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‘Work the System’ by Sam Carpenter

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This book I found really thought-provoking and actionable. With Keap / Infusionsoft we systemise the marketing activity, and even subsequent internal processes can be automated. But what this book highlighted to me is that even in a business where Keap / Infusionsoft is brilliantly executed if it is surrounded by disorganised systems then the business will never fully achieve its potential. For...
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Keap / Infusionsoft Mobile Marketing Automation

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Are you interested in the ability to add Keap / Infusionsoft mobile marketing to your automated Keap / Infusionsoft marketing system? This is something I have been investing my time in recently, to work out the best solution. I last looked at Fix Your Funnel for mobile marketing a few years back and at that time it did not do what I wanted. But I was recently chatting with Ryan Chapman who ...
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Onboarding Keap / Infusionsoft headhunter / recruiter client this week

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This week I am working with a UK based Keap / Infusionsoft headhunter / recruiter client and onboarding them with our CRM and sales marketing automation system. So if you are a headhunter / recruiter and are either thinking about Keap / Infusionsoft and are daunted by the complexity - or if you already have Keap / Infusionsoft but you realise you are only using 10% of the power then why not sch...
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Keap / Infusionsoft and Webmerge Use Case – automating official PDF form completion

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As just one example of the power of integrating Keap / Infusionsoft and Webmerge. You can use Keap / Infusionsoft and Webmerge to automatically complete official PDF forms. So in the video example below. My client who installs domestic electric car charging points has to claim a grant from the UK government upon successful installation. This involves completing a long official PDF form. Much of...
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I am now a UK Webmerge Certified Consultant

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webmerge certified consultant

Just a bit of news that I am now a UK Webmerge Certified Consultant. So if you need to print (or create PDFs) out complex documents and forms and merge in Keap / Infusionsoft data then get in touch Webmerge may be the solution you have been looking for to save you time and work with regards to automated document delivery. Webmerge is a pretty comprehensive solution that I have found really ...
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Build Keap / Infusionsoft Sales Funnels for Google Adwords, Facebook, Linkedin, WordPress, Text and more

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Are you looking to build Keap / Infusionsoft Sales Funnels? At the moment "Sales Funnels" are all the fashion fuelled by ClickFunnels and Russell Brunson. Yes, Sales Funnels are very effective. With Keap / Infusionsoft we use the Campaign Builder to build our Keap / Infusionsoft Sales Funnels. Where Keap / Infusionsoft is different to ClickFunnels is that using Campaign Builder we can int...
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The 4 Natural Laws of Sales & Marketing

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There are 4 fundamental natural laws of sales and marketing. When you are aware of these laws then it enables you to construct your marketing activity to address these laws and so increase you sales and marketing success. Law 1 As you attract people to your offering only about 1 to 2% (1 or 2 out of a 100!) are ready to buy today. These 1 - 2% are the low hanging fruit. These are the ones...
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Just completed onboarding a Keap / Infusionsoft client in Jersey

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I have just been assisting a new Keap / Infusionsoft client in Jersey that specialises in financial services. I have just completed my Keap / Infusionsoft onboarding programme and staff training. If you are based in Jersey and looking for assistance with Keap / Infusionsoft then I would be delighted to speak and discuss your requirements. Cheers Julian
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Using Keap / Infusionsoft in Paris, France? Looking for help from an Keap / Infusionsoft expert?

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Are you either thinking about or already using Keap / Infusionsoft in Paris for your business and now seeking help from an English speaking Keap / Infusionsoft expert? If you are then read on. My name is Julian Mills based in Manchester and I am one of the leading Keap / Infusionsoft experts in the UK. Amazingly, with low cost airlines flying to Paris in it is now quicker and lower cost for me ...
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Using Keap / Infusionsoft in Portugal? Looking for help from an Keap / Infusionsoft consultant?

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Are you a UK Expat either thinking about or already using Keap / Infusionsoft in Portugal for your business and now seeking help from an English speaking Keap / Infusionsoft consultant? If you are then read on. My name is Julian Mills and I am one of the leading Keap / Infusionsoft consultants in the UK. Amazingly, with low cost airlines flying to Portugal it is now quicker and lower cost for m...
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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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