CASE STUDY
A CRM for Consultants
How Giovanni Gonzalez Used Keap to Save His Business, 5X His Revenue, and Empower More Hispanic-Owned Businesses
Mindful Performance Blueprint at a Glance
Founder: Giovanni Gonzalez
Industry: Consulting
Employees: 11 (+ Keap)
Joined Keap: 2017
Key Result
- $500K revenue (Up from under $100K pre-Keap)
Challenges
- Declining email subscriber list
- 3% email open rate
- On the brink of losing his business
Solutions
- Grew email database to over 40,000
- Increased email open rate to 75%
- Helped 10 businesses grow to seven figures
Something Was Missing
A few years ago, Giovanni Gonzalez found himself at a crossroads. His company, Mindful Performance Blueprint, had stalled, and he couldn’t figure out why. He was selling his consulting services, but it wasn’t enough to generate sustainable growth.
Despite the challenges, Giovanni’s passion for empowering Hispanic-owned businesses kept him pushing forward. He attended marketing courses, networked, and tested different strategies, yet his revenue remained stagnant.
“I couldn’t really expand,” Giovanni recalls. “It was just me. My revenues were maybe just below six figures. … And it was okay given that I loved what I did.”
A Lifeline Before Losing It All
When COVID-19 disrupted the world, Giovanni’s struggles intensified. The traditional methods of growing his business—networking at in-person events—were no longer viable. He needed a way to connect with clients and prospects digitally.
“It was during the pandemic that I no longer could grow my business in a traditional way,” Giovanni explains. He realized he needed a CRM to store client information and automate communication.
That’s when he recalled Keap, a small business CRM and marketing automation platform he had learned about at an event in Florida. Little did he know, this tool would be the key to transforming his business.
Harnessing the Power of Keap
Before Keap, Giovanni had no centralized system for managing client relationships. “I only had a cell phone with contacts, and I didn’t have a database,” he admits. “I didn’t know the power of a database.”
His first step with Keap was organizing his contacts. By replacing his scattered approach with a structured CRM, Giovanni could store and manage client data efficiently.
Next came automation. Giovanni used Keap to streamline operations and build a personalized customer journey. He leveraged the platform to:
- Segment contacts based on interests and engagement level
- Create lead-nurturing campaigns with automated emails and texts
- Embed lead capture forms across his website
- Automate invoices and payment processing
- Build landing pages using Keap’s templates
“With Keap, we use everything,” Giovanni says. “Emails, texts, invoices, proposals, pipelines, landing pages—Keap helps us manage every corner of our business.”
Reaping the Benefits of Automation
Automation didn’t just save Giovanni time—it saved his business.
One of the first areas of improvement was his email marketing. Prior to Keap, his email open rate was a dismal 3%. “For many years, I would send an email, and we would only have a 3% open rate… I would do high-fives if I had a 15% open rate,” Giovanni recalls.
But with Keap’s segmentation and automation tools, he learned to target the right people with the right messages. His email open rates skyrocketed to 70%-75%, and his subscriber list grew to over 40,000 contacts.
Beyond email, Keap empowered Giovanni to scale his in-person outreach. As restrictions lifted, he launched his own conferences, using Keap to promote events and capture leads. Each conference drew hundreds of attendees, further expanding his network and client base.
With the help of automation, Giovanni achieved remarkable growth:
- Revenue jumped from under $100K to $500K
- His team grew from a solo operation to 11 employees
- He helped 10 entrepreneurs scale their businesses to seven figures
Becoming a Keap Certified Partner
Seeing firsthand how Keap revolutionized his business, Giovanni wanted others to experience the same success. He decided to take his consulting services to the next level by becoming a Keap Certified Partner.
Through the partner program, Giovanni now teaches fellow business owners how to use Keap effectively. This initiative allows him to generate additional revenue while helping other entrepreneurs thrive.
For Giovanni, Keap is more than just software—it’s a partnership. “The marketplace is saturated with education around marketing, but I found, with Keap, that was the only place where it gives you a 360-degree appreciation of what it really takes to grow your business,” he explains.
The Road Ahead
Giovanni’s journey from struggling entrepreneur to thriving business leader showcases the power of the right tools and mindset. With Keap, he has not only scaled his own company but also empowered countless other Hispanic-owned businesses to achieve their goals.
Now, equipped with automation and a growing network, Giovanni is poised to expand his impact even further. His mission continues, and with Keap by his side, the possibilities are limitless.
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.