Keap / Infusionsoft Consultant

Best CRM for consultants and coaches – Keap for Consultants

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keap for consultants coaches

Are you looking for the best CRM for consultants and coaches? I have been building out a CRM and automated marketing and sales system for consultants and coaches based on Keap Pro (fka Infusionsoft)- the leading marketing and sales system for small businesses. I am now looking for the next cohort of accountancy firms to join my Beta testing program. When you participate in the Beta test the...
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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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webinar marketing

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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Keap / Infusionsoft Support – USA, Canada & South America

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Are you based in the USA or South America 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. (Read About Julian). I have over 25 years of real-life, "in the trenches" marketing experience with small business owners and my marketing ...
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Successful Trade Show Follow Up Marketing – only 32% of exhibitors can effectively follow up & report on conversions

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trade show follow up

According to Exhibitor Online less than 70% of trade show exhibitors have a formalised marketing system to follow up with trade show leads and only 32% have a system that can track and report on conversions of those leads. After each trade show do you have a stack of cards like this to follow up with? And hand on heart how many times will you try to follow up with these leads? Most companies...
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Klaviyo email marketing for ecommerce clients

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klaviyo email marketing

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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How to create an offline affiliate (referral) Program with Keap/ Infusionsoft and track offline sales and reward partners

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Use the Keap / Infusionsoft referral module to track and pay commission on off-line sales to affiliate/referral partners. Keap / Infusionsoft has a pretty powerful affiliate (referral partner) module built right into the commerce functionality. Now, this is great. But what if you are selling products offline - can you still track leads and reward partners with a commission? Say you are a...
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Is a lost customer really lost?

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lost customer campaign

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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Automate Zoom Webinars with Keap / Infusionsoft using Funnel Bots

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funnel bots

How to automate Zoom Webinars with Keap / Infusionsoft using a Funnel Bots account. (Please note this is for Zoom Webinars not the more common Zoom video calls, to automate those check out this post) So for Zoom Webinars using the FunnelBot - "Zoom Register Bot" it is possible to: 1 Register people for the Zoom webinar using a standard Keap / Infusionsoft web form. 2 Send anyon...
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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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Julian launches a new tool to get Google Reviews – ReviewBoost-Pro

Julian has just launched a new tool to make it easy for businesses to ask for and capture Google reviews. It is called ReviewBoost-Pro. It all starts with a 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. For more information please visit ReviewBoost-Pro.com
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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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10 ways (as of July ’24) that HighLevel AI can elevate your marketing creativity and effectiveness

The integration of AI in CRM and marketing automation platforms has revolutionised how businesses operate, making tasks more efficient and creative. HighLevel, with its built-in AI features, is a prime example of how artificial intelligence can enhance marketing efforts. Here are ten ways HighLevel’s AI can help you become a better marketer: 1. Crafting Email Copy HighLevel’s “Content AI” feature streamlines the process of writing email copy. You can draft compelling and engaging emails directly within the platform, eliminating the need to switch between different tools or copy and paste text from outside sources. This seamless integration saves time and ensures consistency in your messaging. 2. Writing for Websites, Landing Pages, and Sales Funnels Creating persuasive copy for websites, landing pages, and sales funnels is crucial for conversions. With HighLevel, you can write and edit your copy directly on the page, using AI to suggest improvements and optimize your content for better engagement. 3. Social Media Content Creation The social media scheduler in HighLevel is equipped with AI to help you craft effective social media posts. Whether you’re promoting a new product or sharing industry insights, the AI can generate relevant and engaging content that resonates with your audience. 4. Image Creation Visual content is key to capturing attention. HighLevel’s AI can assist in creating images for your emails, web pages, and beyond. This feature allows you to produce professional-looking visuals without needing advanced design skills, making it easier to maintain a cohesive brand image. 5. Responding to Reviews Managing customer feedback is essential for maintaining a positive reputation. HighLevel’s AI can draft responses to reviews on platforms like Google and Facebook, or even automate the response process. This not only saves time but ensures that responses are consistent and on-brand. 6. Handling Social Media Comments Engagement on social media is crucial for building relationships with your audience. HighLevel’s Workflow automation triggers enable you to respond to comments on social media posts efficiently. The AI can suggest responses or handle them automatically, ensuring timely and appropriate interactions. 7. AI-Assisted Live Chat Offering live chat support on your website is an excellent way to engage visitors and answer their questions in real-time. HighLevel’s AI can assist with live chat, providing answers to common queries and helping guide visitors towards making a purchase or booking a service. 8. Automated Appointment Booking HighLevel’s appointment booking bot can schedule calls and meetings directly into your calendar via text, Facebook Messenger, and live chat, without the need for a traditional booking form. This streamlined process reduces friction and improves the user experience. 9. AI-Assisted Customer Service Providing consistent and accurate customer service is crucial for customer satisfaction. HighLevel’s AI can assist the customer service team in formulating responses, ensuring that all customer interactions are handled professionally and consistently. This makes the job of your customer service team quicker, easier and more standardised. 10. Researching B2B Prospects For B2B sales, having detailed information about potential clients is vital. Using a HighLevel Workflow and AI we can research prospects using their web addresses, providing your sales team with a comprehensive summary of each lead and their business before reaching out. This preparation can save the sales team time by cutting out the need for manual research and so significantly improve the effectiveness of your sales efforts. Conclusion HighLevel’s AI capabilities offer a wide range of tools that can significantly enhance your marketing efforts. By automating routine tasks and providing intelligent insights, you can focus more on strategy and creativity, leading to better outcomes for your business. Whether you’re crafting copy, engaging with customers, or scheduling appointments, HighLevel’s AI is a powerful ally in your marketing toolkit. MarketerM8 is powered by HighLevel. If you are interested you can book a live MarketerM8 demo here.
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