We help small businesses succeed

2020
Portfolio
Our Story
Mission

Keap’s mission statement is “We

help small businesses succeed.”

Keap was founded by two

brothers, Scott and Eric
Martineau in Mesa, Arizona, with
now CEO Clate Mask. The
company was then called
Infusionsoft. In 2004, the
company developed a script to
automate sales leads. This
became the foundation of
Infusionsoft’s product range. In
January 2019 the company
became known as Keap. As
Keap, the company now offers a family of products designed to help
customers with small businesses no matter what stage they are in. Keep
going. Keep serving. Keep growing.
Keap uses CRM, sales and marketing tools to help aid you to get more
done and grow your business. It works to help you visualize the future, co-
create plans that align, and declare goals and inspire commitment. Keap
helps you multiply your business by identifying a native genius, giving
ownership and letting go, and inspiring personal growth. By using Keap you
can organize your work, collaborate and efficiently execute, and hit your
numbers.

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Executive Summary
Join the Movement

Clate Mask, co-founder and CEO of Keap, received his Bachelor of Arts degree from
Arizona State University in 1996. His education continued at Brigham Young University
where he received his master’s degree in Business Administration and earned a Juris
Doctor degree. Mask’s accomplishments include making The New York Time’s
Bestseller list in June 2010 for his book “Conquer the Chaos: How to Grow a
Successful Small Business Without Going Crazy,” co-written with Scott Martineau. Mask
has contributed articles centered around small business tips for success to the HuffPost
and Entrepreneur.

Mask’s career started at North Sky, a company that provided free web hosting
services. In 2001, he started eNovaSys, a communications solutions company, with
colleagues Scott Martineau and Eric Martineau.
When eNovaSys eventually developed into
Infusionsoft, Mask became CEO of the company.
Infusionsoft has since then merged with Keap.

Mask currently resides in Gilbert, Arizona, with

his wife and their six children. He stays connected
with his customers through active use on his personal
Twitter.

“More than 10 years ago I founded my then “small”

business that today has more than 600 employees and
tens of thousands of customers around the globe. I talk
to small-business owners every day, and while they all
come from different industries and places, it is passion,
freedom and impact that have been the main drivers
determining their success or failure, progress or
regression.”

- Clate Mask

Fact Sheet
● Year Founded
○ 2001

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 ● Founders/Executive Team Members
○ Clate Mask, CEO and co-founder
○ Scott Martineau, Senior Vice President of Product
Strategy
● Headquarters
○ 1260 S. Spectrum Blvd, Chandler, AZ 85286
● Relevant Facts
○ Over 6,550 employees
○ Generating a revenue of $100 million
○ Named by Inc. as a Hire Power Awardee
○ Ranked No. 4 by Inc. in the software category
with over 240 jobs created in a year
○ Ranked No. 47 on the Top 100 Arizona
Companies list

Contact Keap
Website: https://keap.com
Email Addresses: sales@keap.com / ar@keap.com /
investor@keap.com

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Social Media:
- Facebook: https://www.facebook.com/Keap/
- Twitter: https://twitter.com/KeapGrowing
- Instagram: @keap /
https://www.instagram.com/keap/
- LinkedIn: https://www.linkedin.com/company/keap-
growing/
- Youtube:
https://www.youtube.com/user/infusionsoft
- Pinterest:
https://www.pinterest.com/keapgrowing/_created/

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References

Clate Mask. (2020, July 23). Retrieved September 17, 2020, from
https://en.wikipedia.org/wiki/Clate_Mask

Grow Your Business - Keap CRM & Marketing Automation. (n.d.). Retrieved September 17,
2020, from https://keap.com/

Keap. (2020, July 27). Retrieved September 17, 2020, from https://en.wikipedia.org/wiki/Keap

Mask, C. (2015, January 31). Passion, Freedom and Impact: The 3 Ingredients of Business
Success. Retrieved September 17, 2020, from https://www.entrepreneur.com/article/240396

Press Release
For: Online News Outlet

Keap.
1260 South Spectrum Blvd.
Chandler, AZ 85286 USA
Contact: Kiana Solomon
(866) 800-0004 Office

FOR IMMEDIATE RELEASE

Tempe, AZ (August 31, 2020) - In today’s day and age, social media are growing faster than
ever. To help small businesses keep up with new technologies, Keap will be launching a brand
new product on their website to help you boost your small business’ social media engagement.
The new product will be labeled as Keap Post. When you purchase this package for your small
business you will be coached on social media engagement, data analytics and digital
audiences. The product will launch on Sept. 5, 2020. It will be available to preorder and view on
the website on Sept. 2, 2020. The cost will be $60 USD per month or a one-time payment of
$650 USD.

Each business will grow in multimedia marketing. Social media and digital marketing is
something new and upcoming that most businesses have yet to master. By purchasing Keap
Post you are putting your small business one step ahead.

Co-founder and CEO of Keap, Clate Mask, stated, “I couldn’t be more excited to help grow
small businesses through Keap Post. Social media is something that we all know is growing
rapidly. It’s how the young generation gets all their information. So why wouldn't you want to
grow your social platforms to reach a large audience?”

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Keap is launching this product to target entertainment industry service providers. Hair stylists,
make-up artists, and wardrobe stylists use social media to help promote their businesses. It’s a
platform for them to showcase their work and reach a large audience. We want to make it easier
for them to boost social media engagement, while running their own business. Most of these
entertainment industry providers work by themselves and it can be difficult to manage all parts
of your business alone.

“We understand that right now it's especially hard for small businesses, especially entertainment
industry service providers, to stay on their feet. We want to help these young entrepreneurs
grow their businesses and grow their brand,” stated Mask.

Due to the harsh times the country is facing, Keap will be offering a 14-day free trial for the
product. This gives the businesses the opportunity to see how growing their digital audience and
boosting their social media engagement can help grow their business.

Keap is here to simplify growth for small businesses locally, nationally and globally. Keap has
been helping small businesses for 15 years. Keap has over 200,000 users globally who use
Infusionsoft and Keap products.

###

Targeted Media Pitch

Subject line: Keap Announces New Product to Benefit Small Businesses
Hello, Gene,

Hope you are doing well. I wanted to send you some exciting news from Keap. Nothing like this
has ever been done before and were so excited to announce a new product.

The company will launch a brand new product Sept. 5 called Keap Post. We have been working
hard on making sure this new product will appeal to and benefit small businesses globally by
providing them with tools and software to grow their business on social media.

Since you have covered Keap in the past, we are hoping you would be willing to interview our
co-founder and CEO Clate Mask who will speak openly about why we created this product and
what the product offers. Please let me know if you are interested and we will send the press
release over as soon as possible.

Thank You,
Kiana

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Kiana Solomon for Keap

As a way to accomplish the Key Performance Indicator (KPI) of “Increased website traffic on
new product page,” I identified the Forbes Small Business Strategy online magazine due to its
readership of 5,000 nationwide. Additionally, I targeted contributor and small business strategist
Gene Marks at this outlet and found he has articles including
https://www.forbes.com/sites/quickerbettertech/2019/02/06/on-crm-infusionsoft-rebrands-as-
keap-because-thats-what-small-businesses-want/#285846ac2709 that discusses Keap in a
positive way. One of these articles attained a reach of 4,945 and because of this, I am pitching a
similar type of news story and making the case for it being another popular one for this
journalist’s audience.

Infographic
(Design suggestion: California graphic of Los Angeles region, social media icons
including Instagram, Facebook, Twitter, and LinkedIn, cosmetology graphics such as
brushes, blow dryers, nail polish)

How important is social media to your small business? Your bottom

line depends on it!

According to The U.S Bureau of Labor Statistics (BLS), the Los Angeles, Long Beach
and Anaheim area employs 13,710 cosmetologists, making it the third highest region in
the country for the industry.

*2019
https://www.bls.gov/oes/current/oes395012.htm

What most people don't know:

● According to Fundera.com, 50 million small businesses use Facebook to connect
with customers.
● 90% of marketers say that using social media has increased their brand
exposure.
● 49% of consumers depend on social media for recommendations on where to
spend their money.

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*2019
https://www.fundera.com/resources/social-media-statistics

Complete data set attached here:

>>insert graph here<<

The greater Los Angeles area is home to over 244,000 small businesses.
*2017 https://losangeles.score.org/news/variety-small-businesses-win-success-
recognition-los-angeles-score

Over 200,000 Keap users can rely on us to provide assistance with one-on-one
consulting, live training and large-scale events.

CLOSING TEXT

When it comes to your small business, would you like to get more done with less work?
Find out how with our free 14-day trial of our new social media marketing package and
see how these tools can help your business’s success.

>>insert URL link for 14-day trial of social media marketing package<<
https://keap.com/

Media List
Email Publication Type of
First Name Last Name Address Job Title Name Media URL
https://www.bu
sinessnewsdai
Business ly.com/keap-
Simone Johnson Daily Writer News Daily Print review.html
Gene Marks caryn@marks Columnist Forbes Print https://www.for
group.net bes.com/sites/
quickerbetterte
ch/2019/02/06/
on-crm-
infusionsoft-
rebrands-as-
keap-because-

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 thats-what-
small-
businesses-
want/#285846
ac2709
https://www.lat
imes.com/opini
on/story/2020-
06-
03/coronavirus
-california-
mandy@joelk small-
Joel Kotkin otkin.com Columnist LA Times Print businesses
https://www.in
c.com/john-
hall/5-small-
business-
Co- trends-to-pay-
founder/Presi attention-to-in-
John Hall dent Inc. Print 2020.html
https://www.fre
shworks.com/f
reshcaller-
cloud-
pbx/small-
business-
phone-
system/small-
business-
trends-2020-
Varun Raghunathan Author FreshCaller Blog blog/

Award Entry

Individual
Best of the Valley 2020 - AZ Foothills

Categories:
Best CEO

Why? It’s local to where our client is based. It puts a face to Keap’s business by showcasing the

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CEO.

Department

Hire Power Awards - Inc.com

“Celebrates private companies on the forefront of American job creation”

Why? There is no fee to apply, making it easier to apply for. Keap has won the award in the past
(2013).

Case Study
Valley Glow Esthetics looking to increase
client base:

Melissa Pippim, an esthetician in Phoenix, Ariz., has

had her business, Valley Glow Esthetics, for over two
years. She was struggling to increase her client base
through traditional marketing and needed help on the
technology side of her business. Pippim came to Keap
for help with improving her website, in hopes that it
would increase the number of potential new clients.
Organization and efficiency was also a goal that
Pippim had to keep better track of her clients. Along
with growing her client base, Pippim had a goal to
open a second Valley location within two years of her
first location opening.

Keap Grow Package for business success:

After coming to Keap, Pippim chose to

purchase the Keap Grow package. This
package organized her email, text
messages and phone calls into a single
tool to optimize her response rate back to
her clients. Another tool to help stay in

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contact with her clients in the Keap Grow package are follow-ups. This feature sends
automated, personalized follow-ups to her clients for scheduling appointments or
payment reminders. With one-click appointments and invoices, clients can now
complete these actions with ease. Making it easier for her clients to work with her
helped improve her success rate of clients returning. With the convenient function to
add all of her media elements in one place to her website, Pippim has been able to
upload blog posts and videos of the services she provides for her clients to have easy
access to.

A look at Valley Glow Esthetics now:

Since the addition of the Keap Grow package to Pippim’s business, she has been able
to increase her patient total from 80 to 550 in a year. With the increase in foot traffic
through Valley Glow’s doors, she has since opened a second location in the Valley. The
technology available for her clients has decreased late invoice payments and increased
follow-up return appointments for new and existing clients. The added media elements
to her website have proven to be beneficial during the current pandemic because clients
can stay up to date with blog posts and videos showing what the business is doing to
keep its clients safe during their appointments at Valley Glow Esthetics.

Social Media Posts

Instagram
THURSD FRIDA
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