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 appointment types

Now that your integrations are complete, we can begin to reap the benefits of having automated appointment scheduling! This is by far one of the easiest and most effective automations you can implement in your business.

How to do it…

  1. Begin by selecting MY DAY in the navigation bar. By default, it will open the Appointments tab.
  2. To create a new appointment, click the plus (+) sign:
Figure 2.13 – Click the plus sign to create a new appointment

Figure 2.13 – Click the plus sign to create a new appointment

  1. Next, you will give your appointment type a name.
  2. Now let’s define how you will meet with your contact:
    1. Online: Use this option for video calls, podcast recordings, and so on
      • Zoom (if integrated) creates a unique Zoom link for your call
      • Use an online meeting link (manually enter a link)
      • Ask attendees to use their online meeting link
    2. Phone: Use this when you want to have a personal call
      • Call the lead or client (ask the invitee for a phone number...