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    What an Infusionsoft Consultant Actually Does in 2026

    What the work looks like, what it costs, and when it is worth hiring one.

    Valentina Akpan, founder of Rellatech

    Valentina Akpan: Founder, Rellatech. Admin and technical virtual assistant for businesses and startups with teams.

    Infusionsoft has been called Keap Max Classic since 2019, but everybody still searches "Infusionsoft consultant" because that is the name on the account and on the campaigns they inherited from someone five years ago. If you are reading this, you probably already have an account that has gotten messy, expensive, or both.

    This is what a good Infusionsoft consultant actually does, what it costs, and when it is worth paying for.

    The work, in plain English

    • Audit the account. Pull every active campaign, every tag, every saved search, and find what is firing, what is broken, and what is duplicated.
    • Clean up tags. Most Keap Max Classic accounts I open have 300 to 800 tags. Maybe 60 of them matter. The rest are leftover from launches that ended in 2021.
    • Rebuild the campaigns that actually drive revenue. Welcome series, lead nurture, application or sales sequence, post-purchase, win-back.
    • Fix the integrations. Forms (Wufoo, Gravity, Typeform), calendars (Acuity, Calendly), payment (Stripe, PayPal, Thrivecart), and course platforms (Kajabi, Teachable, Thinkific) all need to talk to Keap correctly.
    • Document the new system so you and your team can actually use it without re-hiring me every six weeks.

    What it costs in 2026

    Pricing varies wildly depending on country, experience, and whether you are hiring a one-person consultant or an agency. Rough ranges from what I see in the market:

    • Hourly: $75 to $200 USD
    • Full audit + rebuild project: $1,500 to $6,000 USD
    • Monthly retainer (a few hours of cleanup and small builds): $400 to $1,500 USD
    • Agency packages: $2,500 to $10,000+ per month, usually includes paid ads too

    If the quote you get is much cheaper than this range, ask exactly who is doing the work. Keap Max Classic is one of the few platforms where a cheap setup costs you more in lost revenue than a real one ever would.

    When to actually hire one

    • You inherited the account and have no idea what is running.
    • Campaigns stopped firing and nobody knows why.
    • Your tag list is a graveyard and you avoid opening it.
    • You are paying for Keap Max Classic and only using broadcasts.
    • You are about to migrate to or from Keap and need a clean handoff.

    If none of those apply, you probably do not need a consultant yet. Spend a weekend in the Keap Academy first and see how far you get. If they do apply, the same work sits under my CRM and automation specialist service.

    FAQ

    Work with Rellatech

    Infusionsoft and Keap Max Classic cleanup is a regular part of what I do. If any of the above sounds like your account, a short call is the fastest way to see whether it's a fit. Scope and pricing live on the Keap & Infusionsoft Consultant service page.

    Contact Me

    Not ready for a call? Take the free operations assessment and I will send you a written breakdown within 24 hours.

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