LET’S CONNECT
Your Keap Certified Partner
Joe Derr, Certified Keap Partner. My goal is to help small yet established businesses use Keap to boost their revenue and win loyal customers fast — without all the chaos a growing business often runs into.
So if you’re a passionate entrepreneur who feels trapped by your day-to-day…
I’m the Keap Certified Partner for you. I’ll help you automate your marketing and sales processes, freeing up your time so you can focus on the work that matters most to your bottom line.
30-Minute Consultation
Want a simpler and more profitable online business, but you’re not sure where to start? Let’s get on a quick call to see the best next steps for your specific situation.
If you’re not ready to schedule a call or if you just have some general questions, please complete the form below. I’ll be sure to get back to you within the next business day.
Frequently Asked Questions
As a Keap Certified Partner, I have extensive hands-on experience setting up and customizing Keap accounts for small businesses. I’ve worked with Keap since 2015 and have helped many clients get up and running with the platform.
Keap provides a complete CRM and marketing automation solution to help small businesses get organized, automate repetitive tasks, and nurture relationships with prospects and customers. It can help you centralize contacts, email marketing, lead management, customer lifecycle campaigns, ecommerce, and more to grow your business.
The setup process is customized for each client based on your business goals and needs. We’ll work together to configure settings, create campaigns, integrate your contacts, and build automated workflows to handle lead management, customer lifecycles, and sales funnels. I’ll provide training and/or ongoing support to ensure you get the most value from Keap.
The initial setup time varies depending on the needs and complexities of your business. This includes configuring the software, migrating contacts, setting up email and automation, and launching your first campaigns. Ongoing optimization and new campaign creation happens over the first few months as well. I’m with you every step of the way.
Depending on the service you choose and what we discuss on our call, I provide email support and check-in calls to address any questions you have. I can also log into your account to help troubleshoot issues, fix settings, and make campaign adjustments. I can even train your team to maximize your CRM themselves (under a separate service agreement). And if you want ongoing support so you’ll have an Infusionsoft expert on your team at all times, I’m available on a retainer basis, too.
Overall, my goal is to ensure you are getting continued value from Keap.
