I have KEAP and need help

CRM and automation

I have KEAP and need help

More Clients,
Less Effort.

Win More Clients is Trusted by Smart Companies everywhere...

Do you need help maximizing your investment on to KEAP?

Some things are never easy. Hell yeah! Everyone goes to the same cycle especially for small businesses like mine. But I want to gather everything all in one place. Like a one stop shop that help me build my sales pipelines, campaigns, tasks organizations and funnels.
  • I’m having a hard time tracking my leads. I already invested other lead sourcing that helps me produce more clients.
  • The customers are there but why aren’t they buying? My notes get misplaced and calendar reminders are accidentally ignored.
  • I don’t know what my sales guys are doing. I don’t have insights into their activities unless I ask. But I don’t have all the time in the world. I gave all the resources and training on closing a sale.
  • I’m not bringing in the right numbers. I have my spreadsheets but I can’t seem to figure out what I lost and what I won. Not even how and why.
  • I can’t keep going with a system like this. I badly want to get to the bottom of this.

I need help with KEAP.

We understand. We started as one. So, let’s get on with it. A revamp on your KEAP is exactly what you need. We work with business owners on their sales and marketing strategy, with a particular focus on optimising your sales lifecycle and marketing automation. We give you the advice, support and tools you need so that your business gives you more time, money and freedom.

We can help you implement a proven framework for calm, predictable and organised growth, and the systems and skills to ensure you execute it successfully. We give you access to practical advice and world-leading automation tools so you win the clients that you deserve.

If your existing CRM isn’t working for you, we can help you transition to Keap Pro, Max or Max Classic. 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