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

Using the advanced automation builder

Advanced automations are simply a series of connected goals and sequences. Goals are placed before or after a sequence. Once connected, a goal will stop sequences on the left (unless programmed not to) and start sequences on the right. In this way, a goal can perform multiple functions:

Figure 8.1 – Connected elements in an automation

Figure 8.1 – Connected elements in an automation

Figure 8.1 shows an example of advanced automation with several goals and sequences and shows how they are connected. One of the most agile features of advanced automations is the ability to create a “one-to-many” scenario. In this example, there’s one sequence with many outcomes or goals. We had one appointment with a potential client and there are many possible outcomes:

  • They were a no-show
  • They showed up and purchased
  • They showed up but it wasn’t a good fit
  • They showed up but didn’t buy and we need to send a follow-up offer...