Monkeypod Blog
Automation training, marketing strategy, tips and tricks, and tool recommendations and tutorials. Enjoy.
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...
ChatGPT for Small Business: Example Use Case
How about a practical small business example use case for ChatGPT? ChatGPT buzz is everywhere these days, but if you're like me, you may be dragging your feet on exploring it. So when I saw this demo from Grady the other day, I immediately asked him if I could share...
5 Lessons from building an Active Membership
I started the OG Membership in 2015 and it's been my favorite part of my business ever since. For a variety of reasons, but first and foremost is the pride I get from serving this group, and the validation that comes from watching them grow their businesses. 5...
Campaign Builder: Gotcha #4
A number of years ago I published a series of three blog posts highlighting common "gotchas" that trip people up inside Keap's Campaign Builder. Gotcha 1 | Gotcha 2 | Gotcha 3 Well, here we are now and while Infusionsoft is now Keap, and the campaign builder is now...
How to Write Off Invoices in Keap
If you determine that a Keap invoice is not going to be paid, what do you do with it? Sure, you have a brief period of frustration, or grief - but then you've got to figure out how to reconcile that invoice in your bookkeeping - and Keap's write-off feature is exactly...
Appointment Booking in Keap
If you use appointments in your business then you probably are familiar with the old song-and-dance to get people book and then show up for their appointment. (And I say 'appointment' but this process is also true for consults, for demos, or any other scheduled...
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!