Your game plan

Complete the form to access your guide
Your game plan

Deep dive with Clate Mask on the topic of strategic planning for small business

Keap CEO and co-founder, Clate Mask, brings you a guide on strategic planning for small business. In addition to learning five strategic ways to turn a sound business into a long-term success, you’ll learn how to:

  • Identify the purpose of your business
  • Understand how strategy guides planning
  • Establish a meeting rhythm for success
  • Involve and motivate your employees
  • Analyze results for continuous improvement
  • Turn your business vision into a reality with our Strategic Planning Worksheet

Taking control of your small business

Did you leave a company or a job you weren’t excited about, only to end up feeling the same way you did before? Did you have an idea that you just knew, deep down in your gut, would have a positive impact on the world? Maybe you experienced what small business thought leader Michael Gerber refers to as “an entrepreneurial seizure” where you couldn’t scratch the itch of being your own boss until it became a reality.

Like many new small business owners you probably dream of financial independence, the freedom of spending your time as you wish, being your own boss or feeling content by filling a void in the market. But most importantly, you want to achieve something you’ve never had the opportunity to achieve.

Unfortunately, many go-getters don’t know what’s in store as they venture forward to implement their brilliant ideas; they just know they want to go into business for themselves. However, sometimes the reality of owning a business is more daunting than you imagine. Luckily, by focusing on proactive and strategic planning, you can take control of your small business and begin growing your dream into a successful reality.

Why the name change?

Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.

We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.

Smart client management software that helps turn incoming leads into satisfied clients.

The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.

Keep going. Keep serving. Keep growing.

Start demo