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

Creating your personal avatar

Your personal avatar or profile is what people will see when receiving emails from you. This is your opportunity to establish your role in the relationship.

Are you the CEO or the yogini? People see you as you see yourself, so deciding on a persona is a critical step in setting up your CRM system.

How to do it…

  1. We’re going to start by clicking on your initials in the lower-left corner of the navigation:
Figure 2.4 – Navigation to profile

Figure 2.4 – Navigation to profile

  1. Next, click on your name in the pop-out menu. This will bring you to your profile.

Important note

The email address that you log in with will initially be in your profile. However, that may not be the best email for you to use when sending business communication. For example, you might have set up your login using a personal Gmail address, but you want your emails to be sent out from a professional domain. So, the first thing you’...