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

System Overview

Keap is a CRM, also known as Contact Relationship Management software. Basically, what that means is that it allows every person you come into contact with, whether they are a lead, buyer, affiliate, or something else, to be funneled into your CRM. By pulling every relationship into your hub you can then direct the flow of communication back to those people and track every eventual outcome.

The power of Keap’s automation allows you to trigger when information should start or stop flowing, giving you the ability to create deeper conversations that are relevant and timely. Everything you do is logged in the contact record, giving you the documentation you need to manage employees or, should the need arise, to dispute chargebacks.

In this chapter, we will be making ourselves familiar with each area of Keap, how to navigate it, and what functions each area provides:

  • Locating your unique ID and version of Keap
  • Navigation
  • Dashboard
  • Mobile...