A Simple Tagging System for Infusionsoft or Keap

Here’s the truth: Infusionsoft’s reliance on tags is amazing but also a kick in the pants. Using tags to segment data as well as firing automation gives you a lot of flexibility, but it can also turn your application into a mess really fast.  How to properly use and organize your tags is a common … Read more

Keap (Infusionsoft): Create Dynamic Marketing Reports

So you bought Keap, or better yet, Infusionsoft. You have a sweet landing page for your webinar and you’ve created some sweet marketing automation that sends a few emails and text messages at each stage of your funnel. Your marketing must be crushing it, right?  It’s hard to know unless you have detailed reporting Creating … Read more

Track sales and sales pipeline KPIs inside of Infusionsoft.

Keap (Infusionsoft): How to Create Detailed Sales Reports

Finding the right key to business success can be a lengthy discussion, but one thing is true: it’s a lot easier when you have money coming in the door. In today’s article, we’re going to cover the KPIs – key performance indicators – around your company’s sales.  While some businesses can grow and operate without … Read more

Learn how to calculate LTV and CAC inside of Infusionsoft.

Keap (Infusionsoft) Reporting: How to calculate LTV & CAC

Years ago, at a different software company, we were interviewing VC firms with hopes of bringing on one as an investment partner. During an interview, one asked, how much are you willing to spend to acquire a customer?  This is a question that many people don’t know how to answer. After all, the proper answer … Read more

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