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

Understanding sequences

Automation sequences are the meat and potatoes of advanced automations. They are where you will schedule a series of communications and/or processes to engage your contacts and drive them to move through your funnels. Most often, sequences are set in motion when an automation goal is achieved. Like a flowchart, individual sequences are small pieces of an overall larger automation strategy.

Just like automations, a sequence is created by adding drag-and-drop elements to a blank canvas. Once an element has been added to the canvas, you can edit and customize it. When an element is added to a sequence canvas, it automatically generates the related feature.

There are four main types of elements in a sequence: timers, communications, processes, and notes.

Timers

Timers are exactly what they sound: they control the time delay between triggered sequence elements. Let’s look at four different types of timers:

  • Start Timer: The start timer is...