Joe and Janette Gleason are an Keap / Infusionsoft financial services success story. With Keap / Infusionsoft they increased revenue over 100%, Doubled the number of clients (438 to 1,069) and all the while reduced marketing spend.
Joe and Janette opened a financial services firm specialising in helping clients plan for retirement. Soon, they were faced with two big problems: they were wasting a lot of time using multiple systems to manage their sales and marketing AND they were spending way too much acquiring new leads.
Keap / Infusionsoft helped fix both these problems. By having a single system to run their day-to-day financial business, they freed themselves up to focus more on their clients. And, thanks to Keap / Infusionsoft’s email marketing tools, and Janette’s marketing genius, they were able to completely book up their tax return appointments (and start a waiting list) more than doubling their business—all while reducing the amount they were spending on marketing.
Would you like to learn more about how financial services firms using Keap / Infusionsoft can increase their sales and marketing returns? Book a free Discovery call.
