ATTENTION AUTOMATION USER! GET THE SUPPORT YOU’VE BEEN WANTING…
This process has not changed because it works.
Same service, same results, still the fastest way to get automation work off your plate.
What If You Had Expert Guidance On Tap?
How much better could you be spending your time?
If you’re running the automation behind your CRM, you already know the real problem. It’s RevOps. Your Marketing team wants speed. Your Sales team wants clean handoffs. Your Operations team wants everything to actually work without breaking. When those three pull in different directions, the technical work that keeps automation running falls into the gap and every day that work sits there is a day of pipeline slipping, leads going cold, and revenue that should have closed.
Never Lift A Finger
Your time is better spent outside the CRM.
Confident Execution
You'll know exactly what we did.
Quick-Turn Jobs
Because you need this stuff done in a day or so, not weeks.
What is Automation Expertise on Tap?
Automation Expertise On Tap is a dedicated CRM support service built for RevOps alignment. Instead of hiring, training, or filing a support ticket and hoping, you get direct access to certified experts who execute the technical work your Marketing, Sales, and Operations teams all depend on.
For $497/month, you receive 5 credits toward micro-services inside your CRM (list imports, report generation, integration setup, and more) plus configuration of third-party tools across your operational tech stack.
Paul Sokol has been inside Keap (formerly Infusionsoft) since 2008. He started as an onboarding coach, personally launching over 200 new customers, before moving to the product team, where he built more than 70 pre-built automations downloaded over 100,000 times by the Keap community. From there, he became one of Keap’s original data scientists on Project Goldfish, the project that became the platform’s current codebase. Along the way, he worked directly with industry names like Frank Kern and DigitalMarketer to turn their proprietary campaigns into packaged automation. Since going independent in 2016, he has personally closed over $1 million in automation services, working across Keap, GoHighLevel, HubSpot, ActiveCampaign, and nearly every major CRM in use today.
Keap
Our home base since 2008. Certified expertise across every version: Grow, Pro, Max, and Classic.
Other CRMs/Email Systems
GoHighLevel, HubSpot, Salesforce, MailChimp, and most modern platforms with an automation engine.
3rd Party Integrations
Zapier, Make, Integrately, and similar tools that connect your CRM to the rest of your stack.
Digital Analytics & Conversion Tracking
Pixel installation, conversion event setup, and quick-turn reports like traffic sources for a specific page.
♥ Why Your Business Will Love It ♥
Extensive List Of Micro-Services
Over 50 micro-services covering every corner of your CRM, including third-party plug-ins, with new services added regularly.
Completion Artifacts
Every job comes with a report showing exactly what was done and why, so you are never left guessing.
World-Class Knowledge
Every job is handled by a power user of the software, not a generalist. Many run their own CRM or manage one for another business, so the experience is real, not theoretical.
"Knows Keap as well as anyone on the planet." - Greg Jenkins, Monkeypod Marketing
How It Works
Figure out what you need
After signup and CRM access, go about your day. When something comes up, follow your dedicated link to request it.
Request micro-services
Select the service from the dropdown and provide the details we need. Only one job in progress at a time.
Let us do the work
Most requests are completed in one to two business days. We follow up first if anything is missing.
$497/month includes 5 credits toward micro-services inside your CRM, plus configuration of third-party tools across your operational tech stack.
One credit covers a task that would take a competent professional roughly 5 to 15 minutes: a list import, a report pull, mapping out a workflow’s structure, or loading a set of emails or texts into an existing model. Jobs that involve multiple steps, like building a workflow from scratch and populating it with content, may use more than one credit.
Only one job in progress at a time, with most single-credit requests completed in one to two business days.
FAQs
What counts as a micro-service?
Any task inside your CRM or connected tools that a competent professional could complete in roughly 5 to 15 minutes: list imports, report pulls, broadcast setup, workflow structure, and more. We offer over 50 micro-services in total.
What if my job needs more than one credit?
Some requests, like building a workflow from scratch and loading it with content, involve more than one task and may use more than one credit. We will let you know before starting if a request will require more than one credit.
Do unused credits roll over?
Your job credits to NOT rollover from month-to-month. Much like a gym, we offer this service whether or not job credits are redeemed. At our sole discretion, we may roll over certain job credits on a case-by-base basis.
How fast is turnaround, really?
Most single-credit requests are completed within one to two business days. Jobs requiring multiple credits take longer, based on scope.
Can I have more than one job in progress at a time?
No. We work one job at a time to keep quality high and turnaround fast. If you have multiple needs, submit them in order and we will move to the next once the current one is complete.
Can I cancel or change my plan?
You may cancel at any time. If you need more in-depth support, you will need to upgrade to a higher tier of service such as a mentoring or retainer offering.
What CRMs and tools do you support?
While our deepest level of expertise is in Keap and GoHighlevel, we support most modern CRMs that have an automation engine, as well as 3rd party integration tools like Zapier. We also support most digital tracking platforms like Google Analytics, the Meta pixel, and Google Tags, with support for Google Tag Manager.
What information do I need to provide for a job request?
Details depend on the request, but generally a clear description of the outcome you need and any relevant files or links (a spreadsheet for an import, for example). Our request form walks you through exactly what is needed for each service.
Chain Micro-Services Together
The real power of Automation Expertise on Tap comes when you chain different services together.
For example, if you wanted, you could have us…
Job #1 - Campaign Model
You can tell us about the kind of campaign you need, and we will model out the high level structure. If you need adjustments, you can do so on your own OR submit another job request to make modifications. 𝘖𝘯𝘤𝘦 𝘵𝘩𝘦 𝘩𝘪𝘨𝘩 𝘭𝘦𝘷𝘦𝘭 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘪𝘴 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘭𝘪𝘬𝘪𝘯𝘨...
Job(s) #2+ - Sequence Modeling
You can submit a job to model out specific sequences (if needed) with a request that utilizes multiple job credits (e.g. modeling two sequences uses two job credits).
It may take a few separate requests over the course of a week, but you can get a campaign built out (and ready-for-content) WITHOUT having to go into the software!
IMAGINE LOGGING INTO YOUR CRM ONE MORNING AND, AT-A-GLANCE, YOU SEE THAT WHATEVER YOU ASKED US TO DO HAS BEEN COMPLETED...
Feels good, right?
In summary, you can have us making regular improvements to your CRM for a fraction of the cost you’ll find in most high-end consultants.
In fact, most people haven’t had the opportunity to explore what hiring a full-time CRM specialist looks like and its like anything else. There is a wide variety of quality and prices in the field.
Average salaries start at about $80k and go up to 6 figures easily. Even if you find one to work with on a consulting basis, you can expect a high hourly rate ( > $500/hr.) or a costly retainer fee.
The problem is, when you hire someone like that to help you implement your CRM, in order to launch, you will also need to hire someone who knows marketing and sales too because the technicians in the software are rarely trained in direct sales or have in-the-trenches marketing experience.
This is why proper execution can easily cost thousands of dollars because it takes a small team to fully launch anything.
That’s where we come in 🙂
When you combine our direct sales experience (Paul sold CutCo knives in-home), over a decade of online marketing execution, and our universally recognized Keap expertise, we can help you with your CRM using micro-services FASTER than if you needed to hire multiple people!
And it won’t even cost you thousands of dollars!
Access to Automation Expertise on Tap only requires an investment of $497/month for 5 job requests each month and you should be able to make your first request within a day or two of signing up (remember, we have to validate your login stuff first).
This kind of service obviously requires a heavy investment of time and we are only accepting a limited number of new users. Once we get a handle on the extra operational bandwidth, we will open it to more people at a higher price point.
That means this specific offer to work together expires when any remaining slots are filled and it says ‘SOLD OUT’ on the next page.
Lastly, You Also Get Our Micro-Service Guarantee!
If you aren’t satisfied with the quality of a particular job fulfillment, we will happily go through it again without using one of your monthly job credits 🙂
(…we wouldn’t be doing our job if we didn’t ask you this…)
Do you want to invest $497/month to be part of Automation Expertise on Tap?
👇 If so, check to see if any of those remaining slots are available 👇
Automation Expertise on Tap Service Level Agreement
We don’t believe in service agreements with crazy legalese that require a law degree to decipher.
⚠ Important: Your Job Credits Do NOT Rollover From Month-to-Month!
Much like a gym, we are offering this service whether or not job credits are redeemed. At our sole discretion, we may roll over certain job credits on a case-by-case basis.
Here is exactly what you should expect from this service:
- Your information, contacts and IP are always your property and confidential.
- We will do our absolute best to complete or respond to all job requests within one to two business days; any holiday hours will be communicated ahead of time.
- We will be fair when determining how many extra credits a larger job request will require, if necessary, and seek your approval to move ahead first. At least, initially, until we establish a good working relationship.
- You can request to cancel at any time. Any unused job credits for your billing cycle will not be refunded.
Here is what we expect from you, as a service recipient:
- Every job request you submit will include thorough and clear information specific to what each service requires.
- If you have any issues with the customer experience, you will notify us so we can make things right.
- You will remain up to date with your billing and clear any open balances.