Founded in 2014 on Carlsbad's Loker Avenue, Box Out Marketing specializes in Keap CRM implementation, marketing automation training, and done-for-you campaign builds. The agency has executed over 8,200 campaigns across more than 1,800 client accounts, configuring Keap's automation engine for lead-nurture sequences, appointment reminders, and pipeline-stage triggers used by mortgage originators including PGS Home Loans to manage rate-lock follow-ups and referral workflows. The Factory, the agency's flagship implementation service, delivers pre-built campaign templates, tag-based segmentation, and e-commerce checkout automation on compressed timelines. Success Lab membership supplements the done-for-you track with on-demand training modules, live Q&A sessions, and campaign-building workshops that help small businesses in the health-and-beauty sector — where operators such as NakedMD Med Spa Carlsbad manage appointment-heavy booking flows — maintain their own CRM without outside support. Highest-complexity builds layer Keap's REST API with Zapier middleware, Stripe payment-event webhooks, and custom tagging logic that routes leads through branch-conditional automation spanning fifty or more decision nodes.