Monkeypod Blog

Automation training, marketing strategy, tips and tricks, and tool recommendations and tutorials. Enjoy.
Takeaway Lessons from T&C 2022

Takeaway Lessons from T&C 2022

I used to spend a lot more of my time going to conferences. It is part of how I stay in the know on some of the latest trends and technologies. Lately, not so much. But a couple weeks ago, I went back to my first in-person conference in almost three years and it...

The Nickname Merge Field Hack

The Nickname Merge Field Hack

On the additional info tab of the contact record in Keap, there is a native field for Nickname. If you know someone's nickname, then it probably makes sense to call them that.(That screenshot is from the Max Classic version of Keap, but Pro and Max also have a...

Streamlined Follow-Up for Multiple Event Options

Streamlined Follow-Up for Multiple Event Options

Had a great question come up recently inside the Monkeypod Community - Jason shared a scenario and asked how he could streamline it: He wanted to let prospects register for one of his four events, and then design automated event reminders to follow up with them.  ...

Restore Version and Revert Changes

Restore Version and Revert Changes

The other day I was working on a project with a long-time Keap user - someone who I consider to be an expert campaign builder. And we had a conversation that went something like this: Him: I can't find the emails we're after.Me: Oh, right - the campaign has been...

Lessons learned from my first actual attempt at marketing myself

Lessons learned from my first actual attempt at marketing myself

1) The Problem2) The Epiphany3) The Goal4) The Plan5) Tech Stack6) Promo Strategy7) The Struggle8) The Results9) The LessonsHi - if we haven't met, I'm Jade, a Keap certified partner and the Monkeypod community manager. And I have a confession: Until recently I'd...

How to Set Up Task Reminders

How to Set Up Task Reminders

As you probably know, Keap is an automation powerhouse - but not everything can (or should) be automated. Tasks are a useful feature for the times you need to do something manually. And Tasks do have a native notification at the time they're created.And that's great -...

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The Migration - a Monkeypod Documentary

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!

Randy Elder

President, Randy J. Elder, CPA, P,C.

Greg is on my top 5 list of most Keap knowledgeable people on the planet.

Kevin Mogavero

Founder, KRM Development

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.

Magdelena Oramus

Executive Assistant, Agero Group

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.

Joan Sotkin

Prosperity & Mindset Mentor, Prosperity Place

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!

Jennica Mayfield

Founder, Boscus Digital