CASE STUDY
A CRM for Consultants
How Keap Helped SimpleGrowth Achieve 35–40% Annual Growth Through Marketing Automation
Industry: Business Consulting
Company: SimpleGrowth
CRM: Keap
At a Glance
Challenges
- Time-consuming manual business processes
- Long working hours and poor work-life balance
- Inconsistent lead follow-up
- Sales opportunities slipping through the cracks
Keap Solutions
- Automated lead nurturing and follow-up
- Streamlined sales pipeline management
- Personalized customer communications
- Standardized business processes
- Lifecycle Automation
Results
- Consistent annual business growth of 35–40%
- Dramatic reduction in manual administration
- Improved lead conversion rates
- Greater work-life balance
- Successful expansion into business consulting
From Business Bottlenecks to Sustainable Growth
Before implementing Keap, Mike Callahan spent years running a successful lawn care company, but success came at a significant personal cost. Nearly every task depended on him—from preparing estimates and following up with prospects to managing customer records and overseeing daily operations.
The business relied heavily on manual processes, leaving little room for efficiency or scalability. Working 70 to 100 hours each week became the norm, making it increasingly difficult to maintain a healthy work-life balance.
Mike realised that if his business was going to continue growing, he needed systems that could operate consistently without requiring his constant involvement.
Discovering the Power of Marketing Automation
Searching for a better way to run his company, Mike discovered Keap and its marketing automation capabilities.
Rather than simply replacing spreadsheets or contact lists, Keap provided a complete framework for identifying weaknesses throughout the customer journey. The software highlighted areas where leads were being lost, follow-ups were inconsistent, and valuable opportunities were slipping away.
Using Keap’s Lifecycle Automation tools as a roadmap, Mike began transforming every stage of his sales and customer management process into efficient, automated workflows.
Building Better Systems One Step at a Time
Instead of attempting to automate everything overnight, SimpleGrowth focused on improving individual business processes.
Each workflow was carefully reviewed, simplified, and then automated inside Keap. This gradual approach allowed the business to see immediate improvements while continuously refining operations.
Tasks that previously required constant manual attention—including appointment follow-ups, customer communications, sales reminders, and team notifications—became automated and consistent.
The result was a business that operated far more efficiently while delivering a better customer experience.
Personalised Automation That Strengthens Customer Relationships
One of the biggest advantages of Keap was its ability to personalise communication without increasing workload.
Instead of sending generic emails to every contact, SimpleGrowth created automated communication sequences tailored to where each prospect or customer was in the buying journey.
Leads received timely follow-up emails, text messages, and reminders, while team members automatically received tasks when personal contact was needed.
This combination of automation and personal engagement ensured that customers always felt valued rather than treated as just another name in a database.
From Lawn Care Company to Industry Consultant
After successfully transforming his own business, Mike recognised that many other service businesses faced the same operational challenges.
He launched SimpleGrowth, becoming a Keap Certified Partner and helping lawn care and home service companies implement proven CRM and automation systems.
Using the same Keap-powered processes that transformed his own business, SimpleGrowth has consistently achieved annual growth of between 35% and 40%, while helping clients improve efficiency, sales performance, and customer service.
“If we can help business owners have good work-life balance and a system that’s repeatable, that doesn’t revolve around them, that’s what gets me out of bed every morning.”
Why Keap Made the Difference
Keap provided far more than contact management.
Its combination of CRM, sales automation, marketing automation, and workflow management enabled SimpleGrowth to:
- Automate repetitive administrative tasks
- Standardise customer follow-up
- Improve sales pipeline visibility
- Deliver personalised customer communications
- Save significant time every week
- Scale the business without proportionally increasing staff
The result was a business that became more predictable, more profitable, and far less dependent on one individual.
SimpleGrowth demonstrates how the right CRM can completely transform a growing business.
By replacing manual processes with intelligent automation, Keap enabled the company to reduce administrative workload, improve customer engagement, and achieve consistent year-on-year growth of 35–40%.
For service-based businesses looking to save time, improve lead conversion, and build scalable systems, Keap provides a powerful all-in-one CRM and marketing automation platform designed specifically for small and growing businesses.
Why Keap is the Right Choice for Consultants
Keap is an ideal choice for consultants seeking an all-in-one CRM and marketing automation platform to streamline client management, nurture leads, and drive business growth. With powerful automation, consultants can segment contacts, send personalized email sequences, schedule follow-ups, and process payments all from one dashboard. Keap’s intuitive tools help consultants stay organized, reduce manual tasks, and scale their services efficiently. Whether managing a solo practice or a growing team, Keap’s customizable features make it easy to build lasting client relationships and increase revenue without added complexity.