Blog

Julians’ Blog. Topics include Infusionsoft and marketing.

Keap / Infusionsoft Kidderminster, West Midlands implementation and training visit

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Hi This week I am working on site with an Keap / Infusionsoft client in Kidderminster helping them with their Keap / Infusionsoft Sales Pipeline and Opportunities. Interestingly this is the second time I have been on a farm with Keap / Infusionsoft this year. This Keap / Infusionsoft client is a British manufacturer, so it is great to see the whole process from raw materials to finished product...
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Does the Keap / Infusionsoft Sales Pipeline and Keap / Infusionsoft Opportunities Work?

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So are you stuck with or wondering if the Keap / Infusionsoft sales pipeline and Keap / Infusionsoft opportunities work? Here's a recent case study with a client of mine. They are in the wedding venue business - quite a new venture. They had already bought Keap / Infusionsoft and were then "stuck" as they did not know how to use it. As a last gasp before they quit Keap / Infusionsoft t...
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Keap / Infusionsoft Email Deliverability – 6 Secrets Video

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Here is a quick Powerpoint presentation that I created with 6 secrets to ensuring that you get the best Keap / Infusionsoft email delivery rates for your business. Email deliverability is not an exact science. There are just too many variables that it is impossible to give a generic solution that applies for every client. But by understanding these 6 secrets and applying the learnings that will...
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Evercontact – capture contact details automatically from email signatures

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I have been testing out Evercontact for the past month and I must say I am impressed. There are a few ways to use it but the way I use it is the simplest and works for me. So what happens is that as I receive emails (in my case via Gmail) Evercontact in the background scans it for a signature. When it find a signature the details are automatically inserted into my Contact list - and it will ...
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Keap / Infusionsoft Leeds Sales Pipleline implementation and training visit

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Hi I will be with an Keap / Infusionsoft client in Leeds this week helping them create an Keap / Infusionsoft sales pipeline using opportunities. If you are in the Leeds area and would like to meet up at some point to talk about Keap / Infusionsoft marketing automation for your business then feel free to get in touch. If you are reading this post at a later date and would like to speak about...
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***** The Perpetual Traffic Podcast by Ryan Deiss’s Digital Marketer

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What a find! If you are looking for a marketing podcast to subscribe too then I cannot recommend highly enough the Perpetual Traffic podcast by Digital Marker. If your an Keap / Infusionsoft marketer then you should definitely give it a go. It gets five stars from me. I have told my clients and they too have raved about it. Link to Perpetual Traffic podcast
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Keap / Infusionsoft Widnes implementation and training visit

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Hi I will be with an Keap / Infusionsoft client in Widnes helping them with Keap / Infusionsoft implementation this week. If you are in the Widnes area and would like to meet up at some point to talk about Keap / Infusionsoft marketing automation for your business then please drop me a line. If you are reading this post at a later date and would like to speak about Keap / Infusionsoft then f...
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OnceHub (formely called ScheduleOnce) and Keap / Infusionsoft

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For the past two years I have been using TimeTrade to enable prospects and clients to schedule calls and meetings with me. I was very happy with it. A few niggles but for the low cost of the system - a TimeTrade subscription and a Timefusion app subscription I was set. About two weeks ago I was approached by Roy at ScheduleOnce to give ScheduleOnce and Keap / Infusionsoft a try. As I am alwa...
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Lean Keap / Infusionsoft Campaigns – How to build and launch campaigns fast!

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In this Keap / Infusionsoft MasterMind webinar (66 min duration) by Jordan Hatch he demonstrates with a live campaign how to work smart and create Lean Keap / Infusionsoft Campaigns. So that you can have your campaigns up and running within hours, rather than days and weeks. In the video Jordan works on his own campaign that he set up to promote an AirBnB listing. He even brings in non Keap / Infu...
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Troubleshooting the Gmail Sync for Keap / Infusionsoft

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[UPDATE -May 2019 - the Gmail sync sidebar for Keap / Infusionsoft has been discontinued due to changes within Gmail. As of May 2019 there is a way to directly sync your Gmail (and Outlook) emails with Keap / Infusionsoft. So that emails too and from contacts that you send personally get recorded in the contacts email history. So unfortunately we have lost the Gmail sidebar where we used to be...
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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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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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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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Blog

Keap / Infusionsoft Kidderminster, West Midlands implementation and training visit

Does the Keap / Infusionsoft Sales Pipeline and Keap / Infusionsoft Opportunities Work?

Keap / Infusionsoft Email Deliverability – 6 Secrets Video

Evercontact – capture contact details automatically from email signatures

Keap / Infusionsoft Leeds Sales Pipleline implementation and training visit

***** The Perpetual Traffic Podcast by Ryan Deiss’s Digital Marketer

Keap / Infusionsoft Widnes implementation and training visit

OnceHub (formely called ScheduleOnce) and Keap / Infusionsoft

Lean Keap / Infusionsoft Campaigns – How to build and launch campaigns fast!

Troubleshooting the Gmail Sync for Keap / Infusionsoft

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!