Save time and money by working with experts.

Low cost of ownership is delivered through practical design and fast implementation.

Annual Assistance – the best way to get Marketing Automation working effectively in your business.

At EXELA, we’re the UK’s leading specialists in Keap/Infusionsoft and Marketing Automation, and every single year, we help many hundreds of business owners like you get to grips with the software and use it to:

  • Improve your marketing; generating more leads and making more sales as a result
  • Save you time, showing you how to automate repetitive tasks in your business, winning hours back every week
  • Generate more income – with better marketing and more time at your disposal, you have everything you need to be able to create more customers and make more money

The EXELA Annual Assistance Programme

You can work with EXELA on your Marketing Automation in a number of different ways:

  • We teach you – if you want to get to grips with the software yourself, then we can help, with a long history of coaching and training our clients to use Marketing Automation effectively.
  • We work with you – if you want to learn how to use the software, but you want to hold hands with an expert while you do it, that’s fine, we’ll be there every step of the way.
  • We do it for you – if you’d rather not get involved in the nitty gritty, that’s no problem, our expert coaches will use their skills to build you whatever you need.

In short, with the Annual Assistance programme, there’s no “one size fits all” solution – we’ll work with you in the way that suits you best to get Keap/Infusionsoft working, delivering you a return on investment and making your business and life better as a result.

Whichever way you want to work with us, it makes perfect sense to do it as an Annual Assistance member – our hourly rate for non-members is £175 + VAT, but as a member, you’ll benefit from a 50% reduction, making your investment just £87.50 + VAT.

Kick Start & Restarts

If you are new to using Keap (any edition) in your business we recommend going through a Kick Start.

You will work with a coach, 1:1 over live Zoom calls for 5 x ~60 minute sessions.

During these sessions your coach will focus on:

  • Training you on how to use Keap to support your business requirements
  • Complete technical set up of your Keap application for your business
  • Implement with you up to 3 workflows to automate your highest priority needs

By the end of the Kick Start you will be using Keap and you will have a plan to gain further benefits.

Kick Starts & Restarts are charge at 5 hours x £87.50 = £437.50.

All Kick Starters & Restarters receive a 30-day complimentary Premium Membership.

What projects can you get done with EXELA Annual Assistance?

Whatever you need doing, and whether you want help to do it yourself, or you just want it done for you, we can help.

And remember, as a member, you’ll get a 50% reduction on our fees, which makes it a no-brainer to come on board.

Here are a few examples of work we do week in, week out:

  • Building lead generation campaigns
  • Creating calculators/quizzes
  • Assembling long-term nurture campaigns
  • Setting up sales pipelines
  • Creating client onboarding processes
  • Building review and testimonial request campaigns
  • Constructing referral programmes
  • Integrating Keap/Infusionsoft to other systems

What is Annual Assistance and what do you get?

Annual Assistance is a membership designed to ensure that Marketing Automation delivers a return on investment for you. In addition to your 50% discount on all service fees, you also get loads of other benefits, all designed to help you make progress and build a better, more profitable business.

You can make your investment annually or monthly – here are the two different levels you can choose from: 

Get 12 months for the price of 10 with Annual Membership

Standard

Get expert help when you need it most.

 £ 390

  • Unlimited Workshops
  • Unlimited email support
  • Private Facebook Group
  • 50% off service fees*

Premium

Regular coaching from an expert team.

 £490

  • Unlimited Workshops
  • Unlimited email support
  • Lead Labs
  • Quarterly Progress Review
  • Private Facebook Group
  • Campaign Templates
  • 50% off service fees*

Standard

Get expert help when you need it most.

 £ 39

  • Unlimited Workshops
  • Unlimited email support
  • Private Facebook Group
  • 50% off service fees*

Premium

Regular coaching from an expert team.

 £49

  • Unlimited Workshops
  • Unlimited email support
  • Lead Labs
  • Quarterly Progress Review
  • Private Facebook Group
  • Campaign Templates
  • 50% off service fees*

What are the benefits

Unlimited Workshop Tickets

Right now, our live workshops run on Zoom, and we have got 4 foundations workshops and 4 supplemental workshops to enjoy

Landing Page and Email Builder

An online workshop, run over Zoom, for EXELA members covering the Landing Page and Builder, Ongoing Contact with your clients, SMS and more!

Audience: Business Owners & Marketing Managers

Level (Keap): Intermediate

Level (Marketing): Intermediate

Duration: 3 hours

Equipment: On Zoom from home or office, via your own computer. 

Start Time: 9am

Finish Time: 11am 

Summary: During the workshop we will focus on the landing page and email builders. We will show you how to use it (the controls) and how to deploy both landing pages and email broadcasts(strategy).

Topics:

  • The ins and outs of the builder portal
  • Optimising for both desktop and mobile
  • How to use custom domains
  • Different uses for a landing page
  • The differences between emails and landing pages inside the builder portals

How to use Multistep Forms to Profile Your List

An online workshop, run over Zoom, for EXELA members covering how to get a better understanding of the people on your list

Audience: Business Owners & Marketing Managers

Level (Keap): Intermediate

Level (Marketing): Intermediate

Duration: 60 Minutes

Equipment: On Zoom from home or office, via your own computer. 

Summary: During the workshop we will focus on marketing concepts and Keap Automations architecture that allows real scalability - we will also push templates of all the campaigns into your apps at your request

Topics:

  • Why we use multistep forms
  • How to pass your contacts from one form to another
  • How to use a 'cart abandon' philosophy

Automation Foundations

For Business owners or marketing teams, utilising the Keap CRM, Automations to automate marketing efforts.

Audience: Marketing Department at large, Business Owner/ Director

Interface: All Keap Interfaces

Level (Keap): Foundation

Level (Marketing): Foundation

Duration: 2 hours

Equipment: On Zoom from home or office, via your own computer. 

Ran monthly, our EXELA coaches run through 3 pre-built campaigns, designed to educate you on all the basics inside your Automations funnel.

The 3 campaigns are designed with a marketing focus to demonstrate the possibilities of automating marketing.

You can expect to learn:

  • How to trigger campaigns, using landing pages, internal forms, and tasks
  • How to utilise the 3 different timers within automatons
  • How to schedule out goals and sequences
  • How to utilise different outcomes, such as appointments, product purchases and tasks

Keap Easy Automations

Learn about the specifics to what makes Pro special, within the Automations section.

Audience: All Pro Users

Interface: Keap Max, Pro, Lite

Level (Keap): Foundations

Duration: 90 minutes

Equipment: On Zoom from home or office, via your own computer. 

Targeted at all Pro users, this workshop comes within our foundations package to get you fully up and running as a Keap Pro user. If you will be working within the Automations section of your CRM, you need to sit on this course.

We will be covering:

  • Appointments
  • Pipelines
  • Invoicing

Keap Max Classic CRM Management

For general users and team members using the Keap Max Classic CRM.

Audience: All team members

Interface: Keap Max Classic

Level (Keap): Foundations

Duration: 90 minutes

Equipment: On Zoom from home or office, via your own computer. 

The workshop is designed to get teams sufficiently using an application already set up. If you are new to the software, please contact EXELA on 01242375000 to discuss set up options.

Duration: 90 minutes

Topics covered:

  • Contact records
  • Tags and custom fields
  • Adding contacts
  • Forms
  • Task Management
  • Saved Searches
  • Filtering and Segmentation

Keap CRM Management

A foundations event for all users of the Keap Pro, Lite or Max CRM.

Audience: All team members

Interface: Keap Max, Pro, Lite 

Level (Keap): Foundations

Duration: 90 minutes

Equipment: On Zoom from home or office, via your own computer. 

The workshop is designed to get teams sufficiently using an application already set up. If you are new to the software, please contact EXELA on 01242375000 to discuss set up options on a one-on-one basis.

Topics covered:

  • Adding contacts
  • Forms
  • Contact records
  • Tags and custom fields
  • Filtering and Segmentation
  • Saved Searches
  • Task Management

Adding Logic to Campaigns

An online workshop, run over Zoom, for EXELA members covering how to get campaign build to follow both simple and complex pathing logic

Audience: Business Owners & Marketing Managers

Level (Keap): Advanced

Duration: 90 Minutes

During the workshop we will focus on marketing concepts and Keap Campaign architecture that allows real scalability - we will also push templates of all the campaigns into your apps at your request

Topics:

  • Profiling - How to use multiple questions to get a bespoke outcome to your emails (advanced decision diamonds)
  • Avoiding The English Language Trap - Making sure you programme your decision diamonds correctly
  • Real World Examples - Looking at a number of campaigns, that use decision diamonds, for a practical understanding

Dynamic Content

Utilising the Dynamic Content feature in Keap CRM to personalise and segment emails.

Audience: Business Owners & Marketing Managers

Level (Keap): Advanced

Level (Marketing): Advanced

Duration: 90 minutes

Equipment: On Zoom from home or office, via your own computer. 

The dynamic email builder gives Keap users the ability to change the content of an email based on the contacts Tags and Custom Fields.

Topics Covered:

  • Contacts Tags and Custom Fields
  • Dynamic Content Creator, general overview
  • Marketing Theory - why you should use this feature

Long Term Nurture

Utilising the Dynamic Content feature in Keap CRM to personalise and segment emails.

Audience: Business Owners & Marketing Managers

Level (Keap): Advanced

Level (Marketing): Advanced

Duration: 90 minutes

Equipment: On Zoom from home or office, via your own computer. 

The dynamic email builder gives Keap users the ability to change the content of an email based on the contacts Tags and Custom Fields.

Topics Covered:

  • Contacts Tags and Custom Fields
  • Dynamic Content Creator, general overview
  • Marketing Theory - why you should use this feature

Looping Campaigns

For Keap CRM users, to understand and implement looping campaigns.

Audience: Business Owners & Marketing Managers

Level (Keap): Intermediate

Duration: 45 Minutes

During the workshop we will focus on marketing concepts and Keap Automation architecture that allows real scalability - we will also push templates of all the campaigns into your apps at your request

Topics:

  • Evergreen Campaigns - Understand the concepts behind looping campaigns
  • Evergreen Campaigns - How to use an evergreen campaign to request information from your clients at regular intervals

Our expert coaches will take you through the content, giving you plenty of opportunity to ask questions, get things implemented and actually move forward.

As an Annual Assistance member, you can come on as many courses as you want, as many times as you like, with no extra charge.

Unlimited email support

Got a question? Burning issue? Something you just can’t do, no matter how hard you try? Drop us an email, and we’ll come back to you with the answer, and help you make the progress you need.

Facebook Community

The EXELA coaches are great, but as a member, you’re also able to share and network with other business owners, using the software just like you; another fantastic resource that’ll help you get to grips with Keap/Infusionsoft, get new ideas and improve your business as a result.

Lead Labs

As a Premium Member, you’ll get access to Lead Labs – our quarterly online session led by our founder and owner, David Holland.

With three decades of experience in sales and marketing, David is well-placed to help you strategise and come up with new ways of generating new leads, creating new customers and generating more revenue, all driven by the power of Keap/Infusionsoft.

Drop into the Lead Labs session, and David will be at your disposal to answer any question you like and help you make meaningful progress in your business.

Quarterly Progress Review

Premium and Growth Members also qualify for a quarterly 1-2-1 with a coach, where you’ll take stock, get new ideas and set goals for the next quarter, giving you accountability, ensuring you move forward and making sure you’re making the most of Marketing Automation.

Keap Campaign Templates

EXELA has develop a series of Keap Campaign template that include landing pages, lead magnets and email sequences.  These are all available at a reduce cost (50%-off Standard) or free (Premium)to members.

How does Annual Assistance work?

Once you’re a member, we’re on your team, and we’ll bend over backwards to help you achieve the success you want.
Whatever you need; whether it’s a call with a coach, something specific building or you want to know how to build something within your application, just reach out to our Community Manager and she’ll make sure it happens.

Is EXELA Annual Assistance for you?

If you’ve got Keap/Infusionsoft and you want to use it more effectively, you’re certain to get great value from Annual Assistance membership.

When you work with EXELA, you’re accessing a team that’s been there and done it, many hundreds of times before – we know what works, and we know how to get the software singing the right tune, resulting in more leads, more customers and a better, smoother business for you.

The truth is that in 2021 and beyond, there isn’t much you can’t do with automation, and if you’re not maximising it, you’re probably wasting time and money on inferior solutions – Annual Assistance will help you stop doing that, win you more time back and help you make your marketing more effective.

If that sounds good, Annual Assistance is perfect for you, and if you’re ready to join, just click the button above now.

If you’d rather talk to one of the EXELA team first, just click here to schedule a call and we’ll be happy to help.

Project Packages

If you are a member and you have a project in mind, the most cost effective way to work with an EXELA technician is the purchase a Project Package.

Select one of the packages below and schedule a scoping call.

Growth Package

Get 12 hours for the cost of 10 (£875)


Growth Plus Package

Get 25 hours for the cost of 20 (£1,750)

Example of what we can do for you

Customer Comments

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We've started to build my first campaign, it was an absolute breeze because of what I had learned.

Hello, my name is Mark Hammond. I run a marquee high business, specializing in small marquees for going back garden.

I've been using EXELA as my preferred infusion partner since February now. I've been extremely pleased with them. It's my first time using Infusion Soft, and the team at EXELA made sure I was well equipped right from the start.

The trainer I got early on gave me a real good head start. Gave me a feeling that I wanted to jump in as soon as I left the classroom. The training that David and EXELA gave me was well worth it, and when we've started to build my first campaign, it was an absolute breeze because of what I had learned. The training team had totally patience with us Infusion newbies, and sent us on our way. Now, using Infusionsoft is dead simple. I can even call EXELA if I have a minor issues, and having trouble with, and they'll help me resolve it.

Would I recommend David and EXELA to my friends and colleagues? Yes, of course. I still do, and I've probably recommended about half a dozen people to them already. The return on investment with Infusion and EXELA's training is far too great to turn down, and Infusion soft is a very large cog running my business. Without EXELA , my business wouldn't have grown anywhere near as much as it has done this year, so a big, big thank you to David and the team at EXELA for being a part of that.

Mark Hammond - OWNER, Marquee Hire Business Safety Solutions

"I was using mailchimp at the time, but wanted something more powerful."

Hi, I'm Andy Brown of Artisan Interiors. I first came in touch with EXELA, through Entrepreneur Circle of which they're a trusted supplier. It was at one of the EC events, EXELA introduced me to Infusion Soft. I had a little chat with Keith on the stand there, and he told me about the killer deal they had on at the time. I signed up, and haven't looked back since.

I was using mailchimp at the time, but wanted something more powerful. It just wasn't doing what I wanted it to do. Yes, so since signing up to Infusion Soft, have not looked back. Not only do EXELA put you in touch with the best deal, they offer some amazing training packages.

Keith was fantastic, got me set up, did my first initial training call, and yeah. Away I went. The rest is history. I'm now an Infusion Soft ninja thanks to EXELA.

Can't recommend them enough. Give them a call. They've got some great deals.

Andy Brown - MANAGING DIRECTOR, Artisan Interiors Ltd.

"I'm loving it. Looking forward to going onto a new course doing some of the life cycle marketing."

Okay, so hello to David and EXELA and Infusionsoft fans. I've been asked by David to leave a quick video detailing why I love EXELA, which I do, not just saying that and probably why I like Infusionsoft. So, my name is Michael Joslin, I'm from Marlin Catering Solutions and I suppose I'll take you from the top.

There's lots of CRM systems out there. Some very good, some not so good. Came across Infusionsoft, contacted their offices in the States who put us in touch with EXELA, bought the full package and they have impressed me continually from the start, both Infusionsoft and EXELA, from the setup process and acquiring the system, right the way down to the training. The best way I can describe that is, wanting to get into a new hobby such as fishing, not having a clue how to do it, but going out and buying the best rod, bait, tackle box and all the things that go with it and going to a lake and then wondering why you're not catching any fish. You need someone to show you how to fish, you need someone to show you how to work the equipment that you've purchased and that's something that I think the other CRM systems lack, is that you spend loads and loads of money and you can buy a really good system, but you don't know how to make the most of it, how to access its full potential and if you can't access that full potential, then you're not going to access the full potential of you and your business.

So, I'm Marlin Catering Solutions. Our business rapidly started to grow and we needed a way of keeping track of everything, that's why we decided to get a CRM system. We've since opened another company and then put a group structure in place, so that I can now send via Infusionsoft emails, news broadcasts and things like that, from my group, but target specific customers depending on which company they fall underneath and I can do that really nicely and easily using the tags, which I don't think the other CRM systems have and I don't think without EXELA and the training that I got on my start course, I don't think I would know how to utilise those and I probably would have given up.

The other thing I would definitely recommend if you're going to go with Infusionsoft and you're going to go EXELA, is almost certainly get the data capture through Outlook app, that you can get, so during your course EXELA will show you how to download different attachments and apps, most of which are free. The useful ones are free and they just round off and make your experience of using Infusionsoft a little bit better and the one that I absolutely love is the app that links Infusionsoft direct to your Outlook, so if someone sends me an email I can pull up all their details really, really quickly from within Outlook. I don't even have to go into Infusionsoft. If that person sending me the email is someone that's not known to me, I can then just click on the Infusionsoft sidebar and grab their details, their email address, phone numbers and everything, straight from their email that they've sent me and they're in my CRM system. So, it makes capturing data really easy. It makes using that data really easy and getting the most out of your business by target marketing to your customers, to your potential customers.

So, I'm loving it. Looking forward to going onto a new course doing some of the life cycle marketing as and when I've got time. The good thing and it's a nice problem to have, the good thing about EXELA's training and the Infusionsoft software is, that you will get busier and so as and when I've got the time to go back down to Cheltenham, I'm definitely be going to do the life cycle marketing course and I'm employing a new member of staff. I'm in Essex, he's going to be Taunton, so Cheltenham's really, really local for him. He's going to drive up and he's going to have to do the start course so I can get a bit of help from someone else who can use Infusionsoft in the company, and that's the good thing is that, EXELA can always do the training for as many members of staff or as many users as you've got, so that the whole company can get the use out of the software.

So, anyway, hope that's enough. I'm guessing my name's going to be on this video, so if there's any people that want to ask questions on how I utilise it, then please feel free to send me a direct Facebook message and I'll either put you back in touch with David at EXELA or answer the question myself if I know the answer.

So, good luck and hope everyone's running very successful businesses. If you're not, get Infusionsoft and then you'll probably start. So, see you later, take care, bye bye.

Michael Joslin - DIRECTOR, Marlin Catering Solutions

"A practical and thorough process"

EXELA Infusionsoft training was a practical and thorough process which enabled us to jump-start quickly and efficiently in to reaping benefit from Infusionsoft. The key for us is that now we are able to track our customers clearly, and automate delivery of our content accordingly.

Joan Muni Lucas - CFO and COO, Body Transformation Academy

"What I appreciated was the helpful and easy manner of the coach"

Taking my Infusionsoft coaching with EXELA enabled me to learn quickly what at first sight seemed to be a huge and somewhat daunting piece of software. What I appreciated was the helpful and easy manner of the coach in my 1:1 training who made me comfortable straight away, was very approachable, informative and helpful. The ongoing support from EXELA after my training has been remarkable and much appreciated. I look forward to a long term relationship with EXELA.

Derek Chalmers - DIRECTOR, Chow Productions Ltd.

"We are now able to “multi-task” in all areas."

Infusionsoft has transformed how we function with our business.

We are now able to “multi-task” in all areas. Having the ability to really focus on our customers and prospects and funnel them in a way that we couldn’t before, making sure they receive only the information of interest to them.

The EXELA training has been invaluable to us. Working through key modules laid out by our coach enabled us to fully understand how we could best leverage implementing the key tasks quickly and efficiently. We have received ongoing support and interest from EXELA, it’s great knowing that they really want us to succeed and will keep in touch with us regularly, checking on our continued progress.

Vicky Crosby - OWNER/DIRECTOR, Crosby & Perrin Business Solutions

Highly Recommended

Excellent service from Andy, helped me set up and understand so much of what Keap can do. Highly recommend, actually understands the business processes rather than being too technical focused. Thank you! Jill

Stephen Robinson

"I guarantee you will see returns from it, because I have. It's worth every penny."

Hello, my name's Adam and I've done two courses and was referred to them by Infusionsoft after signing up with them and I've since done the Life Cycle Marketing course, as well as the Infusionsoft start course.

Now, the Infusionsoft start course is for the purpose of tackling Infusionsoft if you're an absolute beginner. Obviously, which I was. It lasted a day, and in that time myself and the other class members ended up completely out [inaudible 00:00:25] with the system. Everybody left happy and I actually had several campaigns ended up working the very next day.I've not actually needed any help myself, but I'm a member of the Facebook support group, which is brilliant. Everyone's asking questions and they get answered immediately. As [inaudible 00:00:44] to do the Life Cycle marketing course, which was led by David Holland.

I was incredibly impressed with this. If you're a business owner, I would strongly recommend doing it, particularly if you're a start-up. I thought I'd quite a good idea about marketing, but I left after that course looking at it in a completely different light. David is a very smart bloke and he knows what's he's talking about. He actually came up with lots of ideas that I would ... actionable ideas that I went on and actually did in my own business.Infusionsoft skills paired with Life Cycle Marketing knowledge is a killer combo. I guarantee you will see returns from it, because I have. It's worth every penny. So, I strongly recommend booking yourself in, if you haven't already. Good luck.

Adam Johnson - Business Owner

"It really helped me understand Infusionsoft and how it can help my business."

Hi, my name is Chris from CDC Accounting Limited, and today I just wanted to send a video testimonial for David Holland and all the guys over at EXELA. I've known David for about a year now, and 12 months ago I went on some Infusionsoft training, very informative days.

Actually been on four or five days training since.

It really helped me understand Infusionsoft and how it can help my business. I've also used their support team. I had a particular issue with what I was doing with the campaign, sent an email off to their support team. Within minutes somebody had arranged a call. Later that day we had that call and solved the issue. Fantastic service.

I've also been quite recently to an event that they put on for full business owners. It wasn't a how to use Infusionsoft or how to sell Infusionsoft day. It was a how to make your business better day, networking with other businesses, with other uses, and it was really informative, really great day.

Thanks again to David and your team for putting that on. We love Infusionsoft and we'd recommend it to anybody, and EXELA. Cheers.

Chris Cheeney - DIRECTOR, CDC Accounting Ltd.

"...were able to bring back everything we had learned and share it with our team."

We undertook the EXELA training in Infusionsoft and were able to bring back everything we had learned and share it with our team.

What is great about this kind of learning is the flexibility. Given the nature of our business where we work in a very hands-on-way, working with EXELA allowed us to incorporate this same method into building what we needed from Infusionsoft—we took away with us a clear and full understanding which we could then implement.

Matt Joyner