YOUR SOFTWARE
SHOULD WORK
TOGETHER.
WE MAKE
THAT HAPPEN.

Your email marketing doesn't talk to your website. Your customer list lives in a spreadsheet. Vital Consulting connects the software your business runs on so everything works together automatically and you finally have the visibility to grow with confidence.

Get Started Book a free consult first
JR Keene, founder of Vital Consulting
JR Keene · Founder
0
Automations Built
0
Saved Per Month Avg.
0
In Business
Software We Connect & Automate
HUBSPOT K THRYV / KEAP MAILCHIMP AC ACTIVECAMPAIGN KL KLAVIYO ZAPIER WEBFLOW STRIPE WORDPRESS WIX SQUARESPACE SHOPIFY S SLACK GMAIL XERO ZENDESK QUICKBOOKS JF JOTFORM PB PABBLY HUBSPOT K THRYV / KEAP MAILCHIMP AC ACTIVECAMPAIGN KL KLAVIYO ZAPIER WEBFLOW STRIPE WORDPRESS WIX SQUARESPACE SHOPIFY S SLACK GMAIL XERO ZENDESK QUICKBOOKS JF JOTFORM PB PABBLY
Who We Help

SOUND FAMILIAR?

You have got the team, the clients, and the growth but your systems have not kept up. Here is what we hear from every new client.

01
"We have a CRM, but we barely use it."
You bought the software, set it up halfway, and went back to running things in spreadsheets and email. You are paying for a tool that is doing almost nothing for you.
02
"Our software does not talk to each other."
A new lead comes in and someone has to manually copy it into three different systems. Data lives in silos. Nothing is connected. Nobody has the full picture.
03
"I have no idea what is actually happening."
You cannot see your pipeline, your team workload, or where leads are falling off because the data is spread across platforms that were never designed to work together.
04
"We are doing everything manually."
Follow up emails, data entry, status updates, task creation. Your team spends hours every week on work that should be automatic. That time should go to clients.
💡
If any of that sounds familiar, you are not behind. You are just ready. Vital Consulting builds the connected system your business has been missing.
What We Do

WE CONNECT THE SOFTWARE
YOUR BUSINESS RUNS ON.

Email and SMS marketing, ecommerce, your website. We configure each system properly, then connect them all so your business runs automatically whether you are in the room or not.

📧
EMAIL & SMS MARKETING

We set up and automate your email and SMS marketing together as one connected system. Thryv / Keap, Mailchimp, Constant Contact, ActiveCampaign, Klaviyo, and more. The right message, through the right channel, to the right person at the right time. Automatically.

  • Email and SMS setup, strategy and automation
  • Automated follow up sequences
  • Customer list segmentation
  • Lead capture and nurturing campaigns
  • Reporting and campaign visibility
🛒
ECOMMERCE & PAYMENTS

We set up your online store, configure your merchant account, and connect your payment systems so you can sell online with confidence. From product setup to checkout flow to post purchase automation.

  • Merchant account setup and configuration
  • Online store and product setup
  • Checkout and payment processing
  • Post purchase automation
  • Subscription and recurring billing
🔗
SYSTEM INTEGRATION & AUTOMATION

We connect every business software system you use so data flows automatically between all of them and nothing falls through the cracks.

  • Multi system workflow design
  • Zapier and Pabbly Connect builds
  • Custom API and webhook integrations
  • Eliminating manual data entry
  • ClickUp project automation
🌐
WEBSITE DESIGN & DEVELOPMENT

We design and build websites on every major platform including Webflow, WordPress (Elementor), Wix, Squarespace, and more. Whether you need a brand new site or your existing site connected to the rest of your business systems, we handle it.

  • Website design and development on any platform
  • Lead capture connected to your email and customer systems
  • Ecommerce and checkout integration
  • Ongoing content and SEO updates
  • Analytics and performance tracking
Free Tools

CAN AI FIND
YOUR BUSINESS?

More and more customers ask ChatGPT, Gemini, and Perplexity for recommendations before they ever hit Google. If those tools can't read your site, you're invisible to them — and you'd never know it. Two free tools tell you exactly where you stand, and help you fix it.

  • AI Visibility Checker — a real scan of your live site, scored 0 to 100, with every issue explained in plain English
  • llms.txt Generator — writes the file that tells AI models who you are, ready to publish in about a minute
See Both Free Tools
Instant results · No cost · No obligation
AI Visibility Scan
Live
87Grade B
Mostly visible to AI, with a few gaps holding your site back from top placement.
✓AI crawlers allowed — GPTBot, ClaudeBot, Perplexity
✓Structured data found — business identity is clear
!No FAQ schema — AI can't lift direct answers
Vital Guides

WE WROTE DOWN
HOW WE DO IT.

See all guides

Narrow, technical how-tos for connecting Keap to the software your business already runs on. Written from work we were paid to do, which is why they cover the parts the documentation leaves out. No gated PDFs, no email wall.

KeapREST v2
MIGRATE KEAP FROM XML-RPC TO REST v2 BEFORE THE SUNSET
Keap is turning off its oldest API, and plenty of businesses use it without knowing. The opt-in detail that quietly makes migrated contacts non-marketable while returning a clean 200.
Read the guide
KeapClickUp
TURN A KEAP TAG INTO A BUILT CLICKUP PROJECT
One tag fires and the client's whole ClickUp structure exists: space, list, board, and a task carrying the discovery notes. Nothing duplicates.
Read the guide
CalendlyPower AutomateKeap
GET CALENDLY'S AI MEETING NOTES INTO KEAP
Note Taker writes the recap and emails it to you, where it dies. Parsing that email into real CRM fields, automatically.
Read the guide
How It Works

FROM SCATTERED
TO CONNECTED

A clear process. No black boxes. You see every step in ClickUp.

1
Discovery — Map Your Systems
We audit every software system you are running, find where data is getting lost, and build a clear picture of what needs to connect.
2
Build — Connect Everything
We configure your email and SMS marketing, ecommerce, and website systems then wire them all together. Every step tracked in ClickUp so you always know what is happening.
3
Launch — Test and Hand Off
We go live, test every workflow, train your team, and document everything. Nothing is a black box when we are done.
4
Grow — Ongoing Partnership
Your monthly retainer keeps the system evolving as you grow. New automations, new integrations, always improving.
What Clients Get Real Results
12hrs
Saved per week, average
100%
Pipeline visibility
0
Manual data entry tasks
3x
Faster lead response
"We went from running everything in spreadsheets to having full visibility into our pipeline in under a month. I finally know what is happening in my business."
— Andy Niewald, Burton Pools and Spas
Pricing

THREE WAYS
TO WORK TOGETHER.

However you prefer to work, there's a path: a fixed-scope one-time project, an ongoing monthly retainer, or both combined. Simple, transparent pricing — pick what fits where your business is right now.

Option 01
ONE-TIME
PROJECT
Get a specific system built — a website, a CRM migration, an automation audit. Fixed scope, fixed price, fully yours.
See projects
Option 02
MONTHLY
RETAINER
An ongoing partner who keeps everything running, optimized, and growing — month after month. Plans below.
See plans
Option 03 · Best Value
BUILD +
MAINTAIN
We build it, then we keep it running. Start with a project and roll into a retainer — with credit toward your investment.
See how it works
Common Questions

GOT QUESTIONS?

See all FAQs on Services page
Do we have to switch to new software to work with you?
Not at all. We work with what you already have and make it work better.
Do you do one-time projects or only monthly retainers?
Both. Start with a project or jump straight into a retainer. Either works.
Who owns everything you build for us?
You do, completely. Every workflow, website, and automation is yours from day one.
Thryv Certified Partner badge
THRYV CERTIFIED PARTNER & DEVELOPER

Formally certified to implement and configure the CRM, and to build the API work and custom integrations that go past it. Everywhere else we are platform agnostic — HubSpot, Klaviyo, ActiveCampaign and the rest — because the right platform is usually the one you already run on.

✓ Partner Since 2010 ✓ API & Custom Dev Certified ✓ 50+ Platforms Integrated
What People Say

DON'T JUST TAKE
OUR WORD FOR IT

Leaders who know automation, marketing, and software inside out trust Vital Consulting. Here are a few of them.

Michelle ThatcherU.S. Green Chamber of Commerce
Dustin MathewsDigital Marketer of the Year
“

JR Keene and his team at Vital Consulting just get it. They are amazing digital marketers and sales automation experts!

Jordan BelfortAuthor, The Wolf of Wall Street
“

JR Keene always goes above and beyond. He has a talent for understanding businesses and designing automated solutions like no other!

Clate MaskCEO of Keap
“

Through their advanced knowledge of Keap and website development, they seamlessly built us an amazing tool to capture donations and stay in touch with our community. I highly recommend Vital Consulting.

Rebecca KnightPrivate Consultant
Ready?

LET US BUILD
YOUR SYSTEM

In 60 minutes, we will map out what is disconnected in your business and show you exactly what it would take to fix it.

Book My Free Consult
60 minutes · No obligation · We come prepared with a plan