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

Connecting to your calendar

Automating your appointment scheduling is one of the most powerful tools in your CRM system. When you allow people to self-serve, you take a lot of manual work off your plate. In this recipe, we are going to cover connecting your Keap calendar to your personal calendar, such as Google or Outlook. This is an important step to ensure a great experience for you and your potential lead or client.

How to do it…

The first step is to integrate your CRM system with your personal calendar so that you can avoid any overbooking or double booking. Overbooking or double booking occurs when you are using multiple calendars that are not synced, allowing one or more appointments to be scheduled for the same time:

  1. We’re going to start by clicking on your initials in the lower-left corner of the navigation.
  2. Next, click on Settings in the pop-out menu. This will bring you to the Settings page.
  3. Now select Integrations.
  4. For this example...