3 Marketing Automation Myths
You may have heard this story before, but before I worked at Keap I owned a business in Lansing, Michigan installing and servicing draft beer dispense systems. I didn't realize it at the time, but a big part of why I ultimately left that business was because it was...
How Referral Tracking Works in Keap
There have been a few conversations in public groups lately on the topic of Keap's referral partner tracking - and so I wanted to write a quick post just to cover how the partner tracking works (and how it doesn't). But first, I want to make sure we're all on the same...
2019 Year in Review
Whelp - turns out this is the year where I do one of those "year in review" style posts. In the past, I've talked myself out of it for one reason or another, but this year I'm sharing for a few reasons: I believe it's important to recognize and celebrate our own...
Keap One-Click Upsell
In the marketing world there are certain terms that are tossed around so casually that sometimes we forget just how valuable they can really be. One such phrase is "One-Click Upsell". What I'm talking about here is giving someone who has just purchased from you the...
Roadtrip Launch Recap
This is my first Infusionsoft launch story. It's not the typical success story - I don't have a mansion, or a handful of sports cars in a six car garage. But it is a success story. I have a business that is largely powered by automation - which frees me up to do what...
Type Cast Automation
One of my favorite Brad Martineau quotes goes something like this: "I only have two problems with the term marketing automation. The first is the word marketing, and the second is the word automation." The sad truth about automation is that for too long it's been type...
Action Planning Framework
This Action Planning Framework is the distillation of lessons learned from a handful of consultants across countless projects, in a variety of industries and business models. Suffice to say, this works - time and time again. If you have a strategy you'd like to...
Monkeypod Retreat Review
I just got back from the most recent Monkeypod retreat in San Diego, and I wanted to recap my experience. I have been following Greg since 2017, when I met him at Infusionsoft PartnerCon.What I really like is how Greg is authentic and personal in everything he...
3 Email List Re-engagement Strategies
"The money is in the list!" Something all too many email marketers have said. Now, they aren't wrong. However, most people fail to see that the list itself isnt the money maker: it's the relationship with the list.What would you rather have? A million emails who don't...
Why Queued Contacts Matter
When it comes to Infusionsoft campaigns your contacts can have one of three statuses, they are either Active, Queued, or Done. Active and Done are fairly straightforward, but understanding queued contacts isn't quite as straightforward. (More on those status types...
