Save time and money by working with experts.

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

If you’ve got Keap or Infusionsoft, and you want to get more out of the software and use it to save you more time, generate you more leads and make you more money, then you need to read this.

If you’re a Keap or Infusionsoft user, and you recognise the immense power of the software, but you know that you’re still only scratching the surface of its capability, then keep reading, because I’m about to tell you how you can get more out of Infusionsoft than you ever thought possible.

A lot of people invest in Keap or Infusionsoft, but fail to really grasp hold of its power.

It’s kind of like buying a high-powered car and being stuck in second gear – it’ll get you where you need to go, but if you could just move through the gears you’d get there faster.

You probably invested in the software because you quite rightly understood its immense power, but if you’re like a lot of other users, you’re yet to unlock that power to its full potential.

Maybe you’ve set up a few campaigns, or maybe you’re still just sending email broadcasts, but wherever you are, let me speak truthfully:

Infusionsoft and Keap can do more than you’re currently using them for.

It can help you generate new leads on autopilot…

It can nurture those leads and bring them closer to you, all without you lifting a finger…

It can be used to create sales pages that sell more of your product or service…

It can be used as your customer relationship software, allowing you to see exactly how every single one of your customers is doing, where they’re at, what they’ve bought and what they should buy next…

It can be used as an advanced sales tool, helping your salespeople pinpoint the right prospects at precisely the right time…

It can allow you to take payments online, cutting out the pain of direct debits or BACS transfers…

It seamlessly connects with thousands of other business tools…

I could go on, but you probably get the point – Infusionsoft and Keap are as powerful as you want them to be, but the power needs to be unlocked and unleashed.

And unfortunately for most UK Infusionsoft users, it’s hard to access the help necessary to unlock and unleash it.

The guys over in the States are great, but due to the time difference you can’t always get them on the phone, and if you go to one of the “Infusionsoft consultants” dotted around the UK, you can expect a big old bill for your troubles.

So, what do you do? You’ve got this software that you KNOW is powerful, and you know you could and should be doing more with it, but there’s no obvious way of accessing the help you need to make that happen.

And that’s where our Annual Assistance programme comes in – here’s ‘what you get’:

Standard

Get expert help when you need it most.

 £ 350.00

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

Premium

Regular coaching from an expert team.

 £450.00

  • Unlimited Workshops
  • Unlimited email support
  • Lead Labs
  • Quarterly Progress Review
  • Private Facebook Group
  • 100+ Resources
  • 50% off service fees*

Growth

Ideal for client with a project to do.

 £ 999.00

  • Unlimited Workshops
  • Unlimited email support
  • Lead Labs
  • Quarterly Progress Review
  • Private Facebook Group
  • 100+ Resources
  • 50% off service fees*
  • 12 Hours Done-for-You included

Standard

Get expert help when you need it most.

 £ 35.00

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

Premium

Regular coaching from an expert team.

 £45.00

  • Unlimited Workshops
  • Unlimited email support
  • Lead Labs
  • Quarterly Progress Review
  • Private Facebook Group
  • 100+ Resources
  • 50% off service fees*

Growth

Ideal for client with a project to do.

 £ 99.00

  • Unlimited Workshops
  • Unlimited email support
  • Lead Labs
  • Quarterly Progress Review
  • Private Facebook Group
  • 100+ Resources
  • 50% off service fees*
  • 1 Hours Done-for-You included

Workshops

All membership levels have access to the 3 Core workshops.  Attend all the courses as often as you wish.  Send as many existing or new colleagues on the expert courses.

Keap® Foundations (1-day)
  • How to achieve smart client management
  • Setting up simple automation
Infusionsoft® Foundations (1-day)
  • Using Small Business CRM
  • Using Campaign Builder

How to Create a Lead Flow

Campaigns Intermediate (1-day)

Topics:

  • Marketing Theory - Understanding the concept of Lead Banks and how they fit into your campaign architecture
  • Lead Generation - How to ensure your delivery of the lead magnet
  • Lead Generation - Understand how to move into bespoke follow-up
  • Long Term Nurture - How to do more than stay upper in mind
  • Long Term Nurture - How to automatically start once the low-hanging fruit have already taken your offer
  • Surveys - Understand how your clients feel about you
  • Surveys - How to get testimonials and/or referrals from your happiest clients
  • Integration - How to use Zapier to link other apps directly to your system

How to Create Segmentation and Build Relationships

Campaigns Advanced (1-day)

Topics:

  • Get A Quote - How to offer people a 'quote now' option for your website
  • Get A Quote - How to get the data you need for objection handling
  • Get A Quote - How to pre-qualify and filter out clients that you don't want (basic decision diamonds)
  • 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
  • Evergreen Campaigns - Understand how the Birthday campaign can be taken and updated to meet your companies needs
  • 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
  • SMS - How to get Campaign Builder to send a text message (using Firetext, a 3rd party tool)

Lead Labs

If you are looking for unlimited lead generation and marketing ideas, many of which are swiped and deployed from guru's, then come to the leads lab.

During the interactive workshop style day, David Holland will work with the delegates to generate more marketing ideas than you can shake a stick at!

Projects

EXELA undertakes project work for clients.  These projects can be technical in nature or more of the marketing bias.  So long at the core technology you are working with is Keap® or Infusionsoft™ we can work with you.

We undertake projects using an "agile" approach.  We identify specific business objectives and work with you to develop strategies and tactics needed to achieve those objectives.  We will put together a very tight scope-of-work that will span no more then one or two weeks.  We assigned tasks and due dates.  We do our tasks and expect you (or your third party) to do your tasks.  Then we test and review in order to set the next priorities.  This approach has proven to be most cost effective and successful.

Example Projects

Building a Lead Generation Campaign.

Creating a Calculator or Quiz.

Building a Long-term Nurture Campaign.

Setting up and Sales Pipelines.

Setting up a client on-boarding process.

Setting up a Review & Testimonial capture campaigns.

Setting up a referral programme.

Monitoring and automation of recency, frequency and monetary value campaigns.

Integrating Keap® or Infusionsoft™ to other systems.

If you are new to Keap® or Infusionsoft™ we will supplement your set-up and training with by designing an implementation project that suits your requirements.

Ad-hoc screen share calls are also available

Charges

We charge members an hourly rate of £82.50 plus VAT.  *This is a 50%  reduction on our non-member rate £165 /hour plus VAT.

We use TeamworkPM to record actual time and we bill on a weekly basis via direct debit.  

It doesn't matter what we do for you, the charge to members is £82.50 /hour plus VAT.

Customer Comments

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Paul Baldry
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Leila Atbi Life Coach
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Tina Webb Director at Trisynergy Marketing
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Ed Challinor First Officer and trusty second in command at Smileworks.
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James Hollows Manager at James Hollows SME Consulting
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Petra Foster Client Enrollment Strategist
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Ross McSkimming Creative Video Solutions
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Joe Williams Managing Director and SEO Trainer at Zen Optimise
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Sol Hallam Digitalisation Lead, ASPIRE
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Simon Clark AUTHOR, Fast Track: How to Sell More Faster

Excellent service and knowledgeable staff

Excellent service and knowledgeable staff. Highly recommend Andy to anyone wanting to dig deep into Infusionsoft from beginner to expert.

Efective and enjoyable

My coaching calls with Rachael Webber were very effective and enjoyable. I was able to implement her teachings there and then. Rachael is very knowledgeable about how to make the most of Infusionsoft™ and I wouldn't have been able to use it without her guidance, patience and skills.
Thank you.

"Fast-paced and focused"

Fast-paced and focused, this 2-day course is exactly what is needed to get up and running with InfusionSoft! David is clear, concise and explains each concept carefully and illustrated with examples. The advice and tips to working with the system and excel will undoubtedly save hours in the coming weeks - all backed-up with a training manual. Extremely worthwhile and valuable!

Great Course!

Great course, covers the basics and gives you the confidence to go off and put together some campaigns.

Efficient and a lot of fun to work with.

My coach Andy Wroe from EXELA was knowledgeable, efficient and a lot of fun to work with.

He helped me to quickly set up an effective campaign in Infusionsoft™, iron out technical issues and improve the effectiveness of my campaign.

He squeezed a huge amount of value into each session. So much that I had to go back and review each video recording of the session to apply all the tips, tricks and secrets that he had shared with me.

Thanks Andy! 🙂

I can't thank you enough EXELA.

EXELA was referred to me by Infusionsoft™. I was completed new to Infusionsoft™ and not very tech savvy and Rachael from EXELA literally took me by the hand and showed me exactly how to set up my Infusionsoft™ and how to create my first campaign which resulted on me having over 700 people on my first ever Infusionsoft campaign.

I can't thank you enough EXELA.

This course has easily paid for itself

I did the Kickstarter package with Jamie Ferguson. Over the course of four calls, I learned more than I could've hoped for. This course has easily paid for itself as I would've wasted months of membership trying to learn this stuff for myself. The course is very structured and organized, communication was great, I can't recommend it enough!

Top Notch Consultancy!

Top notch consultancy from Exela and Jamie Ferguson. Wasn't sure what to expect with the Infusion onboarding process but it was truly great and I plan to work with Exela again in the new year.

Confident abilitly navigating round Infusionsoft

I spent over 5 hours with Exela learning the basics of Infusionsoft and I feel confident now in my ability not only to launch a campaign but navigate around Infusionsoft's many features. My EXELA training partner was ready to answer whatever questions I had honestly and comprehensively. I am now well equipped to show the rest of our team how to use Infusionsoft.

"We've even been able to implement an entire affiliate marketing platform as well."

Hi. My name's Simon Clark. I'm the author of the upcoming book, Fast Track, How to Sell More Faster. I also have a boutique estate agency based in the heart of the Cotswolds. I predominantly help small businesses and entrepreneurs with gaining more customers and then building relationships with them that last for the life of the business.

Over the last five or six years, I've spent a lot of time working with various internet marketing platforms and e-commerce solutions. I have to say that they all have one thing in common and that's the initial setup is quite time consuming. There's a lot of testing that has to be done, and it generally just takes a really long time to actually get the product from design to launch phase.

That was until I met the team at EXELA, and I have to say they've been absolutely fantastic. I'm in the process of launching a new product, and in the last month we have actually been able to get the whole system in place. I'm not just talking about designing the forms and the follow-up emails. I'm talking about the complete package, so all of the e-commerce solutions.

We've even been able to implement an entire affiliate marketing platform as well. Their help has been absolutely incredible. They're taking me through the whole process step by step, explain the whole process as we've gone, but done it quickly and effectively in a one-to-one basis, so it's just been phenomenal.

So, if you're thinking about implementing any form of e-marketing system, e-commerce, or any kind of marketing strategy like that, you really have to talk to the guys at EXELA. They will explain everything. They will take you through the step-by-step process, and they will shave months, if not years, off of the development of your entire system.