A Simple Tagging System for Keap

Here’s the truth: Keap’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

Keap: Create Dynamic Marketing Reports

So you bought Keap, or better yet, Keap. You have a sweet landing page for your webinar and you’ve created some sweet marketing automation that sends a few emails and

Learn how to calculate LTV and CAC inside of Infusionsoft.

Keap 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

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Export New Customers Report

You can now export New Customer and New Customer Value reports to PDF format! Simply click the download icon in the top left corner of the widget. It will take

Use these 5 sales KPIs.

5 Important Sales KPIs to Track

If you aren’t using KPIs then you’re probably living in the dark when it comes to your sales performance. Key Performance Indicators (KPIs) are metrics and tracking methods that your

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