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You will get Keap/Infusionsoft Audit with Recommendations
Project details
This Audit includes the following:
- Tags Audit (checking campaign structures and naming conventions)
- Campaign Audit (includes testing of campaigns that's been published and currently running)
- Custom Fields Audit
After the Audit documents have been delivered the owner will decide what to delete and what to keep on her account and I will provide suggestions and questions if needed.
Please be aware that you need to add me as a partner and I use lastpass for all login details requirements.
I might need to ask login details that's outside Keap for proper checking and auditing to test and make sure that everything is connected accordingly and to check all errors I will be encountering
Clean up is not part of the process.
- Tags Audit (checking campaign structures and naming conventions)
- Campaign Audit (includes testing of campaigns that's been published and currently running)
- Custom Fields Audit
After the Audit documents have been delivered the owner will decide what to delete and what to keep on her account and I will provide suggestions and questions if needed.
Please be aware that you need to add me as a partner and I use lastpass for all login details requirements.
I might need to ask login details that's outside Keap for proper checking and auditing to test and make sure that everything is connected accordingly and to check all errors I will be encountering
Clean up is not part of the process.
Industry
Marketing & AdvertisingWhat's included $600
These options are included with the project scope.
$600
- Delivery Time 7 days
Frequently asked questions
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About Edgar
GHL & Keap Certified CRM Expert | Workflow Automation Engineer | 7+ Y
80%
Job Success
Teresa, Philippines - 2:39 am local time
Are you looking to streamline your marketing, sales, and client management processes? I help businesses automate workflows, optimize CRM systems, and drive conversions using industry-leading platforms like Go High Level (GHL), Keap, and Ontraport.
🔥 What I Can Do for You:
✅ CRM Setup & Customization – Tailor your Go High Level, Keap, or Ontraport to fit your business needs.
✅ Marketing Automation – Design email/SMS sequences, nurture campaigns, and follow-up automations.
✅ Sales Funnel Optimization – Build high-converting landing pages, lead capture forms, and pipelines.
✅ Workflow & Process Automation – Automate tasks, lead scoring, and integrations to save time.
✅ Third-Party Integrations – Connect your CRM with payment gateways, scheduling tools, and more.
✅ White-Label SaaS Solutions – Customize Go High Level for agencies and businesses.
🎯 Why Work With Me?
🚀 Proven Experience: Years of expertise working with businesses in real estate, coaching, finance, and e-commerce.
⚡ Results-Driven: Focused on boosting lead conversion, increasing engagement, and improving ROI.
🔗 End-to-End Support: From setup to troubleshooting, I ensure a seamless experience.
Whether you're a coach, agency, or business owner, I can help you automate your systems and maximize efficiency so you can focus on growth.
📩 Let’s discuss your project and bring your automation to the next level!
Steps for completing your project
After purchasing the project, send requirements so Edgar can start the project.
Delivery time starts when Edgar receives requirements from you.
Edgar works on your project following the steps below.
Revisions may occur after the delivery date.
Tags List Document
Campaigns Documentation