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

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 sales team can use to reach incredible goals. You can’t make educated decisions when it comes to honing your marketing plan without sales KPIs. If you’re … Read more