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Keap Experts & Implementation Specialists for Growing Businesses

Advanced Keap (formerly Infusionsoft) automation, deliverability, and revenue-focused implementation, backed by 15+ years of hands-on experience.

Who We Are

Smart to Finish Office Solutions is a full-service implementation agency specializing in Keap automation and operations for scaling businesses. We don’t just build campaigns — we design systems that support growth, protect deliverability, and make Keap work the way it was meant to.

Our team has been implementing Keap since its Infusionsoft days, supporting six- and seven-figure companies, memberships, agencies, and launch-based businesses that need more than surface-level setup.

What Makes Us True Keap Experts

Not all Keap help is created equal. Here’s what sets Smart to Finish apart:

* 15+ years with Infusionsoft / Keap — not recent certification
* Deep experience cleaning up legacy accounts and failed migrations
* Automation built for *how your business actually runs*, not generic templates
* Strong focus on **email deliverability and list health**
* Strategy-first approach: we map before we build
* Fractional support available beyond implementation

We understand how Keap impacts revenue, team workflow, client experience, and long-term scalability — because we’ve seen what happens when it’s done wrong.

Our team has been implementing Keap since its Infusionsoft days, supporting six- and seven-figure companies, memberships, agencies, and launch-based businesses that need more than surface-level setup.

Our Keap Services

Keap Implementation & Architecture

We design and build clean, scalable Keap systems from the ground up — or rebuild what’s broken.

Includes:

* Campaign and automation architecture
* Tag strategy and cleanup
* Goals, decision diamonds, and logic mapping
* Custom workflows aligned to your offers

Keap Cleanup & Optimization

If your Keap account feels heavy, confusing, or fragile, we’ll fix it.

Includes:

* Tag and campaign audits
* Removing redundancy and logic gaps
* Simplifying automation for team usability
* Improving performance and reliability

Keap Deliverability & Email Systems

Deliverability is no longer optional. We help protect your sender reputation and improve inbox placement.

Includes:

* Email system audits
* List hygiene and engagement strategies
* Infrastructure alignment (domains, sending behavior)
* Campaign adjustments to support inboxing

Launch & Funnel Support in Keap

From evergreen funnels to high-touch launches, we build Keap systems that convert without chaos.

Includes:

* Launch automation
* Funnel sequencing
* Purchase logic and follow-up flows
* Reporting and performance tracking

Fractional Keap Operations Support

For businesses that need ongoing expertise without hiring in-house.

Includes:

* Ongoing optimization
* Team support and training
* Strategic guidance
* Long-term system stewardship

Infusionsoft to Keap: Experience That Matters

We didn’t start with Keap last year… we’ve been here since Infusionsoft.

That legacy matters.

Many Keap accounts struggle today because of rushed migrations, over-tagging, or poorly translated automation. We understand the old systems *and* the modern Keap platform, which allows us to cleanly bridge the gap and future-proof your setup.

Who We Work Best With

Smart to Finish is a strong fit if you:

* Are scaling and need systems that won’t break
* Have a messy or bloated Keap account
* Care about deliverability and long-term list health
* Want strategic implementation, not task-based VA work
* Prefer a trusted partner over piecemeal fixes

Our Approach

1. Assess: We review your goals, offers, and current Keap setup
2. Map: We design automation before touching campaigns
3. Build:Clean, documented, intentional implementation
4. Optimize: We refine based on real usage and data
5. Support: Ongoing partnership and support

Engagement Process

1.

Initial Consultation

We meet with your department leadership to understand your specific needs and challenges.

2.

Customized Solutions

Our team develops a tailored implementation plan aligned with your departmental goals and institutional requirements.

3.

Seamless Integration

We onboard with your systems, processes, and team members, becoming a natural extension of your department.

4.

Ongoing Partnership

Regular check-ins and assessment ensure we continuously adapt to your evolving needs.

If you’re looking for a Keap expert who understands both strategy and execution, we’re ready to help.

Contact Information

To explore how SmartToFinish can support you, please contact our Team:

Email: assist@smarttofinish.com
Call or Text: (773) 231-TEAM
Website: www.smarttofinish.com/