KEAP-022 | Keap/InfusionsoftFixed-scope gigKeap tag and custom field mapping
Keap Tag And Custom Field Map
Arifur Rahman maps one Keap or Infusionsoft account's tags, custom fields, owners, and dependencies before you decide what to keep, rename, merge, migrate, or retire.
Free consultation15-minute video consultation included.
01Scope confirmed
Request details and fit are reviewed before work starts.
02Focused delivery
Keap tag and custom field mapping 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
Your tag names, categories, descriptions, or custom-field purposes are inconsistent or undocumented.
You are preparing a CRM migration, campaign repair, reporting cleanup, or membership-access review.
You need one reviewable worksheet instead of making decisions inside a live account.
You can provide read-only access or exports and one decision maker for the agreed objective.
Duplicate or near-duplicate tags exist, but nobody can confirm which automation still reads them.
Custom fields have unclear owners, types, allowed values, or destinations.
Campaign goals, Decision Diamonds, forms, imports, integrations, reports, or access rules may depend on the current names.
The team cannot confidently decide what is safe to keep, rename, merge, migrate, or retire.
You receive
Inventory worksheet for tags and custom fields in the agreed scope.
Columns for object type, current name or category, business purpose, write source, read dependencies, field type or allowed values, owner, recommended decision, destination name, and risk note.
Dependency map for the named campaigns, Decision Diamonds, forms, imports, integrations, reports, or access rules that matter to the objective.
Naming convention and a duplicate, unknown-purpose, and owner-missing review queue.
Keep, rename, merge, migrate, or retire recommendations with priority and field-type risks.
QA, rollback, and handoff notes for the next approved implementation step.
Free 15-minute consultation for this specific gig request.
Not for
Deleting, renaming, merging, or editing live tags, fields, contacts, or data.
Campaign rebuild, migration execution, form or integration changes, reporting implementation, or membership-access implementation.
Custom API or code work, a full CRM audit, paid tools, licenses, or unsupported outcome guarantees.
Work outside the agreed app and objective. Large or unknown inventories are quoted separately after count and dependency review.
Scope boundary
Clear fixed-price scope before you request.
The price should feel specific. The included work, excluded work, access needs, and next step are visible before a buyer sends a request.
Included in $197
This fixed scope covers one Keap or Infusionsoft app and one agreed cleanup, migration, reporting, campaign-repair, or access-rule objective. I review the supplied or exported tag and custom-field inventory, classify its purpose, and trace the named dependencies you provide across relevant campaigns, Decision Diamonds, forms, imports, integrations, reports, or access rules.
The output is a read-only decision map. It documents recommendations and risks; it does not delete, rename, merge, migrate, or rewrite live records. A large or unknown inventory is reviewed for count and dependency complexity before any expanded quote.
Inventory worksheet for tags and custom fields in the agreed scope.
Columns for object type, current name or category, business purpose, write source, read dependencies, field type or allowed values, owner, recommended decision, destination name, and risk note.
Dependency map for the named campaigns, Decision Diamonds, forms, imports, integrations, reports, or access rules that matter to the objective.
Naming convention and a duplicate, unknown-purpose, and owner-missing review queue.
Keep, rename, merge, migrate, or retire recommendations with priority and field-type risks.
QA, rollback, and handoff notes for the next approved implementation step.
Free 15-minute consultation for this specific gig request.
Separate quote or not included
Deleting, renaming, merging, or editing live tags, fields, contacts, or data.
Campaign rebuild, migration execution, form or integration changes, reporting implementation, or membership-access implementation.
Custom API or code work, a full CRM audit, paid tools, licenses, or unsupported outcome guarantees.
Work outside the agreed app and objective. Large or unknown inventories are quoted separately after count and dependency review.
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 fixed-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.
Delivery preview
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-022 and one agreed cleanup, migration, campaign-repair, reporting, or access-rule objective.
Read-only Keap/Infusionsoft access or exports are preferred for the initial mapping pass.
Current tag names, categories, and descriptions plus custom-field names and types.
The relevant campaigns or Decision Diamonds, forms or imports, integrations, reports, and access rules that may read or write those objects.
Redacted examples of confusing records or business rules; private customer data is not needed for a fit review.
One decision maker for naming, ownership, and keep, merge, migrate, or retire decisions.
Common request language
Use this gig when your request sounds like this.
These phrases help searchers, AI engines, and buyers recognize the exact fixed-scope offer without guessing.
Keap tag and custom field inventory before cleanup.
Infusionsoft tag dependency map for campaign repair.
Keap custom field migration worksheet.
Decision Diamond tag and field dependency review.
Keep, rename, merge, migrate, or retire recommendations.
Gig FAQ
Questions before requesting.
Use these answers to confirm the fixed scope, required input, consultation path, and what happens when the request is larger than this gig.
What is included in this gig?
One Keap or Infusionsoft app, one agreed objective, a supplied or exported tag and custom-field inventory, named dependency review, a keep, rename, merge, migrate, or retire map, risk notes, and a concise handoff are included.
Will you delete or rename anything in my live account?
No. This gig is a read-only mapping and recommendation deliverable. Live deletion, renaming, merging, campaign editing, or migration execution requires separate written approval and scope.
What do you need from me before starting?
Provide one objective, read-only access or exports, the tag and field inventory, and the named campaigns, Decision Diamonds, forms, imports, integrations, reports, or access rules that may depend on those objects.
What if my account or inventory is larger than expected?
I first review the object count and dependency complexity. Any expanded inventory, deeper campaign tracing, or implementation work is quoted separately before it begins.
Ready to start?
Request Keap Tag And Custom Field Map.
$197 fixed-scope offer with a free 15-minute consultation before work starts. I confirm fit, access, and boundary first, then complete the agreed delivery.
$1973-5 business days. After access, content, assets, and scope are confirmed.Free 15-minute consultation
