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:
The EXELA Annual Assistance Programme
You can work with EXELA on your Marketing Automation in a number of different ways:
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:
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
Premium
Regular coaching from an expert team.
£490
Standard
Get expert help when you need it most.
£ 39
Premium
Regular coaching from an expert team.
£49
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
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
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
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
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
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
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
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
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
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
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)