Blog

Julians’ Blog. Topics include HighLevel and marketing.

Keap/ Infusionsoft advanced lead source and ROI tracking

Would you prefer to employ advanced lead source and ROI tracking over Keap / Infusionsoft's built-in basic reporting? Keap/ Infusionsoft's lead source tracking is... alright, but constrained. For instance, it will record "Google" as the lead source, which combines both organic and paid traffic. For example, you count not dig down to particular advertising and keywords that resulted in a sale. ...
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Wow – Save over 50% on Royal Mail door drop leaflets

Royal Mail door drops with leaflets can be very effective for companies that provide products and especially services for homeowners - home maintenance, garden maintenance, restaurants etc etc. I am sure you will know yourself if door drop leaflets is suitable to target your ideal customers. But how do you go about it? Well, Chris Bailey from Bailey' Floor Care in the West Midlands has creat...
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Do you ask people to unsubscribe from your email list often enought?

Asking your email list subscribers to unsubscribe from your email lists may at first seem counter-intuitive. After all, it feels good to see that you have a big email list - right? But long term it makes perfect sense to ask people to unsubscribe. Back when I started email marketing in the 1990's having a large email list and blasting out emails made perfect sense. But times have changed. ...
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How to move Opportunities automatically in Infusionsoft / Keap Classic

opportunity infusionsoft keap max classic
Sometimes when using Opportunity records in the Sales Pipeline (in Infusionsoft / Keap Classic) you may want to automatically move them from one stage to another. How do you move Opportunities automatically in Infusionsoft / Keap Classic? As an example - say an opportunity has been in the Working stage for a long time and the salesperson has not moved them to say the Lost stage. Rather than hav...
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Email Deliverability Top Tips

Are you concerned about your Keap / Infusionsoft email deliverability? If you are then the first conclusion you will likely come to is that it is Keap / Infusionsofts' fault. However, the days of blasting out emails to your list are long gone. Back in the 1990's you could get away with it. But not today, the ISPs like Gmail, Hotmail, Office 365 etc are much smarter with their filters and if...
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Making Websites Win by Karl Banks & Ben Jesson – founders of Conversion Rate Experts ⭐⭐⭐⭐⭐

making websites win
If you are looking to get the most sales from your website then you need to read this book, Making Websites Win from Conversion Rate Experts. It is full of actionable learnings on how to go about scientifically optimising not just your website but all aspects of your business. I am grateful to Nigel Botterill from The Entrepreneurs Circle for recommending that I read this book. The amazi...
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Xero and Keap / Infusionsoft integration using Zapier

Hi All, Just to show I practice what I preach. On my website, I offer a copy of my book for free where you just pay the postage and packaging. So using the Keap / Infusionsoft order form I take the order. Then Stripe is integrated to collect the card payment. So all good. And then Stripe pushes the £4.95 payment (less the Stripe commission) into my bank account, and then finally I see it ...
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Revive Old Posts – WordPress Plug In

If you are regularly creating content in your WordPress website or blog then over time you will build up a huge library of content - I am currently on over 600 blog posts. This will be especially true if you have read and following the principles outlined by Marcus Sheridan in his excellent book - They Ask, You Answer. Anyway, it is a shame that these blog posts become less and less visible as ...
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Free – 10 Point Website Audit From The Entrepreneurs Circle

The EC 10 Point Website Audit gives you a checklist that you can work through and you can then see how your website scored! Complete the audit then you can see the areas of weakness in your website. This will help you focus and implement improvements to your website and as a result, convert more website visitors to customers of your business. Download the 10 Point Website Audit here.   ...
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Accountant lead generation. Do you really need to buy more accountancy sales leads?

You have probably arrived at this page because you are looking for lead generation services for your accountancy firm and to buy more new sales leads for your business. But is this really the case? So do the numbers stack up (a favourite topic of course for accountants :-) ? If you double the number of new accountancy leads then you will double your sales and grow your firm. That is true, but a...
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