Automation webinars

03.18.2020

Automation  |  50 min read

Automation Hours

What are Automation Hours?

We know automation is the great game-changer for small businesses. Now is the time for entrepreneurs to work ON their business and put organization, follow-up and automation to work for them. One of our experts will be joined by one of our partners each Tuesday, Wednesday, and Thursday to conduct a workshop on implementing automation that will help our customers succeed.

Every Tuesday, Wednesday, and Thursday at 11 am PDT
Time zone converter

Join a Session

Join a live session or register now


Upcoming Sessions

Wed 8/12
Organise Your Data Through Tags - with Bushra Sheikh of BKS Consultancy
How can you organise and keep your data clean. We share our tips on how to organise and manage tags including the top 5 categories to help you understand your customers.

Thu 8/13
How to Turn Your Website into a Lead Generating Machine - with Misty Kortes of Your Marketing Coach
Your website is your "virtual storefront" for your business. Visitors are landing on your website as you read this. The question is, "how many are you capturing in Keap?" In this session of Automation Hours, Misty Kortes (founder of Your Marketing Coach) will share with you how to Turn Your Website into a Lead Generating Machine so you can grow your email marketing list.

Tue 8/18
Speak to your HOTTEST Leads: Learn about Lead Scoring - with Renée Boudakian of Rubicon Creative
In this session, Renée Boudakian will go over how to setup Lead Scoring for Infusionsoft and the campaign that goes along with it. This session is perfect for those in the Classic and the New Keap Experience.

Wed 8/19
Automate Your Processes Through Internal Forms - with Bushra Sheikh of BKS Consultancy
How internal forms can help your sales team or colleagues to automatically update contacts without having to learn the system.

Thu 8/20
Infinite Outreach with Looping Campaigns - with Matt Johnson of Keap
In this session we invite Keap veteran, Matt Johnson to show you how you can make a campaign repeat itself forever. Monthly reminders, annual check ins, and periodic newsletters are all possible with this simple set up.

Tue 8/25
Personalization Power: Custom Fields & Dynamic Content - with Renée Boudakian of Rubicon Creative
In this session, Renée Boudakian will go over how to create effective custom fields (picking the field types), organizing custom fields, and then how you can use custom fields via dynamic content

Wed 8/26
5 ways to Get More Leads - with Bushra Sheikh of BKS Consultancy
How do you get leads into keap or infusionsoft? We give you tips on what you can do when someone visits your website to turn those visits into leads and then the steps which will get those leads converting faster.

Thu 8/27
Create Record Breaking Revenues For Your Business Following This Simple Process - with Daniel Bussius of Built By Love Agency
Have you ever wondered why your emails aren't being opened? Why your sales aren't increasing or, if your marketing is working as well as it should be? You are not alone! In this session you are going to be handed the proven formula that Infusionsoft Small Business of the Year winners used as well as companies who have broken their revenue records following this exact formula. Join the session with the award-winning marketer Daniel Bussius from Built by Love agency and walk away from this session with the strategy and process to have your best year yet!


Join a live session or register now


Session Recordings

Tue 8/11
Your On-The-Go CRM: Explore the Keap Experience Mobile App - with Renée Boudakian of Rubicon Creative

In this session, Renée Boudakian covers the ins & outs of the Keap Experience mobile app and how it can be used to keep you connected without being confined to your desk.

Thu 8/6
Accelerate Your Email Campaigns - with Bushra Sheikh of BKS Consultancy

Best practice on emails, tips and how to make the most out of the A/B tool in Infusionsoft/Keap.

Wed 8/5
Tidy Tagging - with Michelle Bell of Virtual Work Wife

Creating a system for tagging that makes everything easy. Get reports, stats and keep everything super organized with these tagging tips.

Tue 8/4
Solving Everyday Problems with Webforms - with Barbara Jones of Small Business Automation

Learn to build web forms strategically to screen, streamline, and automate everyday tasks for you or you and your team.

Thu 7/30
The Ultimate Tech Stack Roundup to Expand Your Keap & Infusionsoft Functionality - with Renée Boudakian of Rubicon Creative

During this session with Renée Boudakian, we’ll go over the most popular tools you can use to enhance your marketing automation capabilities, including Membership/LMS Tools, Scheduling Tools, Connector Tools, and much more!

Wed 7/29
Using Custom Fields for Summer Fun - with Vix Reitano of 6boro (Social + Studios)

Learn how to use custom fields to increase engagement, reduce abandon carts in Shopify and provide your audience with more segmentation options to continue to optimize your business.

Tue 7/28
Become a Landing Page Ninja - with Bushra Sheikh of BKS Consultancy

Tips and tricks on how you can make the most of out landing pages. Whether you're a seasoned Infusionsoft/Keap Pro user or just starting out, see the power of how landing pages can help you with campaigns.

Thu 7/23
Email Deliverability: How to Stop Your Emails From Going To Spam and End Up In The Inbox - with Renée Boudakian of Rubicon Creative

During this session with Renée Boudakian, we’ll go over the best practices of email deliverability, including the technical setup of email authentication, sender reputation warm up, and list hygiene.

Wed 7/22
How to Take Face-to-Face Experiences and Rethink them for Live Streaming - with Anthony Cassara of True Productions

During this session with Anthony Cassara of True Productions, we’ll showcase how you can leverage Infusionsoft and WordPress with a few key plugins to transform a regular website into a live-streaming and interactive powerhouse.

Tue 7/21
Three Easy Things You Can Do Right Now To Make Your Funnels Even Better - with Michelle Bell of Virtual Work Wife

Three simple but effective changes you can make to get better results, optimize your times, and take the pressure off selling.

Thu 7/16
Learn How to Leverage the Power of Saved Contact Lists - with Renée Boudakian of Rubicon Creative

During this session with Renée Boudakian, we’ll go over how to create saved contact lists with pre-set filters that automatically update as your contacts either fall into or out of the search criteria. These lists are incredibly valuable for those searches that you might find yourself doing over and over again (i.e., find me all the contacts who have these tags applied?!)We'll also highlight the dashboard for Infusionsoft users and how to use saved searches to customize your dashboard view.

Wed 7/15
Automation Can Still Be Personalized for Your Customers - with Jillian Littlejohn of Sparkle Business Solutions

Elaborating on segmentation and personalization in Keap and Infusionsoft.

Tue 7/14
Landing Pages That Land Results! - with Michelle Bell of Virtual Work Wife

A hands-on tutorial on how to use the landing page builder. Learn how a long form sales template can help you tell your story and convert clients.

Thu 7/9
How to Create Irresistible Lead Magnets That People Want to Download! - with Renée Boudakian of Rubicon Creative

Creating Lead Magnets that attract the attention of your ideal customer should not be so hard. Renée Boudakian will walk you though some of the best practices in creating your own attractive resources. Plus, she will show you how to ensure your new leads consume the valuable content they are requesting.

Wed 7/8
Getting to Know Your Leads - with Mike Hilton of CXMYBIZ

You know they are qualified, but how do you get them to "take the plunge?" How do you position your products and services in a relevant way to boost conversion? Join Mike Hilton from CXMYBIZ and learn effective strategies to understand how to get your leads to convert more seamlessly... you'll be surprised how easy it can be.

Tue 7/7
Lead Generation and Qualification for Coaches, Speakers, and Influencers - with Kimberly Mays of Foolishly Creative

In this session, Kimberly Inez Mays talks about to qualify leads for your coaching/consulting business, take then through your sales process, onboard, and deliver the service using Keap.

Thu 7/2
How to Simplify Your Marketing Automation Campaigns: Tool Tips & Best Practices - with Renée Boudakian of Rubicon Creative

During this session with Renée Boudakian, we’ll walk through tool tips for the Campaign Builder (the automation engine behind Infusionsoft and Keap) and how to create effective campaigns that funnel your contacts from one campaign to another, moving contacts from prospect to raving customer! We’ll also go over best practices for campaign naming conventions that make it easy enough for anyone on your team to understand what they do.

Wed 7/1
Five Tools Infusionsoft and Keap Owners Use to Work Smart - with Barbara Jones of Small Business Automation

Keap Users, take advantage of five tools in the app to work smarter, not just harder. Use these yourself and teach your staff to use them. Automation is especially effective when you use these tools together.

Tue 6/30
Smarter Emailing - with Ross Jenkins of DigitalME

Learn more about emailing smarter, including;* List health - Keeping your list healthy* Emails - Subject lines, words to avoid* Setup - Keep your setup straight, avoid the spam folder

Thu 6/25
How to Create Powerful, High Converting Lead Capture Forms - with Renée Boudakian of Rubicon Creative

During this session with Renée Boudakian, we’ll go over creating landing pages and webforms that will enable you to add your prospects quickly and easily to start your automated prospect nurture campaign. And, to avoid asking too many questions upfront (which reduces conversion by 10% for each additional field prospects fill out), we’ll show you how to create a multi-step lead capture form - talk about powerful!

Wed 6/24
Never Lose a Lead with Long Term Nurture - with Mike Hilton of CXMYBIZ

If you have ever said, “I have leads that are slipping through the cracks”, this session is for you. Not all leads are ready to buy today. We will help you add them to a nurture sequence that drips out value, then lets you know when they are ready to buy.

Tue 6/23
Plan Your Success: The 10 Steps Process to Organizing, Planning, and Executing a Plan to Grow Your Business - with Misty Kortes of Your Marketing Coach

Get clarity around how to create a plan to grow your business consistently and without overwhelm.

Thu 6/18
Infusionsoft Sales Pipeline Deep-Dive: Mastering All The Bells And Whistles You Didn't Even Know Existed - with Renée Boudakian of Rubicon Creative and Paul Sokol of Be Pro Events

During this Infusionsoft focused co-hosted session with Renée Boudakian and Paul Sokol, we will be diving into the advanced capabilities of the Sales Pipeline, including custom fields for the opportunity records, tracking products & subscriptions plan interests, revenue forecasting, expiring buy now links and more!

Wed 6/17
Teach Your Staff Lifecycle Marketing by Automating It in Your App - with Barbara Jones of Small Business Automation

The easiest way to teach your staff Lifecycle Marketing is to incorporate it into your automated work processes. Lifecycle Marketing is a great way to organize your marketing and make it more productive, empower your staff, and help them understand how you want Lifecycle Marketing to be done.

Tue 6/16
Write Copy That Converts Using The StoryBrand Framework - with Daniel Bussius of Built By Love Agency

In this session, you'll learn how to use the StoryBrand framework to clarify your message, connect with your customers and sell more, easily.

Thu 6/11
Get Paid and Delight Customers While You Sleep with eCommerce + Automation - with Renée Boudakian of Rubicon Creative

In this session with Renée Boudakian, we’ll go over creating order forms & checkout pages that enable your customers to buy online without having to wait for an invoice to be sent. We’ll also cover how to build a post-purchase campaign to deliver what you're selling automatically for an elevated customer experience.

Wed 6/10
Landing Pages Part 2 - with Mike Hilton of CXMYBIZ

Back by popular demand, diving deeper into Landing Pages with Mike Hilton. Learn more about styling, building and getting ninja with custom code. If you want to get your ninja on...this is the session for you!

Tue 6/9
Automation Can Still Be Personalized for Your Customers - with Jillian Littlejohn of Sparkle Business Solutions

Elaborating on segmentation and personalization in Keap and Infusionsoft.

Thu 6/4
5 Ways to Leverage Segmentation for Laser Focused Targeting - with Renée Boudakian of Rubicon Creative

In this session with Renée Boudakian, we’ll cover the five ways you can leverage segmentation to dial in your targeting and get the right message out to the right people at the right time! We’ll be covering different segmentation opportunities available, based on contact type, email engagement, preferred communication styles, specific purchases made, and purchase history.

Wed 6/3
Automatic Registration of Zoom Webinars with Multiple Dates and Attendance Report - with Lisa Catto of Business Catalyst

How to setup Infusionsoft so that your existing list and new prospects can easily join a Zoom webinar that could be running on multiple dates.

Tue 6/2
Website or Landing Page - with Michelle Bell of Virtual Work Wife

Learning the difference between a website and a landing page. Do you need both? When to use the right one and why. How to get better results from your automation based on page type.

Thu 5/28
Advanced Operational Workflows for Maximum Business Productivity - with Renée Boudakian of Rubicon Creative

In this session, Renée Boudakian dives into advanced operational workflows that you can (and should!) automate for maximum productivity using Infusionsoft and Keap; followed by rapid implementation in the Campaign Builder to setup these automations for your business. Buckle up!

Wed 5/27
Capture More Leads with Keap's Landing Pages - with Mike Hilton of CXMYBIZ

Diving into some of the foundational ways that we use Keap landing pages, including: Styling for Mobile and Desktop, building from templates, and building from scratch, creating custom subdomains for your landing pages, adding javascript for styling of your landing pages, and much more.

Tue 5/26
Making Sales in the Summer of COVID-19 Using Keap to Manage Your Relationships - with Vix Reitano of 6boro (Social + Studios)

Learn how to streamline your sales process, utilize the Pipeline feature and create automation-based reminders to re-engage your customer base (and yourself) as we enter this summer of sales. You can be successful this summer and we'll show you how.

Thu 5/21
Introduction to Operational Workflows for Increased Productivity Each Day - with Renée Boudakian of Rubicon Creative

In this session with Renée Boudakian, we’ll start off by covering the most common operational workflows that you can (and should!) automate for increased productivity using Infusionsoft and Keap; followed by rapid implementation in the Campaign Builder to setup these automations for your business. Buckle up!

Wed 5/20
Automate Your Webinars: Zoom + Keap/Infusionsoft - with Kathy Swanson of Integrated Marketing Werx

If you want to take the next step and directly integrate Zoom with your Keap or Infusionsoft app, we will walk through the native integration setup, how to use for paid webinars as well as registrations, confirmation and reminder emails, and even how to tag attendees for follow-up offers.

Tue 5/19
Bring Slack to Life with Automation - with Chad Spaide of Funnel Cake

Integrate with Slack to put your automation and prospecting on autopilot.

Thu 5/14
Learn How Campaign Builder Can Automatically Invoice Clients - with Renée Boudakian of Rubicon Creative

We’ll walk you step-by-step through setting up automated customer orders, auto-charge options as well as how to set up automatic invoicing. It’s simple, powerful, and a must-have for leveling up your business growth.

Wed 5/13
How to Take Payments Through Your Website with Keap Grow & Keap Pro - with Michael Hunter of Spiffy

Spiffy Checkouts provide an easy way to take payments for products and services through your website or any marketing funnel.

Need to offer subscriptions? Payment Plans? Checkbox offer bump? or Upsell? We've got you covered on all those plus a whole lot more!

Join us for a tutorial of how to setup the new Spiffy Checkouts to integrate with Keap Grow & Keap Pro.

Tue 5/12
Automation Can Still Be Personalized for Your Customers - with Jillian Littlejohn of Sparkle Business Solutions

Using custom fields, field timers and decision diamonds to get the relevant messages to your customers when they need them.

Thu 5/7
How to Build a Profitable & Sustainable Business with Your Thought Leadership & Personal Brand - with Michael Hunter of Spiffy

In 2020, there's a lot of noise out there, but the truth is, there's never been a better time to build your personal brand to grow your business.

Building a personal brand must be a part of your business strategy moving forward.

Join us for an in-depth presentation on the 16 components needed to build a profitable, sustainable personal brand.

Wed 5/6
Experts & Influencers: How You Can Make More Money, Multiply Your Impact, and Scale Your Business By Easily Selling Your Expertise Online in Less Than 30 Days - with Kyle Leavitt of CustomerHub

In our increasingly on-demand world people have grown to expect the convenience of buying via a subscription and managing their account online (see Dollar Shave Club, Netflix, Blue Apron, Amazon, YouTube TV, Dropbox, Cadillac, etc). The bar has been raised, and if you're not offering the same ease of access to your customers then you're already behind the curve. Fortunately it's much easier to get your business online today than ever before. In this webinar, Kyle Leavitt shows us how to:
• Get your customer account portal setup.
• Move your employee resources to an online employee portal.
• Start building recurring revenue with a membership site.
• Utilize video conferencing tools.

Tue 5/5
Infusionsoft Implementation Workshop: Let’s Setup Your Sales Pipeline & Campaign - with Renée Boudakian of Rubicon Creative

During this Infusionsoft focused session with Renée Boudakian, we will setup your sales pipeline, create the campaign automation for each stage, and cover how to use opportunity records to efficiently manage and move your contacts through your sales pipeline. To get the most out of this session, take the time to map out your sales stages prior to the workshop so we can hit the ground running with implementation!

Resource Spotlight: For strategy support on how to decide on your sales pipeline stages, I recommend watching the replay of the Sales Pipeline Automation Mastery Automation Hours hosted by Paul Sokol: https://fast.wistia.net/embed/iframe/fxa1bh5vvk

Fri 5/1
How to Double your Revenue from Your Existing Traffic - with Michael Hunter of Spiffy

Don't let sales slip through the cracks when you can spend 30-40 minutes making some small tweaks to your checkout process to maximize your sales numbers!Focusing on the conversion point of your funnel, is the place where you can have the most impact.Increasing your conversion rate from 1% to 2% is a 100% increase in revenue!!

We will discuss 12 different tactics that you can easily implement to increase conversions through your checkout experience.

Thu 4/30
Event Registration and Management - with Jamie Gilleland of MiSyte - Sales and Marketing Automation

Paid events (Live or Virtual) can be so profitable, but such a pain in the butt. No shows, long registration lines, people getting lost in the system - the event planner's nightmare. Come see how Jamie works with her high end speakers/coaches (who are doing events with 250 plus attendees) and learn how to increase attendance and decrease registration line headaches.

Wed 4/29
Facebook Ads Automation - with Renée Boudakian of Rubicon Creative

In this session with Renée Boudakian, you’ll learn about the power of the Facebook pixel, a proven strategy for campaign setup, and how to create ads that will automatically serve the right message to your targeted audience at the right time.

Tue 4/28
Sales Pipeline Automation Mastery - with Paul Sokol of Be Pro Events

In this session, you'll learn how to break down your sales process into meaningful stages, what kind of automation works at various points in the sales cycle, and some automation tricks to master sales management.

Mon 4/27
Get Organized with Tags - with Lisa Catto of Business Catalyst

This isn't just 'how to' in Infusionsoft, but strategic and marketing best practices, so that right now - when you need it most - you can make the most of what you've already got.

Fri 4/24
Getting Your Prospects On The Phone Early and Often - with Mike Hilton of CXMYBIZ

You’ve already had the person in your sights at the opt in, and most funnels convert better when you can talk personally with some someone. Keap allows you to effortlessly drive higher quality clients directly to you! In this session you'll learn how to use automation to build one-click schedule options to get your clients on the phone with you.

Thu 4/23
Virtual Round Tables Automation - with Vix Reitano of 6boro (Social + Studios)

Learn how to setup a funnel to bring your audience through a Zoom/Virtual Event and back into your automation funnel with key points of action throughout the process to increase engagement, sales and retention.

Wed 4/22
Find More Customers - Part 2: Own Your 1st Party Data - with Renée Boudakian of Rubicon Creative

In this webinar with Renée Boudakian, you're going to:

  • Get an introduction to Owned Marketing
  • Learn how to use your own 1st party data to start conversations with you warmest leads
  • Stop solely relying on and paying for data from Facebook and Google.

  • Tue 4/21
    Webinar Management and Follow-Up Techniques - with Jamie Gilleland of MiSyte - Sales and Marketing Automation

    In this webinar, Jamie will teach you the tactics she uses with her speaker/author clients to maximize webinar results. Learn how to invite your list to a webinar with 1-click registration, how to use a landing page for 1-click registration (and add them to your list), and how to nurture so your show rates are higher. Then the final piece is following up automatically depending on whether they showed, stayed, or didn’t make it.

    Mon 4/20
    How to Collect Powerful Testimonials on Autopilot Using Infusionsoft and Keap - with Brett Farr of Blick Digital

    A powerful and authentic testimonial can turn even your most skeptical visitors into action-takers. It can instantly boost your credibility and tip the scale to convince prospects to subscribe, click, or even buy. In this session, we'll pull back the curtain on successful Infusionsoft campaign strategies to generate amazing share-worthy testimonials you can utilize for your ads, salespages and website.

    Fri 4/17
    Connecting your current tools with Keap (Zapier) - with Mike Hilton of CXMYBIZ

    One of the biggest blockers of growing the business is not having the time to focus ON your business because you are too busy working IN your business. We are going to use Zapier to show how we can take data from any of your applications and update contacts in your Infusionsoft applications.

    Thu 4/16
    Find More Customers - Part 1: Organic List Building - with Renée Boudakian of Rubicon Creative

    In this webinar with Renée Boudakian, you're going to:

  • Learn about the 3 types of prospecting audiences
  • Know different organic pools successful businesses use to build their lists
  • Learn how to start profitable conversations using Infusionsoft & Keap


  • Wed 4/15
    Connecting with Your Customers Through Virtual Events - with Lisa Schulteis of ElectraLime Marketing

    Many businesses rely on live, in-person events such as workshops, classes, strategy sessions and more. However, in times when a live event may have to be canceled, you can convert those events to virtual… allowing you to continue growing your business and interacting with your clients!

    Tue 4/14
    Website vs. Landing Page: What Works Best and Why - with Michelle Bell of Virtual Work Wife

    In this webinar, we cover:

  • The difference between traditional websites and landing pages
  • How integrating your Campaigns into your website or landing page is easier than you might think
  • How to choose what to use and when to use it


  • Mon 4/13
    From Theirs to Yours: Taking Lead Flow Off The Platforms and Home to YOU - with Vix Reitano of 6boro (Social + Studios)

    In this webinar, we talk about what it means to funnel your community from social media to your CRM AND leverage your CRM to continue the conversation.

    Fri 4/10
    The Perfect Indoctrination: A Critical Campaign Every Business Should Have - with Daniel Bussius of Built By Love Agency

    Consumers are demanding customized experiences delivering value and delight. If your business is not doing this, you are losing sales and customers!After this Automation Hours session with Daniel Bussius of Built by Love Agency, you'll be able to:

  • Communicate: Segment based on pain points so you can deliver meaningful messaging.
  • Connect: Create alignment based on value and trust. Emotion drives purchase.
  • Convert: Make the right offer to the right customer more than once.


  • Thu 4/9
    How to Adapt Your In-Person Business to Run Online - with Renée Boudakian of Rubicon Creative


    Wed 4/8
    Streamline Your Daily Processes - with Jamie Gilleland of MiSyte - Sales and Marketing Automation


    Tue 4/7
    Convert More New Leads With Automation - with Mike Hilton of CXMYBIZ


    Mon 4/6
    Automate Your Lead Flow - with Hailee Ardmore of Star Tower Systems


    Fri 4/3
    Make Scheduling Effortless - with Renée Boudakian of Rubicon Creative


    Thu 4/2
    Small Business Survival Strategies: How to Create a Steady Stream of Leads Online in Challenging Times - with Misty Kortes of Your Marketing Coach


    Wed 4/1
    Streamline Your Daily Processes - with Vix Reitano of 6boro (Social + Studios)


    Tue 3/31
    Convert More New Leads With Automation - with Michelle Bell of Virtual Work Wife


    Mon 3/30
    Automate Your Lead Flow - with Lisa Catto of Business Catalyst


    Fri 3/27
    Make Scheduling Effortless - with Renée Boudakian of Rubicon Creative


    Thu 3/26
    Connect with Your Potential Customers Virtually - with Cindy Zuelsdorf of Kokoro Marketing


    Wed 3/25
    Streamline Your Daily Processes - with Vix Reitano of 6boro (Social + Studios)


    Tue 3/24
    Convert More New Leads With Automation - with Misty Kortes of Your Marketing Coach


    Mon 3/23
    Automate Your Lead Flow - with Lisa Catto of Business Catalyst



    Was this post helpful?

    Subscribe to our newsletter

    Fresh small business insights and ideas delivered weekly to your inbox, gratis.

    See demo