What if you had expert guidance on tap?
How much better could you be spending your time?

If you are an active CRM user regularly using the automation functions, then you know there are a lot of moving parts. While standard support is knowledgeable and helpful, simple things in the system still have to be done by you (or someone on your team.)

Never Lift A Finger

Your time is better spent outside the CRM.

Confident Execution

You'll know exactly what we did.

Quick-Turn Jobs

Because you need this stuff done in a day or so, not weeks.

What is Automation Expertise on Tap?

Automation Expertise on Tap is a dedicated advanced CRM support service so you can focus on what you are best at and let us handle the technical stuff.

Each month, you receive credits towards different micro-services we can perform inside your CRM application for you (list imports, search/report generation, etc.). You can also configure 3rd party tools that integrate with your Operational tech stack with this service.

"Automation Experts are available to do small jobs inside YOUR software!"
Paul Sokol
Founder of Automation Expertise On Tap

♥ Why Your Business Will Love It ♥

We have over 50 different micro-services covering all areas of the software (including 3rd party plug-ins) and are expanding our offerings regularly so you can get pretty much anything done inside your software and accounts.

Upon completion each job is delivered with a report on the results so you know it was done right and have the knowledge to maximize what was done.

We only have, and will only ever have, top power users of the software performing these micro-service jobs. Many run their own business or another business’ CRM which means they have real world in-the-trenches experience.


"Knows Keap as well as anyone on the planet." - Greg Jenkins, Monkeypod Marketing

"You have been just downright dreamy to work with. Thanks for making it all come to life."
Tessa White
The Job Doctor
"I like your clever automation. It fools almost everyone!"
Logan Young
SNOW Teeth Whitening
"Life is WAY less stressful and I feel great having someone I know that's a genius working on things for me."
Meghan Alonso
IMUA Services

How It Works

Chain Micro-Services Together

The real power of Automation Expertise on Tap comes when you chain different services together.

For example, if you wanted, you could have us…

Job #1 - Campaign Model

You can tell us about the kind of campaign you need, and we will model out the high level structure. If you need adjustments, you can do so on your own OR submit another job request to make modifications. 𝘖𝘯𝘤𝘦 𝘵𝘩𝘦 𝘩𝘪𝘨𝘩 𝘭𝘦𝘷𝘦𝘭 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘪𝘴 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘭𝘪𝘬𝘪𝘯𝘨...

Job(s) #2+ - Sequence Modeling

You can submit a job to model out specific sequences (if needed) with a request that utilizes multiple job credits (e.g. modeling two sequences uses two job credits).

It may take a few separate requests over the course of a week, but you can get a campaign built out (and ready-for-content) WITHOUT having to go into the software!


Feels good, right?

In summary, you can have us making regular improvements to your CRM for a fraction of the cost you’ll find in most high-end consultants.

In fact, most people haven’t had the opportunity to explore what hiring a full-time CRM specialist looks like and its like anything else. There is a wide variety of quality and prices in the field.

Average salaries start at about $80k and go up to 6 figures easily. Even if you find one to work with on a consulting basis, you can expect a high hourly rate ( > $200/hr.) or a costly retainer fee.

The problem is, when you hire someone like that to help you implement your CRM, in order to launch, you will also need to hire someone who knows marketing and sales too because the technicians in the software are rarely trained in direct sales or have in-the-trenches marketing experience.

This is why proper execution can easily cost thousands of dollars because it takes a small team to fully launch anything.

That’s where we come in 🙂

When you combine our direct sales experience (Paul sold CutCo knives in-home), well over a decade of online marketing execution, and our universally recognized Keap expertise, we can help you with your CRM using micro-services FASTER than if you needed to hire multiple people!

And it won’t even cost you thousands of dollars!

Access to Automation Expertise on Tap only requires an investment of $497/month for 5 job requests each month and you should be able to make your first request within a day or two of signing up (remember, we have to validate your login stuff first).

This kind of service obviously requires a heavy investment of time and we are only accepting a limited number of new users. Once we get a handle on the extra operational bandwidth, we will open it to more people at a higher price point.

That means this specific offer to work together expires when any remaining slots are filled and it says ‘SOLD OUT’ on the next page.

Lastly, You Also Get Our Micro-Service Guarantee!

If you aren’t satisfied with the quality of a particular job fulfillment, we will happily go through it again without using one of your monthly job credits 🙂

(…we wouldn’t be doing our job if we didn’t ask you this…)

Do you want to invest $497/month to be part of Automation Expertise on Tap?

👇 If so, check to see if any of those remaining slots are available 👇

Automation Expertise on Tap Service Level Agreement

We don’t believe in service agreements with crazy legalese that require a law degree to decipher.

⚠ Important: Your Job Credits Do NOT Rollover From Month-to-Month!

Much like a gym, we are offering this service whether or not job credits are redeemed. At our sole discretion, we may roll over certain job credits on a case-by-case basis.

Here is exactly what you should expect from this service:

  • Your information, contacts and IP are always your property and confidential.
  • We will do our absolute best to complete or respond to all job requests within one to two business days; any holiday hours will be communicated ahead of time.
  • We will be fair when determining how many extra credits a larger job request will require, if necessary, and seek your approval to move ahead first. At least, initially, until we establish a good working relationship.
  • You can request to cancel at any time. Any unused job credits for your billing cycle will not be refunded.

Here is what we expect from you, as a service recipient:

  • Every job request you submit will include thorough and clear information specific to what each service requires.
  • If you have any issues with the customer experience, you will notify us so we can make things right.
  • You will remain up to date with your billing and clear any open balances.

Nothing crazy or outlandish. Plain english.
We are our word and expect the same from our customers 🙂