CRM and automation
I want to move to KEAP
Yes, that’s right. That’s Win More Clients.
Wish you had eight arms? Us too. That’s why Keap was built. It’s the CRM and sales and marketing tools help you get more done with less work so you can grow your business.
Win More Clients is Trusted by Smart Companies everywhere...
Is your current CRM not the right one for you?
Truth be told, there are a lot of good CRMs out there. But If your business has stalled, it can really help to know the answers to these questions. A marketing automation system can highlight where your bottlenecks are, identify buyer trends and give you an idea of which of your email campaigns are most effective.
Data means power! You can use every piece of knowledge to tweak your marketing and lead nurturing efforts.
The arrival of Keap is more than just a rebrand from Infusionsoft. This is the launch of a new product, also named Keap—the industry’s first smart client management software built expressly for small businesses service providers that specialize in the home, personal and professional service industries.
Many business owners find it hard to decide if it’s worth the change. You are thinking about something like…
I want to focus on providing strategic planning for my business.
I want more freedom of my time.
Oftentimes changes may seem like they are making one’s job more difficult. But the change will get you moving, and you are strengthening the muscles of your business, which improves stability of your sales, balance between assets and liabilities, and coordination of expenses and revenues. Oh yes, transition yields a change in organizational processes and shifts hierarchical responsibilities. But the greater the risk, the greater the reward. But this time, all in one place!
If your existing CRM isn’t working for you, we can help you transition to Keap Grow, Pro or Max.
Our process starts with an audit of your existing setup and integrations to understand all the moving parts and what is working and not working. We then agree on a work plan and priorities for the following 90 days as we build out your existing setup into the Keap platform.
OUR 4-STEP PROCESS TO MAKE YOUR BUSINESS MORE
At the heart of any successful business is a Marketing Machine that continually attracts opporutnities, converts clients and creates fans. We lay the foundations by assessing what is working and not working in your business to develop a program roadmap that enhances your business strengths and builds on its opportunities.
Following the roadmap, we implement the components of your personalised marketing system that are msising and maturethose that are in place. Whether that be lead generation or systemisation and automation through your CRM, we will build and integrate them into seamless, easy-to-use machine that generates long term clients.
Your ability to scale your profits relies not only on new customers and a deeper wallet share from your existing customers, but also creating a leverage through efficient internal work flows. By systemising and automating manual tasks, and integrating the components of your marketing and sales systems, we give you time to focus on what you're great at.
Marketing is not a point in time exercise. New products, markets, changes in technology and new competitors are constantly coming into your industry. Neither is your business a static thing. As your business and industry change, we monitor key performance metrics and evolve your system to ensure you stay ahead of your competition.
What we do for Clients?
How can we help you?
Lifecycle Marketing Discovery Audit
Our goal with this Automation Audit assessment template is to gain and understand your account setup/maturity and identify things that are broken/missing/working well. We want to help you build a more profound marketing machine with more clients but less effort.
Your audit journey with us…
1. Contacts - An assessment on your contacts set up, list growth and dashboard.
2. Emails - Engagement inspection and personalization of correspondence.
3. Tags - Naming convention and tag categorization
4. Automation Maturity - Attract opportunities, close clients, create fans.
5. Integrations - Learning management system, accounting, calendars, forms, website, landing page, ecommerce.
6. Others – i.e. Social Media
Your Million Dollar Marketing Machine
Then, we can confirm what bundle suits you best.
3 Hr Bundle
10 Hr Bundle
20 Hr Bundle
• We keep a ledger on how much work was done for you
• If you go over, that will be added to the invoice or we carry forward the hours to the next month valid within 90 days
• This program is valid for 90 days and non-refundable on the lost hours.
But of course, we always support your needs. We got your back!
Support Program (Ad hoc):
• Send to a job discovery form – /*link here*/
• $275/hr (Deposit) and invoice will be based on the amount of work
Automation is critical to managing, changing, and adapting the way your business operates through its processes. By simplifying change through automation, you gain the time and energy to focus on innovation. The automated enterprise’s goal is to get work done faster and allows staff to focus on bigger issues, resolving them, and—in turn—making them routine and eligible for automation.
STOP scratching your head.
START changing the gears of your marketing journey.
CONTINUE to yearn for success on your business.