Troubleshooting the Gmail Sync for Keap / Infusionsoft

[UPDATE -May 2019 – the Gmail sync sidebar for Keap / Infusionsoft has been discontinued due to changes within Gmail. As of May 2019 there is a way to directly sync your Gmail (and Outlook) emails with Keap / Infusionsoft. So that emails too and from contacts that you send personally get recorded in the contacts email history. So unfortunately we have lost the Gmail sidebar where we used to be able to view and manage Keap / Infusionsoft contacts from within Gmail. But at least we can record a complete email history against the contact record.

I just created this shot video on how to set this up for your Keap / Infusionsoft users.]

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Carie Lyndene – The Sales Sage

I’m seeing a big shift in my results. Thank you Julian!…

I’ve run the CRM/Marketing system Keap for many years with relatively good results. Recently Julian has really helped me to maximise it with his suite of campaigns designed specifically for consultants and coaches which allowed me to implement exactly how I’ve always wanted to follow up my enquiries and already I’m seeing a big shift in my results. Thank you Julian!

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Carie Lyndene - Exceptional Sales Results Ltd

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“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.
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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
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KEAP NEWS – Keap Ultimate – what is the product?

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 with other Keap Products – Keap Pro and Keap Max. 3. Functional. With the new behind-the-scenes architecture, features in the future can be standardised between the products and so less development time is spent duplicating the same features between products. So we see more and quicker updates to Keap Ultimate. 4. Marketing. For the last few years Keap Max Classic has been forgotten about in Keap marketing. It was not even mentioned on the website and the sales team only actively sold it to clients where it was obvious they needed advanced features. Thinking about using Keap Ultimate for your business? Schedule a Discovery call here to learn more.
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How to Master Sales Funnels with HighLevel: A Step-by-Step Guide

In the realm of online marketing, the concept of a sales funnel has become indispensable. It’s the blueprint that guides potential customers through a journey from awareness to conversion. However, building an effective sales funnel requires strategy, creativity, and the right tools. HighLevel is one such tool that empowers marketers to streamline and optimize their sales funnels for maximum results. In this guide, we’ll delve into the process of building sales funnels with HighLevel, step-by-step. Step 1: Define Your Target Audience and Goals Before diving into creating a sales funnel, it’s crucial to understand your target audience and what you aim to achieve. Who are your ideal customers? What problems are you solving for them? What are your business goals? Answering these questions will help shape your entire funnel-building process. Step 2: Choose Your Funnel Type HighLevel offers various funnel templates tailored to different business goals, such as lead generation, webinar registration, product sales, and more. Select the type of funnel that aligns with your objectives and audience needs. Step 3: Customize Your Funnel Once you’ve chosen a template, it’s time to customize it to fit your brand and messaging. HighLevel provides intuitive drag-and-drop tools that make it easy to design visually appealing and conversion-focused funnel pages. Tailor the content, layout, and design elements to resonate with your audience and compel them to take action. Step 4: Integrate Automation and Follow-up Sequences Automation is where HighLevel truly shines. Set up automated email sequences, SMS messages, and follow-up tasks to nurture leads and guide them through the funnel stages. Personalize your communication based on user behavior and engagement to increase relevance and effectiveness. Step 5: Implement Tracking and Analytics Monitoring the performance of your sales funnel is essential for optimization. HighLevel offers robust analytics that track metrics such as conversion rates, traffic sources, and user interactions. Analyze this data regularly to identify areas for improvement and refine your funnel for better results. Step 6: Test and Iterate A successful sales funnel is a result of continuous testing and optimization. Experiment with different elements of your funnel, such as headlines, calls-to-action, and offer variations, to discover what resonates best with your audience. HighLevel’s A/B testing feature enables you to compare different versions of your funnel and determine which performs better. Step 7: Scale and Expand As your funnel proves its effectiveness, consider scaling it up or expanding into new markets. HighLevel allows for easy duplication and customization of funnels, making it seamless to replicate successful campaigns and adapt them to new audiences or products. Step 8: Practical Resources HighLevel is a rapidly evolving marketing and sales automation software. It would be amiss of me to create a step by step guide here as to how to set up a sales funnel with HighLevel – as it would very quickly become out of date. I therefore direct you to click here for the latest sales funnel guides produced by HighLevel. New to HighLevel and want to learn more. Click here to learn more. Book a free 1-2-1 Discovery call with Julian to discus your requirements and answer any questions. Book Here. Conclusion Building a sales funnel with HighLevel is a strategic process that combines creativity, data analysis, and automation. By following these steps and leveraging HighLevel’s powerful features, you can create a dynamic and high-converting sales funnel that drives business growth and customer engagement. Remember, success doesn’t happen overnight; it requires continuous refinement and adaptation to meet the ever-changing needs of your audience. Start building your sales funnel with HighLevel today and unlock the full potential of your marketing efforts.
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How to migrate from Leadpages to HighLevel

Are you considering transitioning from Leadpages to HighLevel (also known as GoHighLevel) for your landing pages? In this comprehensive guide, we’ll take you through the process of seamlessly moving from HubSpot to GoHighLevel. First and foremost, why the switch? Well Leadpages essentially does one thing – landing pages all for $49, $99 or the Advanced plan (price not quoted). And it does that very well – if that is all you want. With HighLevel you get a complete and very powerful tool that does so much more. And HighLevel can easily beat the Leadpages (Advanced Plan) on the monthly cost at just £97/mo when bought via the MarketerM8 agency. Here are the steps to smoothly transition from Leadpages to HighLevel. Step 1: Acquaint Yourself with HighLevel. Take the time to familiarize yourself with the HighLevel platform. Explore its features, grasp its terminology, and identify essential functionalities for your business. Recognizing the pros and cons of each software is crucial before switching from Leadpages to HighLevel. Step 2: Find Your HighLevel Champion. It’s advisable to assign someone in your business as the “HighLevel Champion” even if you plan to outsource implementation. This ensures that your CRM/Marketing Automation system doesn’t become a mysterious black box. The lack of a champion can result in a chaotic system that no one comprehends. Step 3: Evaluate Your Current Configuration. Before diving into the transition, assess your existing Leadpages setup. Identify critical landing pages and and integrations. Now at this time there is no automated Leadpage’s importer like we have for ClickFunnels or Kajabi in HighLevel, so it would mean recreating any exiting landing pages manually – and if you have many landing pages then the “pain of disconnect” may not be worth it for you. Step 4: Outline Your Customer Journeys. Using insights from the Leadpages evaluation, map out your customer journeys. Create a Marketing Automation Plan that serves as an “architect’s blueprint” guiding the implementation of HighLevel. This living document evolves with your business. Here is how I create Marketing Automation Plans for my clients. Learn more. Step 5: Implementation in HighLevel. With knowledge of GoHighLevel and your Marketing Automation Plan, begin constructing your new landing pages and automated processes. Numerous resources on YouTube and HighLevel support are available for assistance. Step 6: Import any existing contacts you have. Take this chance to remove outdated information and start fresh with the new system. Step 7: Import Your Data to HighLevel. After mapping customer journeys, import your data into HighLevel. Pay attention to data mapping for accurate field alignment. Step 8: Test and Iterate. Before committing, conduct thorough testing. Run test campaigns, check automations, and verify data accuracy. Iterate until confident that everything works seamlessly. Step 9: Train Your Team. Provide comprehensive training on HighLevel, especially for sales teams. Roll out training in stages, starting with those most tech-savvy. Hire new staff that show a willingness to work with technology. Step 10: Monitor and Optimize. Post-transition, closely monitor campaigns and customer interactions. Identify areas for optimization and leverage advanced features for enhanced marketing and sales processes. Conclusion: Switching from Leadpages to HighLevel may seem daunting, but with careful planning, it can lead to a more advanced and efficient marketing automation system. Follow these steps to maximize the potential of HighLevel for your business. If you would like to discuss your specific requirements, then feel free to schedule a Discovery Call.
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How to save over £400 a month on marketing service subscriptions with HighLevel

The average client when switching over to HighLevel / Marketer-M8 saves over £400 per month by being able to cancel existing marketing service subscriptions. Would you like to learn more about how you could save yourself money by switching to HighLevel / Marketer-M8. Book a call to learn more here.
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