Keap / Infusionsoft Consultant

Selling to Serve – James Asford – GoProposal

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james ashford selling to serve goproposal

I have just read Selling to Serve by James Ashford of GoProposal. I must say from the outset that I am not an accountant, but I have worked with a fair few over the years. I can see that the tactics and strategies outlined by James could be universally applied to most businesses. But the book does an excellent job to ensure the tactics and strategies resonate with accountancy practice owners. ...
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Use Zapier to do (almost) anything inside Keap by Paul Sokol

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I wanted to share with readers this very powerful Zapier / Keap hack that has been developed by Paul Sokol and promoted by Greg Jenkins. You may already know that Zapier is like a Swiss Army knife tool for us Keap users. But Zapier does not have all the capabilities of the Keap API. Now Paul has developed a hack that enables Zapier to "hook in" to the Keap API. It's really cool - BUT, it...
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6 Reasons You Need a CRM / Marketing Automation Champion

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A CRM / Marketing Automation Champion is a team member who is assigned to spearhead your CRM / marketing automation efforts. This person has to want to be and enthused to be the CRM and marketing automation champion This person is in charge of the strategy, implementation, onboarding & training of team members and troubleshooting when issues arise. You are more likely to succeed with your CRM...
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Outrageous Multi-Step Marketing Campaigns That Are Outrageously Successful by Bill Glazer

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This is a fantastic book for any marketer. But it is real inspiration for anyone looking to automate their marketing with Keap / Infusionsoft. There are 49 multi-step proven and tested campaigns in the book that every marketer can take lessons from. What I found very useful was that this book is not just about online marketing - sending emails, Facebook ads etc. But real-world tangible marketin...
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Webinar marketing – Two tips to increase webinar attendance

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If you are running webinars you will know that attendance can be an issue. You invest time and money to generate registrations and then find that maybe only 30% of people show up. Here are two webinar marketing tips that I have learnt from the experts over the years that can help to boost your webinar attendance rates. 1/ This first one I learnt from Brendon Burchard a few years back. On...
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Klaviyo email marketing for ecommerce clients

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I have recently been consulting with a UK e-commerce client who uses Shopify as their shopping cart and was looking to use Klaviyo email marketing. The client wanted to organise their email marketing. Now even though this could have been done using Keap / Infusionsoft we found Klaviyo a better solution for them. (however, if you are looking to directly integrate Shopify into Keap / Infusion...
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Is a lost customer really lost?

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Every business loses customers. These are customers who bought from you previously but have not come back to you in the anticipated amount of time. Typical reasons; They just forgot about you. A competitor tempted them away. They no longer need your product/service at the time. The member of staff who purchased left the company. They moved house They died or the business closed etc et...
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Yesterday I was presenting on joint webinar with Eric from Bonjoro – Three Steps to generating more sales with Keap

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Yesterday I was presenting on a joint webinar with Eric from Bonjoro where I demonstrated the 3 steps to generating more sales from Keap / Infusionsoft. Below is the recording from yesterday's webinar where I demonstrated. Understand the simple way to successfully map out your automation plan with clarity The 6 top campaigns you should run to drive sales Why you s...
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How to visually map out your sales & marketing automation before buying Keap or ActiveCampaign

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Most people buy into marketing automation systems like Keap and ActiveCampaign before they have even considered what they actually want to automate in their marketing. When you visually map out what you require then it becomes much easier to select the right marketing automation platform and to build an organised and integrated system from the start. Check out my 12 minute video below which ...
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How automation can save time when recruiting staff

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For the past 12 years I have been helping clients to automate their marketing and to sell stuff. But business automation tools can be used to streamline some areas of business that you would not expect. For instance when recruiting staff. If you have ever had to recruit staff you will know how time-consuming the interview process can be. Especially 1 stage interviews where you have to spend ...
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🎓 HighLevel Live Training Workshop #4 : Sales Pipelines & Opportunities – 1st December 2026

We’re heading into Week 4 of the MarketerM8 Live HighLevel Workshop Series — and this one’s all about turning leads into paying clients with a clear, trackable sales process. This week’s workshop: Sales Pipelines & Opportunities📅 Live on Tuesday {{custom_values.64__sales_pipelines_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to manage leads better and close more deals💸 Free for all HighLevel users If your leads are slipping through the cracks or your “sales process” lives on sticky notes and spreadsheets, this workshop will help you fix that fast. You’ll learn how to:✅ Build a simple, visual sales pipeline inside HighLevel✅ Move leads from “new” to “won” with confidence✅ Track deal value and sales progress✅ Trigger automations based on pipeline stage✅ Focus on the hottest leads without dropping the rest What’s New in HighLevel Opportunities & Sales Pipelines? HighLevel’s Opportunities & Sales Pipelines have had some significant upgrades recently, so I’ll be covering these in the workshop. Here are four updates in particular that are worth knowing about: Conditional Custom Fields for Opportunities Opportunity records can now adapt depending on the pipeline, stage, status or other field values. This means you can show the right information at the right stage of your sales process and even make fields mandatory when they become relevant. Read the HighLevel update Opportunity Smart Lists You can create and save customised Opportunity views using your preferred filters, sorting and visible fields. These can be shared with your team and even set as the default view for particular pipelines. Read the HighLevel update Opportunity Forecasting HighLevel has introduced proper sales forecasting, including expected close dates, probability-weighted revenue, forecast timelines and tools to identify overdue or potentially at-risk opportunities. Read the HighLevel update View All Pipelines You can now see Opportunities from all your pipelines together in one consolidated List view. This is particularly useful if you have several different sales processes running inside HighLevel. Read the HighLevel update We’ll look at these updates alongside the fundamentals of building and managing a sales pipeline, so you can see how they can be used in a real sales process. Whether you’re a solo consultant or managing a small team, having a live pipeline gives you visibility and control — and stops opportunities falling off your radar. ✅ Already registered? Your Zoom link should be in your inbox✅ Not booked in yet? Save your spot here: Click to register 📚 Want to see what’s coming up in the full 12-week training plan?👉 Check the full workshop menu Let’s make your pipeline do more than just look pretty — let’s make it sell. See you there?
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HighLevel Events & Tickets: An Eventbrite Alternative Built Into Your CRM

If you run workshops, seminars, networking meetings, training sessions or other events, there is another reason to take a look at HighLevel. HighLevel now includes Events & Tickets, bringing event management and ticketing directly into the platform. You can create online or in-person events, offer free or paid tickets, create Early Bird and VIP ticket options, take registrations, manage attendees and even scan QR code tickets with your phone as people arrive. But for me, the really interesting bit is that this isn’t another standalone piece of event software. Events & Tickets sits inside the same HighLevel system you can already use for your CRM, email marketing, SMS, WhatsApp, payments, websites, automations and sales pipelines. What is HighLevel Events & Tickets? Events & Tickets is HighLevel’s event management and ticketing functionality. You can create a public event page and choose whether people need to purchase a ticket or simply RSVP. Events can be online or in person, so it could be used for everything from an online workshop or webinar through to a networking event, seminar, conference or live performance. For ticketed events, you can create multiple ticket types, including both paid and free tickets. You can control the price, number of tickets available and exactly when each ticket goes on and off sale. HighLevel also supports coupon codes, event schedules, speakers, attendee notifications and QR code check-in. In other words, this isn’t simply an event registration form. It is a proper event ticketing system. Different ticket types, including Early Bird tickets You don’t have to sell every ticket at the same price. HighLevel lets you create multiple ticket types, each with its own price, quantity and sale period. For example: Early Bird . £25, available until 31 August General Admission . £35 VIP . £75 Guest / Speaker . Free That means you can use Early Bird pricing to encourage people to book sooner. You could make the Early Bird ticket available until a particular date or limit it to a certain number of tickets. Once the sale period ends, that ticket is no longer available for purchase. You could therefore offer the first 50 places at an Early Bird price before moving everyone onto General Admission. HighLevel also supports event-specific coupon codes, giving you another way of offering promotional pricing. What could you use Events & Tickets for? There are plenty of possibilities. Paid workshops and seminars Let’s say you run a business workshop for 50 people. You can create the event, publish the event page and offer Early Bird and General Admission tickets. People register and pay online. As the event approaches, you can communicate with attendees and send reminders. When people arrive, their ticket contains a unique QR code. Open the HighLevel mobile app, scan the QR code with your phone and the attendee is checked in. No printed attendee list and no separate check-in application required. Business and networking events Perhaps you organise a monthly networking meeting. You may not want to charge anything at all. Create a free RSVP event, allow people to register and keep track of who is attending. You now also have their contact information inside the same system you use for your marketing and CRM. Online workshops and webinars Events don’t have to take place at a physical venue. You can create an online event and provide attendees with the meeting link and joining instructions. That makes Events & Tickets potentially useful for webinars, demonstrations, online training and virtual workshops. Conferences and larger events For something more substantial, you can add schedules and speaker information to your event. You could then have several ticket levels, such as Early Bird, General Admission and VIP, while limiting the number available at each level. Classes and special events There are lots of other possibilities. Training days, open days, product launches, customer events, live performances, conferences and one-off classes could all potentially be managed through Events & Tickets. Your phone becomes the ticket scanner This is one of the features that makes the module feel like a proper event ticketing system. For in-person events, attendees receive a ticket containing a unique QR code. When they arrive at the venue, you can use the HighLevel mobile app to scan their ticket and check them in. If somebody can’t find their ticket, you can also find them on the attendee list and check them in manually. HighLevel can flag tickets that have already been checked in or that belong to a different event. So for an in-person workshop, seminar or larger event, your phone effectively becomes your ticket scanner. Free events as well as paid events Ticketing doesn’t automatically mean you have to charge. HighLevel supports both paid ticketed events and free RSVP events. You can also have free ticket types. This is important because businesses run events for very different reasons. Sometimes the event itself is the product and you want to make money from ticket sales. Other times the event is part of your marketing. You might run a free seminar because you know that a percentage of the people attending will subsequently become customers. Or you might want to give complimentary tickets to speakers, sponsors or VIP guests while everyone else purchases a ticket. HighLevel gives you flexibility around how you structure that. Your attendee is already in your CRM This is probably the biggest advantage of having Events & Tickets inside HighLevel. An event doesn’t really start when somebody walks through the door. There is a complete customer journey. Someone discovers your event. They register. They may purchase a ticket. They need confirmation. They may need reminders. They attend. You might want to follow up afterwards. Perhaps you want to invite them to another event. Or perhaps attending the event is actually part of a wider sales process. Because the event functionality sits alongside your CRM and marketing tools, you can start thinking about the complete journey: Registration → Confirmation → Reminders → Event → Follow-up → Next Offer For many Read more…
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🎓 HighLevel Live Training Workshop #3 : Calendars & Appointments – 24th November 2026

We’re continuing the MarketerM8 Live & Updated HighLevel Workshop Series next week with a session that’s all about taking control of your diary and making it easy for leads and clients to book time with you. This week’s workshop: Calendars & Appointments in HighLevel📅 Live on Tuesday {{custom_values.63__calendars_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to simplify their booking process and reduce no-shows💸 Free for all HighLevel users If you’re still chasing leads via email or juggling back-and-forth messages to book a call, this session is for you. You’ll learn how to:✅ Set up personal and team calendars inside HighLevel✅ Create booking links that work like Calendly (without the extra cost)✅ Automate appointment confirmations and reminders✅ Use booking forms to qualify leads✅ Connect appointments directly to your sales pipeline No more “Are you free Tuesday at 3pm?”Just smooth, automated bookings — and fewer no-shows. ✅ Already registered? Check your inbox for your Zoom link✅ Not booked in yet? Grab your free spot here: Click to register 📚 Want to see what’s coming up in the full 13-week training series?👉 View the full workshop menu here Let’s make your calendar work harder — so you don’t have to. See you there?
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Looking for a Small Business Phone System? Why HighLevel Could Replace Your Office Phones and CRM

Your business started with one phone. Then somebody else needed to answer it. You hired more staff. Someone started working from home. Customers needed transferring between colleagues. Staff started giving out personal mobile numbers. And suddenly you’ve realised: We need a proper business phone system. If that sounds familiar, you’ve probably started searching for: Small business phone systems, VoIP phone systems, cloud phone systems or office phone systems. But before signing up for another standalone phone platform, there’s an alternative worth considering. Particularly if your business also needs a CRM. HighLevel can potentially give you both. And increasingly, it can add something much more interesting: A 24/7 AI receptionist. What If Your Phone System Came With a 24/7 AI Receptionist? A traditional business phone system solves the technical problem of getting calls to the right people. It doesn’t necessarily solve the bigger problem: Who actually answers the phone? Your team might be with customers, in meetings, driving, on another call or simply outside normal working hours. Instead of an unanswered call going to voicemail, HighLevel Voice AI can act as a virtual receptionist. Depending on how it’s configured, it can potentially: Answer calls Ask why someone is calling Answer common questions Capture contact details Qualify enquiries Book appointments Transfer calls Send SMS messages Trigger workflows Update HighLevel That means your business can continue dealing with enquiries even when nobody is available. The Economics Are Interesting Too Providing human telephone cover throughout the working day has a significant cost. Providing it 24 hours a day, seven days a week is unrealistic for most SMEs. Voice AI changes that. I wouldn’t suggest it replaces everything a good human receptionist does. There will always be calls where judgement, empathy or experience are important. But does a human really need to handle every routine call? “What time are you open?” “Do you cover my area?” “I’d like a quote.” “Can I book an appointment?” So rather than: Human receptionist OR AI I’d think: Human team + AI receptionist You Can Even Build an AI Telephone Team You can take this a stage further. Rather than having one AI agent attempting to deal with every type of call, different AI agents can have different roles. The first agent acts as your receptionist: Answer ↓ Understand why they’re calling ↓ Deal with straightforward enquiries ↓ Triage the call ↓ Send it to the right destination That destination could be a human or another specialist AI agent. Imagine a Home Improvement Company A caller says: “I’d like a quote for replacing my windows.” The receptionist identifies a sales enquiry and directs it to an: AI Sales Agent That agent could establish the type of property, number of windows, postcode, requirements and timescale, then potentially book an appointment. Another caller says: “You’ve already installed my windows and I’ve got a problem with one of the doors.” That could go to an: AI Customer Service Agent Another says: “I’ve got a question about my invoice.” That could go to an: AI Accounts Agent So you potentially have: Main Business Number ↓ AI Receptionist ↓ Sales AI / Customer Service AI / Accounts AI / Human Team For a simple business, one AI receptionist may be enough. For a more complicated operation, specialist agents can have more focused roles. And when human judgement is required, the call can be transferred to a person. But Can HighLevel Replace a Proper Office Phone System? AI is exciting, but the fundamentals still matter. Most growing businesses need: A main business number Several people able to answer Internal call transfers Departments and call routing IVR Working-hours routing Voicemail Desktop and mobile calling Desk phones where required Call recording Remote working Out-of-hours handling This is where HighLevel has developed significantly. Several Employees Can Answer Business Calls Incoming calls can be routed to team members and, depending upon the setup, answered through: Web app Mobile app Telephone SIP desk phone So your receptionist might use a physical phone, an office manager their computer and a salesperson their mobile. They’re all potentially part of the same business phone system. Working-Hours Routing HighLevel can take individual users’ working hours into account when routing inbound calls. If somebody isn’t working, HighLevel can skip them and follow alternative routing. That means: During office hours ↓ Ring the team and: Outside office hours ↓ AI receptionist This can also accommodate part-time staff, different working days and holidays. Call Transfers and Internal Phones HighLevel supports both blind and warm transfers. A blind transfer sends the caller directly to another person. A warm transfer lets you speak to the colleague first: “I’ve got Mr Smith on the line about his quote. Are you free to take it?” and then connect the customer. Calls can be transferred to colleagues using their configured web, phone or SIP devices. HighLevel also supports compatible SIP desk phones, so moving to HighLevel doesn’t mean everybody needs to sit at a computer wearing a headset. You could have: Receptionist on a desk phone Office manager using the web app Salesperson using mobile Remote worker using a laptop all working within the same overall phone environment. Call Scripts Help Your Team Handle Calls Consistently As your team grows, you don’t necessarily want every employee handling an important sales enquiry completely differently. HighLevel supports Call Scripts within its web dialler. For example, a sales script might remind the person handling the call to establish: What service are you interested in? Where are you based? When are you looking to proceed? What’s the best next step? The aim isn’t to turn your team into robots. It’s to make sure important questions don’t get forgotten. Scripts could be useful for: New enquiries Sales qualification Appointment booking Quote follow-up Renewals Customer service Then Record What Happened With Call Dispositions At the end of the call, HighLevel’s Call Dispositions provide a structured way to record the outcome. For example: Follow Up Requested Callback Appointment Requested Interested Not Interested But the really useful part is Read more…
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HighLevel Is No Longer Just a Marketing Platform: Is It Becoming a Business Operations Platform?

For a long time, if you’d asked me what HighLevel was particularly good at, my answer would have been fairly straightforward: Marketing, lead generation, sales and follow-up. It was excellent at capturing leads, nurturing them, booking appointments, managing sales opportunities and automating communication. But once somebody became a customer, many businesses would still need another system to actually deliver the work. That’s beginning to change. HighLevel is evolving rapidly beyond marketing and sales. Increasingly, we’re seeing features that allow businesses to use HighLevel to help run their day-to-day operations. One of the clearest examples of this is the rapid development of Custom Objects. HighLevel has expanded them across all plans, increased the number available per account and, importantly, integrated them much more deeply into workflows and automation. But Custom Objects are only part of the story. We’re also seeing more sophisticated operational automation, calculations, reporting, a growing App Marketplace, APIs and integrations, plus the beginnings of AI-assisted app development. Put all of those developments together and I think we’re seeing something significant. HighLevel started as a marketing platform. It developed into a sales and CRM platform. Now it’s increasingly becoming an operating hub around which an SME can run much more of its business. From Marketing Platform to Business Operations Platform HighLevel’s origins are obvious when you look at its traditional strengths. It brings together: CRM Email marketing SMS Phone WhatsApp Calendars Forms Funnels Websites Sales pipelines Reviews Social media Payments Documents and contracts Marketing automation AI That’s already an impressive collection of functionality. But historically, much of it revolved around acquiring and converting customers. The journey looked something like: Lead → Follow-up → Appointment → Opportunity → Sale But what happens after the sale? For many businesses, that’s where things get much more complicated. Imagine a home improvement company: Sale → Survey → Project → Materials → Installation → Completion → Aftercare An insurance broker: Client → Policy → Renewal → Claim → Policy Change A garage: Customer → Vehicle → Service → MOT → Repair → Next Service An estate agent: Contact → Property → Viewing → Offer → Transaction → Completion These are operational processes rather than simply marketing processes. Historically, businesses would often need another piece of software to manage them. HighLevel is increasingly building the infrastructure that could allow more of these processes to be managed within, or around, the CRM. Custom Objects Are a Big Part of This Change Most CRMs contain standard types of records. HighLevel has traditionally revolved primarily around Contacts, Companies and Opportunities. A Custom Object lets you create another type of record specific to your business. Imagine you run a garage. You don’t really want all the information about someone’s car stored against the customer’s Contact record. A customer might own several vehicles. Instead, you could create: Custom Object: Vehicle Each vehicle could then have information such as: Registration number Make Model Year VIN Mileage MOT date Last service date Next service date Warranty information The Vehicle is then associated with the customer. One customer can have multiple vehicles. That’s fundamentally different from simply adding more custom fields to a Contact. You’re beginning to build a data model of how the business actually operates. HighLevel Has Made Custom Objects Much More Accessible This is particularly relevant now because HighLevel has significantly expanded Custom Objects. They are no longer restricted to the Pro plan. HighLevel has made them available across Starter, Unlimited and Pro plans. HighLevel has also increased the maximum number of Custom Objects in an account from 3 to 10. HighLevel itself gives examples including: Properties, Policies, Loans, Patients, Vehicles and Projects. Those examples are revealing. These aren’t simply marketing records. They’re operational business records. Why Relationships Between Records Matter Take an insurance broker. You might have: Contact: John Smith John could then be associated with: Motor Policy Home Policy Business Policy Each policy exists independently and has its own: Policy number Insurer Premium Start date Renewal date Status That’s considerably cleaner than creating dozens of custom fields against John Smith’s Contact record and then wondering what happens when he buys a second policy. Custom Objects allow the CRM to start reflecting the actual relationships within the business. But Storing Operational Data Isn’t Enough This is where the recent HighLevel developments become particularly interesting. It’s one thing to store a Project inside your CRM. It’s another thing for HighLevel to understand: The project has been created. The installation date has changed. A milestone has been completed. The renewal date is approaching. The service job has changed status. And then automatically take action. That’s where HighLevel’s workflows become particularly powerful. Custom Objects can now have their own workflows. Instead of automation always being triggered because something has happened to a Contact, it can happen because something has changed with a: Project Property Vehicle Policy Service Job or whatever other Custom Object you’ve created. That’s an important shift from marketing automation towards business process automation. Imagine Running a Project Through HighLevel Let’s use a home improvement business as an example. A salesperson marks an Opportunity as Won. A workflow could automatically create a new: Project record associated with the customer. That Project might contain: Customer Property Project value Survey date Installation date Project manager Installation team Materials cost Status Completion date As the project progresses, workflows could react to changes. Project created → Create internal tasks Survey date approaching → Send customer reminder Survey completed → Update project status Installation date approaching → Notify customer Installation completed → Begin aftercare Project completed → Request review Six months later → Customer follow-up Now we’re well beyond lead nurturing. We’re using HighLevel to help deliver the service. HighLevel Can Find and Update Operational Records Automatically Another useful development is Find Object Record. A workflow can search for an existing Custom Object based upon information such as an external ID or VIN, then update, associate or branch the automation depending upon whether the record was found. Imagine another system sends HighLevel information about: Read more…
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HighLevel White-Label CRM Alternatives in the UK: Which Platform Should You Choose?

If you’re searching for GenieAI alternatives, MarketerM8 alternatives, My Instant Business alternatives, NotLuck CRM alternatives or alternatives to another all-in-one CRM platform, there is something important you should understand before making your decision. You may actually be comparing different versions of the same underlying software: HighLevel. HighLevel, also widely known as GoHighLevel, allows agencies and consultants to white-label its CRM and marketing platform. An agency can put its own name, branding and domain around HighLevel and offer it to customers as its own platform. There is nothing unusual or underhand about this. White-labelling is deliberately built into HighLevel’s business model. It does, however, make comparing CRM systems rather interesting. A business might compare two or three apparently different CRM platforms without realising that underneath the branding, they may share much of the same HighLevel technology. And that changes the question you should be asking. Rather than simply asking: “Which CRM has the best features?” you may need to ask: “Who do I want helping me implement and get the most from HighLevel?” A Note on Transparency Before going any further, I should declare an interest. MarketerM8 is my own HighLevel agency. I’ve included MarketerM8 in this guide because it is itself a white-label HighLevel platform and therefore belongs in a meaningful comparison of HighLevel providers. I’m not going to pretend MarketerM8 is proprietary CRM software that I developed from scratch. It isn’t. It’s HighLevel. What we provide around HighLevel is where MarketerM8 differs, including implementation, consultancy, training and ongoing UK-based support. I’ll come back to that later. What Is a HighLevel White-Label CRM? HighLevel is an extensive sales, marketing and customer management platform. Depending on how it is configured, it can provide: CRM and contact management Sales pipelines and opportunities Email marketing SMS marketing WhatsApp Telephone calls Online calendars and appointment booking Forms, surveys and quizzes Websites and sales funnels Marketing automation and workflows Social media management Reputation and review management Payments Courses and communities AI chat AI voice receptionists Automated lead nurturing Mobile apps HighLevel’s agency model allows another business to take this technology and provide it under its own brand. The provider can then add its own services, templates, workflows, industry knowledge, training, support and pricing. That means two businesses could technically be selling access to HighLevel while providing very different customer experiences. How I Identified These Platforms I’ve worked with CRM and marketing automation systems since the days of Infusionsoft, now Keap, and have worked extensively with HighLevel since adopting the platform. That means there are certain features and terminology that immediately make me take a closer look at a CRM. One feature proves very little. But when a platform offers a combination such as: CRM + pipelines + unified conversations + SMS + email + calendars + funnels + forms + workflows + reviews + social media + missed-call text-back + payments + courses + AI + a branded mobile app …it starts to develop a very distinctive HighLevel fingerprint. For this article I’ve also looked for stronger evidence, including providers openly mentioning HighLevel or LeadConnector, references in privacy policies and HighLevel’s own websites and awards. I’ve therefore tried to distinguish between platforms where the HighLevel connection is confirmed and those where the available evidence simply suggests that HighLevel may be the underlying technology. This is important because I don’t want to claim that a business uses HighLevel where that cannot reasonably be established. GenieAI by Entrepreneurs Circle Alternative If you’re searching for GenieAI alternatives or alternatives to GenieAI by Entrepreneurs Circle, it’s worth understanding what you’re actually comparing. I know Entrepreneurs Circle and GenieAI very well and work closely with them. I would regard them as one of the largest HighLevel agencies in the UK, and in my experience they provide an excellent service. One of GenieAI’s particular strengths is that you’re getting much more than simply access to HighLevel. Entrepreneurs Circle has built an extensive collection of pre-installed templates and marketing resources around the platform. For businesses already involved with Entrepreneurs Circle, that combination of technology, proven marketing material and the wider Entrepreneurs Circle ecosystem can be particularly valuable. I should also disclose my own relationship with Entrepreneurs Circle. I’m an Entrepreneurs Circle Certified Marketing Coach and work 1-to-1 with business owners to help them implement the Entrepreneurs Marketing System. I also co-authored The Entrepreneurs Marketing System with Entrepreneurs Circle founder Nigel Botterill. You can get a copy of The Entrepreneurs Marketing System here if you’d like to learn more about the approach. So if I’m positive about GenieAI, why include GenieAI alternatives in this guide? Because the right HighLevel provider depends on what you need. You might value GenieAI’s extensive templates and Entrepreneurs Circle ecosystem. Alternatively, you might want to use HighLevel directly, work with a different HighLevel agency, or choose a completely different CRM such as HubSpot, Keap, Pipedrive or Zoho. If you like the underlying HighLevel technology but want a different approach to implementation, pricing, support or training, comparing other HighLevel providers makes perfect sense. And that’s the purpose of this guide. Not to declare one HighLevel agency universally better than another, but to help you understand the differences between them and choose the provider that’s right for your business. MarketerM8 Alternative If you’re searching for MarketerM8 alternatives, it’s only fair that I include my own platform. MarketerM8 is a white-label HighLevel agency. We’re not hiding that fact. Our proposition isn’t that we’ve invented better CRM software than HighLevel. Our proposition is about helping businesses actually implement HighLevel properly. My approach is very much Done With You. Rather than simply giving somebody a login and leaving them with hundreds of HighLevel features to work out, or a bunch of one size fits all templates we help determine what the business actually needs, configure it and train somebody internally to become their CRM Champion. However, MarketerM8 isn’t necessarily right for everybody. If you’re technically confident and simply want the software, going directly to HighLevel may make more sense. If you want Read more…
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Keap / Infusionsoft Consultant

Selling to Serve – James Asford – GoProposal

Use Zapier to do (almost) anything inside Keap by Paul Sokol

6 Reasons You Need a CRM / Marketing Automation Champion

Outrageous Multi-Step Marketing Campaigns That Are Outrageously Successful by Bill Glazer

Webinar marketing – Two tips to increase webinar attendance

Klaviyo email marketing for ecommerce clients

Is a lost customer really lost?

Yesterday I was presenting on joint webinar with Eric from Bonjoro – Three Steps to generating more sales with Keap

How to visually map out your sales & marketing automation before buying Keap or ActiveCampaign

How automation can save time when recruiting staff

🎓 HighLevel Live Training Workshop #5 : Automation & Workflows -25th August 2026

🎓 HighLevel Live Training Workshop #6 : Database Management 8th September 2026

🎓 HighLevel Live Training Workshop #7 : Forms, Surveys & Quizzes – 15th September 2026

🎓 HighLevel Live Training Workshop #8 : Websites & Funnels – 22nd September 2026

🎓 HighLevel Live Training Workshop #9 : Social Media & Reputation Management – 29th September 2026

🎓 HighLevel Level Training Workshop #10 : Courses & Communities – 6th October 2026

🎓 HighLevel Live Training Workshop #11 : eCommerce & Ad Manager – 13th October 2026

🎓 HighLevel Live Training Workshop #12 : Advanced Marketing – 20th October 2026

🎓 HighLevel Live Training Workshop #13 : AI Employee – 3rd November 2026

🎓 HighLevel Live Training Workshop #1: HighLevel Foundations for Beginners – 10th November 2026

Book Review. Endless Customers by Marcus Sheridan

The Ask. What’s The Best Survey Funnel Software Bucket.io Alternative for Ryan Levesque’s Ask Method (HighLevel)

Book Review: Scorecard Marketing by Daniel Priestley

Book Review: The Psychology of Money by Morgan Housel

Clear, practical, and genuinely enjoyable – The Personal MBA is a book that’s earned its permanent place on my shelf

DotCom Secrets (2020 Edition Review) by Russell Brunson – A Must-Read for All HighLevel Users

Wow! Just Read: Sell Like Crazy – Sabri Suby

Have you read “The Ultimate Sales Machine” by Chet Holmes ⭐⭐⭐⭐⭐

Have you read ‘They Ask You Answer’ by Marcus Sheridan ⭐⭐⭐⭐⭐

Outrageous Multi-Step Marketing Campaigns That Are Outrageously Successful by Bill Glazer