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

Discovery call

When it comes to sales, you can’t go wrong with a good discovery call form. By asking targeted questions upfront, you position yourself for a smoother call and greater success. Not only does it make your call more efficient, but it also makes the other person feel truly understood. With time to review their answers beforehand and employing attentive listening, you can tailor an irresistible offer perfectly suited to your ideal prospects. Plus, by utilizing this form, you can weed out the tire kickers, saving you time and hassle.

For a basic discovery call, you’re going to need seven things:

  1. A form to collect data
  2. Four to six targeted questions to uncover their needs, challenges, goals, budget, and timeline
  3. A confirmation email
  4. A link to your appointment scheduler
  5. A tag to segment the group
  6. A task to follow up with the contact
  7. Three to five follow-up emails if they don’t purchase during your call

How to do...