CRM and automation guides
These articles are about CRMs and the automations that connect them to your other tools. Most are about Keap and Infusionsoft, with comparisons against HubSpot, GoHighLevel, ActiveCampaign and Ontraport, and guides to Zapier and course platform integrations.
If your account already has problems, start with the cleanup and audit guides. If you want me to look at it, the service pages below explain the support I offer for each platform.
Related services
CRM & Workflow Support
GoHighLevel, HubSpot and Keap support: workflows, pipelines, forms, integrations and documentation.
See the serviceKeap & Infusionsoft Consultant
Cleanup, campaign repairs, integrations and documentation for Keap and Keap Max Classic.
See the serviceGoHighLevel Support
Help desk, workflow, reporting and port support for agencies and SaaS platforms.
See the serviceHubSpot CRM Cleanup
Records, pipeline stages and dashboards in HubSpot cleaned up and kept current.
See the service28 articles
How Much Does CRM Cleanup Cost?
What changes a CRM cleanup quote, what an audit should find first, and when ongoing administration is the better investment.
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What Does a Workflow Automation Audit Include?
A platform-neutral look at how an audit finds fragile workflows, missing ownership, weak error handling, and wasted manual steps.
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Keap Login Help: How to Sign In and Fix the Common Errors
The Keap sign-in moved to Thryv. Where to log in now for Keap and Keap Max Classic, what to do when the page loops, and how to recover an account that has gone months without a sign-in.
Read article →Keap and PayPal Integration: Setup and Workflow Checks
Connect PayPal to Keap using the current official guidance, then check what happens to the customer record, receipt and onboarding after a payment.
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Keap Integrations That Save Time (2026)
The Keap and Keap Max Classic integrations I install on almost every account, what each one replaces, and which ones to skip.
Read article →Building a High-Ticket Coaching Funnel in Keap (2026)
The exact Keap and Keap Max Classic setup I use for coaches selling three thousand dollar packages and up, from opt-in to signed agreement.
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Ivorey Platform Guide: What I Built and What to Know (2026)
A hands-on look at Ivorey after building workflows, automations, a webinar funnel, landing pages, and a full website inside the platform. What works and what to check first.
Read article →Automated Sales Funnel: A Practical Guide for Small Businesses
How to build an automated sales funnel with Keap and Zapier that captures, qualifies, and follows up without manual work.
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Keap vs HubSpot vs ActiveCampaign: Which CRM Fits?
A practical three-way comparison of setup, automation, reporting, and fit for service businesses choosing a CRM.
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Keap vs Ontraport: A Hands-On Comparison for Service Businesses in 2026
Two veteran platforms, two different design philosophies. How I help clients choose between Keap and Ontraport.
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GoHighLevel vs Keap: Which One Is Right for Your Business
A practical comparison of GoHighLevel and Keap, including CRM structure, automation, reporting, pricing, and the businesses each platform suits best.
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Zapier vs Make for Keap: Which Automation Tool Wins in 2026
They both connect Keap to everything but handle failure very differently, and picking wrong means you find out in production.
Read article →Keap Pro vs Keap Max: Which Tier Is Right for Your Business
What unlocks at each Keap tier, when to upgrade, and which tier most service businesses really need.
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What Does a CRM Consultant Do? (And Do You Need One?)
What a CRM consultant reviews, fixes, builds, and documents, and how to decide whether your business needs one.
Read article →Keap vs HubSpot for Small Business: A Direct 2026 Comparison
A practical comparison of setup, automation, reporting, pricing, and the type of service business each CRM fits best.
Read article →Infusionsoft Cleanup Checklist: 18 Checks Before You Make Changes
Eighteen checks across contacts, tags, campaigns, integrations and reporting, to find what needs attention before you merge, archive or remove anything.
Read article →Keap Tags vs Campaigns Explained (Without the Jargon)
The clearest explanation of how tags, campaigns, and goals work together in Keap Max Classic, written for owners, not certified partners.
Read article →The Keap Automation Audit: How to Find What's Broken
A repeatable audit you can run on any Keap or Keap Max Classic account to find the campaigns that are failing with no alert.
Read article →The Keap + Zapier Integration Guide (2026)
How to connect Keap and Keap Max Classic to Zapier without breaking your campaigns, and the tests to run before a Zap touches live contacts.
Read article →Keap for Course Creators: A Practical 2026 Setup
The right way to run a Keap or Keap Max Classic account for an online course or membership business, including enrolment, drip, and churn campaigns.
Read article →Keap for Coaches: The Setup That Books Calls
A practical guide to using Keap or Keap Max Classic as the backbone of a coaching business: application flow, nurture, follow-up, and renewals.
Read article →Keap CRM cleanup: what should change before and after?
An illustrative framework for assessing a Keap cleanup through records, workflows, reporting and documentation, without unsupported results.
Read article →What Does an Infusionsoft Consultant Do?
When it is worth getting help, what an account review should cover, and the questions to ask about scope, pricing, testing and documentation before you hire.
Read article →Migrating from Infusionsoft to Keap: A Realistic 2026 Guide
What moves in an Infusionsoft to Keap migration, what does not, how long it really takes, and when you should stay put instead.
Read article →5 Zapier Automations Every Course Creator Should Set Up This Week
Five Zapier workflows for a course business: welcomes, refunds, lead tagging, certificates and content repurposing, with the checks each one needs before it goes live.
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Acuity Scheduling + Kajabi: The Complete Integration Guide
Three ways to connect Acuity Scheduling and Kajabi. Zapier setup, embeds, tagging logic, and the gotchas I catch every time I build this for a client.
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Thrivecart + Kajabi: The Setup Guide for Course Creators
The native integration, offer mapping, and the refund logic most people forget. A walkthrough I built from real client setups.
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Teachable + Flodesk: Sync Students into Beautiful Email Sequences
How I connect Teachable to Flodesk through Zapier with proper segments, course-completion triggers, and a refund flow that protects your sender reputation.
Read article →Ready for reliable administrative and operations support?
Inbox, calendar, documents, client coordination, CRM upkeep and the workflows behind them. Tell me what your team needs and I will take it from there.