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Professional Training & Coaching Case Studies and Customer Success Stories with Keap CRM

 

Business Made Simple - Professional Training & Coaching - Small

Nashville, USA
Lead generation and nurturing for coaching Marketing automation for online classes Customer relationship management Marketing automation

Keap’s CRM helped Business Made Simple grow revenue from $250K to $16. 5M. The company expanded from 2 to 30...employees. Keap enabled the team to build a database of 500,000 qualified leads. Marketing automation increased brand trust by 30 times. During Covid, Keap’s tools helped launch online classes and livestreams, driving record growth.

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Beauty and the Boss - Professional Training & Coaching - Small

USA
Client management automation for coaching Sales pipeline tracking for coaching and speaking Client management Sales automation

Keap helped Beauty and the Boss automate daily tasks and organize everything in one platform. Before Keap, Maisha Hagan struggled... with using three different systems and growth had stalled. With Keap’s CRM and automation, she shortened the time from first contact to client, improved follow-up, and managed pipelines for coaching and speaking. As a result, she quadrupled her rates and found renewed joy in her business. Keap’s automation also enabled timely nurture campaigns, leading to better client engagement.

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Mindful Performance Blueprint - Professional Training & Coaching - Small

USA
CRM and marketing automation for consulting Customer engagement Email marketing

Keap helped Mindful Performance Blueprint grow revenue from under $100k to $500k. Founder Giovanni Gonzalez used Keap’s CRM and marketing... automation to boost his email open rate from 3% to 75%. He expanded his email database to over 40,000 contacts. Automation saved time and enabled him to triple his staff. Giovanni now helps other Hispanic-owned businesses succeed using Keap.

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Lifeonaire - Professional Training & Coaching - Small

USA
Sales and marketing automation for coaching Automated customer follow-up management Customer engagement Workflow automation

Keap helped Lifeonaire automate sales and marketing, cutting workdays to 4-5 hours. Before Keap, leads and customers slipped through the... cracks and the CEO worked long hours. With Keap’s automation, Lifeonaire doubled its staff, grew its email list by 40%, and added over 70 members to its coaching program. Revenue increased by six figures, and the founder took his first sabbatical in 20 years. Automated follow-up and campaign management improved customer experience and business consistency.

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Main Street Learning Lab - Professional Training & Coaching - Small

Mesa, USA
Marketing and sales automation for coaching Client relationship management Marketing automation Customer engagement

Keap helped Main Street Learning Lab, led by Pamela Slim, streamline business operations. Before Keap, Pamela managed emails and client... data across many platforms, causing confusion and missed opportunities. Keap’s automation tools unified her processes and improved client tracking. The lab grew its newsletter list every year and reached thousands of businesses globally. In four years, it served over 4,000 entrepreneurs and increased revenue.

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MiSyte - Professional Training & Coaching - Small

USA
Sales and client management automation Email campaign execution for new business Sales automation Client management

Keap helped MiSyte, a small web design and coaching business, grow annual revenue by 12x in one year. The company consolidated... software, saving $300 per month, and improved data management. Keap automation saved 30 hours monthly, letting the team focus on business growth. Sales closing rates jumped from 47% to 73%, and the sales cycle dropped from eight weeks to five. Two email campaigns brought in over $30,000 in new business within two months.

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Bed and Breakfast Coach - Professional Training & Coaching - Small

UK
Lead capture and nurturing for hospitality Coaching automation for small businesses Customer engagement Marketing automation

Keap helped Bed and Breakfast Coach automate admin tasks and grow revenue by 900%. Yvonne Halling used Keap’s CRM and... email automation to fill her guest book with new and repeat visitors. She later launched a coaching business to teach other B&B owners how to use marketing automation for similar results. Her clients now see more bookings and higher income after implementing Keap. The story highlights the impact of small business CRM and automation for hospitality coaching.

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Marketing and Advertising Case Studies and Customer Success Stories with Keap CRM

 

Informed Marketing Solutions - Marketing And Advertising - Small

Orlando, USA
Client billing automation Recurring invoice management Billing automation Client management

Keap helped Informed Marketing Solutions automate client billing and save over 12 hours each month. The agency used Keap to... set up recurring invoices and reduce failed payments. This automation led to a 200% increase in revenue. The founder, Jillian Kendrick, spent less time on billing and more time with her family. Keap's automation also improved client payment consistency and reduced overdue invoices.

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SmartHustle.com - Marketing And Advertising - Small

New York, USA
Automated client follow-up and outreach Audience engagement for small business consulting Customer engagement Lead management

Keap helped SmartHustle. com founder Ramon Ray automate follow-ups and grow his audience. He used Keap’s dashboard and broadcast tools...to stay organized and connect with more small business owners. Keap’s automation let him personalize outreach and manage leads easily. Ramon credits Keap for helping him launch four businesses and build his brand as a consultant and speaker. The platform’s reminders and simple tools made daily tasks easier and kept his business moving forward.

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The Automation Agency - Marketing And Advertising - Small

USA
Sales and marketing automation for agencies Customer engagement

Keap helped The Automation Agency grow 225% in two years. The agency used Keap’s sales and marketing automation to move... from six to seven figures in revenue. They coached and onboarded over 3,000 small businesses with Keap. Automation campaigns delivered fast results, including $150,000 in sales for a client in one week. The agency credits Keap’s resources and partner community for ongoing growth and support.

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Blue Cow Marketing - Marketing And Advertising - Small

Coldbrook, Canada
Sales and marketing automation Client relationship management CRM implementation Marketing automation

Keap helped Blue Cow Marketing automate sales and marketing tasks. Before Keap, the founder struggled with disconnected systems and lost... client data. Keap's CRM and automation tools let him organize contacts and save time. He used Campaign Builder to create custom sales processes and follow-ups. The business grew at least 20% last year, with 30–40% growth expected this year. Keap made it possible to manage growth with a small team.

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Events Services Case Studies and Customer Success Stories with Keap CRM

 

Artist Management Services Ltd. - Events Services - Small

Nottingham, UK
Booking process automation Lead generation and nurturing Customer engagement Sales automation

Keap helped Artist Management Services Ltd. automate their booking and sales process. The company grew to over £3 million in... yearly revenue. Staff size increased fivefold and the lead list grew by more than 1,000%. Keap’s automation reduced manual work and improved customer engagement. Founder Ben Marshall now works 25–30 hours a week, gaining more family time.

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Classic Photographers - Events Services - Large

Boston, USA
Shopping cart abandonment recovery Automated lead nurturing for wedding services Customer engagement Marketing automation

Keap helped Classic Photographers grow revenue from $250k to $5 million. Keith Phillips used Keap to automate sales and marketing.... The team set up nurture campaigns for shopping cart abandonment. They improved follow-up with contract applicants. Email open rates reached up to 50% after working with Keap's support. Automation freed staff to focus on customer service and creativity.

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Urban Professionals and Black Couples Getaways - Events Services - Small

Buford, USA
Lead generation for event marketing Sales and marketing automation Lead management Event marketing

Keap helped Urban Professionals and Black Couples Getaways automate sales and marketing. The business captured over 55,000 leads using web... forms. Automation saved dozens of hours each month and improved email deliverability. Advanced Automations enabled profitable upsells and repeat business. Stripe integration made payments secure and easy. Keap's platform supported rapid growth and streamlined operations.

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Consumer Services Case Studies and Customer Success Stories with Keap CRM

 

Presidential Pools and Spas - Consumer Services - Small

Arizona, USA
Lead capture and follow-up automation Customer upsell campaign management Lead management Customer retention

Keap helped Presidential Pools and Spas quadruple their new leads. The company automated lead capture and follow-up using Keap’s sales... and marketing software. Their lead close rate increased by 2-3 times. An upsell campaign generated $100,000 in extra revenue. Keap made it easier for the team to nurture prospects and existing customers. The business now uses online forms and targeted communications to drive growth.

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DC Mosquito Squad - Consumer Services - Small

Washington, D.C., USA
Sales and marketing automation Employee workload management Customer relationship management Sales automation

Keap helped DC Mosquito Squad grow sales from $1 million to $1. 7 million in just 7 months. The company...increased its customer base from 2,200 to 3,500 while only adding two office staff. Keap's CRM and automation tools streamlined sales, marketing, and employee management. Back office efficiency improved tenfold. The owner gained more flexibility to manage multiple businesses and family life.

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The Appreciation Company - Consumer Services - Small

USA
Lead capture and nurturing automation Automated appointment scheduling Customer relationship management Lead generation

Keap helped The Appreciation Company save $30,000–$40,000 a year by automating lead capture and email marketing. Neil and Rebekah Beam... used Keap’s CRM to replace the need for an inside salesperson. Automated landing pages and follow-up emails allowed them to book 1–3 meetings per week. The system let them grow their business while keeping a healthy work-life balance. Keap’s small business CRM made it possible to nurture leads and manage customer relationships efficiently.

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Health, Wellness and Fitness Case Studies and Customer Success Stories with Keap CRM

 

TITIN - Health, Wellness And Fitness - Small

Atlanta, USA
Sales and marketing automation Customer engagement management Sales automation Customer engagement

Keap helped TITIN boost sales by 400%. TITIN used Keap to automate sales and marketing. Tasks that took 30 minutes... now take seconds. The team sends targeted emails and manages customer engagement. TITIN can focus on customer service and product innovation. Keap's automation made TITIN more efficient.

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Sealfon & Associates - Health, Wellness And Fitness - Small

Florida, USA
Marketing automation for small business Customer engagement and follow-up Marketing automation Customer engagement

Keap helped Sealfon & Associates increase revenue by $40,000 in six months. Peggy Sealfon used Keap to manage three businesses... with less stress. She automated emails, campaigns, and customer follow-ups. Keap let her run her business from anywhere. She reached a global audience and improved customer engagement. Keap made her business more organized and scalable.

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Wholistic Health Boss - Health, Wellness And Fitness - Small

San Diego, USA
Sales and marketing automation for coaching Customer engagement

Keap helped Wholistic Health Boss automate sales and marketing. Jenn Malecha saw a 200% increase in revenue after using Keap.... She saved over 36 hours each month by cutting repetitive tasks. Automation let her double her client base in 60 days. Jenn gained more time to travel and improved her work-life balance. Clients now get a better, more personal experience.

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Education Case Studies and Customer Success Stories with Keap CRM

 

WBTrading - Education - Small

UK
Client communication automation Online course fulfillment management Customer engagement Workflow automation

Keap helped WBTrading double its monthly revenue and achieve 140% business growth. Before Keap, WBTrading lost time on manual tasks... and struggled with client follow-up. The Business Catalyst implemented Keap to automate communication, segment contacts, and streamline fulfillment. WBTrading gained back 30 working days a year and improved customer service. Automation let the team focus on growth and deliver better training programs.

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Hear and Play - Education - Small

California, USA
Sales and marketing automation Customer relationship management Customer engagement Sales automation

Keap helped Hear and Play grow lifetime customer value from $90 to $375. The company reduced time spent working by... 60% and increased repeat sales by 80%. Keap unified sales, marketing, and fulfillment tasks in one platform. Hear and Play doubled net profit and annual sales after using Keap. The business scaled relationships with tens of thousands of customers. Jermaine Griggs now manages his business more easily and personally connects with customers.

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Math Plus Academy - Education - Small

Ohio, USA
CRM for tutoring business management Online course and camp sales Customer relationship management E-commerce enablement

Keap helped Math Plus Academy cut billing time by 85%. The CRM replaced spreadsheets and made it easy to track... contacts and sales. The e-commerce module let families buy courses and camps online. Math Plus Academy saw a 10X increase in contest entries. The founder now spends more time teaching and less on admin work. Keap made running the academy faster and simpler.

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Construction Case Studies and Customer Success Stories with Keap CRM

 

Home Painters Toronto - Construction - Small

Toronto, Canada
Sales and marketing automation Lead nurturing and follow-up Sales automation Customer engagement

Keap helped Home Painters Toronto grow over 300% in 2. 5 years. The company used Keap to automate sales and...marketing, boosting lead flow by 30 times. With Keap, they set up nine pipeline stages and personalized email campaigns. Their closing rate rose above 30%, and annual revenue reached $1 million. Automation cut work hours while customer satisfaction hit 90%.

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Southern Perfection Painting Inc. - Construction - Small

Atlanta, USA
Appointment scheduling automation Prospect engagement campaign automation Customer engagement Appointment management

Keap helped Southern Perfection Painting Inc. increase online estimates by 75%. The company automated appointment setting and prospect discount campaigns.... This led to 70% attendance at meetings and 80% of bids won. Staff saved time and improved client safety during the pandemic. Customer engagement and loyalty also grew with Keap's automation tools.

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Accounting Case Studies and Customer Success Stories with Keap CRM

 

SimpleGrowth - Consulting - Small

USA
Sales funnel automation for consulting Automated client communications Sales automation Customer lifecycle management

Keap helped SimpleGrowth automate manual business processes. Before Keap, Mike Callahan worked up to 100 hours a week and managed... everything by hand. Using Keap's lifecycle automation, he streamlined sales, follow-ups, and customer communications. This led to consistent annual growth of 35–40%. Automation also allowed Mike to step back from daily operations and help other businesses do the same.

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Non-Profit Organization Management Case Studies and Customer Success Stories with Keap CRM

 

Wrap Ukraine with Quilts - Non Profit Organization Management - Small

USA
Donation tracking and reporting automation Donor-recipient communication management Nonprofit donor management Impact reporting

Keap helped Wrap Ukraine with Quilts send over 20,000 quilts to refugees in under a year. The nonprofit used Keap’s... CRM and automation to track each quilt, automate donor updates, and connect refugees with donors. QR codes and live data made it easy to manage high volume with just two volunteers. Keap’s automation saved time and enabled personal connections between donors and recipients. The team tracked key milestones and impact statistics for donors and the public.

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Media Production Case Studies and Customer Success Stories with Keap CRM

 

Tyler New Media - Media Production - Small

Georgia, USA
Marketing automation for lead nurturing Customer segmentation and targeted communications Customer engagement Marketing automation

Keap helped Tyler New Media grow revenue by 566%. The company replaced multiple systems with Keap for email, customer service,... and e-commerce. Their contact list grew from 9,000 to 117,000. Facebook fans reached 400,000. Keap's automation let them target leads and reduce time spent on business by 50%.

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Real Estate Case Studies and Customer Success Stories with Keap CRM

 

The Zion Group - Real Estate - Small

San Diego, USA
Sales pipeline automation for real estate Client follow-up and communication management Sales automation Customer relationship management

Keap helped The Zion Group, a San Diego real estate brokerage, increase revenue by 40% in under a year. Before Keap, the... team struggled with manual processes and lost track of clients. Keap's automation and CRM tools saved them over 10 hours each week. The team gained instant visibility into their sales pipeline and improved client follow-up. Automated workflows let them focus on customer service and business growth.

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Manufacturing Case Studies and Customer Success Stories with Keap CRM

 

Milkhouse Candles - Manufacturing - Small

Iowa, USA
Customer relationship management automation Sales and marketing process automation Customer engagement Sales automation

Keap helped Milkhouse Candles grow from a small operation to the largest soy candle manufacturer in the USA. The founders needed... a CRM and automated email to manage prospects and build customer relationships. Keap automated internal and external processes, including segmented campaigns and reminders for employees. This allowed the team to focus on customer service and sales growth. Milkhouse now leads the soy candle industry and supports other manufacturers.

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Wholesale Case Studies and Customer Success Stories with Keap CRM

 

Papeloja - Wholesale - Small

Lisbon, Portugal
CRM and contact management automation Automated customer follow-up Customer relationship management Sales and marketing automation

Keap’s CRM and marketing automation helped Papeloja, a specialty paper wholesaler, organize contacts and automate follow-ups. Before Keap, Papeloja struggled... with scattered information and a disjointed customer experience. After implementing Keap, Nuno Silva saved time and improved lead conversion. Papeloja achieved 800% revenue growth in just a few months. Automation and lifecycle management drove recurring revenue and business stability.

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Pharmaceuticals Case Studies and Customer Success Stories with Keap CRM

 

Avalon Pharmacy - Pharmaceuticals - Small

Rancho Mirage, USA
Patient engagement automation Email marketing for pharmacies Customer engagement Marketing automation

Keap helped Avalon Pharmacy grow revenue by 20% year-over-year. The pharmacy used Keap’s CRM and marketing automation to collect patient... info, send segmented emails, and boost Google reviews. They captured 8,000 contacts, nearly half their town’s population. Automated campaigns improved patient engagement and retention. Keap enabled personalized service, setting Avalon apart from big competitors.

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Other Industry Case Studies and Success Stories with Keap CRM

 

Rita Thomas Enterprises - Photography - Small

USA
Client communication automation Appointment scheduling and payment processing Customer engagement Workflow automation

Keap helped Rita Thomas automate her photography business. She used Keap's CRM and marketing automation to centralize client info and... automate common questions. Within three months, her profits on photo mini sessions increased by 400%. After 10 months, she quit her corporate job. Automation let her save time and grow her business as a solo entrepreneur.

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Travel Divas - Travel - Small

USA
Business process automation for travel agency Automated customer engagement for travel bookings Business process automation Customer engagement

Keap helped Travel Divas automate every part of their travel business. The founder used Keap to manage marketing, sales, service,... and operations. Automation let her team track trips, offer payment plans, and keep customers engaged. With Keap, Travel Divas grew to $17 million in annual revenue. The business now runs smoothly with less hands-on work from the owner.

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