Blog

Julians’ Blog. Topics include HighLevel and marketing.

Advanced Keap / Infusionsoft reporting using Data Warehouse, Amazon Cloud and MySQL databases

Are you looking for advanced Keap / Infusionsoft reporting for your application? You have probably reached the point where you realise that the Keap / Infusionsoft reporting cannot be tailored to your exact requirements. Check out Data Warehouse by Novak Solutions. This app pushes your Keap / Infusionsoft data into a MySQL database on the Amazon Cloud. And from the MySQL database, you can pu...
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How to use live chat and Keap / Infusionsoft using tawk.to

UPDATE 13 FEB 2024.   The systems I mention in the original blog post are all very good. However, time moves on. These days I would be looking for something more advanced - and that is HighLevel - my HighLevel agency is called MarketerM8 and you can find out more on the website. Suffice to say here that MarketerM8 can provide a single integrated solution for LiveChat as part of a complete ...
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5 Reasons Your Keap / Infusionsoft Referral Partner Program is failing

There are 5 reasons why your Keap / Infusionsoft referral partner program is failing . . . and it has nothing to do with link tracking. 1) Sure you've slapped an Keap / Infusionsoft form on your website to register affiliates... but that's the problem! Enrolling affiliates should be the beginning of a smooth experience that engages affiliates and reinforces your credibility and professionalism....
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Affiliate marketing with Keap / Infusionsoft and AffiliateDash

Are you looking to undertake affiliate marketing with Keap / Infusionsoft? Keap / Infusionsoft and AffiliateDash could be a powerful integration or you. So one of the hidden powers of Keap / Infusionsoft is the affiliate marketing capabilities, (although in Keap / Infusionsoft they call it referral marketing). The stand out Keap / Infusionsoft features for me. 1/ Firstly - we can automate...
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Working with ServiceM8 Certified Partners to automate marketing for clients

In addition to being an Keap / Infusionsoft Certifed partner, I am also an experienced marketer and new ServiceM8 Certified Partner. Where I can add real value to the ServiceM8 partner community is in automating the marketing for service business clients which in turn feeds jobs into ServiceM8. I am interested in working collaboratively with fellow ServiceM8 partners to enable their clients to tak...
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Conference Marketing Automation System

I am just working with a client to build a bespoke Conference Marketing Automation System using Keap / Infusionsoft. This will incorporate not just email marketing automation but also automated direct mail and automated text marketing. This system with give the client a solid platform to coordinate their marketing pre and post conference. In addition they will have an sponsorship sales team sys...
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Survey Monkey Integration with Keap / Infusionsoft

If you want to learn more about your customers and leads then a survey is an ideal tool to do that. We can do this with Keap / Infusionsoft, right out of the box, using forms or landing pages. We can even connect these in series to create a flow to the survey. But it is not the slickest or prettiest solution. And there is no real reporting. However, Survey Monkey is a dedicated survey tool w...
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Trade Show Marketing Automation System

I am just working with a client to build a bespoke Trade Show Marketing Automation System using Keap / Infusionsoft. This will incorporate not just email marketing automation but also automated direct mail and automated text marketing. This system with give the client a solid platform to coordinate their marketing pre and post the trade show. In addition they will have a sales team system that ...
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Integrating Keap / Infusionsoft and Proclaim by Eclipse Legal Systems

Are you looking to integrate Keap / Infusionsoft and Proclaim for your legal practice? I am currently working on a project for a client to integrate both Keap / Infusionsoft and Proclaim. Why would a legal practice want to do this? Well, Proclaim is an excellent software to enable you to manage your cases. But it is not a marketing tool. Keap / Infusionsoft is not a tool to manage legal c...
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Jordan Belforts Straight Line Selling methodology applied to Keap / Infusionsoft marketing

This weekend I read the excellent book 'Way of the Wolf' by Jordan Belfort. In this book, he outlines his Straight Line Selling methodology. This is fantastic training if you are a salesperson or manage a sales team - definitely worth a read. But what struck me was the way that the Straight Line Selling methodology could be applied to Keap / Infusionsoft marketing campaigns using the Keap / Inf...
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