The Small Business Playbook

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The Small Business Playbook

Get access to 12 rich and in-depth customer stories to learn exactly how businesses like yours are leveraging the power of Infusionsoft to help them get organized, grow sales, and save time. You'll get an insider's view of how these customers have doubled and even tripled their revenue while eliminating hours of busywork. Inside the guide, you'll find:

  • The content and lead magnets they use to attract and capture leads
  • How they nurture those leads into customers
  • Their conversion rates and how they connect with their leads at the right times
  • Their up-sell, cross-sell and promotion strategies with Infusionsoft
  • How they use Infusionsoft to streamline their product or service delivery process
  • And even more success tactics like social media, referral generation, ROI, etc.

If you want to see exactly how entrepreneurs all around the world are transforming their businesses, then the Small Business Playbook is for you.

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