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 your coaching calls.

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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: Designated calls with your 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

Access to daily training webinars and free 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.

1-on-1 sessions with an Expert Coach

1 call

3 calls

5 calls

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 up to 100 active campaigns, templates and other content, included with 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?

See demo