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Advanced Keap / Infusionsoft reporting using Data Warehouse, Amazon Cloud and MySQL databases

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Are you looking for advanced Keap / Infusionsoft reporting for your application? You have probably reached the point where you realise that the Keap / Infusionsoft reporting cannot be tailored to your exact requirements. Check out Data Warehouse by Novak Solutions. This app pushes your Keap / Infusionsoft data into a MySQL database on the Amazon Cloud. And from the MySQL database, you can pu...
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How to use live chat and Keap / Infusionsoft using tawk.to

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Looking to integrate live chat and Keap / Infusionsoft? Previously I used Pure Chat on my website to enable me to live chat with visitors to my website. I have just switched over to tawk.to to offer live chat on my website. It has a number of advantages. Like Pure Chat it is free for starters. But tawk.to also enables the following. 1/ Via Zapier I can trigger Keap / Infusionsoft campaig...
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5 Reasons Your Keap / Infusionsoft Referral Partner Program is failing

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There are 5 reasons why your Keap / Infusionsoft referral partner program is failing . . . and it has nothing to do with link tracking. 1) Sure you've slapped an Keap / Infusionsoft form on your website to register affiliates... but that's the problem! Enrolling affiliates should be the beginning of a smooth experience that engages affiliates and reinforces your credibility and professionalism....
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Affiliate marketing with Keap / Infusionsoft and AffiliateDash

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Are you looking to undertake affiliate marketing with Keap / Infusionsoft? Keap / Infusionsoft and AffiliateDash could be a powerful integration or you. So one of the hidden powers of Keap / Infusionsoft is the affiliate marketing capabilities, (although in Keap / Infusionsoft they call it referral marketing). The stand out Keap / Infusionsoft features for me. 1/ Firstly - we can automate...
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Working with ServiceM8 Certified Partners to automate marketing for clients

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In addition to being an Keap / Infusionsoft Certifed partner, I am also an experienced marketer and new ServiceM8 Certified Partner. Where I can add real value to the ServiceM8 partner community is in automating the marketing for service business clients which in turn feeds jobs into ServiceM8. I am interested in working collaboratively with fellow ServiceM8 partners to enable their clients to tak...
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Conference Marketing Automation System

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I am just working with a client to build a bespoke Conference Marketing Automation System using Keap / Infusionsoft. This will incorporate not just email marketing automation but also automated direct mail and automated text marketing. This system with give the client a solid platform to coordinate their marketing pre and post conference. In addition they will have an sponsorship sales team sys...
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Survey Monkey Integration with Keap / Infusionsoft

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If you want to learn more about your customers and leads then a survey is an ideal tool to do that. We can do this with Keap / Infusionsoft, right out of the box, using forms or landing pages. We can even connect these in series to create a flow to the survey. But it is not the slickest or prettiest solution. And there is no real reporting. However, Survey Monkey is a dedicated survey tool w...
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100% automated direct mail – save time and money

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I now have access to a new direct mail addon for Keap / Infusionsoft that enables 100% automated direct mail - where sending a direct mail automatically can not only save you time in printing, enclosing and taking to the post office but the whole pack WITH postage can cost LESS than going to the post office and buying a second class stamp! 100% deliverability and no spam filters or getting lost...
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Trade Show Marketing Automation System

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I am just working with a client to build a bespoke Trade Show Marketing Automation System using Keap / Infusionsoft. This will incorporate not just email marketing automation but also automated direct mail and automated text marketing. This system with give the client a solid platform to coordinate their marketing pre and post the trade show. In addition they will have a sales team system that ...
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Direct mail automation can help solve your GDPR compliance issues

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GDPR (General Data Protection Regulation) imposes much stricter rules on the use consumer data. This has forced businesses to change the way they collect and use data. The rules are tightening up not just in Europe, but all over the world so even if you do not market to European consumers, like it or not you may soon have to adjust your marketing campaigns to comply with new laws. GDPR compl...
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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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Julian launches a new tool to get Google Reviews – ReviewBoost-Pro

Julian has just launched a new tool to make it easy for businesses to ask for and capture Google reviews. It is called ReviewBoost-Pro. It all starts with a 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. For more information please visit ReviewBoost-Pro.com
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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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Author:

Advanced Keap / Infusionsoft reporting using Data Warehouse, Amazon Cloud and MySQL databases

How to use live chat and Keap / Infusionsoft using tawk.to

5 Reasons Your Keap / Infusionsoft Referral Partner Program is failing

Affiliate marketing with Keap / Infusionsoft and AffiliateDash

Working with ServiceM8 Certified Partners to automate marketing for clients

Conference Marketing Automation System

Survey Monkey Integration with Keap / Infusionsoft

100% automated direct mail – save time and money

Trade Show Marketing Automation System

Direct mail automation can help solve your GDPR compliance issues

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!