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 sales pipeline

Picture staying on task and on target, while never missing out on an opportunity again as you seamlessly move deals along your automated pipeline. Let’s explore how this dynamic system can elevate your sales strategy to new heights!

Getting ready

Your pipeline automation will be highly customized to your business, based on your unique sales process. So, before you begin, you’ll want to identify a few key elements for your sales process.

Think about all the steps you take a potential client through in your business. From the moment you meet them to the day they post about the work you did on social media, what are the steps of the journey? Here’s an example of a basic sales journey:

  1. New lead
  2. Qualification
  3. Initial contact
  4. Proposal
  5. Negotiation
  6. Closing
  7. Follow-up
  8. Upsell
  9. Referral

This is a good time to grab a whiteboard or a piece of paper and sketch out your client journey. This will...