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.
I will complete the agreed-scope gig around one clear business outcome, with review notes, QA, and a short handoff.
Request details and fit are reviewed before work starts.
Keap cleanup consultant work stays inside the listed outcome.
Main links, access points, workflow steps, or page states are checked as relevant.
You receive clear notes so the finished work is easy to understand.
Fast decision
This section helps a buyer understand the fit, outcome, and boundary before requesting the free 15-minute consultation.
Scope boundary
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.
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.
I inventory the risky areas before cleanup: tags, custom fields, campaign dependencies, order forms, access rules, integrations, and duplicate or conflicting structures.
Delivery process
The flow is intentionally simple: request, consultation, scoped work, QA, and clear handoff notes.
Send your contact details, the affected page, tool, workflow, or file, and the result you want.
Use the included 15-minute video consultation to confirm fit, access, timing, and scope boundaries.
I complete the agreed-scope work, organize the main output, and check the important path for this gig.
You receive the finished deliverable, QA or review notes, and the next-step guidance needed to use it.
Before scope starts
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.
Keap or Infusionsoft access, examples of active campaigns, order forms or products, membership dependencies, and any tags or fields already known to be risky.
Common request language
These phrases help searchers, AI engines, and buyers recognize the exact agreed-scope offer without guessing.
Gig FAQ
Use these answers to confirm the agreed-scope, required input, consultation path, and what happens when the request is larger than this gig.
Yes, but not by deleting first. I start with an inventory of tags, fields, campaigns, forms, offers, access rules, and dependencies so active customer paths are protected.
Not unless that is scoped separately. Cleanup focuses on finding what is active, risky, duplicated, unused, or confusing, then creating a safer repair order.
Old Keap and Infusionsoft assets often still control products, payments, access rules, campaign goals, integrations, follow-up, reporting, segmentation, or support tasks. Cleanup should identify dependencies and test active customer paths first so the business does not break what still works.
Prepare the cleanup goal, known active campaigns, important tags or fields, payment or membership dependencies, and one example of the confusion. Do not send full exports, passwords, or private contact records through first contact.
Ready to start?
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.
