Keap Consultant · Tampa Bay

KEAP CONSULTANT
IN TAMPA BAY.

We have worked in Keap since it was called Infusionsoft in 2005. We are a Keap Certified Partner and developer, based in Clearwater.

Most Keap accounts are not broken on purpose. They are the sum of three consultants, two rebuilds and one very confident intern. (Everybody has one.)

We fix the account you have. We also build around it when Keap alone is not enough, and we write down how we did it so nothing stays a mystery.

What we do in Keap
Keap audits
We go through the whole account, not just the campaigns: tags, automations, products, orders, deliverability and reporting. You get a plain list of what is broken, what it is costing you and what to fix first.
Campaign and automation rebuilds
Follow up that fires when it should, stops when it should and does not email a customer who already paid. We rebuild it so it runs whether anyone remembers or not.
Integrations and API work
Calendly, ClickUp, WooCommerce, QuickBooks, your website and your payment tools, connected so each fact is typed once and carried everywhere else. See Calendly and Keap. See Keap and QuickBooks.
Reporting you can trust
Revenue that separates a payment from a write off, email results Keap will not report on its own, and numbers an owner can read in real time.
Migrations in and out of Keap
Moving contacts, orders and history without losing the parts that matter, whether you are arriving, leaving or consolidating two accounts.
Custom builds around Keap
When Keap alone is not enough, we build the missing piece: a portal, a quoting tool or a full platform, with your Keap account staying at the center. See custom platform development. Developers: see our Keap API work.
We write down how we do it

THE FIXES, IN PLAIN WORDS.

These are real Keap problems and how we solved them. Read a few and you will know how we think.

A Keap write off looks exactly like a payment Why revenue reports overstate what you collected, and how to tell the difference. Create a paid Keap order by API, and why your automation never fired API means the way two systems talk to each other. This one covers orders that exist but never trigger anything. Keap deals by API: the wrong base path and the sort that loses deals The two small mistakes that make deals quietly disappear from a connected report. Migrate Keap to the newer API before the sunset What changes, what breaks, and the order to move things in. Get email opens and clicks out of Keap Engagement data for the reports Keap will not build for you. Keap custom fields: the ceiling, the tab you cannot move, the name you cannot get back Limits worth knowing before you build an account around them. Connect Calendly to Keap without Zapier and without duplicate contacts Bookings that land in the right contact the first time. WooCommerce to Keap to QuickBooks: one source of truth, not two writers How to stop two systems from fighting over the same record.
Questions we get

BEFORE YOU CALL US.

Are you really a Keap Certified Partner?

Yes. We are a Keap Certified Partner and developer, and Keap is now part of Thryv. Our work in the product goes back to 2005, when it was called Infusionsoft.

Do you only work with businesses in Tampa Bay?

No. We are based in Clearwater and work with businesses across the Tampa Bay area and the rest of the country. The work happens inside your software, so where you are does not limit who we can help.

Can you fix a Keap account that someone else built?

That is most of what we see. We start with an audit that shows what is broken, what it is costing you and what to fix first, then we fix what matters. Nothing is a black box, and everything we change is documented and handed over.

Do we have to leave Keap to work with you?

No. If Keap can do the job, we will make it do the job. If something genuinely needs to change, we will tell you why before we suggest it. Sometimes that means connecting Keap to other tools, and sometimes it means building something custom around it.

What does working together start with?

A free 60 minute consultation. We come prepared with a real plan for your business, and there is no obligation.

LET US LOOK AT
YOUR KEAP ACCOUNT.

A free 60 minute consultation. No obligation. We come prepared with a real plan for your business.

Book My Free Consult