Monkeypod Blog
Automation training, marketing strategy, tips and tricks, and tool recommendations and tutorials. Enjoy.
Tracking Client Sessions (inside Keap)
If you are a consultant, a coach, personal trainer, or anyone who works with clients over a period of time - then you probably sell some version of "sessions". And your clients redeem those sessions as they use them, right? If that's the case, then it begs a very...
Connecting WebinarJam and Keap (in 2023)
When WebinarJam first came out I was using it for a handful of projects, and wrote this blog post covering the process for configuring your webinar and integrating with Keap (which was called Infusionsoft at the time). But then I moved onto Demio for my webinars, and...
How to Pay Commission for Leads (not sales) inside Keap
If have partners sending traffic your way and you want to pay them when their traffic produces new sales, that is the exact use case Keap's referral partner features are designed to solve - but what if you want to pay them for leads? Can I pay commission for leads...
What is the Customer Journey?
The phrase "customer journey" is a household term for many small businesses these days, but outside of being a fun buzzword, it's also a meaningful concept that can actually improve profitability, customer retention, and help small businesses in dozens of other ways....
Subscription Management (inside Keap)
Subscriptions inherently introduce stability and predictability to a business. But along with that elongated customer relationship they also present their own set of challenges. Subscription Management Tactics A common question from people is "How can I let me...
Should I use the pipeline?
Should you use the Keap pipeline feature? Maybe - I can't say for sure. But what I do know is that either way, it should be an informed decision. So let's get into it... What is the Keap pipeline? The pipeline feature inside Keap is a tool for tracking a process. The...
Every time I’ve read your blog or log into the private Facebook user group I learn something new from the Monkeypod gang. And the courses that I’ve purchased and gone through have been invaluable to my business. Thanks!
Greg is my Infusionsoft saviour. His passion and in-depth knowledge of the CRM, together with an incredible sense of humour, makes him the perfect person to calm you down when you are struggling with your CRM. I could not thank him enough for all the times when he saved me and showed me the little tricks that he has mastered over the years with Infusionsoft. If you work with Infusionsoft, Greg is the person to speak to.
When I joined Infusionsoft in 2012, Greg was the trainer assigned to me. He was absolutely the best! Recently, when I couldn’t figure something out, I wrote to Greg for help and, after answering my question, he suggested I join his membership program. I did, and it was a great decision. I learned more in the first three days then I had in the past few years.
My goal was to upgrade how I’m using Infusionsoft, and with the help of Greg and his team, it’s already happening. I’m hooked and appreciate all the help I’ve gotten already.
Great, to-the-point Starter Kit course with some helpful "ninja tricks" sprinkled in.
I'm really happy I bought the course to quickly get comfortable with navigating and beginning to use [Keap].
I feel that I saved myself a lot of time and headache by not spinning my wheels on my own.
Thanks for the high-quality (and entertaining) instruction, Greg!