Keap (Infusionsoft) Virtual Assistants — Hire CRM & Marketing Automation Specialists

Keap (Infusionsoft) Virtual Assistants — Hire a Filipino VA Who Masters Small Business CRM and Marketing Automation

Small businesses face a unique growth paradox. You need sophisticated sales and marketing automation to scale — automated follow-up sequences, lead scoring, pipeline management, appointment scheduling, e-commerce integration, and personalized customer journeys. But the enterprise platforms that deliver these capabilities require dedicated operations teams to configure and maintain, with price tags and complexity levels that make no sense for a company with 5 to 50 employees. Keap, formerly known as Infusionsoft, was built specifically to solve this problem. It combines CRM, marketing automation, e-commerce, and appointment scheduling into a single platform designed for small businesses that need enterprise-grade automation without enterprise-grade overhead.

The challenge is that Keap’s power lives in its Campaign Builder — a visual automation engine that can orchestrate complex, multi-step customer journeys triggered by behaviors, purchases, form submissions, tags, and dozens of other conditions. Most small businesses set up basic email sequences during onboarding and never explore the Campaign Builder’s advanced capabilities. Their automation stays rudimentary while competitors who invest in proper Keap configuration are running sophisticated nurture sequences that convert leads automatically, upsell existing customers at the perfect moment, and recover abandoned carts without any manual intervention. The gap between a basic Keap setup and a fully optimized one is the difference between a CRM that costs money and a CRM that makes money.

VA Masters connects you with pre-vetted Filipino virtual assistants who specialize in Keap and Infusionsoft management. These are not generalist VAs taking their first look at marketing automation. They are specialists who build complex campaigns in the Campaign Builder, design automation sequences that nurture leads through your entire sales funnel, manage e-commerce workflows, configure appointment scheduling, and maintain the CRM database that powers everything. With 1,000+ VAs placed globally and a 6-stage recruitment process that includes Keap-specific technical assessments, we deliver qualified candidates within 2 business days — at up to 80% cost savings compared to local hires.

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Executive Assistant Who Actually Assistant
Finding a competent executive assistant in Toronto was going to cost me $5,200+ USD monthly. VA Masters found me someone better for a fraction of that cost. Maricel manages my calendar, handles travel arrangements, prepares my meeting briefs, follows up on action items, and basically keeps my entire professional life organized. She's detail-oriented, anticipates what I need, and communicates clearly. I was worried about the time zone difference, but it actually works perfectly, she handles all the administrative very morning. The recruitment process impressed me. They tested candidates on real scenarios calendar conflicts, travel booking with specific constraints, email management under pressure. They made sure the person they presented could actually do the job, not just talk about it on a resume. Three months in, productivity is up, stress is down, and I'm finally focusing on strategic work instead of administrative chaos. Highly recommend both the service and the approach.
Petra Kempf
Skeptical Turned Believer
I was the last person who thought remote VAs would work for my business. I'm old school like seeing people in the office, prefer face-to-face communication. My business partner convinced me to at least try with VA Masters. I was completely wrong our VA, Kristine, handles all our customers support tickets, manages our inventory system and coordinates with our suppliers. Better than the three people we cycled through locally last year combined. She shows up on time (their time zone actually works great for us) responds within minutes, and treats our customers better than we probably deserve. The cultural thing I was worried about? Non-issue. She's professional, polite, and honestly makes us look good. If you're like me and hesitant, just try it. VA Masters walks you through everything, and honestly, I wish I'd done this two years ago.
David Cobb
VA Masters has been an outstanding service
VA Masters has been an outstanding service for our company. Over the past 6 months we have onboarded 3 new hires and are looking at another new VA in the coming weeks. They do such an outstanding job qualifying candidates, which makes my HR teams job so much easier. Would highly recommend them!
Andrew Wolfe

What Is Keap (Infusionsoft)?

Keap is an all-in-one CRM and marketing automation platform built specifically for small businesses. Originally launched as Infusionsoft in 2001, the platform rebranded to Keap while maintaining its legacy Infusionsoft product (now called Keap Max Classic) for advanced users. At its core, Keap combines four capabilities that small businesses typically need separate tools for: customer relationship management, marketing automation, e-commerce and payment processing, and appointment scheduling. By unifying these functions in a single platform, Keap eliminates the integration headaches and data silos that plague small businesses cobbling together multiple point solutions.

The platform's defining feature is its Campaign Builder — a visual automation engine where you design customer journeys by dragging and connecting goals, sequences, decisions, and actions on a canvas. A campaign might start when a prospect fills out a form, then automatically send a welcome email series, apply tags based on which emails they open, trigger a phone call task for your sales team when they click a pricing link, send a different sequence if they do not engage within a week, and eventually move them into a post-purchase onboarding workflow when they buy. All of this runs automatically, 24 hours a day, handling hundreds or thousands of contacts simultaneously without any manual intervention.

Why Keap Matters for Small Business Growth

The average small business owner wears a dozen hats. They do not have a dedicated marketing operations team to run complex automation platforms or a sales operations manager to maintain CRM data hygiene. Yet they compete against larger companies that do have these resources. Keap levels this playing field by providing the automation infrastructure that lets a small team operate like a much larger one. Leads get followed up within minutes, not days. Every customer receives personalized communication based on their behavior and purchase history. Appointments get booked and confirmed automatically. Invoices get sent on schedule. Overdue payments get follow-up reminders without anyone remembering to send them.

The impact is measurable. Businesses using Keap's automation capabilities report significant increases in lead conversion rates, reductions in administrative time spent on manual follow-ups, and higher customer retention driven by automated nurture sequences. The platform pays for itself many times over when properly configured — the operative phrase being "properly configured." And that is where a Keap virtual assistant becomes essential.

Small businesses that try to configure Keap themselves typically use 20% of the platform's capabilities. They set up basic contact management and a few email templates. The Campaign Builder — the engine that delivers the real ROI — goes largely unused because building effective campaigns requires understanding both the platform's technical capabilities and the marketing strategy behind the automation. A skilled Keap VA bridges that gap, turning an underutilized subscription into a revenue-generating automation machine.

Key Insight

Keap's Campaign Builder is one of the most powerful visual automation tools available to small businesses, but its power creates a skills gap. Building a campaign that looks right on the canvas is easy. Building a campaign that actually converts — with proper timing, segmentation, decision logic, and fallback paths — requires someone who understands both the platform and the marketing psychology behind effective automation. This is why Keap specialists deliver dramatically better results than generalist VAs who learn the platform on the job.

What Does a Keap VA Do?

A Keap virtual assistant is a specialist who configures, manages, and optimizes your entire Keap environment so it actively drives leads, conversions, and customer retention. They combine CRM management with marketing automation expertise. Here is what they handle day to day.

Campaign Builder Design and Management

Your VA designs and builds automation campaigns in Keap's visual Campaign Builder. This includes mapping out the customer journey, configuring trigger sequences, building decision diamonds that route contacts based on behavior (email opens, link clicks, form submissions, purchase history), setting up task creation for your sales team at the right moments, and testing every path through the campaign to ensure contacts flow correctly. They also monitor active campaigns for performance, identifying where contacts drop off and optimizing sequences to improve conversion at each stage.

Email Marketing and Sequence Building

Your VA creates email sequences that nurture leads through your sales funnel — welcome series for new subscribers, educational drip campaigns, promotional sequences timed around launches or seasonal offers, and re-engagement campaigns for inactive contacts. They write subject lines, design email layouts using Keap's builder, configure personalization tokens, set sending schedules that optimize for open rates, and build the automation logic that determines which emails each contact receives based on their segment, behavior, and stage in your funnel.

CRM Database Management and Segmentation

A marketing automation system is only as good as the data it runs on. Your VA manages the contact database — importing and cleaning contact lists, merging duplicates, building tag structures that enable precise segmentation, creating custom fields that capture the data your automations need, and maintaining data quality standards over time. They design the tagging taxonomy that powers your Campaign Builder decisions, ensuring contacts are properly segmented so they receive the right messages at the right times.

E-Commerce and Payment Automation

Keap includes built-in e-commerce features — order forms, product catalogs, subscription management, and payment processing through Stripe or PayPal. Your VA configures product listings, builds order forms and checkout pages, sets up subscription billing, creates upsell and cross-sell automations triggered by purchases, builds abandoned cart recovery sequences, and manages the payment-related workflows that ensure invoices are sent, payments are collected, and overdue accounts receive appropriate follow-up.

Landing Page and Form Management

Your VA builds landing pages and web forms within Keap that capture leads and feed them directly into your automation campaigns. They design form layouts, configure which fields to collect at each stage of the funnel (minimizing friction for top-of-funnel forms while collecting detailed information for bottom-of-funnel submissions), set up form auto-responders, and connect forms to the right Campaign Builder sequences so every submission triggers the appropriate follow-up.

Appointment Scheduling Configuration

Keap's appointment scheduling feature lets prospects book time directly on your calendar. Your VA configures booking links, sets availability windows, builds confirmation and reminder sequences that reduce no-shows, creates post-appointment follow-up automations, and integrates the scheduling system with your sales pipeline so booked appointments automatically update deal stages and create relevant tasks.

Pro Tip

When onboarding your Keap VA, share your current customer journey from first touch to purchase and beyond. Include every email, phone call, text message, and manual follow-up your team currently does. Your VA uses this map to identify which steps can be automated in the Campaign Builder and which require human interaction — then builds the automation around your actual process rather than a generic template.

Key Skills to Look For in a Keap VA

A strong Keap VA combines platform technical expertise with marketing automation strategy and small business operational understanding. Here are the competencies that separate specialists from generalists.

Campaign Builder Mastery

The Campaign Builder is the heart of Keap. Your VA must be able to design complex, multi-branch campaigns with proper sequencing, decision logic, goal completion tracking, and error handling. They should understand how tags, custom fields, and contact actions interact with campaign sequences. They need to know the platform's nuances — how timing delays work, how decision diamonds evaluate conditions, how goals pull contacts into campaigns versus waiting for them, and how to structure campaigns that scale without becoming unmanageable.

Email Marketing and Copywriting Awareness

Your VA does not need to be a professional copywriter, but they should understand email marketing fundamentals — subject line best practices, deliverability factors, optimal sending frequency, personalization techniques, and how to structure sequences that build engagement over time rather than burning out your list. They should know how to configure Keap's email builder effectively and understand the technical factors that affect whether your emails land in the inbox or the spam folder.

CRM Data Architecture

Building effective automations requires a well-structured database. Your VA needs expertise in tag taxonomy design (creating a logical, scalable tagging system rather than an ad-hoc mess), custom field configuration, contact scoring, segmentation strategy, and data hygiene practices. The quality of your automation depends directly on the quality of your data architecture, and your VA is responsible for both.

E-Commerce and Payment Configuration

If your business sells products or services through Keap, your VA needs experience with the platform's e-commerce features — product setup, order form design, promo code configuration, subscription management, payment gateway integration, and the automation workflows that handle post-purchase sequences, upsells, and failed payment recovery. These e-commerce automations often drive more revenue than any other Keap feature.

Reporting and Performance Analysis

Your VA should be able to measure what matters — email open and click rates, campaign conversion rates, revenue attribution by automation sequence, contact engagement scores, and pipeline velocity. They need to interpret these metrics and make data-driven recommendations for campaign optimization. A VA who builds campaigns but never analyzes their performance is flying blind.

Integration and API Knowledge

Keap does not operate in isolation. Your VA should know how to connect the platform to your other tools — website forms, payment processors, webinar platforms, membership sites, and other automation tools. They should be comfortable with Zapier, Make, and Keap's REST API for building custom integrations that extend the platform's native capabilities.

VA Masters tests every Keap candidate with a hands-on Campaign Builder challenge. Candidates must design a complete multi-step automation campaign for a realistic small business scenario — including lead capture, nurture sequences, decision logic based on engagement, sales team task creation, and post-purchase follow-up. We evaluate their campaign architecture, sequencing logic, tag strategy, and ability to explain why each element exists. Candidates who just know which buttons to click but cannot explain the marketing logic behind their decisions do not pass.

Use Cases and Real-World Applications

Keap VAs deliver value across any small business that needs CRM and marketing automation working together. Here are the most impactful use cases our clients deploy.

Service Business Lead Nurturing

Service businesses — coaches, consultants, agencies, home service providers — depend on converting inquiries into booked consultations. Your VA builds Campaign Builder automations that respond to every inquiry within minutes, deliver educational content that builds trust over days, segment leads based on engagement level, trigger phone call tasks for your sales team when leads show buying signals, and follow up with non-converters on an appropriate cadence. The result is a systematic nurture process that converts a higher percentage of leads without requiring your team to manually track and follow up with each one.

E-Commerce Customer Lifecycle Automation

For businesses selling products through Keap's e-commerce features, your VA builds the full customer lifecycle — welcome sequences for first-time buyers, post-purchase satisfaction checks, cross-sell recommendations based on purchase history, subscription renewal reminders, abandoned cart recovery emails, win-back campaigns for lapsed customers, and VIP treatment automations for your highest-value accounts. Each touchpoint is automated and personalized based on the customer's behavior and purchase data stored in Keap.

Course Creator and Membership Site Automation

Online course creators and membership site owners need sophisticated automation to manage student onboarding, drip content delivery, engagement tracking, renewal reminders, and upsell campaigns for additional courses or tiers. Your VA configures Keap to manage the entire student lifecycle — from initial lead capture through course completion and beyond — with Campaign Builder automations that deliver the right content at the right pace and intervene when students fall behind or disengage.

Appointment-Based Business Scheduling

Dentists, chiropractors, financial advisors, real estate agents, and other appointment-based businesses lose revenue to no-shows and scheduling inefficiency. Your VA configures Keap's appointment scheduling with automated confirmation emails, SMS reminders at strategic intervals (24 hours, 2 hours before), post-appointment follow-up sequences, review request automations, and rebooking campaigns for clients who have not scheduled their next visit. These automations can reduce no-shows significantly and keep your calendar full without manual phone calls.

B2B Sales Pipeline Automation

Small B2B companies with longer sales cycles benefit from Keap's ability to combine CRM pipeline management with marketing automation. Your VA builds campaigns that support lead generation and the sales process at each stage — educational content for early-stage prospects, case studies and social proof for mid-funnel leads, proposal follow-up sequences for late-stage deals, and onboarding automations for new clients. Pipeline stage changes trigger appropriate Campaign Builder sequences automatically, ensuring every deal gets the right nurture at the right time.

Common Mistake

Do not build all your Keap automations at once. Start with the highest-impact campaign — usually new lead follow-up or abandoned cart recovery — and get it running smoothly before adding complexity. Small businesses that try to automate everything simultaneously end up with half-built campaigns, confused contacts receiving conflicting messages, and a Campaign Builder canvas that nobody can navigate. Your VA should prioritize and build incrementally.

Tools and Ecosystem Integration

A Keap VA works across a stack of tools that extend the platform's capabilities into your broader business operations.

Keap Core Platform

The foundation includes the CRM (contacts, companies, deals), Campaign Builder (visual automation), email marketing (broadcasts and sequences), e-commerce (products, order forms, subscriptions), appointment scheduling, and reporting. Your VA masters all modules — understanding how they interact and how data flows between them. The power of Keap comes from these modules working together, not in isolation.

Payment Processors

Your VA integrates Keap with Stripe, PayPal, or other payment gateways to process transactions, manage subscriptions, handle failed payments, and trigger revenue-related automations. They configure payment plans, promo codes, tax calculations, and the automation workflows that respond to successful charges, failed payments, subscription cancellations, and refund requests.

Landing Page and Funnel Builders

While Keap includes basic landing page capabilities, many businesses use dedicated tools like Leadpages, ClickFunnels, Unbounce, or WordPress for more sophisticated pages. Your VA integrates these external landing pages with Keap so form submissions flow directly into the right Campaign Builder sequences. They also configure Keap's native landing pages and web forms for scenarios where external tools are unnecessary.

Webinar and Event Platforms

For businesses using webinars as a sales tool, your VA integrates Keap with Zoom, GoToWebinar, Demio, or WebinarJam. Registrations create tagged contacts in Keap, attendance data triggers appropriate follow-up sequences, and no-show contacts receive replay links and alternative engagement paths. The Campaign Builder handles the entire webinar funnel from registration to post-event sales sequence.

Automation Platforms

Your VA uses Zapier, Make, or Keap's API to connect with tools that do not have native integrations. Social media leads from Facebook or LinkedIn flow into Keap. New contacts trigger SMS messages through Twilio. Completed purchases update external accounting systems. Course enrollments grant access in membership platforms. These integrations ensure Keap is the central hub that orchestrates your entire business workflow.

Membership and Course Platforms

For businesses selling online courses or memberships, your VA integrates Keap with platforms like Kajabi, Teachable, Thinkific, or MemberPress. Purchase events in Keap grant platform access automatically. Engagement data flows back to Keap for re-engagement campaigns. Subscription renewals, cancellations, and upgrades are all managed through coordinated automations between the two systems.

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How We Saved $40,000 Hiring a Virtual Assistant GoHighLevel Expert from Philippines - 6-Step Process
VA Masters Recruitment Process Explained: Finding Quality Filipino Virtual Assistants (VA)

How to Hire a Keap Virtual Assistant

Finding the right Keap VA requires evaluating both technical platform skills and marketing automation strategy understanding. Here is how VA Masters makes it straightforward.

Step 1: Define Your Automation Goals

Start by identifying what you need from Keap. Are you setting up the platform from scratch, migrating from another CRM, or optimizing an existing instance? List the automations you want to build (lead nurture, e-commerce, appointment scheduling), the integrations you need, and the specific pain points in your current sales and marketing process. The clearer your requirements, the better the VA match.

Step 2: Schedule a Discovery Call

Book a free discovery call with our team. We will discuss your Keap requirements, business model, current tech stack, automation goals, and growth plans. This helps us narrow our candidate pool to VAs who have built automations for businesses similar to yours.

Step 3: Review Pre-Vetted Candidates

Within 2 business days, we present 2-3 candidates who have passed our 6-stage recruitment process, including Keap-specific technical assessments. You review their profiles, Campaign Builder portfolios, and assessment results.

Step 4: Conduct Technical Interviews

Interview your top candidates. We recommend a session where the candidate walks through how they would design a Campaign Builder automation for your most important use case — including the trigger, sequence structure, decision logic, and how they would measure success. This reveals genuine Campaign Builder expertise versus surface-level familiarity.

Step 5: Trial and Onboard

Start with a trial period. Your VA gets access to your Keap account, reviews your current setup, and begins implementing improvements. Provide your sales process documentation, existing email templates, customer journey maps, and examples of the campaigns you want to build. VA Masters provides ongoing support throughout onboarding and beyond.

Pro Tip

Before the interview, export a screenshot of your current Campaign Builder canvas (or describe your desired automation in detail if you are starting fresh). Ask the candidate to sketch out the campaign architecture they would build — including sequences, decision diamonds, goals, and tags. Their ability to design a logical, scalable campaign on the spot reveals whether they truly understand the Campaign Builder or just know how to follow tutorials.

Cost and Pricing

Hiring a Keap VA through VA Masters costs a fraction of what you would pay for a local marketing automation specialist or CRM consultant with equivalent skills. Our rates are transparent with no hidden fees, no upfront payments, and no long-term contracts.

$8.50 – $14.50/hr
Per hour, full-time dedication
No upfront fees. Pay only when satisfied.

Compare this to the $60-120+ per hour you would pay a US or European Keap consultant or marketing automation specialist. That is up to 80% cost savings without sacrificing quality — our candidates pass Keap-specific technical assessments that verify genuine Campaign Builder expertise and marketing automation knowledge.

The ROI extends far beyond the hourly VA rate. Every automation your VA builds generates revenue or saves time without ongoing manual effort. A lead nurture campaign that converts 15% more inquiries into consultations. An abandoned cart sequence that recovers thousands in lost revenue per month. An appointment reminder system that cuts no-shows in half. A customer lifecycle automation that increases repeat purchase rates. The cost of the VA is recovered many times over through the automated revenue these campaigns generate. Have questions about pricing for your specific requirements? Contact our team for a personalized quote.

Without a VA

  • Paying $80+/hr for local Keap consultants and automation specialists
  • Weeks of searching for someone who actually knows the Campaign Builder
  • Leads waiting days for a manual follow-up email
  • Using 20% of Keap's features while paying for 100%
  • Manual invoice sending, appointment reminders, and payment follow-ups

With VA MASTERS

  • Skilled Keap VAs at competitive hourly rates
  • Pre-vetted Campaign Builder experts in 2 business days
  • Every lead gets automated follow-up within minutes
  • Full Campaign Builder automations driving revenue 24/7
  • Automated billing, reminders, and payment recovery sequences

Our 6-Stage Recruitment Process

VA Masters does not just post a job ad and forward resumes. Our 6-stage recruitment process with AI-powered screening ensures that every Keap VA candidate we present has been rigorously evaluated for both technical ability and professional readiness.

For Keap positions specifically, our technical assessment requires candidates to design a complete Campaign Builder automation for a realistic small business scenario. They must configure trigger sequences, build decision diamonds with proper logic, set up e-commerce order forms, create tag-based segmentation, and demonstrate understanding of how Keap's modules work together. We evaluate their campaign architecture, sequencing logic, tag strategy, and their ability to explain the marketing rationale behind each automation element.

Every candidate also completes a Keap audit exercise where they review an existing account with common problems — over-tagged contacts, broken campaign sequences, poor email deliverability, and inefficient automation flows. Their ability to diagnose issues, prioritize fixes, and propose improvements reveals whether they can manage and optimize a production Keap environment, not just build campaigns in a sandbox.

Detailed Job Posting

Custom job description tailored to your specific needs and requirements.

Candidate Collection

1,000+ applications per role from our extensive talent network.

Initial Screening

Internet speed, English proficiency, and experience verification.

Custom Skills Test

Real job task simulation designed specifically for your role.

In-Depth Interview

Culture fit assessment and communication evaluation.

Client Interview

We present 2-3 top candidates for your final selection.

Have Questions or Ready to Get Started?

Our team is ready to help you find the perfect match.

Get in Touch →

Mistakes to Avoid When Hiring a Keap VA

We have placed 1,000+ VAs globally and have seen every hiring mistake in the book. Here are the ones that trip up companies looking for Keap and Infusionsoft management talent.

Hiring a Generic Marketing VA Without Campaign Builder Experience

Keap's Campaign Builder is a specialized tool with its own logic, terminology, and design patterns. A VA who is excellent with Mailchimp or ActiveCampaign will need weeks to learn the Campaign Builder's unique approach to automation — goals versus sequences, how decision diamonds evaluate, how tags interact with campaign logic, and the platform's specific quirks and limitations. Always verify hands-on Campaign Builder experience with real campaign examples.

Confusing Keap Max Classic (Infusionsoft) with Keap Pro

Keap offers different product tiers with significantly different capabilities. Keap Max Classic (the legacy Infusionsoft product) has the full Campaign Builder with advanced automation features. Keap Pro has a simplified automation builder called Easy Automations. A VA skilled in one may not be equally proficient in the other. Clarify which product you use and ensure your candidate has specific experience with that version — especially if you are on Max Classic, where the Campaign Builder is substantially more complex.

Building Overly Complex Campaigns Too Early

Some VAs love building elaborate Campaign Builder canvases with dozens of sequences, decision diamonds, and branching paths. While this looks impressive, complexity without a clear business purpose creates campaigns that are hard to debug, difficult to modify, and confusing to anyone who did not build them. The best Keap VAs start simple, prove the automation works, then add complexity incrementally based on actual performance data.

Neglecting Tag Hygiene from Day One

Tags are the foundation of Keap's segmentation and automation logic. Without a structured tagging convention, your account quickly becomes unmanageable — hundreds of tags with unclear purposes, contacts with contradictory tags, and campaigns that apply tags inconsistently. Your VA should establish a tag naming convention and taxonomy before building the first campaign. Retrofitting tag hygiene into a messy account is exponentially harder than getting it right from the start.

Treating Automation as Set and Forget

Campaigns need ongoing optimization. Open rates change as your list grows. Market conditions shift. Your offers evolve. Product lines expand. A campaign that performed well six months ago may be underperforming today. Your VA should schedule regular campaign performance reviews, test variations of subject lines and sequences, update content to reflect current offers, and retire campaigns that no longer serve a purpose. Automation is not a one-time project — it is an ongoing discipline.

The most successful Keap VAs we have placed approach the platform as a revenue engine, not just a tool to manage. They measure the dollar impact of every campaign they build, proactively suggest new automations based on patterns they see in the data, and continuously optimize existing campaigns for better conversion rates. During your interviews, ask candidates to walk you through a campaign they built and the revenue impact it generated. Their answer reveals whether they think like a marketer or just a button-clicker.

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LinkedIn Ops VA
Joining the team has been such a refreshing experience. From day one, I felt supported, guided, and trusted in my role. The systems are clear, communication is smooth, and there’s always room to learn and grow. It’s rare to find a company that values both structure and flexibility, and I’m grateful to be part of a team that truly invests in its people. Working with my client has been a great experience so far. The expectations are clear, the communication is consistent, and I feel encouraged to bring my best to every task. I genuinely appreciate the trust and collaboration. It motivates me to keep improving and contributing even more.
Gabby
Gabby
Administrative VA
I’m incredibly grateful to VA Masters for helping me transition from working on-site to becoming a virtual assistant. When I started with my client, I had no prior experience as an executive VA—and it was also my first time working from home. On top of that, my coworkers were from different locations, which was all very new to me. What really made the difference were the weekly kamustahan sessions and monthly check-ins. They helped me understand the stress I was feeling, how to manage it, and how to adjust to this new normal. I wouldn’t have been able to transition this smoothly and quickly without their support. Joining VA Masters has truly been one of the best decisions I’ve ever made.
Christiana
Christiana
ActiveCampaign Expert
VA Masters is a company that truly values its people. The culture is supportive and balanced, and the management listens and provides options within their means. They know how to adjust and compromise, which makes a big difference. The team is approachable, easy to work with, and genuinely cares about our well-being. It’s a great place to grow both professionally and personally.
★ 5.0
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A very rewarding experience!
Vamasters is great! Management is supportive, the schedule is flexible, and I feel truly valued. A top choice for any professional VA. Highly recommend!
Virtual Assistant
Great Team, Great Experience
I enjoy being part of VA Masters. The team is supportive and easy to work with, the systems are organized, and management always makes sure you have the tools that you need. I've learned so much and truly feel valued here. VA masters genuinely cares about its employees and creates a positive, motivating environment. I don't feel like it's a job — they make me feel like part of a family.
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Excellent team culture
- Helpful team - always willing to answer questions - Systems and processes in place make work easier - Pleasant working environment
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Frequently Asked Questions

What is Keap (Infusionsoft) and who is it for?

Keap is an all-in-one CRM and marketing automation platform built specifically for small businesses. Originally known as Infusionsoft, it combines contact management, email marketing, automation (via the Campaign Builder), e-commerce, appointment scheduling, and pipeline management in a single system. It is designed for service businesses, coaches, consultants, course creators, and small e-commerce companies that need sophisticated automation without the complexity and cost of enterprise platforms.

What does a Keap virtual assistant do?

A Keap VA configures and manages your entire Keap environment. They design Campaign Builder automations, create email nurture sequences, manage your contact database and tag structure, build e-commerce order forms and payment workflows, configure appointment scheduling, create landing pages and web forms, set up integrations with your other tools, and generate reports that measure campaign performance. They handle both initial setup and ongoing optimization.

What is the difference between Keap Pro and Keap Max Classic (Infusionsoft)?

Keap Max Classic (the legacy Infusionsoft product) includes the full Campaign Builder — a powerful visual automation engine with advanced decision logic, goals, and complex multi-branch campaigns. Keap Pro uses a simplified automation builder called Easy Automations that is easier to learn but less capable. If you need sophisticated multi-step automation with complex decision logic, you need Max Classic and a VA who knows the Campaign Builder specifically.

How quickly can I get a Keap specialist VA?

VA Masters delivers pre-vetted candidates within 2 business days. Our 6-stage recruitment process includes Keap-specific technical assessments where candidates design Campaign Builder automations, configure e-commerce workflows, and demonstrate tag-based segmentation strategies. Every candidate we present has proven Keap expertise, not just general marketing automation familiarity.

What does a Keap VA cost?

Keap VAs through VA Masters are available at competitive hourly rates that represent up to 80% cost savings compared to hiring a local Keap consultant or marketing automation specialist. There are no upfront fees, no setup charges, and no long-term contracts. The ROI multiplies quickly because every Campaign Builder automation your VA creates generates revenue or saves time without ongoing manual effort.

Can a Keap VA help migrate from another CRM?

Yes. Many of our Keap VAs have experience migrating from platforms like HubSpot, ActiveCampaign, Mailchimp, or Salesforce. They handle contact data export and import, tag mapping, automation recreation in the Campaign Builder, email template migration, and integration reconfiguration. A skilled VA ensures no data is lost and your automations are rebuilt to take advantage of Keap's specific capabilities rather than simply replicating your old setup.

How does a Keap VA handle e-commerce automation?

Your VA configures Keap's e-commerce features including product catalogs, order forms, checkout pages, promo codes, and subscription billing. They build automation campaigns for post-purchase follow-up, upsell and cross-sell recommendations, abandoned cart recovery, failed payment retry sequences, subscription renewal reminders, and customer win-back campaigns. Each automation is triggered by purchase behavior stored in Keap and runs automatically.

Can a Keap VA also manage my email deliverability?

Yes. Email deliverability is critical for any marketing automation platform. Your VA monitors bounce rates, spam complaints, and inbox placement. They manage list hygiene by removing inactive contacts, configure proper authentication (SPF, DKIM), segment sends to maintain engagement metrics, and follow best practices that keep your sender reputation healthy. Poor deliverability undermines every campaign you build, so this is a core responsibility.

Can my Keap VA work in my timezone?

Yes. Filipino VAs are known for their flexibility with international time zones. Most of our Keap VAs work US, European, or Australian business hours with no issues. We match candidates to your preferred schedule during the recruitment process.

Is there a trial period or long-term contract?

There are no long-term contracts and no upfront fees. You can start with a trial period to evaluate your VA's performance. You pay only when you are satisfied with the match. VA Masters provides ongoing support and can replace a VA if the fit is not right.

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  • Learn how our 6-stage recruitment process works
  • See real examples of VAs in your industry
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