Best CRM for consultants and coaches – Keap for Consultants
Best CRM for consultants and coaches – Keap for Consultants
Are you looking for the best CRM for consultants and coaches?
I have been building out a CRM and automated marketing and sales system for consultants and coaches based on Keap Pro (fka Infusionsoft)- the leading marketing and sales system for small businesses.
I am now looking for the next cohort of accountancy firms to join my Beta testing program. When you participate in the Beta test then I will give you a free installation of the suite of marketing and sales Keap campaigns, with a value of £5000.
That’s right. Help me to test and prove the system and receive a free installation. Check out the video from the Growth Mindset Movement podcast were I spoke about my Beta tester program with the podcast host – Paul Greig-Smith. At the end of the video is a link to an application form. Link to Beta Tester application form.
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I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work.…
Check out this short testimonial video by Celia
Transcript:
Celia Gaze
I met with Julian and prior to this I had mapped out on the wall over a series of around eight A1 size flip charts the entire wedding process from the initial inquiry right through to the end result of delivering a wedding.
Celia Gaze
I took this series of seven spreadsheets and worked with Julian to create a sales pipeline, right from the initial inquiry right through to the delivery of a wedding. So not only was Keap / Infusionsoft being used as a sales and marketing tool but has also transformed into an operational management tool for the delivery of weddings too.
Celia Gaze
So to have one system which will not only market weddings, but also deliver them is just amazing for us. From when I met Julian we were running two weddings and when we implemented Keap / Infusionsoft, and we're now just over two years later, running this year about 54 weddings, so to go from two weddings to 54 weddings in the space of two years is incredible. This is with no advertising. This is with implementing a system that actively collects the data of the customers and then uses that to do proactive marketing.
Celia Gaze
I just can't rate Julian highly enough, unbelievable for somebody to even think about what's going on in my head but yet to take my seven flip charts and translate them into a system that has had such phenomenal results in my business is unbelievable. I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work.