Keap Services

Keap is a powerful and flexible platform, but its full potential is unlocked through strategic implementation. As an expert with 15 years of experience, I bring deep knowledge of industry best practices, complex automation sequencing, and common pitfalls. I ensure your system is set up correctly from day one, saving you time, costly errors, and guaranteeing the automation aligns perfectly with your unique sales and marketing processes.

Keap empowers small businesses by centralizing your CRM, marketing, and sales automation. We focus on automating repetitive tasks—like follow-up emails, lead scoring, and appointment scheduling—so you can spend less time on administration and more time closing sales and providing excellent service. Our work ensures your processes are scalable and your customer experience is consistent.

Keap has evolved to offer different editions. Keap Max is the modern, streamlined version, focusing on simplicity, mobile access, and powerful yet easy-to-use automation. Keap Max Classic (formerly Infusionsoft) is the original, highly customizable platform with a more robust feature set for complex, multi-stage campaigns. Your choice depends on your specific complexity, but as your partner, I can assess your needs to recommend and implement the right solution for you.

Yes, absolutely. It's a common issue for accounts to become disorganised over time with poorly built campaigns or outdated data. My initial service often involves a comprehensive Keap Audit and Cleanup. We systematically review your data, simplify complex campaigns, fix technical issues, and restructure your system for maximum efficiency and deliverability, leveraging my 15 years of experience to make your app run like new.

The timeline varies greatly depending on the scope. A basic setup might take 4-6 weeks, while a complex migration with deep custom automation, third-party integrations, and extensive data cleanup can take 2-4 months. We define clear milestones from the start and work on a phase-by-phase basis to ensure a smooth transition with minimal disruption to your business.

Yes. Data migration is a critical step. We handle the process of moving your contacts, customer records, and other historical data into Keap. This includes cleaning and standardising the data to ensure accuracy, which is essential for effective segmentation and a clean start in your new system.

Training is a key component of our service. We provide customised training sessions tailored to your team's specific roles (Sales, Marketing, Operations). We ensure everyone is proficient with the features they need to use daily, from managing contacts and creating tasks to running reports and launching campaigns.

Yes. We offer flexible ongoing support and retainer packages. These services are designed to manage system maintenance, implement new campaigns, troubleshoot issues, and provide strategic guidance as your business evolves. Automation is not "set it and forget it," and our long-term partnership ensures your Keap app continues to drive results.

Keap offers numerous native integrations and connects with thousands of other applications through tools like Zapier and the Keap Marketplace. We specialise in building seamless integrations with your website, accounting software, scheduling tools, and other business systems to ensure all your data flows efficiently.

The Campaign Builder is arguably the most powerful feature. It is a visual tool that allows us to map out complex, multi-step customer journeys using triggers, sequences, and decision diamonds. This enables hyper-personalised communication—ensuring the right message gets to the right person at the exact right time, completely on autopilot.