Book Image

Keap Cookbook

By : Michelle Bell
Book Image

Keap Cookbook

By: Michelle Bell

Overview of this book

Say goodbye to feeling overwhelmed by Keap Pro/Max! This guide is your ultimate companion, taking you from the initial setup to daily usage and routine maintenance, showing you how to leverage the system’s features for business success. We start by building a solid foundation for Keap Pro/Max, guiding you through the setup and helping you navigate the features with ease. As you progress, you'll uncover advanced strategies and tricks that will elevate your business. Imagine managing your customer relationships effortlessly, delighting them at every step. Learn how to organize your contacts, track sales, and enhance the customer experience. Say goodbye to manual tasks and hello to efficiency by automating your marketing campaigns. You'll target your audience with precision and create personalized customer journeys. Need to generate leads? This book reveals proven techniques to attract, capture, and nurture leads effectively. You'll master campaign management, ensuring every step is seamlessly executed for maximum conversions. By the end of this book, you’ll be a Keap Pro/Max wiz, ready to dominate your niche and scale your business using the power of automation to supercharge your marketing efforts and achieve workflow mastery.
Table of Contents (20 chapters)
Free Chapter
1
Part 1: Getting Started with Keap
4
Chapter 3: Managing Contacts
5
Part 2: Streamlining Communication
8
Part 3: Sales Pipeline Management
10
Part 4: Automation and Reporting
14
Part 5: Integration and Optimization

Working with Easy Automations

Before diving in, it’s helpful to have a clear roadmap in mind. Consider creating a funnel map that outlines the contact’s journey from the initial point of contact to becoming a repeat customer.

Once you have the basic outline, it will be easier to break up your automations into smaller groups or individual steps as you build them.

This strategic planning will provide a visual guide for designing automations that effectively guide people through each stage of the customer journey, ultimately driving them toward your desired goal faster and more efficiently.

How to do it…

Easy automations are designed to follow a when, then, stop cadence. For this recipe, we’ll be creating an Easy Automation that says when a person completes a form, create a deal, then wait two days to create a task, and finally, stop if the deal stage moves to completed.

Creating an Easy Automation from scratch

  1. Click on the Automation...