Keap / Infusionsoft Consultant

Course and event management with Corsizio integrated with Keap / Infusionsoft

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I have recently been working with a client to streamline and automate the management of their online and offline courses and events using Corsizio integrated with Infusionsoft / Keap. Corsizio is a simple event and course management system for online and offline events. Corsizio is free for upto 50 registations per month. It integrates with Stripe to collect payments (there is a $1 charge pe...
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Want to automate your event management? Event Expresso integrated with Keap / Infusionsoft could be the answer

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I have recently been working with a client to streamline and automate the management of their online and offline courses and events using Event Expresso integrated with Infusionsoft / Keap. I have found Event Expresso to be an excellent WordPress Plugin with which to manage events. Use cases include event planners, bloggers (webinars), creators of courses, companies, and business owners. Basica...
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You can cut off my electricity – But not my Infusionsoft! – Nigel Botterill

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Nigel Botterill is a huge fan of Keap / Infusionsoft. This is what he had to say during the Entrepreneurs Circle Convention - Getting & Keeping Customers 2022 at the NCC in Birmingham. Video used with permission of Entrepreneurs Circle.
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Create a free trial membership and only bill the credit card after the trial

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Have you ever wondered how to take an order for a membership program and only charge the credit card on file AFTER the free trial has completed? By delaying the initial charge of a recurring billing program, you can lower the purchase threshold by providing a "try before you buy" option during a free trial. Although a credit card must be entered during the purchase, the customer is not immediat...
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Just been integrating Shopify and Keap / Infusionsoft with Connect My Sales

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I have just been working with a client to integrate Shopify and Keap / Infusionsoft. On asking the Keap Certified Partner community I was directed to an integration called "Connect My Sales". The client added the app from the Shopify App Store and he was all set - it just works. From the moment the app was installed on the store then all the customer and order data was pushed into Keap wh...
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I have just been integrating ScoreApp with Keap / Infusionsoft for a client

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I have been working on a ScoreApp and Keap / Infusionsoft integration for a client. ScoreApp is gaining popularity with marketers who are looking to proactively engage with potential customers. During the 2022 Keap Partner conference Ryan Deiss from DigitalMarketer (and Keap / Infusionsoft user himself) was explaining how he uses ScoreApp in his business to move leads down the sales pipeline. A...
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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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Intergrate your LinkedIn Lead Gen Form and advertising into your Keap / Infusionsoft marketing automation

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Since LinkedIn was taken over by Microsoft, so the advertising options on the platform have got more sophisticated. One of these improvements is the ability to have LinkedIn Lead Gen Forms. Traditional landing pages take people away from the LinkedIn platform and introduce another hurdle where we can lose our prospects. But LinkedIn Lead Gen Forms provide a frictionless way to capture leads ...
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Keap / Infusionsoft Support in Australia

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Are you based in Australia and interested in support for your Keap / Infusionsoft automated marketing campaigns? Since 2009 I have helped hundreds of business owners with systemizing and automating their marketing with Keap / Infusionsoft. (See About Julian) I have over 25 years of real-life, "in the trenches" marketing experience with small business owners and my marketing campaigns have ge...
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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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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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Keap / Infusionsoft Consultant

Course and event management with Corsizio integrated with Keap / Infusionsoft

Want to automate your event management? Event Expresso integrated with Keap / Infusionsoft could be the answer

You can cut off my electricity – But not my Infusionsoft! – Nigel Botterill

Create a free trial membership and only bill the credit card after the trial

Just been integrating Shopify and Keap / Infusionsoft with Connect My Sales

I have just been integrating ScoreApp with Keap / Infusionsoft for a client

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

Intergrate your LinkedIn Lead Gen Form and advertising into your Keap / Infusionsoft marketing automation

Keap / Infusionsoft Support in Australia

6 Reasons You Need a CRM / Marketing Automation Champion

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!