Personalized Growth Planner

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Personalized Growth Planner

Grow your business with a winning sales and marketing machine

The Personalized Growth Planner is the smart (and free!) way to an effective sales and marketing strategy. It’s based on three stages of Lifecycle Marketing—Infusionsoft’s proven framework for capturing leads, increasing sales and creating lifetime value for your customers. The stages will help you:

  1. Attract your ideal customer by defining your target market, creating interest around your brand and capturing leads through a variety of channels
  2. Sell your brand by creating an experience for your customers, developing a sales process that aligns with your customers’ buying process and implementing tactics to increase closed sales
  3. Wow your customers by delivering exceptional service, offering more to create additional sales and generating referrals through incentive-driven customer rewards

Customize your sales and marketing strategy

Developing a solid sales and marketing strategy can be daunting. And because no two small businesses are alike, you need a custom strategy that works for your unique needs. With Lifecycle Marketing, you can create a marketing plan built for your business—one that will help you and your team close more sales and increase your revenue.

Let’s get started!

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