When we needed to move the order and follow-up automations off Service Provider Pro and into Keap before cancelling the subscription, we put the AI agent on it, and it ran the whole migration phase by phase in the browser: it audited the source platform, documented every live Zap, rebuilt the Spotlight lane in Keap, ran a real end-to-end test …
Why You Should Never Use Personal Emails for Team Roles
Using personal emails for team functions is one of the most common mistakes I see in agencies and local service businesses. And it will absolutely crush you when someone leaves. Think about it. You set up a Zapier automation, a CRM notification, or a client follow-up sequence and plug in someone’s personal work email. Works great. Until that person goes …
How We Automated Quick Audit Follow-Ups with Zapier
We built a Zapier follow-up sequence that automatically emails Quick Audit clients after purchase, nudges them until they complete the intake form, notifies the internal team at every step, and hands off to Daniel’s automation once the form is submitted — solving a gap that had let orders sit unnoticed for weeks. 3 client orders had stalled (Mirzynomi, Ezra, Shane) …