Category: Automation

How can automation grow your small business?

Small businesses often struggle with limited resources and the challenge of trying to compete with larger, more established companies. However, with the advent of business automation, small businesses now have access to powerful tools that can help them grow and compete more effectively. In this blog post, we’ll take a closer look at how business […]

What are your company’s New Year’s resolutions?

Ah, January. Fresh start. A new leaf. A fresh calendar. The season of best intentions.  Most of us make New Year’s Resolutions in our personal life, but what about for your business? Here are a few suggestions to consider when thinking about your goals for 2022.  1. Make your business processes work for you.  Are […]

New Ways to Customize Your Emails (That You Probably Haven’t Thought Of!)

Everyone knows that it’s best practice to customize the emails you send to your customers. You know that, right? If you didn’t, now you do. Make sure you’re customizing emails to your customers. The most common and simple way to do this is to use merge fields, so that emails come to them by name. […]

Automation Hour with Keap: Track New Leads with Internal Forms

The conversation you just had, the voicemail from the call you missed, the new email in your inbox. These are all new leads that need to be added to your CRM for follow-up or you run the risk of letting them fall through the cracks. Anthony joined the team at Keap as a Featured Partner […]

Everything You Need to Know About Automation You Learned in Kindergarten, Episode 6

Welcome to Episode 6 of our video series, “Everything You Need to Know About Automation You Learned in Kindergarten.” In these fun, short videos, Anthony breaks down a new automation or web topic, teaching you tips and tricks for getting your Infusionsoft app to work for you. This week’s video is about how to translate […]

Everything You Need to Know About Automation You Learned in Kindergarten, Episode 5

Welcome to Episode 5 of our video series, “Everything You Need to Know About Automation You Learned in Kindergarten.” In these fun, short videos, Anthony breaks down a new automation topic, teaching you tips and tricks for getting your Infusionsoft app to work for you. When we were young kids, we heard a lot about […]

Automation Hour with Keap: Sell Online with Woo Commerce

If you have products to sell online, WooCommerce is a great way to add a storefront to your WordPress site. Anthony joined the team at Keap as a Featured Partner for Automation Hour last week to guide you through creating your first product, connecting your sales to Keap or Infusionsoft, and then driving prospects to […]

Everything You Need to Know About Automation You Learned in Kindergarten, Episode 4

Welcome to Episode 4 of our video series, “Everything You Need to Know About Automation You Learned in Kindergarten.” In these fun, short videos, Anthony breaks down a new automation topic, teaching you tips and tricks for getting your Infusionsoft app to work for you. One of the first things they teach you in Kindergarten […]

How to Use Infusionsoft to Create a Two-Factor Authorization Process: Part 2

So if you’re here from last week’s post, now you know What 2-Factor Authorization (2FA) and Why to Use a 2FA system to protect your users. If you missed it, you may want to check that out first. Now that we’ve got that out of the way, read on to learn how we built a […]

How to Use Infusionsoft to Create a Two-Factor Authorization Process: Part 1

Did you know you can create a 2-Factor Authorization (2FA) process in Infusionsoft, using some fairly basic tools built into the Campaign builder? Recently we built a 2FA process for a client of ours who wanted to be extra certain that the folks accessing their content were the intended users. In this two-part blog post, […]