Case Study: Keeping Current Matters achieves business growth and automation with Keap

Keeping Current Matters - Customer Case Study

Keeping Current Matters (KCM), a real estate education and advisory firm, was struggling with disconnected systems, manual processes, and little automation as it shifted from a speaking business to an online membership model. Before Keap, its email, CRM, membership site, and order processes didn’t work together, making it hard to scale lead generation, nurture, and sales.

Keap helped Keeping Current Matters automate marketing, billing, membership access, and follow-up with Campaign Builder, segmentation, and custom order forms. The result was major growth: revenue rose from $540K to nearly $2M, the contact list grew from 25K to almost 100K, and new online memberships increased from about 50 per month to nearly 500 per month, with more than 80% of free trials converting to paid memberships.

Keeping Current Matters

Charlotte Harney

Owner