Keap / Infusionsoft Professional Services clients case studies

Below you will find a number of Keap / Infusionsoft professional services clients case studies that demonstrate how Keap / Infusionsoft marketing is being successfully used by a range of professional services clients to market and grow their businesses and these include architects, accountants, auditors, engineers, doctors, lawyers and consultants.

Financial Services Keap / Infusionsoft marketing success story

Legal Practice Keap / Infusionsoft marketing success story

Dental Practice Keap / Infusionsoft marketing success story

If you would like to learn how Keap / Infusionsoft marketing could help grow your professional service company then book a free Discovery Call.

Laban Roomes – 24k Gold Customisation

I have no hesitation in recommending Julian for his Keap / Infusionsoft and marketing coach expertise.…

My team and myself have worked with Julian since 2013 and have found his marketing advice and implementation to be invaluable. He has a wealth of marketing experience and is constantly working to learn and stay on top of his game. During one of our coaching sessions, he urged me to read the book "Launch" by Jeff Walker. Then during our next email marketing campaign, we implemented the concepts from the book, as a result, we generated an additional £200,000 in sales. An that was not all, weeks later we received a "launch echo" as a result of the campaign and sold a master franchise for £40,000.

I have no hesitation in recommending Julian for his Infusionsoft and marketing coach expertise.

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Laban Roomes - Goldgenie.com

John saves $900/mo by moving to HighLevel

John Mayfield explains how he came to move, with Julians’ help to HighLevel for his all in one CRM and marketing automation system. And in the process saved himself $900/month. Transcript Hi, I’m John Mayfield with Global Real Estate School, and I want to just say I appreciate Julian so much. He’s been a tremendous help for me. We’ve been friends now for a couple of years. And I remember listening to a Dan Kennedy audiobook about how good are you really taking care of your clients and your database, in other words, how often are you corresponding with them and staying in touch with them. And I remember my wife was with me in the car and she said, are we doing that? And I said, I need to do a better job. And she said, gosh, we really need to get our database up to date and stay in touch with those people. And that’s when I found Julian. I did some research. He had some great reviews, set up a call with him, which by the way, he visited with me for like 30 minutes and didn’t even charge me anything. But I hired Julian then. He has been such a tremendous help and was up and rolling with all of my different bootstrapped programs that I used. And it was last year that Julian said, you really need to take a look at this new program I’m using. And I said, Julian, I just don’t have time to update my database and go through all of that. And about August, I decided, OK, it’s time to make the switch. And I began full time with GoHighLevel. And a couple of things that I want you to know, number one, it probably saved close to 900 US dollars a month. I was paying for my educational platform, Customer Hub. Great program, but it was 100 bucks a month. I was paying for Leadpages. Great program, loved it, but it was over $100 a month. Calendly, I was paying for, again, a great program. But I had all of these tools and things that were in different locations and they all added up to a fee. And then my CRM I was using kept raising my fee because of the number of clients I had. And so, lo and behold, I literally saved $900 a month by switching to GoHighLevel. But here’s the really great part of all of this. I didn’t want to do it because I knew it would be a lot of work, but the process of me updating my emails, really going through my database was so crucial and so helpful for me. So I just have to say, thank you, Julian. This is a great program. He’s a great support person and a great person to lead you in the right direction. And this has been one of the best decisions I’ve ever made. Plus, everything’s in one program. So I got rid of all my subscriptions. I log into GoHighLevel. I do all of my work there, not having to go out to five, six, seven, eight different websites to do little pieces of work, tie it all together. I am all in on GoHighLevel and Julian Mills. Sorry for the lengthy video, but there’s just so much story and other things I could tell you about Julian and GoHighLevel, but it’s a great program. It will save you money and it will save you time having everything right there.
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HighLevel AI Voice Agent: Revolutionise Customer Interactions

HighLevel’s AI Voice Agent is a game-changing solution designed to handle inbound calls, engage customers in natural, conversational dialogues, and perform tasks aligned with your specific business objectives. The Voice AI Agent will be your personal office employee, answering calls, fielding leads, and collecting customer information for further follow-up! Powered by advanced speech recognition and natural language processing, this innovative tool ensures your customers receive seamless, personalized service around the clock. Key Features of the AI Voice Agent Natural Conversations: The AI Voice Agent intuitively understands and responds to customer queries, creating a fluid, conversational experience. Advanced Speech Recognition: It transcribes and interprets spoken words with precision, ensuring clear communication. Seamless Integration: Easily connects to your CRM and other business tools to streamline operations. Customizable Responses: Tailor the AI agent’s tone and messaging to align with your brand identity. 24/7 Availability: Provides uninterrupted support, enhancing customer satisfaction and trust. How the AI Agent Handles Calls Inbound Calls: During business hours, calls to the designated number are automatically answered by the AI agent. After hours, calls follow your customized settings, such as redirecting to voicemail or forwarding to another number. Call Actions: Update Contact Records: Automatically saves collected details to customer profiles. Trigger Workflows: Activates predefined workflows to ensure efficient follow-up actions. End Calls Gracefully: Politely concludes calls when appropriate. Call Transfers: Transfers to a human agent when necessary for seamless customer service. Send SMS: Sends relevant follow-up messages or important information via text. Frequently Asked Questions 1. Can I use my existing HighLevel phone numbers with the AI Voice Agent? Yes, you can assign any available phone number in your account, provided it’s not already configured for specialized functions like IVR. 2. Can the AI Voice Agent collect customer information and create contact records? Absolutely. The agent can collect data such as name, email, and address, automatically updating or creating contact profiles. 3. Can the AI Voice Agent schedule appointments during calls? While the agent gathers information and triggers workflows, direct appointment scheduling requires integration with your calendar system through workflows. 4. Is it possible to have multiple AI Voice Agents and phone numbers? Yes! You can create multiple agents with unique configurations and phone numbers to support different departments or services. 5. How do I update the AI Voice Agent’s knowledge base? You can train the AI agent on new information by updating the “Agent Goals” section with revised prompts or business details. 6. Can the AI Voice Agent handle call routing and transfers? Yes, the agent can transfer calls to human agents based on specific conditions you configure. 7. Is re-billing available for agencies reselling the AI Voice Agent? Yes, re-billing options are available. Contact our support team for guidance on setting this up. 8. Does the AI Voice Agent work with my own Twilio account? Currently, the AI Voice Agent’s voice capabilities are exclusive to the LC Phone System and do not function with direct Twilio integrations. Unlock the Power of AI for Your Business By integrating HighLevel’s AI Voice Agent, you can revolutionize how your business interacts with customers—enhancing service quality, streamlining operations, and ensuring consistency in every interaction. Take the next step toward improving your customer experience! Book a discovery call with Julian today to see how this powerful tool can transform your business. Click here to schedule a Discovery Call.
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How to Use Custom Objects in HighLevel : Transforming CRM and Marketing Automation

HighLevel’s introduction of Custom Objects in Workflow Automation is a revolutionary leap forward for businesses seeking personalized, efficient, and scalable CRM and marketing solutions. This powerful feature opens up endless possibilities for tailoring customer interactions, automating repetitive tasks, and managing complex data structures—all while enhancing the overall client experience. What Are Custom Objects in HighLevel? Custom Objects allow businesses to create unique data records beyond the standard contact, company, or opportunity fields. These objects can represent anything—from pets at a veterinary practice to properties for a real estate agency. They are fully customizable and can be linked to existing contacts or other objects, forming a relational database within HighLevel. This flexibility means businesses can structure their data in a way that mirrors their specific needs, enabling more precise workflows and tailored communication. Why Custom Objects Are a Game-Changer Data Personalization Custom Objects enable you to track data unique to your business. Whether it’s tracking client vehicles in an automotive shop, student progress in an educational setting, or product warranties in retail, Custom Objects ensure that every detail is organized and accessible. Workflow Integration Custom Objects seamlessly integrate with HighLevel’s Workflow Builder, allowing you to automate processes tied to these records. Trigger actions, send messages, or update records automatically based on specific criteria. Enhanced Customer Experience By automating personalized communications—such as appointment reminders, follow-up messages, or milestone celebrations—businesses can deliver a superior customer experience that drives loyalty and satisfaction. Scalability For growing businesses, managing large amounts of data can quickly become overwhelming. Custom Objects provide a scalable way to keep data organized and workflows efficient as your client base expands. Examples of HighLevel Custom Objects in Action Veterinary Clinics: Manage pets as custom objects linked to their owners. Automate vaccination reminders, send birthday greetings, or follow up after appointments. Real Estate Agencies: Use properties as custom objects tied to clients. Automate notifications for new listings or schedule reminders for contract deadlines. Fitness Studios: Track memberships, workout plans, or fitness goals as custom objects. Automate milestone celebrations or membership renewal reminders. Healthcare Providers: Use patient records and treatment plans as custom objects to automate appointment scheduling and follow-ups. How to Set Up Custom Objects in Workflows Define Your Objects Identify the unique data points you need to track. For example, if you’re a property manager, you might set up custom objects for properties and maintenance requests. Create Relationships Link your custom objects to relevant contacts or other objects. For instance, connect a “Pet” object to its corresponding owner in a veterinary practice. Build Workflows Use the Workflow Builder to create automated processes based on your custom objects. For example, trigger an email when a custom object field (e.g., warranty expiration date) reaches a specific value. Test and Optimize Run test workflows to ensure they function as expected. Make adjustments as needed to refine the automation. Unlock the Full Potential of HighLevel HighLevel’s Custom Objects Workflow Automation is more than a new feature—it’s a tool for businesses to reimagine their CRM and marketing strategies. From simplifying administrative tasks to delivering hyper-personalized customer experiences, the possibilities are endless. Learn more about HighLevel features at MarketerM8 – a HighLevel agency Ready to explore how Custom Objects can transform your business? Book a discovery call with Julian to dive into the future of CRM and marketing automation.
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What Would Steven Bartlett Think of HighLevel (CRM & Marketing Automation Software)?

Disclaimer: This article is not affiliated with or endorsed by Steven Bartlett. It is a commentary piece that draws inspiration from publicly shared insights and interviews. All views are speculative and intended to explore how Steven’s business philosophies align with tools like HighLevel CRM. Steven Bartlett, entrepreneur, investor, and host of The Diary of a CEO, is known for his sharp insights into business, marketing, and the future of entrepreneurship. Though he’s not officially connected to HighLevel CRM, his views on building scalable, customer-centric businesses align remarkably well with what HighLevel empowers entrepreneurs and marketers to achieve. So, if Steven Bartlett were to adopt a CRM platform to scale a modern marketing agency or digital-first business—what would he think of HighLevel? Obsession with Efficiency and Scale Steven often talks about how the smartest entrepreneurs don’t just work harder—they build better systems. Whether it’s his take on delegation or investing in software that multiplies output, he’s all about reducing friction in business processes. HighLevel CRM does exactly that. It’s not just a customer relationship manager—it’s an all-in-one platform that brings together email marketing, social media, SMS, sales funnels, landing pages, reputation management, automations, and more. If your team is juggling five or six different tools, Steven would probably ask: “Why haven’t you simplified yet?” Data-Driven Decision Making Bartlett frequently highlights the importance of data and feedback loops—knowing your numbers and iterating quickly based on what the data tells you. HighLevel supports this mindset with real-time analytics, tracking across campaigns, and reporting dashboards that show what’s converting and what’s not. You don’t have to guess—you can know. Building Personalised Customer Experiences at Scale Steven has spoken about the importance of human connection in marketing—how brands that feel personal, responsive, and human win. But to do that at scale, you need automation that doesn’t feel robotic. That’s where HighLevel shines. It enables agencies and service providers to deliver timely, relevant messaging via smart automations—without losing the personal touch. Think of it as the digital infrastructure that helps you build real relationships, even with thousands of leads. Entrepreneurial Agility One of Steven’s most consistent messages is that founders and marketers should stay agile—ready to pivot, test, and try new ideas. HighLevel, with its white-labelling capabilities and built-in tools for launching courses, memberships, and even SaaS offerings, gives you the tools to quickly spin up new revenue streams or adapt to changing market needs. Final Thoughts Steven Bartlett may not officially endorse HighLevel—but if you’ve been inspired by his take on modern business building, it’s worth taking a closer look. HighLevel gives solo operators and marketing teams the firepower to scale without breaking the bank—or burning out. Inspired to streamline your marketing systems like a modern-day CEO? Book a discovery call with Julian to explore how HighLevel could transform your business. Disclaimer: This article is not affiliated with or endorsed by Steven Bartlett or GoHighLevel. The views expressed are solely those of the author and are based on publicly available information and personal interpretation. All product mentions and comparisons are made for illustrative and educational purposes only.
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What Would Steven Bartlett Think of HighLevel CRM (CRM & Marketing Automation Software)?

Disclaimer: This article is not affiliated with or endorsed by Steven Bartlett. It is a commentary piece that draws inspiration from publicly shared insights and interviews. All views are speculative and intended to explore how Steven’s business philosophies align with tools like HighLevel CRM. Steven Bartlett, entrepreneur, investor, and host of The Diary of a CEO, is known for his sharp insights into business, marketing, and the future of entrepreneurship. Though he’s not officially connected to HighLevel software, his views on building scalable, customer-centric businesses align remarkably well with what HighLevel empowers entrepreneurs and marketers to achieve. So, if Steven Bartlett were to adopt a CRM platform to scale a modern marketing agency or digital-first business—what would he think of HighLevel? Obsession with Efficiency and Scale Steven often talks about how the smartest entrepreneurs don’t just work harder—they build better systems. Whether it’s his take on delegation or investing in software that multiplies output, he’s all about reducing friction in business processes. HighLevel CRM does exactly that. It’s not just a customer relationship manager—it’s an all-in-one platform that brings together email marketing, social media, communities, ad management (Facebook & Google), SMS, WhatsApp, sales funnels, landing pages, online courses, reputation management, automations, and more. If your team is juggling five or six different tools, Steven would probably ask: “Why haven’t you simplified yet?” The Shopify Example—and Why Integration Matters Steven has openly promoted Shopify as a platform that helped launch The Diary of a CEO Conversation Cards with impressive speed. In just a few minutes, they were able to set up an online store and start taking orders—a great example of what modern, agile businesses can do with the right tools. But setting up the shop is only half the equation. What happens after someone buys? That’s where HighLevel shines. Its integration with Shopify means that business owners can build an end-to-end sales and marketing system: automate follow-ups, collect reviews, run loyalty programs, and nurture customers into long-term fans—all from one platform. And communication? It doesn’t stop at email. HighLevel gives you native tools to follow up via SMS and WhatsApp, so you can connect with your customers where they actually are, in real time. It’s everything Steven advocates for—speed, relevance, and meaningful interaction. Data-Driven Decision Making Bartlett frequently highlights the importance of data and feedback loops—knowing your numbers and iterating quickly based on what the data tells you. HighLevel supports this mindset with real-time analytics, tracking across campaigns, and reporting dashboards that show what’s converting and what’s not. You don’t have to guess—you can know. Building Personalised Customer Experiences at Scale Steven has spoken about the importance of human connection in marketing—how brands that feel personal, responsive, and human win. But to do that at scale, you need automation that doesn’t feel robotic. That’s where HighLevel excels. It enables agencies and service providers to deliver timely, relevant messaging via smart automations—without losing the personal touch. Think of it as the digital infrastructure that helps you build real relationships, even with thousands of leads. Entrepreneurial Agility—and Content Creation One of Steven’s most consistent messages is that founders and marketers should stay agile—ready to pivot, test, and try new ideas. HighLevel, with its white-labelling capabilities and built-in tools for launching courses, memberships, and even SaaS offerings, gives you the tools to quickly spin up new revenue streams or adapt to changing market needs. And let’s not forget content. Steven has built his entire brand through consistent, high-impact content on platforms like Instagram, LinkedIn, and YouTube. HighLevel’s built-in social media scheduler helps entrepreneurs do the same—batch and schedule posts across multiple platforms from one place, so showing up online becomes a system, not a stress. Even better? AI-powered content tools built right into HighLevel allow team members to brainstorm, draft, and refine posts without needing a separate copywriter. From creating captions and email subject lines to generating blog ideas and social post variations, HighLevel’s built-in AI acts like your in-house creative assistant—supercharging productivity without compromising creativity. Final Thoughts Steven Bartlett may not officially endorse HighLevel—but if you’ve been inspired by his take on modern business building, it’s worth taking a closer look. HighLevel CRM gives solo operators and agency teams the firepower to scale without breaking the bank—or burning out. Inspired to streamline your marketing systems like a modern-day CEO? Book a discovery call with Julian to explore how HighLevel could transform your business. Disclaimer: This article is not affiliated with or endorsed by Steven Bartlett or GoHighLevel. The views expressed are solely those of the author and are based on publicly available information and personal interpretation. All product mentions and comparisons are made for illustrative and educational purposes only.
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A Handy ChatGPT Trick: Resize and Crop Your Images with AI

Sometimes you just need a quick image resize — maybe for a profile picture, a website thumbnail, or a social media post — but you don’t want to mess around with clunky design software or lose quality by stretching things out of proportion. That’s where ChatGPT comes in with a surprisingly helpful trick. Did you know ChatGPT can intelligently resize and crop your images? I recently discovered that ChatGPT can resize an image to an exact size (like 300×300 pixels) and keep the important part in focus — like your face — without stretching or distorting the photo. I tested it with a headshot I had of me and Nigel Botterill. I just uploaded the image and gave ChatGPT a simple instruction: “Resize this image to 300×300 pixels. Don’t stretch it — crop it intelligently to keep the aspect ratio. Focus on the area around my face.” Here’s the original image: And here’s the smartly cropped version with my face centered in a perfect square format: It took just a few seconds, and it was spot on — no Photoshop needed. How to Do It Yourself Want to try it? Here’s the prompt template I used: Resize this image to 300×300 pixels. Don’t stretch it — crop it intelligently to keep the aspect ratio. Focus on the area around my face (or whatever subject you want to highlight). Then just upload your photo, and ChatGPT will take care of the rest. You can change the dimensions to anything you like (e.g., 600×400, 150×150, etc.). Sometimes the initial result may not exactly meet your requirements, in that case just feedback to ChatGPT and have it rework the image. Bonus Tip: Save a Prompt Template If you know you’ll want to do this kind of thing regularly, you can even ask ChatGPT to remember your favorite resizing prompt — like I did. Now it’s super fast to reuse. Final Thoughts This is one of those surprisingly practical AI tricks that saves time and avoids fiddling with image editors. Whether you’re prepping for a presentation, updating your profile pic, or just want a quick image crop — it’s a great tool to have up your sleeve. Give it a try, and thank me later
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Keap / Infusionsoft Professional Services clients case studies

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

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

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