Keap & Infusionsoft Support

Keap, run by people who know it.

A trained His Word team manages your Keap account, formerly Infusionsoft: clean contacts, working automations, quotes and invoices that go out on time, and a pipeline you can trust, without pulling you into the platform every day.

Keap home dashboard with leads, quotes, invoices, tasks and automations, managed by His Word
The platform we specialise in

formerly Infusionsoft

Keap & Max Classic

We work in the current Keap plans and in older Infusionsoft accounts.

Every module, in-house

Contacts, automations, pipeline, quotes, invoices, payments and reports.

Clean-up to campaigns

From tidying a messy database to building new automations.

Keap and Infusionsoft are trademarks of their respective owner. His Word Business Support Services Inc. is an independent service provider and is not affiliated with or endorsed by Keap.

The Usual Story

Most Keap accounts aren't broken. They're neglected.

Keap puts your contacts, follow-up, quotes, invoices and payments in one place. When nobody has time to look after it, small problems pile up quietly.

Tags nobody can explain

Years of imports and one-off campaigns leave hundreds of tags and duplicate contacts.

Automations break quietly

A changed form or an expired connection stops a sequence, and nobody notices until leads go cold.

Leads wait for a reply

A form fill lands at night and the first follow-up goes out two days later, if at all.

A pipeline that flatters you

Deals sit in stages they left weeks ago, so the forecast is a guess rather than a number.

Failed payments go unchased

Declined cards sit in a report nobody opens, and recurring revenue slips away.

One person holds it all

The only person who understands the campaigns is on leave, and so is your follow-up.

What We Build And Run

Four things decide whether Keap earns its keep

Get these right and the account works for you. Get them wrong and you’re paying for a very expensive address book.

Contacts, tags & lead scoring

A contact list you can actually segment

Keap runs on tags. We keep them tidy, merge duplicates and tune lead scoring, so every list and automation starts from clean data.

Keap contacts list with tags, lead scores and a weekly clean-up summary from His Word
Automation Builder

Automations that follow up on time, every time

Goals and sequences in Keap’s drag-and-drop Automation Builder (Campaign Builder in Max Classic), mapped to how you sell and tested before they reach a real contact.

Keap Automation Builder with web form, tag and appointment goals connected to follow-up sequences, built and tested by His Word
Sales pipeline & appointments

A pipeline that shows where every deal really is

Stages that match your sales steps, a next step on every deal, and stage automations that send the right email the moment a deal moves.

Keap sales pipeline with leads, qualifying, quote sent and won stages, kept current by His Word
Quotes, invoices & payments

Quotes, invoices and checkout that get you paid

This is where Keap stands apart: quotes that turn into invoices, recurring billing and checkout forms with order bumps and promo codes, all tied to the contact record.

Keap Money screen with invoices and a checkout form with an order bump and promo code, reconciled by His Word
Keap Or GoHighLevel?

Two CRMs, built for different businesses

Both automate follow-up, but they are built for different jobs. We have trained specialists for each, so we’ll tell you honestly which fits.

Keap fits when…

GoHighLevel fits when…

How We Work In Your Account

Every change is safe to make

Tags and goals drive live automations, so the team follows the same routine on every account.

Documented first

Your account is reviewed and written up before anything changes.

Tested before live

New automations run on sample contacts before they reach real ones.

Your logins, your data

The team works in your account, with access you set and can remove.

Reviewed, with backup

A His Word team lead checks the work, and a trained backup covers leave.

Tools & Platforms

Works inside the tools you already use

Your team works in your own Keap account and connected apps, with the access you set. Nothing moves to a new system.

Client Value

Your Keap account stays clean, your automations keep running, and every lead gets followed up on time.

How It Works

From your account to a working desk

01

Audit

We review your contacts, tags, automations and integrations, and agree what the team handles first.

02

Set up & clean up

We select your specialist and their backup, set them up in your account, and fix the most urgent issues.

03

Run

Your account is looked after week by week, new automations go live on schedule, and a His Word lead checks quality.

Who This Is For

Built for businesses that run on Keap

Coaches & course creators

Memberships, launches and email sequences kept running behind the scenes.

Service businesses

Leads, appointments and follow-up handled so no enquiry slips through.

Agencies with Keap clients

Extra trained hands for client builds and upkeep, working to your standards.

Long-time Infusionsoft users

Older accounts cleaned up and brought in line with how you sell today.

FAQ

Common questions about outsourcing Keap

Yes. Infusionsoft was renamed Keap, and the original platform is now called Keap Max Classic. Our specialists work in the current Keap plans and in older Infusionsoft accounts.

Yes. We start by reviewing what’s already in your account and documenting how it works, then repair or rebuild the campaigns that have stopped doing their job.

Yes. We merge duplicates, tidy tags and agree naming rules so your segments stay reliable. Changes are agreed with you first, because tags often trigger live automations.

Keap is built for small businesses selling their own services and products, with quotes, invoices, checkout forms and payments alongside the CRM. GoHighLevel is built for agencies and multi-location teams, with sub-accounts, white-label and funnels. We support both.

Yes. The team works with Stripe, PayPal, Zapier, PlusThis, Memberium and WooCommerce, alongside Keap’s own connections.

Your team works only inside your systems, on accounts you control, with access set per person. You can review or remove access at any time, and it’s removed the day someone leaves your account.

It starts with a discovery call. We scope the role, shortlist trained candidates and set them up in your account. Timing depends on the state of your account and how much support you need.

Get Started

Let's get your Keap account working for you again.

A 30-minute call to look at your account, what’s not working and what the team would take on first.