February is typically the time when some resolutions fly out the window.
The hype around the new year has worn off and it becomes more difficult to stay motivated about your goals.
We’ve seen this play out year after year and it’s often why so many businesses look back and realize they haven’t hit the milestones they set for themselves at the beginning of the year.
It’s tempting to normalize this and slip into a survival mindset when it comes to your business, but that’s not happening on our watch! Instead, we’re here to provide you with some inspiration by showing you what can happen if you stick to your goals and use your small business CRM software to help get them done.
Check out the five wins below from real Keap users who wanted more from their business, set growth goals, and crushed them with the help of their automation and CRM system.
Jenn Malecha, Wholistic Health Boss
Jenn Malecha’s business, Wholistic Health Boss, was growing. New clients were flowing in and she was thrilled until she realized she was running out of bandwidth to serve those clients.
Between her administrative to-dos and the tasks that had to be done daily, weekly, and monthly, Jenn already had limited time to serve clients. And more clients meant she needed more time in her day.
Jenn’s goals were to save time and improve her work-life balance all while having the ability to serve her growing clientele.
Spoiler alert: She ended up crushing each of those goals. How?
It wasn’t by hiring more employees but rather by automating upselling and other sales and marketing processes with her automation and CRM system. This led to Wholistic Health Boss experiencing 200% revenue growth and saving 36 hours per month. She even saved so much time that she is now free to travel the world, which had always been a dream of hers.
Shanterria Earley, Travel Divas
Running a travel business means Shanterria has a lot of complex details to monitor and store for each and every traveler. This was a time-consuming task and it didn’t leave her a lot of time to sell more travel packages and strategize how to reengage customers so they came back for more.
She was struggling to achieve her goals of growing and getting organized, so she reached for a small business CRM and automation software to help.
Shanterria started with Keap’s software in 2015. Since then, she’s scaled her business to $17 million in annual revenue by automating her sales nurture emails, marketing campaigns, payment plans, reporting, and every process involved in her booming travel business.
Jason Wojo, Lifeonaire
Jason Wojo of Lifeonaire knows what it’s like to hustle and struggle to scale. Prior to unlocking all the power of his automation and CRM system, Jason was losing leads and working long hours day after day to keep up.
Finally, he was done with being burnt out and doing everything manually, so he set out to get serious about using every part of his Keap app and optimizing it to reach his goals.
His efforts paid off in more ways than one, and he credits the software for Lifeonaire’s 40% increase in subscribers, ability to double their staff, and additional $100,000+ in revenue.
Read More About Jason’s Results
Jason & Therese Benedict, The Automation Agency
The Automation Agency is a full-service agency dedicated to helping businesses thrive, but Jason and Therese needed a software to help them unlock more time and profit in their own agency.
After using Keap to automate their processes and those of their clients, they saw 225% growth in just two years.
These results are what led Jason to describe his CRM system as the “backbone of his business,” and the best part is, Jason and Therese are now helping other entrepreneurs crush their goals and scale with Keap. So far, they’ve helped over 3,000 clients follow in their footsteps and reach their goals!
Learn More About The Automation Agency’s Results
William Brown, WBTrading
William noticed a few trends in his business that made him realize things needed to change. They were losing clients due to missed follow-ups and lack of support, spending countless hours on manual tasks, and fighting to keep up with purchase and fulfillment processes.
It was these struggles that led him to opt for the best CRM for small businesses. William summed up his results perfectly:
“Now that we've fully transitioned to Keap, we have doubled our monthly revenue, increasing our business growth by 140%.” — William Brown, Founder
Aside from the growth, William and his team have also been saving tons of time with fewer manual tasks on their plates (the time saved adds up to 30 extra working days a year 😲), providing their customers with a more consistent experience, and enjoying more efficient and organized workflows across the entire business.
More inspiration and resources to help you reach your own goals
Hopefully, these real-life success stories fired you up about your own 2025 goals! And more than anything, we hope you know that you can experience this type of success too. Find more inspiration on our customer success stories page.
If you’re ready to dive in and get started with the automation and CRM system that has helped thousands of businesses reach their goals year after year, set up a free call with a business growth expert today.
Already a Keap user? Browse our Keap Academy courses so you can level up your strategy and discover how to get even more out of your app.
