You will get Keap/Infusionsoft Audit with Recommendations


Let a pro handle the details

Buy Business Consulting services from Edgar, priced and ready to go.

You will get Keap/Infusionsoft Audit with Recommendations


What's included $600

  • Delivery Time 7 days
7 days delivery — Jun 30, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Edgar gets paid once you are satisfied with the work.

Let a pro handle the details

Buy Business Consulting services from Edgar, priced and ready to go.

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.
Marketing & Advertising
What's included $600 These options are included with the project scope.
  • Delivery Time 7 days

Frequently asked questions

39 reviews
62% Complete
26% Complete
10% Complete
1% Complete
3% Complete
Rating breakdown


Maiysha C.
May 16, 2024
Need a Kartra Specialist to help Transition Me from Infusionsoft


Mike D.
May 3, 2024
Keap Infusionsoft Automation Expert As an experienced keap certified partner you have on a number of occasions done work not required, or incorrectly. This is reflected of your lack of understanding of what is required. I am disappointed at the level of your understanding as an ICP.


Julian B.
Mar 31, 2024
Hubspot Developer Edgar was excellent creating and extending complex Keap automations. After migrating CRMs, he also setup up a new Zapier integration using Hubspot contacts and Zoom meetings.


Yalonda H.
Nov 14, 2023
Technical Support


Crystelle T.
Aug 16, 2023
Keap Coach/Implementor (Clear & Fluent English)
Edgar C.

About Edgar

Edgar C.
GoHighLevel, Keap, Ontraport & Kartra CRM Automation Specialist
76% Job Success
4.4  (39 reviews)
Teresa, Philippines - 3:23 pm local time
Infusionsoft Strategy Coach and Implementation Specialist with 7+ years of experience handling different businesses to implement and execute Automations for their business.

Infusionsoft Certified Partner & Coach with a lot of experience using 3rd party tools like Zapier, Integromat/Make and a lot of tools that can give your CRM super powers for your business.

Infusionsoft / Keap | Ontraport | Automation | Zapier | Integromat | Plusthis | Memberium | FixYourFunnel | Wordpress | Elementor | ClickFunnels | GoHighLevel | Kartra | Active Campaign | HubSpot

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

Review the work, release payment, and leave feedback to Edgar.