Trees and Mountains


Leveraging InfusionSoft by Keap to Save Time in Your Business

As a business owner, you have the work hard part down. You’ve been putting in the long hours developing and refining your business, but as we get closer to the end of the year, it’s totally understandable if you’re feeling some burn out.

I found myself starting to feel burned out. So, I decided to revisit our own process and the technology we were using to see if we could get more time back in our day through automation.

Save Time in Your Business

As it turns out, we were using (and paying for) 4 different systems that Keap Pro could do. I had a system for sending out emails, one for invoicing, one for creating landing pages, and another for tracking deals. There were also aspects of our business that we could streamline through campaign automation (sales, marketing and on-boarding).

Through Keap Pro, we were able to cancel those other services and focus our efforts on streamlining and automating manual tasks. This is a great example of working smarter and I love being able to log into one dashboard to manage several aspects of the business.

We’re enjoying our experience with Keap so much that we decided to become Certified partners! Our goal is to help our current and future clients automate their administrative, sales and marketing processes, so they can also save valuable time in their day.

How Keap Can Help You Work Smarter

Keap offers an e-mail marketing and sales platform for small businesses. It offers features to manage and optimize the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce. Visit their website here.

  1. Organize customer information

  2. Automate the follow up process

  3. Send quotes & invoices & get paid

  4. Automate on-boarding & marketing

  5. Accept online bookings

  6. Schedule task reminders

  7. Gain optics through detailed reporting

To see a demo of Keap, Click Here!

Want to Consistently Connect With Your Dream Clients?

Book a free strategy session call us to chat about your business and see if we can help you. If we can’t, we’ll point you in the right direction.

What’s a Task You Find Yourself or Your Team Repeating Often?

Post a comment below or send us a message telling us about what tasks you’re doing manually that is taking up time. What are some steps you can take to save time in your business?

#keapcertifiedpartner #onboardingautomation #keap #infusionsoftbykeap #infusionsoftcertifiedpartner #salesautomation #marketingautomation

Illustrated Mountains

(805) 416-2457

Arrowbear, Running Springs, CA

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