contacts, how do you co-ordiante that they get all your emails, direct mail etc follow up in the correct order, you need a marketing automation system such as Keap / Infusionsoft to do this type of activity, not a Learn more…
Keap / Infusionsoft HoneyPot campaign – free campaign to catch spam bot form submissions

Occasionally you may get a webform that gets targeted by a spambot and it will create a heap of rubbish contacts in your Keap / Infusionsoft. It not only fills up your database but it means you are sending out emails to non-existent addresses and this can impact on the deliverability of your emails with the likes of outlook.com, Hotmail and Gmail as your sender reputation gets damaged. So out of the box Keap / Infusionsoft forms are protected by the Google CAPTCHA. It’s the one that looks like this when you sometimes go to fill in a form online…. Now this is great, in that it stops the spambot after it makes the first submission – we still have one spam contact added. And it seems to me that these spambots can switch IP addresss etc and so they can still fill up your database with rubbish contacts one by one. This campaign solves the problem. You do not lose contacts due to extra steps and at the same time you can filter out the spam contacts. Check out this video where I outline how this simple campaign works and avoids having to use the Keap / Infusionsoft CAPTCHA field. Link to YouTube video: https://youtu.be/GBpM15dHTsE Points to note: How to get this campaign for your Keap / Infusionsoft application. As a Certified Keap / Infusionsoft Partner and creator of this campaign, I will have to import this campaign directly into your Keap Learn more…
Evergreen Keap / Infusionsoft Product Launch Campaign – Monthly

The Evergreen Keap / Infusionsoft Product Launch Campaign has been inspired by the book called ‘Launch’ by Jeff Walker, where he outlines his Product Launch Formula methodology. If you have not already read this book then I highly recommend that you do as this campaign has been designed to assist Keap / Infusionsoft users to quickly set up their own Keap / Infusionsoft product launch campaign. Link to Amazon purchase the book – Launch by Jeff Walker. (Please note I earn no commission on any sales) Here is a video introducing this Evergreen Keap / Infusionsoft Product Launch campaign. Points to note: This campaign is designed to run on autopilot, so each month as new prospects are captured via web forms they are date sorted and then flow through the campaign based on day of the month. You have to pay great attention to ensure the dates are set correctly. The emails in this campaign do not contain “one size fits all” copy. This you will have to develop yourself based on the understanding of your product, offer and the methodologies outlined by Jeff Walker in the book – Launch. How to get this campaign for your Keap / Infusionsoft application. As a Certified Keap / Infusionsoft Partner and creator of this campaign, I will have to import this campaign directly into your Keap / Infusionsoft. I will have to log in as a partner on your Keap / Infusionsoft. Learn more…

Keap / Infusionsoft Product Launch Campaign – Standard

The Standard Keap / Infusionsoft Product Standard Keap / Infusionsoft Product Launch Campaign has been inspired by the book called ‘Launch’ by Jeff Walker, where he outlines his Product Launch Formula methodology. If you have not already read this book then I highly recommend that you do as this campaign has…

Shane Cradock – Business Consultant

I wish I'd found Julian years ago - I was lost in the wilderness…

I wish I'd found Julian years ago - I was lost in the wilderness and just didn't have the time to really understand InfusionSoft and how to really use it for my email marketing. His implementation and training is superb and his deep knowledge meant I got to grips with Keap / Infusionsoft quickly.

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Shane Cradock - Cradock Consulting Ltd

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Santa Pause is coming – to HighLevel

Have you ever received marketing emails over the Christmas holidays – it just seems wrong when you get an email on Christmas day asking you to take action today. Know what I mean? Well this is no longer a problem for HighLevel users. At a global account level we can pause workflows and emails from going out over the Christmas holiday time – and they just resume after the holidays, a neat little feature. Here is more detail:- Managing workflows efficiently is crucial for businesses, especially when certain processes need to be temporarily halted during specific periods, such as holidays or maintenance windows. GoHighLevel’s “Pause Workflow” feature offers a streamlined solution to manage these pauses without the need to deactivate or delete entire workflows. Understanding the Pause Workflow Feature The “Pause Workflow” functionality allows administrators to temporarily suspend specific workflows for designated date ranges. This is particularly beneficial for workflows with seasonal actions or those requiring periodic adjustments. By utilizing this feature, businesses can ensure that certain processes are paused and resumed seamlessly, maintaining operational efficiency. How to Implement the Pause Workflow Feature Access Global Workflow Settings: Navigate to the “Global Workflow Settings” within your GoHighLevel dashboard. Set Start and End Dates: Click on the “Start Date and Time” field to select the desired start and end dates and times for the pause period. After making your selections, click the “Confirm” button. Select Workflows to Pause: In the “Select Workflows” field, choose one or multiple published workflows you wish to pause. Note that only published workflows will appear in the dropdown menu. Add Multiple Date Ranges: If you need to pause workflows during multiple periods, click the “Add Date” button to include additional date ranges. You can add up to 15 different date ranges. Enable Annual Pauses: For recurring pauses on the same dates each year, check the “Annually” box for the corresponding date range. This ensures the selected workflows are automatically paused annually on the specified dates. Clone or Delete Date Ranges: To duplicate a date range, click the clone icon next to the desired row. To remove a date range, click the delete icon. Monitor Paused Status: When workflows are paused, their status will be highlighted as “Paused” on the Workflow Landing Page. Access Builder Settings: Within each workflow’s builder settings, a “Pause Workflow” section provides details about the pause schedule. You can also access the “Global Workflow Settings” from this section to make any necessary changes. Important Considerations The maximum allowed duration between the start and end dates for a pause is 15 days. Ensure that a workflow is not included in overlapping date ranges to prevent conflicts. By leveraging GoHighLevel’s “Pause Workflow” feature, businesses can effectively manage their workflows, ensuring that specific processes are paused and resumed as needed without disrupting overall operations. For a detailed walkthrough and additional information, refer to GoHighLevel’s official support documentation.
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What the Thryv Takeover of Keap Means for Small Business Owners

The recent acquisition of Keap by Thryv marks a significant shift in the CRM and small business software landscape. For many Keap users, this merger brings up key questions about platform integration, product evolution, and the potential for new tools. In this post, I’ll walk through what this change means and what small business owners should expect. Why the Merger? Thryv, known for its comprehensive business management solutions, has strategically acquired Keap to expand its reach among small businesses looking for robust yet accessible CRM systems. Keap’s user-friendly automation features, coupled with Thryv’s broader suite, means enhanced capabilities for current and future clients. What Changes to Expect For current Keap users, you can expect gradual changes, likely with added features and expanded integrations. Thryv’s emphasis on streamlining business operations suggests more tools to simplify client interactions, appointments, and marketing processes. Is This Good News for Keap Users? Absolutely. Thryv’s resources and support structures will likely bring increased development and security to the platform. While there may be a transition period, the overall integration should enhance Keap’s tools and provide access to new solutions without losing the functionality and simplicity Keap users rely on. Looking Forward Change can be daunting, but this merger could offer significant advantages for small business owners looking for reliable CRM solutions. Thryv’s larger framework could make automation and client engagement even easier to manage, with new possibilities for growth and scalability. For any small business looking to stay on top of client management, this merger might just be the beginning of an era where user needs are met more effectively than ever before. Stay tuned as I continue to follow these developments, keeping you informed about how they impact your CRM strategy.
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Free Google Review Card with NFC and QR code – ReviewBoost-Pro

Do you want to capture more Google Reviews from your customers? Do you interact with your customers face to face? Say in a restaurant, shop, dental practice etc etc? If yes, then a Google Review card makes it super easy to ask for and capture Google reviews from your happy customers. It all starts with a ReviewBoost-Pro NFC / QR code enabled card. Simply tap the card on the customers phone – or scan the QR code and your Google My Business review page pops up immediately. So making it really easy to ask happy customers there and then for a Google Review. Want to give it a try? Get a free card – just pay £2 towards postage and packing. (one card per customer/company)
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How to Migrate from Wix to HighLevel: A Step-by-Step Guide

Are you ready to take your business to the next level by transitioning from Wix to HighLevel? This migration guide will help you make the switch smoothly, enabling you to enjoy HighLevel’s advanced marketing automation and CRM capabilities. Step 1: Prepare for the Migration Before diving into the process, take stock of your existing Wix site. Audit your website content, assets, and integrations. Identify which features need to be transferred and ensure you have backups of key data like forms, blog posts, and customer information. Step 2: Set Up HighLevel Start by creating your HighLevel account. Set up your subdomain, customize your funnels, and configure your pipelines. HighLevel’s intuitive interface makes it easy to replicate or improve upon your existing site structure. Step 3: Transfer Content and Assets Manually transfer your website’s critical content, such as service pages, contact forms, and images, into HighLevel’s drag-and-drop page builder. For blogs, use HighLevel’s blog feature to host your posts, optimizing them for performance and SEO. Step 4: Rebuild Forms and Automations HighLevel’s automation tools are more robust than Wix’s, so this is your chance to upgrade. Recreate your forms and workflows in HighLevel’s system, ensuring a seamless experience for your leads and customers. Step 5: Test Before Going Live Thoroughly review your migrated site. Test your forms, automations, and integrations to make sure everything functions as expected. HighLevel’s all-in-one platform means you can consolidate and streamline multiple tools, giving you a competitive edge. Step 6: Launch Your New HighLevel Site Once satisfied, point your domain to HighLevel and go live! Your business will now benefit from enhanced functionality and a platform built for growth. By following this guide, you can ensure a seamless migration from Wix to HighLevel while unlocking the full potential of this powerful platform. For the full detailed migration guide, please visit this link: Wix to HighLevel Migration Guide If you need any further pointers I would be happy to get on a quick discovery call. If you have yet to set up a HighLevel account then I suggest you reach out to MarketerM8. They are a HighLevel agency that can support you during the set up phase. Check out MarketerM8 here.
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Why expensive “Guru” Cookie-Cutter Strategies and Templates Don’t Work for Your Business

You’ve seen them: the gurus in your industry flashing their fancy cars, designer watches, and million-dollar homes. They’ve got the “winning system” and are more than happy to sell you the so-called “secrets” behind their success. But here’s the harsh reality: these cookie-cutter solutions rarely, if ever, work. Take it from my client, John (name changed, but the story is 100% real). John came to me after years of frustration. He was exhausted. He’d followed every step the gurus laid out—buying courses, bought that latest software tools, buying Keap campaign templates, copying HighLevel snapshots. You name it, John had tried it. Every guru promised the same thing: “Just follow this blueprint, and you’ll be making six figures in no time.” (As an aside – as soon as a potential JV partner, affiliate etc says “we will make a fortune together then run a mile – they will never deliver) So John did. He followed every script, every formula. No shortcuts. And guess what happened? Nothing. Each time, it flopped. Over and over again. John wasn’t just disappointed—he was on the verge of giving up. His business wasn’t just stagnant; it was going backward. He was wasting time and burning through money, trying to force-fit his business into someone else’s mould. Here’s the thing: These “winning systems” may have worked for the gurus, but they’re not built for your business, your audience, or your goals. (Often the winning system is the system that sold you on buying the winning system – and that is now what you sell.) Every business is different, and what works for one person often fails for another. Yet, that’s exactly what John had been doing—forcing his unique business into a generic template. And it was costing him more than just money—it was draining his energy, his time, and his sanity. When John came to me, we took a step back. We stopped trying to squeeze his business into a one-size-fits-all solution. Instead, we created a personalized plan, tailored to his strengths, his audience, and his vision. Within just a few months, John saw results that completely turned things around. He went from feeling like he was drowning to generating more income in a week than he had in months. That’s what happens when you ditch the cookie-cutter formulas. I’ve spent the last 20 years learning and studying the stratergies and tactics the “gurus” preach—and yes, there’s value in understanding them. But the difference is, I don’t just copy and paste. I apply the right mix of strategies that work for your specific business. If you’re tired of following cookie-cutter formulas that don’t work, I’m here to help. I don’t believe in one-size-fits-all solutions—I believe in your solution. Let’s sit down, look at where you are, and create a plan that actually works for you. If you’re ready to stop wasting time on ineffective tactics, I’d love to chat. Let’s schedule a Discovery call and find the right path forward for your business. You can book a Discover Call here.
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Industrial Espionage on the cheap – a nice little growth hack

I was just reading my recent copy of The Circular (Issue 168, page 27) from the Entrepreneur’s Circle and had to chuckle at this smart little growth hack. Nick Jenkins who founded Moonpig.com was telling EC members how he had grown his business from £2.5M to £45M. He was looking to scale and had discounted TV advertising as too expensive. But he noticed one of his competitors was using TV. So in a nutshell by placing a regular order for a greetings card from the competitor and recording the order number he was able to get a good estimate on the number of sales they were doing. (Because most companies accounting systems use a sequential ordering number.) And from this and making informed assumptions he was able to work back that the average cost per customer was £10, which was the magic number. And so this gave him to confidence to throw £50,000 into a TV advert. And the rest as they say is history. This is just one example how over the past 5 years the EC has made me a smarter entrepreneur and positively impacted on my business growth – try for yourself and take a look at The Entrepreneurs Circle, they even do a free trial.
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