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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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Using Keap / Infusionsoft in Spain? 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 Spain 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 Spain it is now quicker and lower cost for me to c...
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First thoughts of Keap / Infusionsoft Campaign Builder from an ex MailChimp user

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A new Keap / Infusionsoft client who previously used MailChimp just sent me the following review. "I just finished a 90 minute introductory call with Julian and I am amazed by how much I have learned about Keap / Infusionsoft in such a short space of time. My expertise in email marketing is predominantly using Mailchimp which has served me well up until recent years where the company I was form...
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Keap Classic / Infusionsoft Opportunities. What are they & how to use them

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Keap Classic / Infusionsoft Opportunities enables businesses to manage a One 2 One sales process. So are ideal for businesses that do not take orders and payments online. So "Bricks & Mortar" type businesses which rely on selling via meeting and talking to people. . So a few examples - dentists, accountants, architects, consultants. Check out this wedding venue client success story. The range ...
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Wedding Venue Marketing: 5 Ways for Wedding Venues to sell more wedding events

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If you are responsible for wedding venue marketing then I hope you will find these 5 top tips valuable, so please read on. The first step to booking more wedding events is to think like the bride and groom planning their big day. Put yourself in their shoes. What thought processes will they go through? Where do they go and visit when planning their wedding day? How can you engineer to "meet ...
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Wedding Venue CRM and Marketing Automation based on Keap / Infusionsoft

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Are you looking for a wedding venue CRM and marketing automation system for your business. Maybe you should take a look at Keap / Infusionsoft, the leading small business automation system. I implemented Keap / Infusionsoft for a wedding venue based in the UK called The Wellbeing Farm. Check out the testimonial video from Celia Gaze, the owner. In the video, Celia outlines the system that I set...
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Successful farm business diversification enabled with Keap / Infusionsoft marketing

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Are you a farmer looking to diversify and open up new markets and opportunities for your farm? Maybe Keap / Infusionsoft is the marketing tool that you require to diversify your farm and build your business. Here are two examples. Firstly an example from the US. Dierks Farm are a beef farm. Using Keap / Infusionsoft they were able to secure the future of the business by selling direct to ...
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Hack Keap / Infusionsoft Lead Scoring to enable contact engagement tracking

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If you are not using the Lead Scoring functionality of Keap / Infusionsoft for conventional lead scoring as part of your sales process then you may be interested in this Keap / Infusionsoft hack. It is not so easy in Keap / Infusionsoft to see how engaged contacts are with your marketing - both individually or in reports. There is an email status report (in Marketing Reports) and there you can ...
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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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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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Avoid Multi System Chaos in your marketing, use HighLevel

In the dynamic landscape of business and marketing operations, it’s common for companies to adopt various systems to address immediate needs. You might implement a shopping cart for online sales, an email platform for communications, jot down leads on sticky notes during calls, and manage follow-ups using spreadsheets. Sound familiar? Over time, this patchwork approach leads to what I call “Multi-System Chaos.” The lack of integration among these disparate tools breeds frustration and inefficiency, as they don’t communicate seamlessly with one another. Enter HighLevel—a comprehensive, all-in-one platform designed to consolidate your business processes. HighLevel integrates CRM, email marketing, SMS communication, funnel and website building, appointment scheduling, and more into a single, cohesive system. This unification streamlines operations, enhances productivity, and reduces the headaches associated with managing multiple disconnected tools. If this scenario resonates with you, it might be time to consider HighLevel for your business. By centralizing your operations, HighLevel eliminates the chaos of juggling multiple systems, allowing you to focus on what truly matters—growing your business. To explore whether HighLevel is the right fit for your needs, consider booking a discovery call. This personalized session can provide insights into how HighLevel can be tailored to streamline your specific business processes. Don’t let Multi-System Chaos hinder your business growth. Embrace the efficiency and simplicity that HighLevel offers, and take the first step towards a more organized and productive business environment. Like to learn more and determine if HighLevel could be a good fit for your business? Schedule a Discovery call here.
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A2P Approval for HighLevel: A Practical Guide

As a HighLevel consultant, I’ve supported numerous businesses in harnessing the platform’s robust features. One essential step for maximizing its potential is obtaining A2P 10 DLC approval—a requirement for U.S.-based businesses utilizing text messaging campaigns. Here’s a simplified breakdown to help you achieve compliance and elevate your communication strategy. The Importance of A2P Approval In today’s fast-paced business environment, text messaging plays a pivotal role in customer engagement, particularly for automated workflows and follow-ups. SMS offers unmatched immediacy and effectiveness compared to email. However, regulatory changes in the U.S., effective August 2023, mandate A2P approval for businesses using platforms like GoHighLevel. These regulations ensure adherence to industry standards, safeguarding businesses from penalties and enhancing message delivery rates. Addressing Challenges in A2P Approval Transitioning to A2P 10 DLC approval initially posed hurdles for the GoHighLevel community. Previously, businesses could send SMS without formal approval, but regulatory tightening has made proper registration crucial. A systematic approach—starting with a registered business and a compliant website—is now necessary to secure approval. Step 1: Register Your Business The first step in the process involves registering your business. For U.S.-based operations, obtaining an Employer Identification Number (EIN) simplifies approval. This documentation establishes your business’s legitimacy and accelerates the approval process. Step 2: Create a Compliant Website A properly structured website is a key requirement. Ensure the following elements are present: Privacy Policy and Terms of Service: These documents should clearly communicate how user data is handled and outline your communication practices. Opt-In Consent Form: Incorporate a checkbox for users to explicitly agree to receive text messages. Contact Details: Display your business address and contact information to build transparency and trust. Step 3: Complete the A2P Application Accuracy is paramount when submitting your A2P application. Double-check all business details to avoid delays or costly re-submissions. Familiarize yourself with campaign types and ensure your application aligns with the required standards. Step 4: Obtain a Dedicated Messaging Number After approval, secure a phone number exclusively for your campaigns. This can be done directly through your HighLevel account. Choose area codes that resonate with your target audience, and conduct thorough testing to ensure everything functions seamlessly. Step 5: Ensure Ongoing Compliance Compliance doesn’t stop after approval. Always include opt-out instructions in your messages, such as “Reply STOP to unsubscribe,” to maintain compliance and safeguard your messaging capabilities. Conclusion Securing A2P approval is a straightforward yet critical step for U.S. businesses that rely on text messaging. While compliance requirements may vary by country, the right preparation and approach will ensure your GoHighLevel campaigns run smoothly. Need personalized support? Book a Discovery Call here to discuss your requirements.
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How to Switch Your HighLevel Host Agency

Switching your HighLevel host agency may seem like a challenging task, but if your current provider is falling short, it’s worth exploring better alternatives. Whether it’s due to excessive costs, a lack of clarity, subpar support, or the imminent closure of your host agency, finding a new partner can significantly enhance your experience. Here’s a detailed roadmap to guide you through the process. Why Might You Want to Switch Your HighLevel Host Agency? 1. High Costs and Lack of Transparency Many HighLevel users discover after the fact that their host agency provided a white-label version of the software without fully disclosing this. This lack of openness often leads to feelings of frustration and mistrust. Moreover, if your subscription costs seem unjustifiably high, it’s worth considering more competitive options. 2. Host Agency Shutting Down When a host agency decides to close its operations, transitioning to a new provider becomes essential to ensure business continuity. 3. Insufficient Support Poor technical assistance and an absence of strategic marketing guidance can severely hamper your business growth. If your host agency isn’t delivering the support you need, it’s time to look elsewhere. Steps to Switch Your HighLevel Host Agency Switching agencies can be broken down into two key stages: finding the right partner and transferring your account. Let’s dive into each step. Step 1: Identify the Right HighLevel Host Agency Start by researching agencies that align with your expectations. Consider the following: Transparent and fair pricing structures Robust technical and marketing support Flexible subscription plans that suit your budget A proven track record of exceptional customer service MarketerM8, for instance, excels at helping businesses unlock the full potential of HighLevel through bespoke support and strategic insights. Step 2: Transfer Your HighLevel Account Once you’ve chosen your new host agency, you can transfer your account in one of two ways: Option 1: Request a Transfer from Your Current Host Agency The simplest and quickest approach is to request your current agency to initiate a transfer to your new provider. This process usually takes just a few minutes but depends on their willingness to cooperate. Bear in mind that contractual obligations or agency policies may present hurdles, so review your agreement carefully. Option 2: Perform a Manual Migration If a direct transfer isn’t an option, you’ll need to manually rebuild your account setup with the new agency. While this might sound overwhelming at first, it offers an opportunity to: Streamline your workflows Remove outdated configurations Develop a fresh, optimised system Over the past two years I have guided clients through migrations—whether they’re switching from another HighLevel host or migrating from platforms like ActiveCampaign, Keap, or MailChimp. What initially feels like a challenge often becomes an opportunity to enhance operations and efficiency. Turning a Challenge Into an Opportunity Switching agencies isn’t merely about solving existing issues. It’s a chance to reassess what works, refine your approach, and lay a solid foundation for future growth. With the right partner, the transition can unlock new possibilities for your business. Take the Next Step Today If you’re ready to move your HighLevel account, schedule a Discovery Call and I will ensure your transition is seamless and help you build a platform tailored to your needs. Book your call here.
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Author:

Just completed onboarding a Keap / Infusionsoft client in Jersey

Using Keap / Infusionsoft in Paris, France? Looking for help from an Keap / Infusionsoft expert?

Using Keap / Infusionsoft in Portugal? Looking for help from an Keap / Infusionsoft consultant?

Using Keap / Infusionsoft in Spain? Looking for help from an Keap / Infusionsoft consultant

First thoughts of Keap / Infusionsoft Campaign Builder from an ex MailChimp user

Keap Classic / Infusionsoft Opportunities. What are they & how to use them

Wedding Venue Marketing: 5 Ways for Wedding Venues to sell more wedding events

Wedding Venue CRM and Marketing Automation based on Keap / Infusionsoft

Successful farm business diversification enabled with Keap / Infusionsoft marketing

Hack Keap / Infusionsoft Lead Scoring to enable contact engagement tracking

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!