Our Keap campaigns were built by someone who left. Can you fix them?

Yes. The audit maps every campaign, what triggers it, and what it does. Most accounts have half that can be switched off. The rest gets rebuilt clean and documented.

Should we stay on Keap?

If the campaigns are the business, yes, set it up properly. If you are using it as a contact list with an old interface, a move is usually cheaper than another year.

Does Keap do texting?

Yes, in current plans. It is workable. It is not the strength of the platform the way campaign automation is.

Keap, the original small-business automation, set up without the tangle

Keap, once Infusionsoft, built the idea of small-business marketing automation before most of the others existed. Its campaign builder is still deep. It also has a reputation for tangled campaigns that nobody dares touch, because the people who built them left years ago. A Keap setup is often an untangling.

Send me the situation How it works

Answered personally, usually the same day. If a CRM is not what you need, I will say so.

I have inherited and cleaned up Keap campaigns for clients. I have not run my own companies on it.
Scoped in writing, priced before work starts
Your account, your data, documented as it is built
Not affiliated with Keap. No resale, no commission.

Twelve

companies operated, six of them his own

Two

CRM platforms run inside his own companies today, GoHighLevel and Zoho

3,984

inbound calls transcribed and graded to see what the CRM was missing

136,737

legacy contacts cleaned and loaded into working audiences

What Keap is good at

First

Campaign automation with real depth: branching, tagging, timed sequences.

Second

Built-in invoicing and payments for a business that sells directly.

Third

A long track record and a base of businesses that have run on it for a decade.

Where it is the wrong tool

A business that wants a modern interface and native texting and calling on day one. Keap has added these, but a newer bundled platform does them more simply.

Who should pick it

Businesses already on Keap with campaigns worth keeping, coaches and consultants who sell programs, and anyone whose business is built on email sequences.

What a Keap setup covers

A campaign audit first, because most Keap accounts have years of accumulated automation. Then tags and the contact structure, the campaigns worth rebuilding, pipeline, and the payments side. Sometimes the honest scope is a migration.

Asked about Keap

Our Keap campaigns were built by someone who left. Can you fix them?: Yes. The audit maps every campaign, what triggers it, and what it does. Most accounts have half that can be switched off. The rest gets rebuilt clean and documented.
Should we stay on Keap?: If the campaigns are the business, yes, set it up properly. If you are using it as a contact list with an old interface, a move is usually cheaper than another year.
Does Keap do texting?: Yes, in current plans. It is workable. It is not the strength of the platform the way campaign automation is.

Where to start

CRM setupYour CRM, on whichever platform fits, configured to how your business actually sells.Sales pipeline setupStages that match your real sales conversation, with a value and a date on every deal.Lead follow-up automationA reply in a minute and a sequence that runs until they answer or say stop.CRM migrationFrom HubSpot, Zoho, Salesforce or a spreadsheet, without losing the history.

Other CRMs

GoHighLevelCalling, texting, booking and follow-up in one flat-fee platform. Strong for local service businesses.HubSpotBest-in-class reporting and content marketing. Costs climb with contacts and tiers.Zoho CRMThe best value suite in small business software. Strongest when you already run Zoho Books or Inventory.SalesforceThe most capable CRM there is. Most owner-operated businesses are paying for scale they never use.PipedriveA clean, visual pipeline that salespeople actually use. Thin on marketing and phone automation.

monday CRMFlexible boards for teams already on monday.com. Less opinionated than a purpose-built CRM.ActiveCampaignEmail automation first, CRM second. Excellent sequences, light on the phone.FreshsalesA clean mid-market CRM with built-in phone and a modern interface. Less known, worth a look.CloseBuilt for inside sales teams that live on the phone. Calling, texting and sequences native.

Tell me what is in the way.

One form. Read by the person who would do the work. If a CRM is not the answer, you will hear that first.

Send me the situation Email instead