Request this service and book a free 15-minute discovery call. We will discuss your goals, current setup, scope, timeline, and cost. You receive a written proposal to approve before work starts.
Custom project quoteScope and cost agreed after discovery
Free consultation15-minute video consultation included.
01Scope confirmed
Request details and fit are reviewed before work starts.
02Focused delivery
Infusionsoft automation cleanup work stays inside the listed outcome.
03QA pass
Main links, access points, workflow steps, or page states are checked as relevant.
04Handoff notes
You receive clear notes so the finished work is easy to understand.
Fast decision
Know quickly whether this gig fits.
This section helps a buyer understand the fit, outcome, and boundary before requesting the free 15-minute consultation.
Best for
You need this handled: Review legacy Infusionsoft structure and produce cleanup roadmap for tags, campaigns, forms, and products.
You want one clear Keap/Infusionsoft outcome instead of open-ended consulting.
You can provide the required access, content, examples, or exports needed for this exact scope.
You want practical QA/review notes and a handoff trail after the work is done.
Review legacy Infusionsoft structure and produce cleanup roadmap for tags, campaigns, forms, and products.
The affected area is CRM Cleanup in Keap And Infusionsoft.
Main tools: Infusionsoft, Keap, Cleanup, Roadmap.
A workflow map will make the work easier to review and reuse.
You receive
Review legacy Infusionsoft structure and produce cleanup roadmap for tags, campaigns, forms, and products.
Source-to-target or current-to-future map for the agreed CRM Cleanup scope.
Workflow Map showing objects, dependencies, decisions, and checkpoints.
Priority order for implementation, migration, cleanup, or follow-up work.
Risk and dependency notes for access, data, content, payments, tracking, members, or workflows.
Short handoff note explaining how to use the roadmap.
Free 15-minute consultation for this specific gig request.
Not for
Extra scope.
paid apps/plugins/themes/licenses.
legal copy.
platform approvals.
destructive changes without written approval.
Hands-on implementation or migration after the roadmap is quoted separately.
Scope boundary
A clear plan for your project.
Start with a free 15-minute discovery call. We will discuss your project goals, current setup, scope, timeline, and cost, then agree a written proposal before any work starts.
Potential deliverables
Start with a free 15-minute discovery call. We will discuss your project goals, current setup, scope, timeline, and cost, then agree a written proposal before any work starts.
This agreed-scope gig covers Review legacy Infusionsoft structure and produce cleanup roadmap for tags, campaigns, forms, and products. I focus on the agreed CRM Cleanup area, keep the work inside the listed scope, and leave useful handoff notes after the review, build, repair, map, documentation, or reporting work is complete.
The goal is not to rebuild every connected system. The goal is to complete the specific Keap/Infusionsoft outcome clearly, check the important path, and make the next step understandable for you or your team.
Review legacy Infusionsoft structure and produce cleanup roadmap for tags, campaigns, forms, and products.
Source-to-target or current-to-future map for the agreed CRM Cleanup scope.
Workflow Map showing objects, dependencies, decisions, and checkpoints.
Priority order for implementation, migration, cleanup, or follow-up work.
Risk and dependency notes for access, data, content, payments, tracking, members, or workflows.
Short handoff note explaining how to use the roadmap.
Free 15-minute consultation for this specific gig request.
Separate quote or not included
Extra scope.
paid apps/plugins/themes/licenses.
legal copy.
platform approvals.
destructive changes without written approval.
Hands-on implementation or migration after the roadmap is quoted separately.
Delivery process
How the gig moves from request to handoff.
The flow is intentionally simple: request, consultation, scoped work, QA, and clear handoff notes.
Step 01
Request
Send your contact details, the affected page, tool, workflow, or file, and the result you want.
Step 02
Consult
Use the included 15-minute video consultation to confirm fit, access, timing, and scope boundaries.
Step 03
Deliver
I complete the agreed-scope work, organize the main output, and check the important path for this gig.
Step 04
Handoff
You receive the finished deliverable, QA or review notes, and the next-step guidance needed to use it.
Before scope starts
Confirm the handoff, access boundary, and proof path.
Before scope starts, send the business goal, tools involved, what should happen, what happens now, and one real example of the broken handoff or service request.
Gig ID KEAP-027 and the exact page, tool, workflow, export, or object this gig should focus on.
Short context about the audience or business: businesses with messy CRM data, legacy CRM owners, agencies.
Infusionsoft access/screenshare.
known issues.
cleanup goals.
Relevant URLs, safe screenshots, example records, copy, assets, exports, or notes needed for this scope.
Temporary collaborator/admin access or screen-share only after the scope is confirmed.
One decision maker for consolidated feedback and approval.
Common request language
Use this gig when your request sounds like this.
These phrases help searchers, AI engines, and buyers recognize the exact agreed-scope offer without guessing.
Infusionsoft automation cleanup project-specific.
Infusionsoft automation cleanup for online business.
Use these answers to confirm the agreed-scope, required input, consultation path, and what happens when the request is larger than this gig.
What is included in this gig?
This gig includes Review legacy Infusionsoft structure and produce cleanup roadmap for tags, campaigns, forms, and products, Source-to-target or current-to-future map for the agreed CRM Cleanup scope, Workflow Map showing objects, dependencies, decisions, and checkpoints, Priority order for implementation, migration, cleanup, or follow-up work, plus short handoff notes for the agreed scope.
What do you need from me before starting?
Gig ID KEAP-027 and the exact page, tool, workflow, export, or object this gig should focus on. Short context about the audience or business: businesses with messy CRM data, legacy CRM owners, agencies. Infusionsoft access/screenshare. Known issues. Cleanup goals.
Is a short consultation included?
Yes. A free 15-minute consultation is included with a specific gig request.
What if my request is larger?
Anything outside this agreed-scope is quoted separately before work starts. Typical add-ons include rush delivery, extra pages/items/workflows, implementation after audit.
Ready to start?
Request Infusionsoft Legacy Cleanup Roadmap.
Custom project quote agreed-scope offer with a free 15-minute consultation before work starts. I confirm fit, access, and boundary first, then complete the agreed delivery.
Custom project quoteTimeline agreed after discovery, based on your scope and readiness.Free 15-minute consultation
