Keap & Infusionsoft Consultant in Canada

What does a Keap and Infusionsoft consultant do?

A Keap and Infusionsoft consultant reviews how your CRM account works, cleans up contacts and tags, repairs campaigns, connects the account to your forms, checkout and booking tools, and documents the result so your team can maintain it. I am Valentina Akpan, the person behind Rellatech, based in Canada, and I do this work directly with you rather than through an agency.

"Her attention to detail, professionalism, and proactive approach have made a real difference in my ability to focus on strategic work."

Monica Sanders

The Undivide Project

When an account may need attention

You do not need to arrive with a technical diagnosis. Tell me what should happen and what is happening instead. The first step is understanding how your account currently works: I review the relevant contacts, tags, campaigns and integrations, then identify what needs attention and in what order. That gives us a clear scope for repairs, whether that means fixing one workflow, cleaning up a group of campaigns, or planning a wider rebuild.

Your account is full of tags, and you cannot tell which ones still matter.
Leads enter the CRM, but follow-up is inconsistent or difficult to trace.
A purchase succeeds, but the buyer does not receive the expected onboarding.
Forms, calendars or connected tools are not passing the right information.
You inherited campaigns without clear documentation.
Your team avoids changing anything because they do not know what it might affect.

What I can help with.

Contact and tag cleanup

I review duplicate records, overlapping tags and inconsistent naming. I map how tags are used before making changes, then create a tag dictionary your team can refer to.

Campaign repairs and builds

I trace how contacts enter and move through your campaigns and review the triggers, timing, messages and handoffs. Then I repair or build the workflows included in your project scope.

Forms, payments and integrations

I review how Keap connects with your forms, checkout, booking tools and other systems, and investigate missing information, failed handoffs and onboarding that does not start as expected.

Migrations and documentation

I plan the data and workflows that need to move, identify dependencies, and agree on testing with you before cutover. I then document the setup so your team knows how to maintain it.

What I work inside and around.

I work in Keap and Keap Max Classic, and in the tools that are usually connected to them. If a tool is causing problems I will tell you, but the work starts with what you already have.

Keap ecosystem

Keap Max Classic (Infusionsoft)
Keap Pro
Keap Max
Keap order forms & shopping cart
Keap campaign builder

Integration tools

Zapier
Make.com
PlusThis
FixYourFunnel
Wufoo
Native webhooks & HTTP POST

Around the CRM

Stripe & PayPal
MemberMouse / iMember360
ThriveCart
Kajabi & Teachable
Calendly & Acuity
WordPress

How we work together

One-off projects and ongoing support are available. The right starting point depends on the condition of your account and the work you need completed.

Describe the issue. Share your Keap version, the tools involved, and an example of what is going wrong.
Agree on the review. We define what needs investigation and confirm the scope and cost before paid work begins.
Make and test the agreed changes. We work through the priorities and check the affected customer journeys.
Hand over the documentation. You receive the campaign notes, tag definitions or integration documentation included in your scope.

Related CRM work.

Lionheart Coaching Academy: campaign attribution in ActiveCampaign

A reusable system to capture campaign information from Squarespace forms in ActiveCampaign. It shows how I approach data capture and connected workflows. It is an ActiveCampaign project, not a Keap implementation.

Related CRM and automation case studies.

Building an Organized Client Journey in Ivorey

I configured pipelines and connected booking, contracts, payments and welcome messages for a wellness practice.

Read case study

Keap & Infusionsoft Consultant FAQ

Book a free call

Yes. I support Keap and Keap Max Classic, also known as Infusionsoft. Tell me which product you use so we can discuss the relevant setup.

Yes, a project can focus on one workflow. I review its dependencies first so the scope accounts for the connected tags, forms and integrations.

The cost depends on what needs reviewing or changing. Send a short description of the issue and the systems involved. We will agree on the scope and pricing before paid work starts.

Yes. An account review can help establish what is in use, how it works and where documentation is missing.

Yes. Ongoing support can cover agreed maintenance, troubleshooting, campaign changes and documentation updates.

Other ways I support businesses

CRM & Automation

Broader CRM and automation work across HubSpot, GoHighLevel, and more.

Explore CRM & Automation

Admin & Operations Support

Written processes and coordination around your CRM.

Explore Admin & Operations Support

Web Development & Support

WordPress, Shopify, and the sites Keap integrates with.

Explore Web Development & Support

Tell me what is not working.

You do not need a polished brief. Book a free call at a time that suits you and bring your Keap version, the workflow causing trouble, and what you want it to do.