Podcast appearances and mentions of Clate Mask

Entrepreneurs and small business owners often face a unique blend of challenges and opportunities, where the stakes are high and the journey is filled with both excitement and uncertainty. But what if there was a set of practices or habits that could guide you towards consistent growth and success? On this episode of we explore just that. My guest is NY Times best-selling author, the CEO and co-founder of Keap, Clate Mask. Keap, the leader in small business automation software, is an 8-time Inc 5000 winner and is widely used by savvy small businesses to grow with automation. Clate's passion is helping small businesses conquer the chaos and grow their business using the Six Keys to Success. When Clate isn't serving entrepreneurs and building Keap, he loves to spend time with his wife, Charisse, their six kids, and their grandkids. He also loves playing golf and watching sports, with serious passion for the Arizona pro sports teams. He is intimately familiar with the balancing act of entrepreneurs, which is what drove him to discover and teach the Six Keys. Because success as an entrepreneur means having a great business and a great life. In our discussion, you don't just get a list of to-dos from Clate; you get a roadmap for creating a more organized, strategic, and inspired approach to your business and life. Habit-forming and consistency are key, but it's the strategic planning and leadership components Clate shares that truly set this episode apart. Automated processes in customer interactions are discussed not as a way to strip away personal touch but to enhance efficiency while maintaining genuine connection. For more insights and practical tips, make sure to listen to this engaging and enlightening episode. Clate's wisdom and actionable advice are simply too valuable to miss. Links Mentioned: Conquer the Chaos Book: https://conquerthechaosbook.com/ Keap Playbook: https://www.keap.com/playbook

In this episode of Sell with Authority, we tackle one of the biggest challenges agency owners face — the constant cycle of feast and famine in business development. If you've been in the game for a while, you know exactly what I mean. One minute, you've landed several new clients, and everything's humming along. The team is busy, cash flow looks great, and the office energy is high. But then — it hits. A client moves on, another cuts back on their budget, and suddenly, you're scrambling to fill the gaps. It's a rollercoaster — and one too many agencies never escape because they don't harness the power of automation to stabilize their biz dev efforts. That's exactly why I'm thrilled to welcome today's guest expert, Clate Mask, Co-Founder of Keap. For those of you who might not know, Keap is an automation platform we've used here at Predictive for over a decade. So — when Clate reached out to explore a content partnership, it was a no-brainer. We're already big believers in the platform because it helps solve this exact problem. Clate shares insights on how to integrate automation into your biz dev strategy — so you can start pulling yourself out of that feast and famine cycle. If you take and apply the golden nuggets Clate shares in this episode, you'll find new ways to automate your agency's biz dev process. Break free from the feast and famine cycle once and for all — because when you automate, you'll consistently sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 45 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How personalized communication and automation can coexist to enhance right-fit client relationships The first step to starting automation for agencies Types of lead magnets that resonate with your target audience and drive lead-gen How lifecycle automation can prevent operational inefficiencies How to turn SOPs (standard operating procedures) into strategic automated processes that streamline business operations Resources: Website: www.keap.com LinkedIn Personal: https://www.linkedin.com/in/clate-mask-b0b386128/ LinkedIn Business: https://www.linkedin.com/company/keap-growing/ Growth and Freedom Playbook

In today's episode, we dive deep into the transformative world of business automation and effective leadership with our esteemed guest, Clate Mask, co-founder of Keep (formerly Infusionsoft). Join us as we uncover valuable insights from Clate's journey in revolutionizing small business operations through automation and his latest book, "Conquer the Chaos 2.0." Clate Mask shares his inspiring journey from developing a CRM tool for direct response marketers to creating a comprehensive automation platform that empowers small business owners. He emphasizes the importance of achieving not just growth but also profitability and freedom, providing key takeaways that can help entrepreneurs elevate their operations to new heights. In this episode, we also explore the rollercoaster of entrepreneurship, focusing on the critical aspects of mindset, personal vision, and the rhythm of execution. Clate and I delve into personal stories and research-backed strategies to help you navigate the highs and lows of running a business. Learn how setting personal goals separate from business objectives can ensure a fulfilling life beyond the dream of your enterprise. Finally, we dive into the essence of leadership and building a culture of excellence within your organization. Clate discusses the co-creation process between leaders and their teams, iterative planning, and inclusive decision-making.  Tune in for actionable insights that promise to uplift your entrepreneurial journey and provide the tools you need to master small business automation and leadership.   https://ptex.co/pandadoc https://keap.com/lp/keap-growth-and-freedom-playbook http://ptexgroup.com/goals https://conquerthechaosbook.com/ http://keap.com/   00:04:20 - Frustrated by manual processes, found Infusionsoft software. 00:08:27 - Update book on marketing automation for small businesses. 00:10:53 - Entrepreneurship is exciting but has a dark side. 00:16:13 - Upgrade to Pandadoc for efficient document management. 00:19:50 - Establish purpose, values, mission, set goals. Balance in physical, spiritual, social, business, financial. 00:20:45 - Balance business, financial, social, physical, spiritual goals. 00:26:34 - Balancing leadership between dictatorship and democracy. 00:28:29 - Iterative process of drafting and refining. 00:32:24 - Automation drives profit; people, products, process produce. Leadership is about establishing clear culture. 00:37:00 - Focus on balance, reduce chaos in business. 00:39:39 - Free resources for personal and business success.   That's my conversation with Clate Mask. My takeaways from this one:  Embrace Automation: Automate various aspects of your business operations, from marketing and sales to internal processes, to achieve growth, profitability, and freedom. Use Comprehensive Tools: Utilize platforms like Keep to centralize and streamline your business processes, enhancing efficiency and effectiveness. Understand the Evolution of Technology: Stay updated with technological advancements like AI to leverage new tools and strategies for business growth. Develop a Personal Vision: Separate your personal goals from your business objectives to ensure a fulfilling life beyond the dreams of your enterprise. Implement Customer Lifecycle Automation: Automate customer follow-up processes to ensure consistent and effective engagement, leading to higher satisfaction and retention.  

We are back with another special recap episode of the Influential Personal Brand Podcast! Today's recap is based off of our interview with Clate Mask, CEO and Co-Founder of Keap. Join Rory as he shares four painful lessons he wished he'd known before becoming an entrepreneur! Thanks for tuning in, enjoy!   Key Points From This Episode: Perseverance matters more than pedigree. Why you need to up your game with making sales, building systems, and recruiting superstars! Loyalty is just a paycheck away (the scariest thing to learn). All that matters is what's in your contract.   Links Mentioned in Today's Episode: Clate Mask on LinkedIn Clate Mask on X Clate Mask Keap Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy AJ Vaden on LinkedIn AJ Vaden on X Rory Vaden Rory Vaden on LinkedIn Rory Vaden on X Take the Stairs Email Your Review Screenshot Here Brand Builders Group Brand Builders Group Free Video Short Course Brand Builders Group Free Call The Influential Personal Brand Podcast on Apple Email Your Review to Brand Builders Group

Are you looking to conquer the chaos of growing your small business, without going crazy? Then look no further because this episode is for you! Joining Rory on the Influential Personal Brand podcast is his dear friend, Clate Mask. His product, company, and life mission have radically changed both Rory and AJ's lives and their business. Clate is the CEO and Co-Founder of Keap, the world's leading business automation software. In this conversation, Rory shares the key role Keap has played in the success of their businesses and dives into the concepts behind Clate's new book, Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy. Clate unpacks the personal and professional aspects included in the six keys and delves into the dark side of entrepreneurship with a story about how he almost left Keap. To hear more about finding your rhythm, and what the three transformative habits for future success are according to Clate, don't miss out. Press play now!

Clate W. Mask Jr. served in the U.S. Army Reserve before attending Brigham Young University, where he earned a bachelor's degree in English and Spanish, then worked in construction sales in Los Angeles, California. He taught early-morning Seminary and loved it so much he chose to leave his job to work full-time for the Church Educational System. He later earned his master's degree in education from California State University, Northridge. He helped establish Institute classes in Spanish in Arizona and Southern California and loved bringing the gospel of Jesus Christ to life for his thousands of “star students” over the years. Elder Mask was a member of the Second Quorum of the Seventy. Prior to his call, he and his wife, Carol, were mission leaders of the Spain Barcelona Mission. Following his release as a general authority he and Carol served as president and matron of the Guatemala City Guatemala Temple. He has also served as bishop, branch president, stake Sunday School president, and high councilor. Clate and Carol are the parents of six children and 28 grandchildren and spent much of their married life in Arizona. They both served as missionaries in the Central American Mission and have a life-long love for the people and culture of Central America. Links There is already a discussion started about this podcast. Share your thoughts. Read the transcript of this podcast Get 14-day access to the Core Leader Library Highlights Elder Mask shares insights and experiences from his time teaching Seminary, leading missionaries, and serving as a general authority. 00:02:23 - Elder Clate Mask's Background and Career as a Seminary Teacher 00:11:11 - Call to Serve as a Mission President 00:18:30 - Leadership and Connection with Missionaries 00:26:55 - Overcoming Discouragement and Developing Christ-like Attributes 00:36:43 - Teaching the Pollyanna Principle and Other Object Lessons The Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints' mission to help Latter-day Saints be better prepared to lead. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, Kirby Heyborne, and many more in over 700 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.

Clate Mask launched Keap (formerly Infusionsoft) back in 2010 and quickly scaled to $100,000,000 in revenues in 7 years (2017). After that, the company flatlined due to competition and diluted priority. Today, CPO Ammon Curtis is helping turn things around. Learn the M4 test he ran on 705 customers to measure DIY, DFY, DWY onboarding and how this impacted long term retention and LTV. Can they break $110m in revenue before Dec 2024?

In this episode of the HerBusiness podcast, we sit down with Clate Mask, the visionary CEO and co-founder of KEAP, the trailblazing automation software we all know and love. During this episode, Clate reveals his insider advice to eliminate chaos, streamline your business, and cultivate a mindset for growth. Every business owner struggles to organise and navigate the operational side of their business. Find relief for your operational headaches with this streamlining and chaos-killing EXPERT. In This Episode:  -> Master the Art of Eliminating Chaos: Learn Clate's actionable steps to bring order and efficiency to your business operations. -> Streamline Your Business for Success: Discover the practical strategies to balance your business's emotional (heart) and logical (head) aspects to lead with CLARITY and FOCUS. -> Stop Plateauing your Revenue Growth: Dive deep into the concept of stair-step growth and WHY you're getting stuck at certain milestones. -> Unlock the True Hierarchy of Business Success: Shift your focus beyond just making money to achieving time, control, impact, and ultimate freedom in your business (and life!). -> Learn to Overcome Startup Chaos: Get access to Clate's solutions to common entrepreneurial challenges like startup chaos and messy processes that are secretly eating up your time. For more stories of remarkable entrepreneurs, subscribe to the HerBusiness Podcast. Mentioned in This Episode: -> HerBusiness Network

Are you a seven-figure business owner looking to scale even higher? In this episode of 7-8 Figure Special Series I interviewed Brett Gilliland. He is the Founder and CEO of Elite Entrepreneurs, a company that specializes in giving $1M+ business owners the knowledge, processes and tools to grow to $10M and beyond. Brett is an expert in organization development, leadership and strategy and spent 10 years helping Infusionsoft grow from $7M in revenue to over $100M.Brett was involved in the foundational work of Purpose, Values and Mission at Infusionsoft and facilitated the strategic planning process for many years. One of Brett's favorite professional accomplishments is co-creating Infusionsoft's Elite Forum along with Clate Mask and building the Elite business inside of InfusionsoftAs the leader of the Elite business, Brett has helped hundreds of struggling seven-figure business owners overcome their biggest challenges and achieve new levels of success. He also played a central role in the development of Infusionsoft's Leadership Model and was serving as the VP of Leadership Development when the decision was made to spin the Elite business out of Infusionsoft. As the new owner of Elite Entrepreneurs, Brett can't think of anything else he'd rather be doing professionally.Discover the scaling secrets. Check this out!Show Links:Growth Elite Video: https://growwithelite.com/elite-video-series-optin/?cookieUUID=7daeef84-51e2-4e61-9fa3-2de187540367Elite Entrepreneurs Website: https://growwithelite.com/Brett Gilliland LinkedIn: https://www.linkedin.com/in/built2lastchamp/Book a call with Michelle: https://www.AwarenessStrategies.com/m30Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/ 

Dr. Darnyelle Jervey Harmon, a 7-time best-selling author, the creator of 5 powerful business systems and the host of the MOVE To Millions Podcast, joins Clate Mask to discuss why entrepreneurs often hold themselves back from earning a higher wage and lays out the broad steps of her "Move to Millions" method. Learn more:  Podcast: https://www.drdarnyelle.com/podcast Website: https://www.incredibleoneenterprises.com Move To Millions Book: https://movetomillionsbook.com/

Piyush Parikh, co-founder of SaaS technical support platform Equinox Agents, joins Clate Mask to discuss the importance of finding your business's niche and how doing so helps small business owners conquer the chaos. Piyush and Clate also discuss the peaks and valleys of entrepreneurship, and why business owners should always look for the next mountain to climb! Learn more about Equinox Agents: https://equinoxagents.com/

In a recent captivating episode of "Sales Talk for CEOs," Clate Mask, CEO and co-founder of Keap, shared his journey from law school to leading a company that's at the forefront of small business automation software. For CEOs looking to streamline their operations and enhance customer engagement, Clate's insights are golden.Key Takeaways for CEOs:Leverage Automation for Growth and Efficiency: Clate explains, "Automation isn't just about saving time; it's about scaling your business efficiently to maximize both growth and profitability." This approach has allowed Keap to support small businesses in achieving more with less—something every CEO should consider.Emphasize Customer Success: Moving from traditional support to proactive customer success can significantly impact business growth. Clate emphasizes the importance of this shift: "By integrating Customer Success Managers into our team, we ensure our clients not only use our product but transform their business with it."Stay at the Helm of Revenue Leadership: Even as the company grows, a CEO's involvement in driving revenue remains crucial. Clate advises, "As CEOs, we must lead the charge on revenue, staying closely connected to the outcomes and processes that drive our business forward."Insightful Reflections:Starting with his initial career pivot, Clate's narrative is a testament to adaptability and passion. He shares, "I was drawn to the fast-paced world of tech and never looked back. It's about harnessing every experience to propel your company forward."Discussing the strategic evolution from Infusionsoft to Keap, Clate offers a candid lesson on market alignment: "We learned the hard way that our strength lies in serving businesses that are ready for automation, not just anyone."Clate also gets real about the challenges and triumphs of entrepreneurship: "Those dark years were tough, but they taught us resilience and the importance of staying true to our vision and our customer."Watch the full Sales Talk for CEOs Podcast:For a deeper dive into how Clate Mask has steered Keap through the ups and downs of tech entrepreneurship and how these lessons can apply to your business strategy, tune into the full episode of "Sales Talk for CEOs."Catch the episode on our YouTube channel or listen on your favorite podcast platform to gain more insights into achieving sustainable growth and customer satisfaction.Chapters01:03 Welcome Clate Mask - Introducing Clate's unique journey from law school to software company CEO.01:29 Keap's Mission - Discussing the services Keap provides to small businesses, focusing on growth, efficiency, and automation.02:54 Niche Software Solutions - Addressing why Keap is the ideal CRM and business automation solution for small businesses, compared to Salesforce and HubSpot.03:33 Clate's Origin Story - Clate Mask shares his transition from law school graduate to co-founding a software company with family.05:24 Company Evolution - How the small custom software company grew into a substantial business focused on CRM products.07:26 Rebranding to Keap - Clate explains the strategic shift from Infusionsoft to Keap to focus on small business automation.09:05 Infusionsoft's Legacy - The integration and enhancement of Infusionsoft within Keap's comprehensive suite of products.09:55 Conquering Sales - Clate recounts his early sales challenges and the transformative advice from his father.11:27 Automating Success - How the implementation of automated follow-ups revolutionized the company's sales process.13:39 Building a Sales Team - Transitioning from lone salesman to establishing a robust sales structure within the company.15:50 Helping Profession of Sales - Aligning sales with a mission of helping customers solve problems effectively.17:58 Customer Success Focus - The inception of customer success management to drive user adoption and satisfaction.20:13 Marketing Alignment - How the Demand Gen and direct sales teams cooperate to generate qualified leads and drive revenue.23:02 Scalable Go-To-Market Structure - Examining Keap's organizational structure and the collaboration between marketing and sales.About GuestNY Times best-selling author, Clate Mask, is the entrepreneur's guide and the CEO and co-founder of Keap, the leader in small business automation software. Keap is an 8-time Inc 5000 winner and is widely used by savvy small businesses to grow with automation. Clate's passion is helping small businesses conquer the chaos and grow their business using the Six Keys to Success. When Clate isn't serving entrepreneurs and building Keap, he loves to spend time with his wife, Charisse, their six kids, and their grandkids. He also loves playing golf and watching sports, with serious passion for the Arizona pro sports teams. He is intimately familiar with the balancing act of entrepreneurs, which is what drove him to discover and teach the Six Keys. Because success as an entrepreneur means having a great business and a great life.Social LinksConnect with Clate on LinkedIn: https://www.linkedin.com/in/clatemask/Keap LinkedIn: https://www.linkedin.com/company/keap-growing/Keap Twitter:https://twitter.com/keapgrowingConnect with Alice on LinkedIn:(99+) Alice Heiman | LinkedInCheck out Alice's website:Alice Heiman | Sales Consultant and Strategist for CEOs 

Tim Riddle, CEO of Discover Blind Spots, joins Clate Mask to discuss niche growth and relationship building for financial advisors. They discuss the importance of clear and consistent communication, the power of content marketing to address client problems, and the role of automation in streamlining business processes. Learn more: https://www.discoverblindspots.com/  

The Move to Millions Minute is powered by Take Your First Trade Challenge Each week, I will release an affirmation of the week to help you to continue to MOVE your business toward the million-dollar mark.  Affirmations are typically supplied by our Move to Millions Million Dollar CEO Affirmation Cards available at www.movetomillionsmerch.com  This week, I am letting my spirit speak to yours. This week's Million Dollar CEO Affirmation: I SEE MYSELF THE WAY GOD SEES ME AND THAT IS THE KEY TO MY LIFE & BUSINESS SUCCESS During my interview with Clate Mask this week, he said: if you want to change anything, first change your identity, then take actions that are consistent with your new identity.”  I cannot think of a better way to change your identity than to see yourself the way that God sees you. When you are unclear of who you were created to be, that is the perfect time to consult your Creator.  When you spend time in God's word, you will learn that you are so much more than you give yourself credit for being.  And stepping boldly into your full identity is the key to shifting your success. Affirm with me: I SEE MYSELF THE WAY GOD SEES ME AND THAT IS THE KEY TO MY LIFE & BUSINESS SUCCESS Journal prompts: When I really look at who God calls me to be, I… Every time I look in the mirror and I affirm who I know that I am, I feel, … When I see myself the way God sees me, I will … Spend some time journaling about your identity and birthright this week – doing so will allow yourself to come into alignment with your real identity.   Get your own deck of Affirmation Cards Partner With Us To Scale Your Company Order the Move to Millions Book Register for the Make Millions Move Summit Social Media Links: http://www.instagram.com/darnyellejerveyharmon http://www.facebook.com/darnyellejerveyharmon http://www.twitter.com/darnyellejervey http://www.linkedin.com/in/darnyellejerveyharmon Subscribe to the Move to Millions Podcast: Listen on iTunes Listen on Google Play Listen on Stitcher Listen on iHeartRadio Listen on Pandora Leave us a review Are you subscribed to my podcast? If you're not, I want to encourage you to do that today. I don't want you to miss an episode. I'm adding a bunch of bonus episodes to the mix and if you're not subscribed there's a good chance you'll miss out on those. Now if you're feeling extra loving, I would be really grateful if you left me a review over on iTunes, too. Those reviews help other people find my podcast and they're also fun for me to go in and read. Just click here to review, select “Ratings and Reviews” and “Write a Review” and let me know what your favorite part of the podcast is. Thank you!

  “To conquer chaos, you must step into the eye of the storm with the heart of a strategist and the precision of a maestro." Clate Mask   About Our Guest: Clate Mask is the CEO and Co-Founder of Keap, a business automation software tool. Clate has a BA in Economics from ASU, as well as an MBA and a JD from Brigham Young University. He joined his brothers-in-law in 2002, developing the business we know today as Keap. Clate has been educating and inspiring entrepreneurs for over a decade and is recognized by the small business community as a visionary leader. Clate is not only an accomplished businessman and family man but also someone who's passionate about helping entrepreneurs overcome the messiness that often stifles growth   Episode Summary: This episode is powered by Move to Millions Live   One thing is for sure and two for certain, scaling and sustaining a business has the potential to create chaos.  From exposing the gaps in your business infrastructure to challenges with team, it can be a time when everything you believe is called into question and as a result, you're looking for a way out. My guest, Clate Mask, has the anecdote to Conquering the Chaos based on his new book of the same name.  During this powerful conversation, we'll explore the misconception that chaos is an inevitable part of running a small business and share insights on how to break through to freedom and efficiency. Clate and I will talk about the six keys to success, tailored to help you as an entrepreneur harness the full potential of your vision and strategy, streamline operations through automation, and embrace effective leadership. Clate's experiences as a Christian, family man, and head of a billion-dollar company bring a unique perspective on aligning identity, vision, and execution to not just 'make it' but to thrive in the journey of growth. Moreover, we'll highlight the transformative power of mindset, discussing how seeing oneself as God sees you, and embodying the belief in your success, is essential to winning at business and life. We'll touch on the intertwining of personal triumph and business mastery, as well as the game-changing potential of automation. So, if you're ready to conquer the chaos and claim your spot at the millions table, grab your pen and paper and listen in to discover: How to find the balance between scaling a business and having a personal life The essential nature of leadership in guiding company success How to align your identity with your company's vision The transformative power of aligning identity, mindset, and action to not only reach the million-dollar threshold but to burst through it with voracity. And so much more   Powerful Quotes from The Episode: "To conquer chaos, you must step into the eye of the storm with the heart of a strategist and the precision of a maestro."—Clate Mask "A million-dollar mindset is not a luxury; it is a requirement to cross the threshold into abundance."—Darnyelle "In the DNA of every successful business, automation is the gene of liberation, strategy is the molecule of expansion."—Clate Mask "Embody the mindset of prosperity, and the universe will conspire to meet your conviction."—Darnyelle "Leadership is not a title; it's an identity carved into your very essence, compelling your business to follow where you lead."—Clate Mask   Move to Millions Wisdom Questions: Book: Conquer the Chaos, Clate Mask Favorite Quote: “If you want to change anything, first change your identity, then take actions that are consistent with your new identity.” Clate Mask Tool Clate Swears By: Keap   How to Connect with Clate Mask: Website: https://keap.com/about/leadership Linked In: https://www.linkedin.com/in/clatemask/ Book: https://conquerthechaosbook.com/   Incredible One Enterprises, LLC is not responsible for the content and information delivered during the podcast interview by any guest. As always, we suggest that you conduct your own due diligence regarding any proclamations by podcast guests.  Incredible One Enterprises, LLC is providing the podcast for informational purposes only.   Want more of Darnyelle? Partner With Us To Scale Your Company Join the Move to Millions Facebook Group   Social Media Links: http://www.instagram.com/darnyellejerveyharmon http://www.facebook.com/darnyellejerveyharmon http://www.twitter.com/darnyellejervey http://www.linkedin.com/in/darnyellejerveyharmon Subscribe to the Move to Millions Podcast: Listen on iTunes Listen on Google Play Listen on Stitcher Listen on iHeartRadio Listen on Pandora   Leave us a review Are you subscribed to my podcast? If you're not, I want to encourage you to do that today. I don't want you to miss an episode. I'm adding a bunch of bonus episodes to the mix and if you're not subscribed there's a good chance you'll miss out on those. Now if you're feeling extra loving, I would be really grateful if you left me a review over on iTunes, too. Those reviews help other people find my podcast and they're also fun for me to go in and read. Just click here to review, select “Ratings and Reviews” and “Write a Review” and let me know what your favorite part of the podcast is. Thank you!

Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin? In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about the importance of understanding user needs and delivering tailored solutions through coaching sessions.  Doing so bridges the gaps in product understanding, knowledge, and skills.    Key Takeaways: [2:30] What SaaS companies benefit the most from onboarding coaches  [8:20] Why Keap started using coaching  [16:30] The economics of hiring onboarding coaches [19:45] Must-have skills for these coaches [26:00] Ways to tailor coaching to your SaaS product [33:30] Clate's new book Conquering the Chaos About Clate Mask: Clate is the CEO and co-founder of Keap, the leading provider of business automation software for small businesses, and co-authored Conquer the Chaos: The Six Keys to Success for Entrepreneurs. Links: Clate Mask | LinkedIn Conquer the Chaos

Want to find out how to automate not only your marketing but, your sales too? Wondering who created the term marketing automation and how it all started?In this episode of 7-8 Figure Special Series I interviewed Clate Mask. Clate is the CEO and Co-Founder of Keap, the leading all-in-one sales and marketing software built for small businesses. Keap serves consultants, marketing agencies, coaches, startups and countless other growth-focused small businesses that are striving to unlock their potential through the power of sales and marketing automation.Dive into the customer lifecycle, uncover the power of personalization, and learn how to automate for profit and freedom. Say goodbye to chaos and hello to efficiency with insights from the man who named marketing automation itself. Don't let your business miss out on these game-changing strategies. Tune in now and take the first step towards seamless growth!Learn how to automate your marketing & sales. Check this out!Show Links:Keap Website: https://keap.com/Get Clate's New Book " Conquer The Chaos" : https://conquerthechaosbook.com/Book a call with Michelle: https://www.AwarenessStrategies.com/m30Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/Digital Adoption Roadmap: https://www.awarenessstrategies.com/digital-adoption-roadmap/

Clate Mask, Co-Founder of Keap and author of Conquer the Chaos: The 6 Keys to Success for Entrepreneurs, shows you how to reclaim your sanity and your business with a simple but powerful approach to your daily personal and professional activities. Improve your storytelling immediately with my The ABTs of Agile Communications™ quick online course to learn the agile narrative framework that all influential business communication is built. Grab your copy of The Narrative Gym for Business, a short guide on crafting ABTs for all of your communications.  Read Brand Bewitchery: How to Wield the Story Cycle System™ to Craft Spellbinding Stories for Your Brand.  #StoryOn! ≈Park

NY Times bestselling author, Clate Mask, is CEO of Keap, the small business automation leader. Keap is an 8-time Inc5000 winner, serving 100k users, with 1 billion dollar in revenue generated. Top 3 Value Bombs 1. Some people have like this systems block. The fact is when you systematize things, it changes everything and you can build an amazing, scalable business that runs without you. 2. For entrepreneurs, there are three personal keys, three business keys, the personal keys are mindset, life vision and a rhythm of execution. The business keys are strategy, automation and leadership. 3. As the leader, the buck stops with you and take accountability. All problems are leadership problems. Gift for Fire Nation! Get the playbook John Lee Dumas used to grow his business - Keap Sponsors HubSpot Starting your year off strong and accomplishing goals like increasing revenue and faster growth starts with the right selling tools. And for that, there's the all new Sales Hub from HubSpot. Head to HubSpot.com/sales to try it for free Thought-Leader Ever thought about giving a TEDx talk. Visit Thought-Leader.com/fire to join a free training and learn how to land a TEDx Talk and spread your message to millions CBDistillery: With over 2 million customers and a solid 100 percent guarantee, CBDistillery is the source to trust for pure, effective CBD products. Visit CBDistillery.com and use code FIRE for 20 percent off

NY Times bestselling author, Clate Mask, is CEO of Keap, the small business automation leader. Keap is an 8-time Inc5000 winner, serving 100k users, with 1 billion dollar in revenue generated. Top 3 Value Bombs 1. Some people have like this systems block. The fact is when you systematize things, it changes everything and you can build an amazing, scalable business that runs without you. 2. For entrepreneurs, there are three personal keys, three business keys, the personal keys are mindset, life vision and a rhythm of execution. The business keys are strategy, automation and leadership. 3. As the leader, the buck stops with you and take accountability. All problems are leadership problems. Gift for Fire Nation! Get the playbook John Lee Dumas used to grow his business - Keap Sponsors HubSpot Starting your year off strong and accomplishing goals like increasing revenue and faster growth starts with the right selling tools. And for that, there's the all new Sales Hub from HubSpot. Head to HubSpot.com/sales to try it for free Thought-Leader Ever thought about giving a TEDx talk. Visit Thought-Leader.com/fire to join a free training and learn how to land a TEDx Talk and spread your message to millions CBDistillery: With over 2 million customers and a solid 100 percent guarantee, CBDistillery is the source to trust for pure, effective CBD products. Visit CBDistillery.com and use code FIRE for 20 percent off

Ready to conquer the chaos and Happy Hustle your way to a life you love? In this episode of the Happy Hustle Podcast, I chat with Clate Mask, the CEO and co-founder of Keap, a New York Times bestselling author, and an absolute wizard when it comes to conquering chaos in both personal and professional realms. Clate dives deep into his passion for helping small businesses not only survive but thrive. We're talking about the six keys to success that he reveals in his book, "Conquer the Chaos." And let me tell you, it's not just theory—Keap, the automation software he's built, has helped over 25,000 businesses and 100,000 users individually! We also discuss how to maintain that ever-elusive balance in life, the role of mindset, and the game-changing power of systems and processes in reducing chaos. So, whether you're knee-deep in entrepreneurship or just looking for ways to level up your life, this episode is packed with insights and actionable tips. Tune in now and stick around till the end for that golden opportunity Clate is generously sharing!In this episode, you will learn: 03:00 Motivation for Writing the Book08:57 The Six Keys to Conquer Chaos09:34 Defining Success and Freedom16:20 Starting with a Clear Life Vision19:09 The Importance of Striving for Balance22:41 The Chaos in Business and the Need for Systems25:28 The Challenge of Implementing Systems29:53 The Role of Processes in Conquering Chaos33:09 The Growth and Freedom Summit36:50 The Tragic Consequences of Ignoring Chaos38:04 The Importance of a Morning Routine40:00 The Value of Money and Faith in EntrepreneurshipWhat does Happy Hustlin mean to you? Clate says it really is that balanced growth like you're growing you're getting better It's not you're not sitting back like you're getting better in every way every area of your life balanced growth in business and personal life that produces freedom.Connect with Clatehttps://www.instagram.com/clatemask3/https://www.linkedin.com/in/clatemask/ Find Clate on his website: keap.comConnect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance (https://www.thehappyhustle.com/book)Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course (https://thehappyhustle.com/thejourney/)Apply to the Montana Mastermind Epic Camping Adventure (https://thehappyhustle.com/mastermind/)“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode sponsor BIOptimizers Magnesium Breakthrough (https://magbreakthrough.com/vip?gl=65132c943f5d60f00f8b4567&coupon=hustle)This stuff is a game-changer! Magnesium Breakthrough packs all 7 forms of magnesium, designed to support stress management, promote muscle relaxation, regulate the nervous system, control stress hormones, boost brain function, increase energy, and enhance sleep.I take 2 capsules before bedtime, and it's been a game-changer for me. The best part is, BIOptimizers offer a risk-free 365-day money-back guarantee. No results, no problem – they'll refund you, no questions asked. It's a win-win!Head over to magnesiumbreakthrough.com/hustle and use code "hustle" for an exclusive 10% discount on any order. Plus, for a limited time, you'll score some special gifts with your purchase.BELAY Solutions (https://resources.belaysolutions.com/happyhustle?utm_campaign=The%20Happy%20Hustle&utm_source=email&utm_medium=Email%20Newsletter%20-%20D2E&utm_content=HH%20Native%20Ad%201)BELAY is a flexible staffing solution that helps busy leaders find the right help. Their bench of exceptional U.S.-based Virtual Assistants can handle the tedious tasks you no longer have time to accomplish.My experience with BELAY has been a game-changer for my business. They have a talented team of VAs, Bookkeepers, and Social Media Managers that I'm sure can help you and your business. To learn more about how to delegate, download a free copy of BELAY's ebook, Delegate to Elevate, to get back to what you do best with BELAY! (https://resources.belaysolutions.com/happyhustle?utm_campaign=The%20Happy%20Hustle&utm_source=email&utm_medium=Email%20Newsletter%20-%20D2E&utm_content=HH%20Native%20Ad%201)

Do you ever feel like there just aren't enough hours in the day to chase your dreams while still maintaining a balanced life? Well, what if I told you there's a secret weapon to help you reclaim your time and create more freedom than ever before?In this solo episode of the Happy Hustle Podcast, I dive deep into the world of SAP's – Standard Automated Procedures. You might be familiar with SOPs (Standard Operating Procedures), but SAPs take things to a whole new level of efficiency and freedom.Recently, I had the pleasure of chatting with Clate Mask, the mastermind behind Keap and Infusionsoft, about how SAPs can revolutionize your personal and professional life. And let me tell you, it's a game changer.So, what exactly are SAP's, and how can they transform your reality? Imagine having systems in place that automate repetitive tasks, giving you more time to focus on what truly matters. Whether you're an entrepreneur or simply someone striving for a harmonious blend of ambition and well-being, SAPs are the key to unlocking your full potential.And the best part? Once you set up these automated procedures, they work tirelessly in the background, freeing you up to pursue your passions and live life on your own terms.Ready to take the first step towards a happier, more fulfilling life? Start by embracing SAPs and watch as they revolutionize your approach to work and play.Remember, your time is your most valuable asset. So why not invest it wisely.So, let's embrace the power of automation and create a life filled with freedom, passion, and purpose.Connect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance (https://www.thehappyhustle.com/book)Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course (https://thehappyhustle.com/thejourney/)Apply to the Montana Mastermind Epic Camping Adventure (https://thehappyhustle.com/mastermind/)“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode sponsor BIOptimizers Magnesium Breakthrough (https://magbreakthrough.com/vip?gl=65132c943f5d60f00f8b4567&coupon=hustle)This stuff is a game-changer! Magnesium Breakthrough packs all 7 forms of magnesium, designed to support stress management, promote muscle relaxation, regulate the nervous system, control stress hormones, boost brain function, increase energy, and enhance sleep.I take 2 capsules before bedtime, and it's been a game-changer for me. The best part is, BIOptimizers offer a risk-free 365-day money-back guarantee. No results, no problem – they'll refund you, no questions asked. It's a win-win!Head over to magnesiumbreakthrough.com/hustle and use code "hustle" for an exclusive 10% discount on any order. Plus, for a limited time, you'll score some special gifts with your purchase.BELAY Solutions (https://resources.belaysolutions.com/happyhustle?utm_campaign=The%20Happy%20Hustle&utm_source=email&utm_medium=Email%20Newsletter%20-%20D2E&utm_content=HH%20Native%20Ad%201)BELAY is a flexible staffing solution that helps busy leaders find the right help. Their bench of exceptional U.S.-based Virtual Assistants can handle the tedious tasks you no longer have time to accomplish.My experience with BELAY has been a game-changer for my business. They have a talented team of VAs, Bookkeepers, and Social Media Managers that I'm sure can help you and your business. To learn more about how to delegate, download a free copy of BELAY's ebook, Delegate to Elevate, to get back to what you do best with BELAY! (https://resources.belaysolutions.com/happyhustle?utm_campaign=The%20Happy%20Hustle&utm_source=email&utm_medium=Email%20Newsletter%20-%20D2E&utm_content=HH%20Native%20Ad%201)

This week on our Franchise Your Business webinar series, we're joined by Brett Gilliland, Founder and CEO of Elite Entrepreneurs, LLC., a company that specializes in giving $1M+ business owners the knowledge, processes and tools to grow to $10M and beyond. Today, Brett talks to us about the stages of small business growth and the common challenges 7-figure business owners must overcome if they want to grow past $3M.This is a recording of a live webinar recorded on January 19, 2024, starting at around 1 PM Eastern Time USA.   Connect with Brett's company: https://growwithelite.com/Subscribe to our other podcast: Multiply Your Success: https://www.multiplyyoursuccesspodcast.com/ Subscribe to our other podcast: Franchise Your Business: https://open.spotify.com/show/7Ff8rTBR1Oykv4dIOOBdhnABOUT OUR GUEST:Brett Gilliland is Founder and CEO of Elite Entrepreneurs, a company that specializes in giving $1M+ business owners the knowledge, processes and tools to grow to $10M and beyond. Brett is an expert in organization development, leadership and strategy and spent 10 years helping Infusionsoft grow from $7M in revenue to over $100M.  Brett was involved in the foundational work of Purpose, Values and Mission at Infusionsoft and facilitated the strategic planning process for many years. One of Brett's favorite professional accomplishments is co-creating Infusionsoft's Elite Forum along with Clate Mask and building the Elite business inside of Infusionsoft.  As the leader of the Elite business, Brett has helped hundreds of struggling seven-figure business owners overcome their biggest challenges and achieve new levels of success. He also played a central role in the development of Infusionsoft's Leadership Model and was serving as the VP of Leadership Development when the decision was made to spin the Elite business out of Infusionsoft. As the new owner of Elite Entrepreneurs, Brett can't think of anything else he'd rather be doing professionally.  When Brett isn't busy helping $1M+ businesses succeed, he is a family man who enjoys spending time with his beautiful wife, Sharon, and their 8 children.  ABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/ or by calling Big Sky Franchise Team at: 855-824-4759.

For Michelle Nedelec, consultant and founder of Awareness Strategies, automation and the right mindset are the keys to success. In fact, for over 20 years, she's helped businesses reach their goals using her expert framework, and she's sharing it in this podcast. Listen in as Michelle discusses the four-step strategy business owners can use to scale their business in a healthy way. She also dives into the life-changing effects of automation she's seen as a coach.  Learn More: https://www.awarenessstrategies.com/  

In this episode of Conquer the Chaos, Justin Gray joins Clate Mask to talk about a loaded topic: Sales.  Justin Gray's company, In Revenue Capital, is dedicated to helping companies improve their sales strategies and increase their revenue. But before consulting, Justin Gray conquered the chaos of sales for himself by growing LeadMD, the business he started in his spare room, to over 20 million in revenue. If you want to know how, check out Justin's episode, where you'll learn the different stages you should have in your sales process, how to scale with partnerships and more. Learn More: https://inrevenue.capital/  

Amit Kakar knows what it takes to succeed with personalization.  “We're going to crush you.” That's what two retail pharmacy executives told Amit about his new business 25 years ago. Fast forward to today, and Amit's business, Avalon Pharmacy, is thriving. How did he do it? By using marketing automation to deliver the best customer experience possible. Press play to learn exactly how automation helped Amit take his customer service to the next level and grow his revenue by 20%.  Learn more: https://avalondrugstore.com/    

Sangram Vajre knows what it takes to start and scale a business because he's done it successfully time and time again, and in this episode, he's sharing his secrets with you. The entrepreneur started at Salesforce, where he studied the billion-dollar business and used what he learned to launch his own company. Now, Sangram is the Co-Founder and CEO of GTM Partners. Listen as Sangram discusses the tricks of the trade and the mindset that can help entrepreneurs break free from chaos and enjoy their journey.  Learn more: https://gtmpartners.com/  

Justin Rende, the CEO and founder of Rhymetec, the industry leader in cloud security that provides innovative cybersecurity, compliance, and data privacy services to modern-day SaaS businesses. Justin started his career working in the film industry where he gained the confidence to be able to talk to anyone, after realizing that celebrities are just like the rest of us. Listen in as Justin discusses how his background helped him start Rhymetec and how he was able to find his niche. Justin also dives into the importance of finding a niche for your small business and explains how going upstream isn't always the answer.  Learn more about Rhymetec: https://rhymetec.com/  

Park Howell has been in the storytelling business for more than 40 years, and he's helped PepsiCo, the Air Force, Richard Branson and more craft impactful stories for their brands. If your business has a story, Park Howell can help you tell it. In this episode, you'll learn how to craft a story that will excite your audience and help grow your business. Learn more about the Business of Story: https://businessofstory.com/  

On this week's episode of Speaking to Influence, join Clate Mask, CEO of Keap Small Business Automation, as he tells Laura about when he knew it was time to put his career on the line by giving an ultimatum to his company, rather than continuing the battle of trying to persuade. In this episode you will learn: The importance of business automation for business owners and overburdened team members, and the need for entrepreneurs to have effective systems and processes in place to conquer chaos and achieve growth, freedom, and profit How Clate handled his frustration with the direction of his company and finally mustered the courage to send an email to the lead board member, expressing his concerns and giving an ultimatum rather than continuing to try to persuade. How to script conversations to bridge the gap between intentions and actions. How Clate had individual conversations with team members to gather feedback and create a safe environment for open discussion, modeling vulnerability and encouraging others to give and receive feedback, following the principles from Patrick Lencioni's book, "Five Dysfunctions of a Team." 24 Hour Challenge: Have repeat conversations with someone when your message has not landed. Reflect on where there may have been a gap and try again. About Clate: NY Times best-selling author, Clate Mask, is the entrepreneur's guide and the CEO and co-founder of Keap, the leader in small business automation software. Keap is an 8-time Inc 5000 winner and is widely used by savvy small businesses to grow with automation. Clate's passion is helping small businesses conquer the chaos and grow their business using the Six Keys to Success. When Clate isn't serving entrepreneurs and building Keap, he loves to spend time with his wife, Charisse, their six kids, and their grandkids. He also loves playing golf and watching sports, with serious passion for the Arizona pro sports teams. He is intimately familiar with the balancing act of entrepreneurs, which is what drove him to discover and teach the Six Keys. Because success as an entrepreneur means having a great business and a great life. Mentioned in the Episode: “Conquer the Chaos: The 6 Keys to Success for Entrepreneurs” – Clate Mask “The Five Dysfunctions of a Team” – Patrick Lencioni “Pre-suasion:  A Revolutionary Way to Influence and Persuade” – Robert Cialdini You can connect with Clate in the following ways: Clate LinkedIn: https://www.linkedin.com/in/clatemask/ Keap LinkedIn: https://www.linkedin.com/company/keap-growing/ Keap Twitter: https://twitter.com/keapgrowing Keap Website: http://www.keap.com   You can connect with Dr. Laura Sicola in the following ways: LinkedIn: https://www.linkedin.com/in/drlaurasicola LinkedIn Business Page: https://www.linkedin.com/company/vocal-impact-productions/ YouTube: https://www.youtube.com/c/VocalImpactProductions Facebook: Vocal Impact Productions Twitter: @LauraSicola Instagram: @VocalImpactProductions Website: https://vocalimpactproductions.com/ Laura's Online Course: virtualinfluence.today   See omnystudio.com/listener for privacy information.  See omnystudio.com/listener for privacy information.

This week on How To Win: Clate Mask of Keap, marketing automation and CRM platform for small businesses. You'll hear how Keap found the right customers, why they combined software with services, and how Keap evolved its marketing over time.Key Points:01:15 Building the initial product based on own business needs03:00 Pivoting to serve small businesses dealing with chaos04:30 Evolving from just marketing automation to full business automation07:15 Renaming the company to reflect simplicity and ease of use09:45 Sticking to core small business customers amid pressure13:00 Combining software, services, and strategy for customer success22:30 Embracing partners and gradual upmarket moves for growthMentioned:Clate Mask's LinkedinClate Mask's XKeapMy Links:TwitterLinkedInWebsiteWynterSpeeroCXL

Have you plateaued in your business? Are you trying to figure out how to break through to the next level of your business growth? Our guest today is Brett Gilliland, who is an expert at helping leaders break through their current organizational barriers. He shares with us the common hurdles leaders face as they push to the 8-figure revenue marker. TODAY'S WIN-WIN:Go from learning and doing to leading.LINKS FROM THE EPISODE:You can visit our guest's website at:  www.growwithelite.comText STAGES to: 480-900-1505 Attend our Franchise Sales Training Workshop:  https://bigskyfranchiseteam.com/franchisesalestraining/If you are ready to franchise your business or take it to the next level: CLICK HERE.ABOUT OUR GUEST:Brett Gilliland is Founder and CEO of Elite Entrepreneurs, a company that specializes in giving $1M+ business owners the knowledge, processes and tools to grow to $10M and beyond. Brett is an expert in organization development, leadership and strategy and spent 10 years helping Infusionsoft grow from $7M in revenue to over $100M.  Brett was involved in the foundational work of Purpose, Values and Mission at Infusionsoft and facilitated the strategic planning process for many years. One of Brett's favorite professional accomplishments is co-creating Infusionsoft's Elite Forum along with Clate Mask and building the Elite business inside of Infusionsoft.  As the leader of the Elite business, Brett has helped hundreds of struggling seven-figure business owners overcome their biggest challenges and achieve new levels of success. He also played a central role in the development of Infusionsoft's Leadership Model and was serving as the VP of Leadership Development when the decision was made to spin the Elite business out of Infusionsoft. As the new owner of Elite Entrepreneurs, Brett can't think of anything else he'd rather be doing professionally.  When Brett isn't busy helping $1M+ businesses succeed, he is a family man who enjoys spending time with his beautiful wife, Sharon, and their 8 children. ABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/ or by calling Big Sky Franchise Team at: 855-824-4759.   

How do you take someone from being a brand-new lead to a raving fan? And how do you do it in a way that allows your business to grow without becoming too reliant on your time and effort? The answer for most (smart) digital marketers lies in automation.Automation can be very personal as you take a potential new client from lead capture to lead conversion and then even life cycle automation. Understanding how your CRM interacts with your database is also crucial as you set about creating something that doesn't require you to be there all the time.Clate Mask is the CEO and Co-Founder of Keap, a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. Clate is espousing the virtues of automation in today's conversation with host Mark de Grasse, to the point where it becomes clear that not automating is almost irresponsible for your business. Clate also offers solid tips on how to automate one thing at a time, and how to be consistent with your automation as you find and then look after your next 'raving fan'. Learn about the importance of automating, how to generate email follow-up, and all the steps in between, as you make your business less dependent on you so that you avoid that nasty plateau that becomes all too common when we try to do it all ourselves!Visit keap.com/dm to download the guide on how to automate your customer lifecycle and design your customer journey with intention. By downloading the guide you will also be given access to a free 30-minute consultation.'Grow your revenue. Create more fans. Work fewer hours.' Upgrade your small business CRM by visiting keap.com today and experience the joy of automation for you and your business. Key Takeaways:03:00 Why Automation is so useful for agencies04:54 What are some of the processes that agencies have automated that have made a big difference in their business?06:54 What happens after you collect a lead? Automating the email follow-up and all the steps in between08:15 Understanding the value of the lead intake process for events, reviews, and referrals12:09 A Keap customer success story: Building your business on automation14:06 Beware the plateau! How automation allows you to do higher-value activities16:35 Automating from lead capture to lead conversion20:30 What happens when you put automated follow-ups in place? 22:25 The importance of automating something meaningful25:00 Why it's almost irresponsible not to automate your business from a risk standpointConnect with Clate Mask:Website - https://keap.comThe Guide to Automation - https://keap.com/dmBe sure to subscribe to the podcast at: https://www.digitalmarketer.com/podcast/Facebook:...

How do you take someone from being a brand-new lead to a raving fan? And how do you do it in a way that allows your business to grow without becoming too reliant on your time and effort? The answer for most (smart) digital marketers lies in automation.Automation can be very personal as you take a potential new client from lead capture to lead conversion and then even life cycle automation. Understanding how your CRM interacts with your database is also crucial as you set about creating something that doesn't require you to be there all the time.Clate Mask is the CEO and Co-Founder of Keap, a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. Clate is espousing the virtues of automation in today's conversation with host Mark de Grasse, to the point where it becomes clear that not automating is almost irresponsible for your business. Clate also offers solid tips on how to automate one thing at a time, and how to be consistent with your automation as you find and then look after your next 'raving fan'. Learn about the importance of automating, how to generate email follow-up, and all the steps in between, as you make your business less dependent on you so that you avoid that nasty plateau that becomes all too common when we try to do it all ourselves!Visit keap.com/dm to download the guide on how to automate your customer lifecycle and design your customer journey with intention. By downloading the guide you will also be given access to a free 30-minute consultation.'Grow your revenue. Create more fans. Work fewer hours.' Upgrade your small business CRM by visiting keap.com today and experience the joy of automation for you and your business. Key Takeaways:03:00 Why Automation is so useful for agencies04:54 What are some of the processes that agencies have automated that have made a big difference in their business?06:54 What happens after you collect a lead? Automating the email follow-up and all the steps in between08:15 Understanding the value of the lead intake process for events, reviews, and referrals12:09 A Keap customer success story: Building your business on automation14:06 Beware the plateau! How automation allows you to do higher-value activities16:35 Automating from lead capture to lead conversion20:30 What happens when you put automated follow-ups in place? 22:25 The importance of automating something meaningful25:00 Why it's almost irresponsible not to automate your business from a risk standpointConnect with Clate Mask:Website - https://keap.comThe Guide to Automation - https://keap.com/dmBe sure to subscribe to the podcast at: https://www.digitalmarketer.com/podcast/Facebook: https://www.facebook.com/digitalmarketerInstagram: https://www.instagram.com/digitalmarketer/LinkedIn:...

DESCRIPTION: In this episode of “Beyond a Million”, join host Brad Weimert as he sits down with Brian Moran, the CEO and founder of SamCart. Brian takes us through his incredible journey of bootstrapping his business and later securing $83M in series B funding in 2019.  Brian underlines the pivotal role of assembling the right talent in a software development crew and highlights the number 1 thing you should not do when starting a SaaS company. We also dive into his expertise as a digital marketer and funnel builder to bring you tactics that you can implement today.  Tune in to gain insights from Brian's experience in entrepreneurship and business development.   Brian Moran is a former college baseball player turned successful online entrepreneur. After studying marketing at Grove City College, he launched thetrainedbaseball.com, offering digital baseball courses. Brian excelled at creating efficient sales funnels and pioneered the "one-page funnel" strategy, boosting conversions with less effort. This approach not only covered his costs but also built a loyal audience through valuable content. He later founded SamCart, an e-commerce software company, quickly becoming an internet millionaire.    HIGHLIGHTS: Brian Moran's bootstrap journey to $83M in series B funding Precious mentorship advice for entrepreneurs Samcart and Creator U's tailored solutions for all business stages Brian's emphasis on assembling a proficient software development team The importance of media buying and paid advertising    SOCIAL MEDIA Website URL: https://www.brianmoran.com/ Social Media URL: Brian Moran's FB

This is the second episode in our PLG Founder Story series. Making the shift from a sales-focused business to a product-led company can be challenging, but the results make the journey worth it. In this week's episode, Clate Mask is here to share how Keap succeeded in making the jump to PLG. As the co-founder and CEO of Keap, Clate is dedicated to helping millions of small businesses automate their processes and focus on exponential growth. With more than 20 years of experience, Clate is excited to share his experiences and expertise in pivoting Keap into a product-led company. Tune in for this week's episode as we talk about managing the ups and downs of a transition to being product-led, working through internal tensions, and identifying organizational strategies to align with PLG. Show Notes [1:00] The Origin Story of A $100 Million Business [3:40] Pivoting To A PLG Company [11:13] Setting Expectations Across the Board [12:43] Steps for Planning a Shift to PLG [15:18] Making Your Product Free Vs. Free Trial [23:50] How Keap Overcame Roadbumps In The Rollout Phase [29:00] Integrating The Role Of Sales In PLG  [35:22] Organizational Strategies to Achieve PLG Values [38:10] Cultural Changes to Expect  [40:50] Celebrating Wins Over At Keap About Clate Mask Clate Mask is the co-founder and CEO of Keap, the leading all-in-one sales and marketing software built for small businesses. Clate has also authored a New York Times best-selling book, Conquer The Chaos: How to Grow a Successful Small Business Without Going Crazy. Profile Clate on Twitter Clate on LinkedIn

How to conquer the chaos of small business with entrepreneur Clate Mask. Clate is the co-founder and CEO of Keap (formerly Infusionsoft), a sales and marketing automation software for small businesses. He is a national speaker on entrepreneurship and small business success, and co-author of the New York Times bestseller “Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy”. Henry Lopez is the host of The How of Business podcast – helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, resources and trusted service partners for small business owners and entrepreneurs at our website.

Are you struggling to get out of the weeds in your business?    The good news is every business owner who is now able to enjoy the time and financial freedom that comes with their endeavors was once in your shoes. They just had the keys to help them get out of the woods.   That's why on this special episode, we have the CEO of the most successful marketing and automation software on the line: Clate Mask! He's going to share the essential mindsets and strategies he used to get his business where it's at now (running smoothly with over 125,000 clients).   Clate pulls back the curtain on:   The SHORT list of things you as a leader/CEO should be focusing on (and yes, anything outside this list is probably in the weeds) Why you should see customer complaints as a gift (thinking this way can eradicate the instinct to put your head in the sand when negative feedback comes in) How to determine if it's time to move or or adjust with an idea or employee And how to marry the long term vision of your company with the day-to-day execution (so you'll know what strategies to run with that will propel you towards your vision)   Clate is a GOLD MINE of ideas, so if you have a struggling business, or you want to take yours to the next level, or if you're a leader in your career, buckle up, and get ready to shoot from surviving to thriving!   To learn more about Clate's automation and marketing company, Keap, go to keap.com

I want to remind you that this is your last chance to surround yourself with 50 of the fastest growing business owners in the UK at our final Success Mastermind meeting of the year.https://danbradbury.com/me-q4/This week on The Dan Bradbury Podcast we have a special show for you!In this episode we discuss:- This Man Currently Has Over 1/3 of a TRILLION Dollars in Cash- From 15B Net Worth to Bankrupt in 3 Days- 3 Amazing Must Read Business BooksPLUSAn interview with special guest Clate Mask.Clate is CEO and Co-Founder of Keap, the leading all-in-one sales and marketing software built for small businesses.Books Mentioned in this Episode...Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategieshttps://www.amazon.co.uk/Ultimate-Sales-Machine-Turbocharge-Relentless/dp/1591842158/Boards That Lead: When to Take Charge, When to Partner, and When to Stay Out of the Wayhttps://www.amazon.co.uk/Boards-That-Lead-Charge-Partner/dp/1422144054/Surrounded by Idiots: The Four Types of Human Behaviour (or, How to Understand Those Who Cannot Be Understood)https://www.amazon.co.uk/Boards-That-Lead-Charge-Partner/dp/1422144054/My Books...Turnover Is Vanity, Profit Is Sanity: 9 1/2 Steps to Improving Your Profits & Cashflowhttps://www.amazon.co.uk/Turnover-Vanity-Profit-Sanity-Improving/dp/1691215333/Breeding Gazelles: Fast Growth Strategies For Your Businesshttps://www.amazon.co.uk/gp/product/B01F2R0MG2/ref=dbs_a_def_rwt_bibl_vppi_i0

SEGMENT 1 with Clate Mask, starting at 0:00: How do you grow a business with inflation, supply chain problems, and scarcity of skilled people? CEO and co-founder of Keap, Clate Mask, is here to share his advice and lessons learned from growing his startup to $100+ million. SEGMENT 2 with Weldon Long, starting at 34:45: One of the ways to be successful in small business is actually one of the biggest challenges for most small business owners, and that is consistency. Weldon Long is here to share a powerful method for being positive and consistent in your small business.Sponsored by Truly Financial.

There are many challenges that entrepreneurs face when running a business, one of those being customer relations. Small businesses do not have the resources to match the customer service offered by larger companies, and techniques available to small businesses are inefficient or outdated. What if there was a way to reduce the time and resources spent on marketing while still leaving customers satisfied? In today's episode, we speak to Clate Mask, CEO and Co-founder of Keap, an all-in-one Customer Relationship Management (CRM), sales, and marketing platform designed to grow businesses. What sets Keap apart from similar companies is its ability to automate various marketing and sales aspects of any business, leaving you with more time to concentrate on the essential aspects. In our conversation, we learn how Keap first started and the automation products it offers to clients. We discuss the importance of sales and marketing for growing a business, the challenges that small businesses face regarding customer relations, and how automation can streamline your operations. Clate also shares why he decided to start Keap and the inspiring journey of getting to where he is today. Tune in to discover how automation can make first-time customers into lifetime fans and grow your business with Clate Mask! Key Points From This Episode: We start the show with an icebreaker question for Clate: favorite local restaurant?An overview of Clate's career journey.What motivated him to become an entrepreneur and start Keap.Clate explains the basics of automation and Customer Relationship Management (CRM).Find out about what Keap is and how it helps businesses grow.The benefits of automation for small businesses.How automated relational marketing can help grow your customer base.The challenges that small businesses face with regard to relationship marketing.Reasons to choose Keap over its competitors.The type of support Keap offers to new and existing clients. Hear about the difficult journey of founding Keap.Clate shares the moment he knew starting Keap was the right choice.Reasons why it is essential to remain motivated despite the challenges. Discover the advantages of automation in both your business and life.We discuss why people choose to become entrepreneurs.  Tweetables: “Unfortunately, most of the time in business, we work so hard to get a customer that we leave out the profitable part, which is getting reviews, referrals, and repeat business.” — @ClateMask [0:08:48] “It is about the solution and not just the software.” — @ClateMask [0:17:37] “To automate your sales and marketing will change your life, but you have to put some effort in. And we help you with that.” — @ClateMask [0:22:07] “We love to empower entrepreneurs with automation because when it happens and when they get it, it is not just game-changing and business-changing, it is literally life-changing.” — @ClateMask [0:31:36] Links Mentioned in Today's Episode: Clate Mask on LinkedIn Clate Mask on Twitter Clate Mask on Facebook Clate Mask Email Keap Keap on LinkedIn Keap on Facebook Keap on Twitter Keap on Instagram Keap on YouTube Keap on Pinterest Keap on TikTok John W Kelley Beefy Marketing Beefy Marketing on Instagram Beefy Marketing on YouTube Beefy Marketing on Facebook

Clate Mask is an entrepreneur and co-founder and CEO of Keap, which makes small business sales and marketing automation software.  Mask co-authored Conquer the Chaos, a New York Times best-selling book.  Connect with Clate:  https://keap.com/  Twitter: @clatemask   Connect with me on: facebook.com/HeyCMH/ youtube.com/c/StartupU @HeyCMH

What impact does being your word have on you, others and the world? Get the answer to this profound question in this conversation between guest Clate Mask and Meredith Bell. Clate also talks about the most important lessons he's learned from his 12 years of coaching with Steve Hardison: -  The hidden cost of not keeping your word -  Three areas Clate has focused on growing: Being Gentle, Present, and Humble -  Why we need to be who we really are, no matter what You'll want to take notes and listen to this interview multiple times to absorb all the wisdom Clate shares! About the Guest: Clate is the co-founder and CEO of Keap, formerly known as Infusionsoft, with the mission of simplifying growth for millions of small businesses worldwide. Clate's passion for small business success stems from his personal experience taking Infusionsoft from a struggling startup to an eight-time Inc. 500/5000 winner. He's received numerous awards over the years, including Business Leader of the Year from the Arizona Technology Council, and he was a finalist for Ernst & Young Entrepreneur of the Year. Clate is co-author of the New York Times bestseller Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy. https://keap.com/ (https://keap.com/) https://www.linkedin.com/in/clatemask/ (https://www.linkedin.com/in/clatemask/) About the Host: Meredith is the Co-founder and President of Grow Strong Leaders. Her company publishes software tools and books that help people build strong relationships at work and at home. Meredith is an expert in leader and team communications, the author of three books, and the host of the Grow Strong Leaders Podcast. She co-authored her latest books, Connect with Your Team: Mastering the Top 10 Communication Skills, and Peer Coaching Made Simple, with her business partner, Dr. Dennis Coates. In them, Meredith and Denny provide how-to guides for improving communication skills and serving as a peer coach to someone else. Meredith is also The Heart-centered Connector. One of her favorite ways of BEING in the world is to introduce people who can benefit from knowing each other. https://growstrongleaders.com/ (https://growstrongleaders.com/) https://www.linkedin.com/in/meredithmbell (https://www.linkedin.com/in/meredithmbell) The Ultimate Coach Resources https://theultimatecoachbook.com (https://theultimatecoachbook.com) Facebook: https://www.facebook.com/groups/theultimatecoach (https://www.facebook.com/groups/theultimatecoach) Instagram: https://www.instagram.com/theultimatecoachbook (https://www.instagram.com/theultimatecoachbook) LinkedIn: https://www.linkedin.com/groups/14048056 (https://www.linkedin.com/groups/14048056) YouTube: https://www.youtube.com/c/TheUltimateCoachBook (https://www.youtube.com/c/TheUltimateCoachBook) Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcasts review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. 

Adding features to existing software often requires a great deal of hard work, but simplification can be an even more difficult process. Clate Mask is the CEO and Co-Founder of Keap, a CRM and sales and marketing automation platform focused on small business needs. On this episode, Clate speaks candidly about the company's early days, which boasted a powerful but complex automation tool, and the challenges he and his team overcame in order to make the platform more accessible.Tune in to learn:What Keap provides its customers (1:50)How Keap simplified its platform for small businesses (12:00)About “when/then automation” (23:55)Clate's advice for aspiring entrepreneurs (25:40)IT Visionaries is powered by Salesforce Platform and Dreamforce. Did you know all the very best Dreamforce sessions are available free on salesforce.com/plus? We recommend watching the Platform and MuleSoft keynote to get the down-low on doing more with less and increasing efficiencies with automation.Mission.org is a media studio producing content for world-class clients. Learn more at mission.org.

What's it like to hire, coach and fire based on your company's Purpose, Values, and Mission? Clate Mask knows the answer because that's exactly what he and his team at Keap are doing every day at Keap. And they've built a positive culture where everyone takes ownership and personal responsibility for their actions. Clate is the co-founder and CEO of Keap (formerly Infusionsoft), with the mission of simplifying growth for millions of small businesses worldwide. Clate's passion for small business success stems from his personal experience taking his software company from a struggling startup to an eight-time Inc. 500/5000 winner. He's received numerous awards over the years, including Business Leader of the Year from the Arizona Technology Council, and he was a finalist for Ernst & Young Entrepreneur of the Year. Clate is also the co-author of the New York Times bestseller Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy, a must-read for every business owner. You'll discover: What Clate learned from his coach Steve Hardison about how to show up for important conversationsThe importance of hiring people who are eager to grow as individuals and be owners of their livesWhy Caring is the #1 core value at KeapThe questions you'll want to answer if you're committed to creating a positive cultureSome of the most important lessons Clate has learned as a leader

Clate Mask, co-founder and CEO of Keap and co-author of New York Times best-seller Conquer Chaos, shares how they reframed the Infusionsoft brand story and all of its equity into Keap. Put Park's free and premium story-building tools to work for you now including his new book, Brand Bewitchery: How to Wield the Story Cycle System™ to Craft Spellbinding Stories for Your Brand: http://bit.ly/StorytellingTools

Ep #136 - In today's podcast episode, I'm joined by Brett Gilliland, the founder and CEO of Elite Entrepreneurs, a company that specializes in giving $1M+ business owners the knowledge, processes, and tools to grow to $10M and beyond. Brett is an expert in organization development, leadership, and strategy - and spent 10 years helping Infusionsoft, now known as Keap, to grow from $7M in revenue to over $100M. Brett was involved in the foundational work of Purpose, Values, and Mission at Infusionsoft and facilitated the strategic planning process for many years. One of Brett's favorite professional accomplishments is co-creating Infusionsoft's Elite Forum along with Clate Mask and building the Elite business inside of Infusionsoft. As the leader of the Elite business, Brett has helped hundreds of struggling seven-figure business owners overcome their biggest challenges and achieve new levels of success. He also played a central role in the development of Infusionsoft's Leadership Model and was serving as the VP of Leadership Development when the decision was made to spin the Elite business out of Infusionsoft.   Learn More About Brett Gililand and Elite Entrepreneurs: Visit the Elite Entrepreneurs website at: https://growwithelite.com/ Connect with Brett Gililand on LinkedIn at: https://www.linkedin.com/in/built2lastchamp/   Also, please remember to subscribe, rate, and leave a written review for the show if you find value in it. Your reviews help this show to reach a wider audience and I appreciate everyone that has been leaving them.   FOLLOW CHARLES GAUDET ON SOCIAL MEDIA: Follow Charles Gaudet on LinkedIn: https://linkedin.com/in/charlesgaudet Follow Charles Gaudet on Facebook: https://facebook.com/charlesgaudet Follow Charles Gaudet on Twitter: https://twitter.com/charlesgaudet   VISIT THE PREDICTABLE PROFITS WEBSITE: https://PredictableProfits.com

I originally interviews Clate Mask after he had build Infusionsoft, a software that I felt revolutionized email marketing. Well, that company has grown massively since then and even changed names. It’s now called Keap. I want to find out about that and how Clate has grown a $100M dollar company without going crazy. Today, he is the founder of Keap, an all-in-one sales and marketing software built for small businesses. Clate Mask is the founder of Keap, an all-in-one sales and marketing software built for small businesses. Sponsored byLemon.io – Why squander time and money on developers who aren't perfect for your startup? Let Lemon match you with engineers that can transform your vision into reality — diabolically fast. Go to Lemon.io/mixergy for a 15% discount on your first 4 weeks with one of their devs. Masterworks – Masterworks is the first platform making it possible to invest in multimillion-dollar works from artists like Banksy, Kaws, Basquiat, and many more. It’s an exclusive community that allows investors to access multimillion-dollar paintings, buy and potentially sell shares on Secondary Market, and receive proceeds if and when the painting sells. Join the community at Masterworks.art/mixergy More interviews -> https://mixergy.com/moreint Rate this interview -> https://mixergy.com/rateint