# Vital Consulting

> Vital Consulting is a CRM and business-automation consultancy in Clearwater, Florida, founded in 2010. We build "Heartfelt Automation" — automation that handles the repetitive work so people are freed for the work that matters. We specialize in Keap (Infusionsoft) and integrations across 50+ platforms, designing CRM setups, automated workflows, and custom quote/checkout systems for small and mid-sized businesses.

Vital Consulting is owned and run by JR Keene. Engagements range from full Keap implementations and migrations to bespoke automation, API integrations, and marketing/checkout websites. The pages below are the best entry points for understanding what we do and how to work with us.

Contact: info@vitalconsulting.net

## Core pages

- [Home](https://vitalconsulting.net/): Overview of Vital Consulting, the Heartfelt Automation approach, and featured services.
- [Services](https://vitalconsulting.net/services): Full breakdown of CRM, automation, and integration services with pricing.
- [About](https://vitalconsulting.net/about): Company background, founder JR Keene, and the philosophy behind Heartfelt Automation.
- [Book a Consultation](https://vitalconsulting.net/consult): Request a free consultation to scope a CRM or automation project. Free, 60 minutes, no obligation.
- [Contact](https://vitalconsulting.net/contact): Ways to reach Vital Consulting directly.

## Free tools

Genuinely free. No payment, no credit card, no account required. Results are yours to keep.

- [Free Tools](https://vitalconsulting.net/tools): Both free tools in one place.
- [AI Visibility Checker](https://vitalconsulting.net/ai-visibility): Scans a live website and grades it from 0 to 100 across 5 categories and 20+ checks, covering how discoverable it is to AI assistants. Every issue is explained in plain English with the fix.
- [llms.txt Generator](https://vitalconsulting.net/llms-txt-generator): Reads a website and writes both llms.txt and llms-full.txt, ready to publish. No plugins and no code changes.

## Paid products

- [Automation Audit](https://vitalconsulting.net/automation-audit): A paid review of your business systems and automations, $99 (regularly $500). We document what you have, what is broken, and exactly what to fix first. This is a done-for-you review, not a self-assessment.

## Guides

Narrow technical how tos for Keap and the tools around it, written from work we were paid to do. Every fact was measured against a live account, and each guide says when.

- [Vital Guides](https://vitalconsulting.net/guides): The full list.
- [Keap deals by API](https://vitalconsulting.net/guides/keap-deals-api): The base path the docs get wrong, the sort key that silently loses deals, and the endpoint that says whether you got them all.
- [Create a paid Keap order by API](https://vitalconsulting.net/guides/keap-orders-payments-api): An order is a receivable until a second call records the money, and the purchase automation waits for it.
- [A Keap write off looks exactly like a payment](https://vitalconsulting.net/guides/keap-write-offs-revenue): Why a naive revenue report counts bad debt as sales, and the settlement rule that fixes it.
- [Keap custom fields](https://vitalconsulting.net/guides/keap-custom-field-limit): The ceiling that is not 100, the tab you cannot move, and the name you cannot get back.
- [Get email opens and clicks out of the Keap API](https://vitalconsulting.net/guides/keap-email-engagement-api): The engagement endpoint nobody finds, and the opt in repair it makes safe.
- [Why Safari kills your attribution after seven days](https://vitalconsulting.net/guides/safari-first-party-cookie-attribution): A first party cookie name is not enough, and the proxy that fixes it.
- [WooCommerce to Keap to QuickBooks](https://vitalconsulting.net/guides/woocommerce-keap-quickbooks): One source of truth, not two writers.
- [Your Google Search campaign is Eligible and never serves](https://vitalconsulting.net/guides/google-search-campaign-not-serving): The three impression share numbers that say why.
- [Migrate Keap from XML RPC to REST v2](https://vitalconsulting.net/guides/keap-xmlrpc-rest-v2): What changes, and the opt in detail that quietly makes migrated contacts non marketable.
- [Turn a Keap tag into a built ClickUp project](https://vitalconsulting.net/guides/keap-clickup): Find or create at every step so nothing duplicates.
- [Get Calendly's AI meeting notes into Keap](https://vitalconsulting.net/guides/calendly-notetaker-keap): Parsing the recap email into real CRM fields.
- [Connect Calendly to Keap without Zapier](https://vitalconsulting.net/guides/calendly-keap): And without duplicate contacts.

## Optional

- [Sitemap](https://vitalconsulting.net/sitemap.xml): Full XML sitemap of public pages.