We’ve got your back with Keap Expert Coaching

Take your business to a whole new level and maximize Keap’s potential with expert coaching. Gain direct access to an expert coach to guide you to greater organization.

Keap Expert Coach teaching new Keap customer.

Invest in your success

Our Expert Coaching includes a combination of one-on-one coaching, daily training webinars, and support whenever you need it. You and your coach will design a personalized plan together to get your contacts in, connect your existing lead capture, and follow-up. No other comparable company matches Keap’s unique coaching program.

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Start your coaching with a personalized business overview

First, we review your current list and recommend improvements to your current organizational methods. Here are some questions we may ask you: “How do you currently track leads/clients and guarantee your follow-up?” and “How do you get paid?”

Once we fully understand every aspect of your business, we’ll establish action items for each call and work side-by-side with you to reach your most important goals.

For your convenience, we also work around your schedule. Plus, you will have outstanding continuing support even after the initial 30 day coaching period.

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Expert advice for every need

These are just some of the ways our expert coaches help your business grow:

  • Get your contacts into Keap
  • Put Keap into action
  • Regularly review your progress
  • Enhance Keap with automation

Additionally, your expert coaches will help you:

  • Organize all your information
  • Help ensure rigorous follow-up
  • Automate daily work
  • Get paid promptly
  • Impress your clients

Expert coaching: built to help you accomplish these three goals:

  • Get organized
  • Follow-up with promising leads
  • Ensure a steady revenue stream

Compare expert coaching packages

Get setup fast: Our experts import your contacts and can help migrate emails, campaigns, and workflows you use today and need in the future.

1:1 Coaching: 30-day direct access to an expert coach to guide you and answer any and all questions. We’ve got your back!

Grow smarter: Learn the best ways to use Keap to get organized, follow-up, automate, and grow your business.

What you get:

Keap Grow Coaching

Keap Pro Coaching

Infusionsoft Coaching

Business needs-assessment with a small business expert

1-on-1 sessions with an expert Coach for the first 30 days

Access to daily training webinars and free 24/7 tech support

Integration assistance with Gmail, Outlook and Quickbooks Online

Migration of exisiting contacts

Gets your contacts - leads and clients - into Keap quickly and accurately.

Integration assistance with Zapier

More advanced automation and integration services available (for an additional cost)

Custom scoping and packages available

Advanced Sales pipeline & E-commerce setup

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Get your contacts into Keap

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Put Keap into action

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Review your progress

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Enhance Keap with automation

Ready to switch your CRM? We’ll handle your migration.

Transitioning and learning software shouldn’t be stressful, cause needless down time, or be costly.

Our Keap Migration Team handles all the heavy lifting. Sign up for Keap or Infusionsoft and our team of experts will migrate all of your active content and templates in addition to your Expert Coaching.

Explore our free data migration options

Various software that Keap can migrate for you.

Our expert coaching has helped small businesses grow

Ready to learn more?

Why the name change?

Infusionsoft is now Keap. Why? Because it takes perseverance to grow a successful small business, and we’re here to help.

Our mission remains the same: To simplify growth for millions of small businesses worldwide.

As Keap, we now offer a family of products designed to help small businesses no matter what stage they’re in.

We created Keap, the all-in-one CRM, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.

Our top-tier product, Infusionsoft, is for small businesses with more advanced sales and marketing automation needs.

So whether you want to start simple or you’re ready for our most advanced edition, we offer a Keap product that will help you get organized, deliver great service, and grow your business.

Keep going. Keep serving. Keep growing.

See demo