Collect and Consult

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Collect and Consult

Lead magnets (e-books, whitepapers, webinars, etc.) have great potential to bring in new leads, which can lead to consultations and business. Pairing those lead magnets with your CRM software can yield impressive results. A collect and consult campaign is a great fit for businesses that sell products or services using some type of scheduled appointment or consultation. 

The objective is to post the lead magnet on your website along with a form people must fill out to download, and promote it on your social channels and your blog posts to give it as much buzz as you can. As your prospects download the lead magnet, you will make a follow-up offer via email for a consultation.

In this e-book, you'll learn:

  • How a collect and consult campaign works
  • How to create your lead magnet
  • How to set up an email series
  • And more!

Infusionsoft is now Keap. That’s weird to write, but it’s also exciting.

In 2001, trying to get Infusionsoft off the ground, there were many times when I wanted to quit. I’ll never forget my wife, after two years of struggling to survive, hugging me and saying, “Keep going.”

Over the last two years, we’ve talked with thousands of small business owners to get a deeper understanding of their unique challenges in today’s market. We learned that it’s harder than ever to succeed in small business. Customers expect more. On-demand is the rule. There’s no shortage of platforms on which to complain. A failed job or two can be damaging to your business.

Keap is our signal to the world—and to ourselves—that it’s time to make it easier to succeed. We’re on a mission to simplify growth for millions of small businesses. Our new name is a nod to the tenacity of the small business owner and encompasses everything we know to be true when it comes to success: keep going, keep serving, keep growing.

Along with a new name, we’ve expanded to two products. Keap, our newest product, is smart client management software that helps service businesses progress leads to satisfied clients. Infusionsoft by Keap is powerful CRM and sales and marketing automation software for advanced business needs.

Both are designed to make it easier than ever for more small businesses to get organized so they can deliver great service and close more business.

Clate Mask signature

To your success,
Clate Mask
CEO + Co-Founder