Built for businesses whose Infusionsoft or Keap account has become a graveyard.

    If your Infusionsoft marketing automation has 47 tags nobody can explain, campaigns that fire into the void, and reports you stopped trusting two quarters ago, this is the service. Same applies to Keap Max Classic, HubSpot, GoHighLevel, and ActiveCampaign.

    • Established service businesses, coaches, consultants, and course creators on Infusionsoft, Keap, HubSpot, or GoHighLevel.
    • Long-time Infusionsoft customers whose marketing automation was set up years ago and nobody has touched since.
    • Teams who inherited a CRM from a previous agency, employee, or version of themselves.
    • Businesses migrating from Infusionsoft or Keap Max Classic to Keap Pro/Max, HubSpot, or ActiveCampaign.
    • Businesses and startups that would rather pay a specialist than spend another Saturday inside their Infusionsoft campaign builder.

    What CRM cleanup actually fixes.

    Tag and list sprawl

    Hundreds of tags, no convention, no documentation. Marketing can't segment. Sales can't trust the data. I rebuild the taxonomy from the customer journey down.

    Infusionsoft campaigns that broke

    Infusionsoft marketing automation sequences misfiring, goals not advancing contacts, webhooks failing with no alert, payment events not triggering fulfilment. I audit every active campaign and fix what is shipping garbage.

    Duplicate contacts everywhere

    Five records for the same person, each with different opt-in status. I deduplicate, merge, and put guardrails in place so it doesn't happen again.

    Reports nobody trusts

    Pipeline numbers that don't match what closed. Revenue dashboards off by 30%. Usually a data hygiene problem masquerading as a tooling problem.

    Migrations that never finished

    Half the contacts in the old system, half in the new. I close the loop, reconnect integrations, and rebuild what didn't carry over.

    No documentation of how anything works

    The person who built the funnel left. I reverse-engineer it, document it, and hand you a playbook your team can maintain.

    CRM and automation tools I work in.

    Deep work across the Keap and Infusionsoft ecosystem, plus practical experience across most of the CRMs small businesses actually use.

    CRMs

    • Keap & Keap Max Classic
    • Infusionsoft
    • HubSpot
    • GoHighLevel
    • ActiveCampaign
    • Pipedrive

    Email & marketing

    • Mailchimp
    • ConvertKit
    • Kartra
    • Flodesk
    • Klaviyo
    • Brevo

    Automation glue

    • Zapier
    • Make.com
    • n8n
    • Pabbly
    • Native webhooks
    • Google Apps Script

    What's included

    Project work or ongoing retainer.

    • Discovery audit of your current CRM, automations, and integrations
    • Tag, list, and pipeline taxonomy rebuild
    • Campaign and sequence builds (new or rebuilt)
    • Integration wiring (Zapier, native webhooks, Make.com)
    • Migration between platforms with a tested cutover plan
    • Deduplication and ongoing data hygiene
    • Documentation: tag dictionary, campaign map, integration diagram
    • Monthly health check inside Growth or Partner retainer

    What's not included

    These either don't belong in a CRM project or are better quoted separately.

    • Writing email copy from scratch (I implement; copywriter recommended)
    • Brand and design work for emails (handled inside Digital Content)
    • Running paid ad campaigns or managing ad accounts
    • Outbound cold outreach and prospecting
    • Bookkeeping reconciliation against CRM payments
    • CRM platform sales (I'm vendor-neutral)

    What recent CRM work has looked like.

    Wellness practice: full client journey on Ivorey

    Lead capture, contracts, intake forms, payments, and a documented automation map for the founder to maintain herself.

    Coaching academy: UTM attribution framework

    Five hidden fields, one small script, and a clean connection that closed the gap between Bitly clicks and ActiveCampaign contacts.

    Course creator: Google Sheets sync

    One Apps Script kept a lead tracker in perfect sync across three platforms. Zero manual data entry after launch.

    CRM and automation case studies.

    Automating a wellness practice from first click to active client

    A clean Ivorey client journey: lead capture, contracts, payments, onboarding.

    Read case study

    A reusable UTM attribution framework for Lionheart Coaching Academy

    Closed the gap between Bitly clicks and ActiveCampaign contacts with a small script and clean connection.

    Read case study

    A 12-week automated email sequence for Nutrient Dense Life

    Loose course drafts to a hands-off 78-day delivery system with one founder-friendly workflow.

    Read case study

    Common questions

    CRM & Automation Support FAQ

    Other ways I support businesses

    Keap Max Classic Integrations

    Teachable, Wufoo, Zoom, OnceHub, webhooks, and 30+ tools wired into Keap.

    Explore Keap Max Classic Integrations

    Keap & Infusionsoft Consultant

    Deeper specialisation in the Keap and Infusionsoft ecosystem.

    Explore Keap & Infusionsoft Consultant

    Operations Virtual Assistant

    Written processes, project coordination, and vendor management.

    Explore Operations Virtual Assistant

    Get your CRM back to trustworthy.

    Book a free 20 minute call. Tell me what's in there and what's broken: I'll tell you what I'd fix first.

    Contact Me