Check-in, get registered, meet other users and partners, have some good food and drink, and get ready for a great time!
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Everyone

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Main BallroomEveryone

Co-founders Clate and Scott share how customers have adapted to the challenges of 2020, used Lifecycle Marketing to strengthen their businesses and the state of small businesses as we get closer to the end of the year.

Keynote

CTO, Rajesh Bhatia and Director of Product Management, Steve Price recap the 2020 priorities including; feature updates, additions and improvements. Then see what the future holds for the Keap product lineup and automation.
Keynote

Keynote

BreakoutInfusionsoft

Imagine sending one email to your list yet each recipient receives their own customized email content. The Dynamic Content feature makes this possible. In this session, we will cover use cases for when you can use dynamic content, plus we'll go over examples of dynamic content in action to show the capabilities available.
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BreakoutInfusionsoft

BreakoutInfusionsoft

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Main Ballroom

Main Ballroom

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Networking

Networking

All too often, coaches are manually handling their own business operations. From follow-ups, to lead generation, to invoice collection, they feel that there isn't enough time in the day to serve their clients and run their business. In this session, Keap-certified partner, Kimberly Mays will talk about six ways that coaches can use automation to end the overwhelm, leverage their time, and get back to doing what they love.

BreakoutInfusionsoftKeap

BreakoutInfusionsoft

90% of consumers trust in companies and services recommended by friends, relatives or people they know. Only 33% trust ads (Nielsen). Let's build an automated refer a friend campaign. This can be done in Keap Pro and Infusionsoft. This break out would be a make and take workshop. Together we will build an awesome refer a friend camapign. It will be easy and fun to do. They can start using it immediatly. 🙂 It is an easy way to start asking your BEST customers to refer your new BEST customers. Refer-a-friend campaigns help brands gain trust since the referrers have already tested the product or service before referring them to their friends. This places refer-a-friend campaigns among the top of the most effective marketing strategies.

BreakoutInfusionsoftKeap

During this breakout, we will setup your sales pipeline, create the campaign automation for each stage, and cover how to use opportunity records to efficiently manage and move your contacts through your sales pipeline. To get the most out of this session, take the time to map out your sales stages prior to the workshop so we can hit the ground running with implementation!

BreakoutInfusionsoft

WARNING...This is not a “how to use the software” session. Learn the 4 critical steps to shift gears and help your company accelerate its growth. In this session we will focus on the critical people and leadership systems and processes necessary to allow you and your team to perform at the next level. Come learn the business building secrets that Infusionsoft used to grow from 7 figures to 10 million and beyond. If you are the owner or executive team member of a 1-9 million dollar business and you want to grow while enjoying the journey, this session was designed for you. We look forward to having you there!

BreakoutInfusionsoftKeap

We've been collecting campaigns and building walkthroughs from top Infusionsoft users like Tyler Garns, Gregory Jenkins, Brad Martineau, Frank Kern, and more for over four years. Join us as we dissect some of our favorite simple and powerful campaigns any Keap/Infusionsoft user can use.

BreakoutInfusionsoft

During this breakout, learn how payments automation using Keap or Infusionsoft can save you time while helping your business increase revenue. Learn about Keap's portfolio of processors and walk away with a playbook on how to use automation for recurring and one-time payments, online invoicing and more.

BreakoutInfusionsoftKeap

Learn how to leverage 1:Many SMS - Promotions, Critical communication, Appointment/event reminders Responsibility - Learn how Keap’s 1:Many SMS features help you stay compliant with the law and what the laws are

BreakoutKeap

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Easy Automation is the newest way for Keap customers to implement their perfect customer lifecycle. In this working session, we will enable customers to walk away with an end to end customer journey on autopilot. Presenter Grady Kerr, will be presenting 3 modules for each of the stages of Lifecycle Marketing:

1. Collect Leads: We will customize our Lead Page add it online. (website or social). Once we get a lead in Keap, we will use Easy Automations to follow up and invite to meet. (Trying to use the email templates already there)
2. Convert Clients: Once we have that first conversation, there a couple of directions this journey can take. We will create a Smart Form that let use choose how the conversation went. If goes well, we will apply a tag that triggers a task to create an email thanking them for connecting and a task to create a quote.
3. Create Fans: Once our customer accepts the quote we sent and pays their invoice, we want to make them to tell others about our service, so we will invite them to leave us a review.

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During this Partner Panel discussion we’ll interview former Keap/Infusionsoft customers turned Partner. You’ll learn how they used their marketing expertise combined with Keap’s software to generate revenue and grow their business. Join us to see how together we can help small businesses succeed while earning a profit and providing more value to your small business clients.

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BreakoutInfusionsoftKeap

Harness the power of Trello (or Asana or Jira, etc.) for Project Management alongside Infusionsoft's CRM and Campaign Builder. FINALLY have contact-related events, projects, detailed procedures and checklists, team accountability AND MORE seamlessly created, completed & tracked. Features Infusionsoft, Trello & Zapier.

BreakoutInfusionsoftKeap

Come join us for a live demo of the all new next-gen CustomerHub platform and see how you can easily publish your online course or membership in 30 minutes or less.
Main BallroomEveryone

We often plan marketing in huge tidal waves: large launches, huge social media campaigns and big advertising spends. The truth is, the most powerful marketing is consistent marketing, in tiny little actions every day. In this keynote with author and business coach Pamela Slim, she will break down the marketing myths and help you learn how to:

• Identify your best marketing channels
• Choose specific marketing tactics that work for your business and your audience
• Define a series of Tiny Marketing Actions (TMAs) that you can execute in 15 minutes or less each day
• Plan and track your TMAs

Main BallroomEveryone

In this session, you're going to be challenged to tap into profit-boosting strategies, tactics, and processes you didn't even know Infusionsoft could do, guaranteed!

From lead generation, nurturing, and sales conversion, to product delivery, customer retention, referral generation, and maximizing lifetime value, you're going to see just how far you can take Infusionsoft... without being a guru or automation ninja!

Using his "Scaling Personal Attention" philosophy as well as his "5 Senses of Automation" framework, you'll walk away with countless campaign ideas and strategies to execute at every stage of the customer lifecycle.

In 2011, Jermaine won "Ikon Ultimate Marketer" for his forward-thinking innovation, but just wait until you see what he's been up to in 2020!

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Networking

Get 'R' Done WorkshopInfusionsoftKeap

Get 'R' Done WorkshopInfusionsoft

A visual walkthrough of the entire process included as well as a blueprint for self-implementation at the time of presentation. The presentation covers step-by-step: 1. Traditional linear funnels do not address how customers now buy. 2. Understand the importance of critical touchpoints. 3. From those touchpoints, develop automation stages. 4. Include copy, videos, assets, testimonials, etc based on each stage. 5. Develop ideal and max duration lifespans for each stage so recipients only get relevant content and you protect your sender reputation. 6. Make informed decisions based on your conversion rates by stage as well as the time spent in each stage.

Get 'R' Done WorkshopInfusionsoft

Get 'R' Done WorkshopInfusionsoftKeap

Break

Hear from 3 business owners how they pivoted their business strategies to grow in the face of COVID-19. While coming from different industries, each were able to implement exciting new ways to use Zoom to meet the needs of their various target markets, many of whom they previously served in person and through live events. See how you can integrate Zoom with Keap/Infusionsoft all along your ideal customers' journeys. Learn to create micro-commitments, improve attendance and engagement, increase upsell conversion rates, provide more value, and more with your meetings, webinars, and membership programs.

Get 'R' Done WorkshopInfusionsoftKeap

Are you ready to rock 2021? After this 90-minute workshop, you absolutely will be! Learn how to plan your campaigns, starting with your storyboard for success, and break down exactly what you're going to market, when, how and where you will market it in 2021. Step into a season of inspiration with Vix Reitano, an expert in all things Advertising, Marketing and Storytelling. As an Agency Founder, Creative Director, Executive Producer and Content Creator, Vix has the "fix" your business needs to succeed. She'll spend the first 30 minutes breaking down her proven formula and then the next hour working with you hands-on to apply it to your business. Come ready with questions, concerns and problems to solve!

Get 'R' Done WorkshopInfusionsoftKeap

Get 'R' Done WorkshopInfusionsoft

In this session, businesses will learn why having a clearly defined sales process is key to scaling and growth. From there, they will explore how to extract meaningful sales stages and how those are loaded into Infusionsoft and Keap. Building upon that, they will be given specific ideas and email swipes for common sales pipeline automation that enhances both the customer experience and the internal sales management.

Get 'R' Done WorkshopInfusionsoftKeap