I want to move to KEAP

CRM and automation

I want to move to KEAP

More Clients,
Less Effort.

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 already have an email marketing service. But my current Email Marketing Service is taking up most of my time. I want something more systematically synced and essential to grow my business.
  • I have leads but inconsistent sales conversion. I know the customers are out there… but why aren’t they buying? I want to increase the chances of making the first sale especially when those who opt-in is automatically added to your marketing list.
  • I think my business is performing “under the hood”. I want a CRM that can highlight where my bottlenecks are, identify buyer trends and gives me an idea of which of your email campaigns are most effective.
  • It upsets me that people are only buying once. Does my campaigns in accordance to what the prospects wants? I need to manage complex sales pipelines.
  • Am I too blind that everything is slipping out of my hand? I have a system in place. I was able to consult experts to set up my database and the integrations of each. What else is missing in the equation?
  • I think I’m there but not quite. I have a lot of systems I want to integrate in one place.
So, don’t bite more than you can chew. We can help you.

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.


Letter A


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.

Letter B


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.

Letter L


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.

Letter E


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?

  • Win More Clients can help you attract more leads, increase your sales, and grow your business, delivering all the marketing activities and services you need so that your business can run without you even being in the office.
  • All of our programs are backed by over 30 years of experience in business, and the results achieved by hundreds of clients globally. We implement proven systems and methodologies used by our world’s leading partners in digital marketing technology and training, Keap/Infusionsoft and Digital Marketer.

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.

Automation Maturity

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.

Marketing Machine

3 Hr Bundle

$ 700

10 Hr Bundle

$ 2200

20 Hr Bundle

$ 3800

• 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.