Sound familiar?
What small businesses on Keap tell us before a project starts.
- Our Keap campaigns have grown into a maze and nobody knows what sends when.
- Tags are inconsistent, so segments are unreliable.
- Website orders and bookings do not reach Keap cleanly.
- Payments land in one place and the CRM does not know a customer has paid.
- I want reports on leads, sales and follow-up without exporting contacts.
What we build
Each one is a working piece you can open and check when it's done.
Campaign and tag review
A map of what runs today, what overlaps and what is dead, then a cleaner set of tags and sequences agreed with you before anything is changed.
CRM setup and lead pipelinesWebsite and form connections
Forms, quote requests and orders on your site create or update the right contact, with tags and a first follow-up.
API integrations and data sync CRM setup and lead pipelinesPayments and invoices in step
Payment status reflected on the contact, so follow-up stops when someone pays and starts when they do not.
Stripe integration and billing QuickBooks, Xero and HubSpot integrationsBooking and reminders
Appointments created, confirmed and reminded by text and email, with a clear path for reschedules.
Booking and scheduling systemsMoving contacts cleanly
Contacts, tags, notes and history moved into or out of Keap with duplicates handled and a check that the counts agree.
ETL and data pipelinesA simple sales and follow-up view
Leads by source, sales by product and contacts needing a call, on one page.
Dashboards and reportingWhat we connect it to: Stripe, QuickBooks, Google Sheets, Zapier, WordPress, Calendly, Gmail.
Industries that use it: Coaches and consultants, Real estate, Financial advisors, Online courses.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Campaign cleanup
Example: a coaching business has dozens of overlapping campaigns. We map them, retire the unused ones and rebuild a small set that sends the right message to the right tag.
Keap, tag plan, written mapExample project
Course orders to contacts
Example: a course seller wants each website order to tag the buyer, send access details and start a short follow-up, which stops if they ask for help.
WordPress, Stripe, KeapExample project
Paid and unpaid follow-up
Example: a service firm wants invoices that are paid to stop reminders, and unpaid ones to move to a call task for the owner after a set number of days.
Keap, QuickBooks, ZapierQuestions people ask first
Does Keap have an API?
Yes, Keap offers a REST API and works with connectors such as Zapier. We confirm what is available on your plan before agreeing a scope.
Will you rebuild everything?
Only if it helps. Often a short review and a few cleaned-up sequences do more than a rebuild, and we tell you which it is.
Is Keap still the right choice for us?
We tell you plainly. If it fits, we improve it. If something else suits you better, we show the options, and the decision is yours.
How do we start?
Tell us what you send from Keap today and what feels broken. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com