The Challenge

Automation Made Easy (AME), led by marketing automation expert Jason Buckner, specializes in helping entrepreneurs and businesses simplify and scale their operations through technology. As the client base grew, AME faced a recurring challenge—each new client setup required hours of manual configuration to connect landing pages, forms, and automations across multiple platforms.

Every project had different website structures, separate automation tools, and disconnected workflows. Setting up funnels, integrating CRMs like Keap (formerly Infusionsoft), and ensuring data flowed correctly between systems often led to project delays. The lack of a standardized process for web and automation delivery made it difficult to maintain speed, quality, and consistency across multiple clients simultaneously.

As a result, AME needed a way to standardize funnel setup, centralize integrations, and reduce manual work—without compromising the flexibility each client required.

The Solution

To create a scalable foundation for client delivery, a systemized digital infrastructure was built using WordPress as the core platform, customized specifically for AME’s operations. Instead of starting from scratch for every client, modular templates were developed that allowed AME to quickly deploy tailored websites with built-in automation logic.

Each site was seamlessly integrated with Keap, connecting every touchpoint of the client journey—from lead capture to conversion and follow-up. The integrations automated a complete end-to-end process:

• Lead Forms: Embedded forms on each client’s website automatically synced data to Keap, tagging leads by source and campaign.

• Automated Nurture Sequences: New leads triggered prebuilt workflows and email sequences in Keap, ensuring consistent communication without manual setup each time.

• Sales Funnels: Checkout pages and thank-you pages were connected to Keap’s pipeline, automatically updating contact records and triggering post-purchase automations.

• Analytics Integration: Each site included conversion tracking to measure funnel performance, helping AME optimize campaigns and client ROI.

The system also included customized WordPress plugins and API scripts that handled authentication, data exchange, and error handling between platforms—minimizing downtime and integration issues.

In addition, a visual dashboard was created to help AME’s internal team track client projects, automation connections, and deployment timelines, ensuring no client setup was left incomplete or misconfigured. This new workflow turned a multi-day setup process into a repeatable, semi-automated build that required only a fraction of the effort.

The Results

The transformation significantly elevated both the speed and consistency of AME’s client delivery. Setting up funnels that once took several days could now be completed in hours, with fewer technical issues and better quality control.

Clients immediately noticed the improvement in reliability and performance. Automated follow-ups and CRM integrations worked flawlessly, allowing them to focus on growing their businesses rather than troubleshooting software connections.

For the AME team, the change meant more than just faster delivery—it created operational scalability. Jason and his team could now handle more clients simultaneously without compromising personalization or support. The standardized system also reduced onboarding complexity for new staff, as every project followed the same proven workflow.

The integration of WordPress and Keap became the backbone of AME’s client automation services, setting a new benchmark for how marketing automation should be delivered—efficiently, consistently, and intelligently.

The Takeaway

Automation isn’t just about convenience—it’s about freeing up time to focus on growth. By combining the power of WordPress and Keap into a unified system, Automation Made Easy turned complexity into clarity. This project demonstrates that when the right systems are built around the right strategy, technology doesn’t just support business growth—it drives it.