Get your tags, campaigns and follow-up working together again. I help coaches, course creators and service businesses clean up Keap and Infusionsoft accounts, repair broken workflows, and document how their systems work. If your account has become difficult to manage, we can start with the problem causing the most friction.
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.
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.
Review duplicate records, overlapping tags and inconsistent naming. Map how tags are used before making changes, then create a tag dictionary your team can refer to.
Trace how contacts enter and move through your campaigns. Review triggers, timing, messages and handoffs, then repair or build the workflows included in your project scope.
Review how Keap connects with your forms, checkout, booking tools and other systems. Investigate missing information, failed handoffs and onboarding that does not start as expected.
Plan the data and workflows that need to move, identify dependencies, and agree on testing before cutover. Document the resulting setup so your team knows how to maintain it.
Keap and Keap Max Classic, and the tools that usually sit beside them. If a tool is fighting you I will say so, but the work starts with what you already have.
Keap ecosystem
Integration glue
Around the CRM
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.
Where Keap work hands off to other specialists.
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.
For Lionheart Coaching Academy, I connected campaign tracking across Squarespace forms and ActiveCampaign so registration records could retain their source information.
Read case studyI configured pipelines and connected booking, contracts, payments and welcome messages for a wellness practice.
Read case studyFor Nutrient Dense Life, I organized course drafts into a branded email sequence and configured the delivery workflow.
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 SupportWordPress, Shopify, and the sites Keap integrates with.
Explore Web Development & SupportYou do not need a polished brief. Send your Keap version, the workflow causing trouble, and what you want it to do. I will reply within one business day with the next step.
Book a free callEverything starts with the form. I read each inquiry myself and send scheduling details once it looks like a genuine fit.
Tell me what you need help with, and I will suggest where to start.
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