Audits, campaign builds, integrations, migrations, and ongoing hygiene for Keap and Keap Max Classic (Infusionsoft). Built for businesses who outgrew DIY and are tired of agencies that ghost mid-rebuild.
Keap and Infusionsoft are among the most capable pieces of software most small businesses ever buy, and the easiest to leave broken. This service is for owners who know there's gold inside the account and need someone to dig it out.
500+ tags, no convention, half referencing campaigns that were paused two years ago. I rebuild the taxonomy with a documented tag dictionary.
Sequences started by a goal that no longer fires. Goals connected to forms that no longer exist. I audit every active campaign and rebuild what's worth keeping.
Order forms with broken upsells, payment plans that don't tag, post-purchase emails that never fire. I close the entire purchase loop.
Zaps and webhooks layered over five years. I audit, rebuild the critical paths, and document the ones worth keeping.
Half-migrated accounts where neither side is the source of truth. I close the loop with a tested cutover plan.
Nobody wants to touch it because nobody knows what will break. I document the account so your team can finally maintain it without holding their breath.
Native to Keap and Keap Max Classic. Practical day-to-day with every tool that typically sits beside them.
Keap ecosystem
Integration glue
Around the CRM
Audit, project work, migration, or ongoing retainer.
Where Keap work hands off to other specialists.
Five hidden fields and a small script closed the gap between Bitly clicks and ActiveCampaign contacts. Reusable instructions for every future funnel.
Audited 132 campaigns, archived 89, rebuilt 11 core flows around the actual customer journey. Tag count dropped 60%.
Tested cutover, preserved every active subscription, rebuilt 8 core campaigns. Zero billing disruption for 240 active subscribers.
Five hidden fields and a clean follow-up sequence closed the attribution gap.
Read case studyLead capture, contracts, payments, onboarding: all wired into a single client journey.
Read case studyLoose drafts to a hands-off 78-day delivery system with 19 branded emails.
Read case studyCommon questions
Broader CRM and automation work across HubSpot, GoHighLevel, and more.
Explore CRM & AutomationWritten processes and coordination around your CRM.
Explore Operations Virtual AssistantWordPress, Shopify, and the sites Keap integrates with.
Explore Web Development & SupportBook a free 20 minute call. Walk me through your account, what's broken, and what you've already tried: I'll tell you what I'd fix first.
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