Your Game Plan

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Your Game Plan

Deep dive with Clate Mask on the topic of strategic planning for small business

Infusionsoft CEO and co-founder, Clate Mask, brings you a guide on strategic planning for small business. In addition to learning five strategic ways to turn a sound business into a long-term success, you’ll learn how to:

  • Identify the purpose of your business
  • Understand how strategy guides planning
  • Establish a meeting rhythm for success
  • Involve and motivate your employees
  • Analyze results for continuous improvement
  • Turn your business vision into a reality with our Strategic Planning Worksheet

Taking control of your small business

Did you leave a company or a job you weren’t excited about, only to end up feeling the same way you did before? Did you have an idea that you just knew, deep down in your gut, would have a positive impact on the world? Maybe you experienced what small business thought leader Michael Gerber refers to as “an entrepreneurial seizure” where you couldn’t scratch the itch of being your own boss until it became a reality.

Like many new small business owners you probably dream of financial independence, the freedom of spending your time as you wish, being your own boss or feeling content by filling a void in the market. But most importantly, you want to achieve something you’ve never had the opportunity to achieve.

Unfortunately, many go-getters don’t know what’s in store as they venture forward to implement their brilliant ideas; they just know they want to go into business for themselves. However, sometimes the reality of owning a business is more daunting than you imagine. Luckily, by focusing on proactive and strategic planning, you can take control of your small business and begin growing your dream into a successful reality.

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