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Conference playbook worksheet

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Conference playbook worksheet

Are you ready to leverage conferences as an opportunity to bring in new clients? Use this free worksheet to get ready for your next conference.

This step-by-step worksheet will guide you through:

  • Developing a strategy before you go
  • Pre-conference prep work
  • Post-conference follow-up

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 serving. Keep striving. Keep growing.