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 decision diamonds

One of the most agile features of advanced automations is their ability to create “one-to-many” outcomes. For example, you may create an automation that invites people to purchase your membership and then offer them gold, silver, and bronze options when they view your landing page. Depending on what they purchase, you will want to tag them accordingly and send the appropriate emails so that you can follow up and deliver their membership content.

One invitation leads to many possible outcomes.

Decision diamonds are how the advanced automation builder knows which path to send your leads down. When this happens, Keap uses the rules you add to the decision diamond to evaluate the information available and use it to choose the appropriate sequence.

Note

Decision diamonds are created automatically when a goal or a sequence connects to two or more sequences.

How to do it…

This recipe will take you through the steps of adding...