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

Setting up the Keap mobile app

Keap Pro/Max comes with a mobile app that lets you add contacts and companies on the go as well as access customer info. You can easily manage tasks and appointments and apply notes and tags to contacts, ensuring they move through your automations seamlessly.

Use the app to receive mobile reminders and alerts so you never miss important dates and activities. The Keap mobile app ensures you and your customers have a winning experience.

You can download the Keap app from the App Store for iPhones and iPads: https://itunes.apple.com/us/app/infusionsoft/id1421097870?ls=1andmt=8

Download the app from Play Store for Android (only for 8.0 or later): https://play.google.com/store/apps/details?id=com.infusionsoft.mobile.nimo

Initial setup

Once you’ve successfully downloaded the app, it’s time to open it and log in:

  1. Enter the same email address you use to log in to the website.
  2. Complete the security check, enter your password...