List Hygiene: Preparing for Migration

HubSpot, Keap/Infusionsoft

Migrating to a new CRM is an ideal opportunity to engage in some deep cleaning of your list. The first reason is straightforward; you don’t want to pack and move “stuff,” i.e., contacts that are no longer serving the business objectives. The second...

How to Use Keap/Infusionsoft Internal Forms

Keap/Infusionsoft

Internal Forms are our favorite way to simplify and mistake-proof contact management needs. Whether it’s what to do after a refund or how to comp access to a program, Internal Forms enable a single action to handle what might otherwise be a complex task. Here is...