Keap / Infusionsoft Consultant

KEAP NEWS – Keap Ultimate – what is the product?

Posted on by

8 NOV 2023 Keap have announced that the product called "Keap Max Classic" (formerly Infusionsoft) will now be called "Keap Ultimate." Why the change? 1. This confirms the company's commitment to the product. Mentioning "Classic" in the name has connotations that the product is "on the way out". 2. Visual changes When you log in the product has a more modern layout and this is aligned w...
Read More

Selling to Serve – James Asford – GoProposal

Posted on by

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. ...
Read More

Free Keap Training: Max Classic Starter Kit

Posted on by

I'm convinced that Keap's business-building software tools and ongoing strategic support are the secret to success. Building a solid foundation in these areas is essential from the start of your Keap adventure, which is why Keap Academy have created The Max Classic Starter Kit. This extensive course is chock-full of insightful tips, practical tactics, and in-depth training sessions. ...
Read More

Keap News – 10th May 2023 – Keap Earns TrustRadius Top Rated CRM Software Recognition for 2023

Posted on by

Today Keap announced it has been recognized by TrustRadius as a Top Rated CRM Software for 2023. This recognition is based on the unbiased feedback and reviews of verified TrustRadius users, who have praised Keap for its ease of use, affordability and powerful features. Read the full article here Yahoo! Finance
Read More

Integrate Jotform with Keap / Infusionsoft using Zapier to streamline your lead generation

Posted on by

For a publishing client, I have just completed integrating Jotform with Keap / Infusionsoft using Zapier. Now, a new contact is immediately created in Keap / Infusionsoft whenever a lead completes a form on JotForm. And as soon as new the contact is created then the automated marketing campaigns kick in. The client has saved time and money because of this integration, which has also increase...
Read More

What to look for when selecting a Keap Certified Partner to help automate your marketing and sales processes

Posted on by

A good Keap Certified Partner for automating your marketing and sales should possess the following qualities: Expertise in Marketing Automation: The partner should have a solid understanding of marketing automation and how it can help businesses to streamline their marketing and sales efforts. They should have experience in working with various marketing automation tools and be fami...
Read More

No-Code Marketing Automation tool for marketers – Keap / Infusionsoft

Posted on by

Keap / Infusionsoft no code marketing sales automation

Keap / Infusionsoft is a No-code marketing automation tool that is designed to help small businesses automate their marketing and sales processes. It offers a range of tools and features that enable businesses to manage customer relationships, automate marketing campaigns, and streamline their sales process. One of the key features of Keap / Infusionsoft is its visual campaign builder, which al...
Read More

Buy Keap Pro or Keap Max (Infusionsoft). Ireland Clients

Are thinking about or ready to buy Keap / Infusionsoft and automate your marketing. If you are based in Ireland then you will qualify for a special Ireland pricing from Keap, the Ireland Keap / Infusionsoft pricing is laid out below. Are you looking for assistance in deciding if Keap / Infusionsoft is right for your business? Not sure what type of training and support you require? Book a free, ...
Read More

Next Keap / Infusionsoft Leeds training visit

Posted on by

Hi It's always exciting to get out and about and work with clients face to face. This week I will be crossing the Pennines to Yorkshire to work with a Leeds Keap / Infusionsoft client who provides photographic services. If you are in the Leeds area and would like to meet up at some point to talk about Keap / Infusionsoft marketing automation for your business then please drop me a line. If y...
Read More

Next Keap / Infusionsoft Colchester, Essex training visit

Posted on by

I will be working onsite with an Keap / Infusionsoft client week in Colchester. If you are in the Colchester area and would like to meet up at some point to talk about Keap / Infusionsoft marketing automation for your business then please drop me a line. If you are reading this post at a later date and would like to speak about Keap / Infusionsoft then feel free to get in touch as I am keen to ...
Read More

DEA officer stops at a ranch in Texas and talks with an old rancher.

A Drug Enforcement Administration (DEA) officer stops at a ranch in Texas and talks with an old rancher. He tells the rancher, “I need to inspect your ranch for illegally grown dr*gs.” The rancher says, “Okay, but do not go in that field over there,” as he points out the location. The DEA officer verbally explodes saying, “Mister, I have the authority of the Federal Government with me.” Reaching into his rear pants pocket, he removes his badge and proudly displays it to the rancher. “See this badge? This badge means I am allowed to go wherever I wish… On any land. No questions asked or answer given. Have I made myself clear? Do you understand? ” The rancher nods politely, apologizes, and goes about his chores. A short time later, the old rancher hears loud screams and sees the DEA officer running for his life chased by the rancher’s big Santa Gertrudis Bull… With every step, the bull is gaining ground on the officer, and it seems likely that he’ll get gored before he reaches safety. The officer is clearly terrified. The rancher throws down his tools, runs to the fence, and yells at the top of his lungs… “Your badge… Show him your badge!” Of course, nothing to do with marketing, but made me laugh. And you have to have a bit of fun in the working day – Julian
Read more...
“Waiting List” and “Baby Boomer Businesses” concepts from Daniel Priestley on the Steven Bartlett podcast

I was watching the Daniel Priestley interview on the Steven Bartlett podcast “Diary of a CEO”. It’s a fantastic interview full of nuggets from Daniel, you should definitely take a look. Click Here to watch it on Youtube The two big takeaways for me. The Waiting List Concept. Check out from minute 7 of the recording. Although not a new idea it is very powerful. I advised a client in the past to do this who sold live courses. I said when there was no live course available to buy then put up a waiting list. On the next course sale they did £500K in sales – just from the hot waiting list. Tools like Marketer-M8 (HighLevel) are perfect this for this job. And I have even created a Waiting List snapshot I can give to Marketer-M8 users. Baby Boomer Businesses. Check out the recording at 1hr 38 minutes with Daniel and Steven. Here Daniel explains that the big opportunity is not in building a sexy online “unicorn” business from scratch (luck + very hard work). But to acquire Baby Boomer Businesses that have run out of steam as the owner approaches retirement and the business is in need of revitalisation. Not the most sexy businesses, eg lift maintenance. But with the right deal they can be purchased for very little money upfront (like a management buy out) and flipped into valuable concerns. Daniel gives an example of one company using paper orders on spikes to manage the business processes. And this is what gets me excited, as tools like Marketer-M8 (HighLevel) are the perfect solution to automating business and marketing processes in these smaller companies. If any of the above has resonated with you I would be happy to have a chat, just schedule a call. Click here.
Read more...
Northern and Southern Ireland HighLevel training and implementation visit next week

Next week I will be in Ireland with a number of clients on both sides of the border, where I will be training and implementing HighLevel marketing automation. I will be working with clients who are completely new to HighLevel and we are setting up marketing automation for the first time. And I will be working with clients who want to become more advanced HighLevel marketers. If you are located in Ireland and thinking about HighLevel then this may be the perfect time to meet up. I will be starting off in Dublin on the Sunday then I will be traveling up to Belfast. If you are interested in speaking further regarding HighLevel then please schedule a Discovery call. Julian
Read more...

Neat marketing idea – A creative door drop/insert I received today

I received this flyer through the door today from the local conservative councillor in the run up to the May local elections. I thought this was rather creative – it got my attention. It looks like one of those cards that the courier leaves when he was unable to deliver a package – who is going to ignore that? this is sure to get picked up and get attention. If door drops are part of your marketing arsenal then may be you should test one that looks like a “we tried to deliver” card. Link to download full design.
Read more...
DEA officer stops at a ranch in Texas and talks with an old rancher.

A Drug Enforcement Administration (DEA) officer stops at a ranch in Texas and talks with an old rancher. He tells the rancher, “I need to inspect your ranch for illegally grown dr*gs.” The rancher says, “Okay, but do not go in that field over there,” as he points out the location. The DEA officer verbally explodes saying, “Mister, I have the authority of the Federal Government with me.” Reaching into his rear pants pocket, he removes his badge and proudly displays it to the rancher. “See this badge? This badge means I am allowed to go wherever I wish… On any land. No questions asked or answer given. Have I made myself clear? Do you understand? ” The rancher nods politely, apologizes, and goes about his chores. A short time later, the old rancher hears loud screams and sees the DEA officer running for his life chased by the rancher’s big Santa Gertrudis Bull… With every step, the bull is gaining ground on the officer, and it seems likely that he’ll get gored before he reaches safety. The officer is clearly terrified. The rancher throws down his tools, runs to the fence, and yells at the top of his lungs… “Your badge… Show him your badge!” Of course, nothing to do with marketing, but made me laugh. And you have to have a bit of fun in the working day – Julian
Read more...
Top Tips On How To Send Cold Emails With HighLevel

Cold emailing can be an effective tool for generating leads and boosting revenue. However, many Email Service Providers (ESPs) make this very difficult. But features within HighLevel enable us to upload cold email lists and email them. But even so this has to be done carefully. Guide to Sending Cold Emails With HighLevel Understanding Cold Email Cold emailing involves reaching out to potential prospects with whom you’ve had no previous contact. It aims to establish relationships that could convert into sales. For instance, an accountancy practice may use cold emailing to attract new clients and so increase sales. Reasons Email Accounts Get Blocked The idea that sending cold emails will block your account is a myth. Accounts get blocked when the sender breaks the rules. Common Reasons for Email Blocks Include: No SPF, DKIM, and DMARC records Excessive spam complaints Excessive email bounces (non-deliverable email addresses) Sending too may emails per day Using spammy words in copy Shared sending domain provided by email sending service. (one bad sender damages the reputation of everyone else) Best Practices for Sending Cold Emails with HighLevel Set up Your Sending Domain: In the Email Services in the HighLevel account settings be sure to set up the Sending Domain. If you do not want to use your main website domain then purchase a new domain that looks similar. If using your main website address be sure to set the email sending domain on a sub domain – to ensure you do not “break” your regular email service. Then in Company settings, set up the Branded Domain with a sub domain. This ensures any links that go out in emails are the same domain – so everything matches. And if you can match the From email address in the email to to the sending domain then all the better. Warm Up Your Email Account: Gradually increase your email volume to avoid being flagged as spam. Start with 50 per day and work your way gradually to larger volumes Craft a Targeted Prospect List: Clean your list before sending. Remove generic emails eg sales@. info@ etc Verify Email Addresses: Switch on Email Verification in your HighLevel account – this will check the email is valid before attempting to send the email. So reducing the bounce rate. A key indicator for the spam filters. Personalize Your Messages: Address recipients by name and include relevant details. So the email looks less spammy and recipients are more likely to engage Look to create engagement: Spam filters measure the engagement generated with your emails. If you get low engagement, then you are more likely to get your emails filtered into spam. Ways to generate engagement – ask people to reply to your emails – even just asking them to reply “yes, they got the email” is enough and does not require a response. Send links they will want to click – a link click is engagement. Create an Indoctrination Workflow – every new contact goes into a 1 week, non salesy campaign where you look to build Know, Like and Trust to your brand and create engagement. Avoid Spam Triggers: Steer clear of words like “free,” “deal,” or “discount.” AVOID SHOUTING WITH CAPS and excessive !!!!! punctuation in subject lines. Limit Links and images: Too many links can make emails appear suspicious. (Would you send a friend or colleague an email with 20 images and 20 links? – by stuffing the email with links and images you flag yourself as a spammer to the spam filters Manage Your Email Volume: Ideally keep your daily emails per account under 50 to maintain deliverability. With large lists this may not be feasible – but gradually work up to larger daily volumes. Within your HighLevel campaigns and Workflows we can switch on “drip” mode. Balance Text and images: Prefer text over images to avoid triggering spam filters. Definitely do not send emails with just one huge image with your entire copy embedded. Filters do not like this as they cannot “read” what you are saying. Include an Unsubscribe Link: Allow recipients an easy way to opt out. By default this is switched “on” in HighLevel. But unlike other email services, in HighLevel we can disable this if required which gives us the flexibility to create out our own bespoke unsubscribe link which we can control. Use HighLevel Trigger Links to do this Monitor Metrics: Keep tabs on deliverability, open rates, and other important metrics. A great feature with HighLevel is that if they have concerns about your emailing then they will reach out to you and your HighLevel agency with an email to let you know that there is an issue and make valid suggestions on how to correct the issue. And the provide useful resouces. If you should notice that email deliverability drops off then in HighLevel we have the option to switch to a new sending domain. Sending cold emails with HighLevel can expand your network and grow your business if done correctly. By adhering to best practices, you can ensure your emails reach the intended inboxes without getting blocked. If you would like to arrange a call to discuss a particular issue you are experiencing please book a discovery call here.
Read more...

Keap / Infusionsoft Consultant

KEAP NEWS – Keap Ultimate – what is the product?

Selling to Serve – James Asford – GoProposal

Free Keap Training: Max Classic Starter Kit

Keap News – 10th May 2023 – Keap Earns TrustRadius Top Rated CRM Software Recognition for 2023

Integrate Jotform with Keap / Infusionsoft using Zapier to streamline your lead generation

What to look for when selecting a Keap Certified Partner to help automate your marketing and sales processes

No-Code Marketing Automation tool for marketers – Keap / Infusionsoft

Buy Keap Pro or Keap Max (Infusionsoft). Ireland Clients

Next Keap / Infusionsoft Leeds training visit

Next Keap / Infusionsoft Colchester, Essex training visit

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!