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 Keap Cookbook
 Keap Cookbook

Keap Cookbook: Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

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Keap Cookbook

Part 1: Getting Started with Keap

In this part, you’ll be introduced to the Keap platform, learn how to set up your account, and understand the foundational concepts essential for using Keap effectively.

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Key benefits

  • Streamline customer relationship management and enhance customer interactions, from organizing contacts to tracking sales
  • Implement proven strategies for automating marketing campaigns
  • Drive productivity and business growth through task automation, streamlined processes, and enhanced team collaboration
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

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.

Who is this book for?

This book is a valuable resource for entrepreneurs, small business owners, and marketing professionals who are eager to streamline their operations. Whether you're just starting out or have some experience with business automation software, this guide is designed to cater to individuals at various skill levels. It provides beginners with a solid foundation by covering the basics of Keap Pro setup and navigation. For more experienced users, it offers advanced strategies and tricks to optimize CRM.

What you will learn

  • Set up and configure branding, profiles, tagging, products, and payment processing
  • Create amazing customer experiences by automating tasks, messaging, and data collection
  • Master techniques to use Keap for automating internal administrative functions
  • Make better business and product development decisions by mastering reporting functionality
  • Save time and track user productivity
  • Keep leads moving through your pipeline to improve conversion rates
  • Streamline accounting and loss recovery with automation

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Jun 28, 2024
Length: 298 pages
Edition : 1st
Language : English
ISBN-13 : 9781805124627
Vendor :
Infusionsoft
Category :
Concepts :
Tools :

What do you get with eBook?

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OR
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Product Details

Publication date : Jun 28, 2024
Length: 298 pages
Edition : 1st
Language : English
ISBN-13 : 9781805124627
Vendor :
Infusionsoft
Category :
Concepts :
Tools :

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Table of Contents

19 Chapters
Part 1: Getting Started with Keap Chevron down icon Chevron up icon
Chapter 1: System Overview Chevron down icon Chevron up icon
Chapter 2: Designing Your Space Chevron down icon Chevron up icon
Chapter 3: Managing Contacts Chevron down icon Chevron up icon
Part 2: Streamlining Communication Chevron down icon Chevron up icon
Chapter 4: Communicating with Your Lists Chevron down icon Chevron up icon
Chapter 5: Managing Sales Pipeline Chevron down icon Chevron up icon
Part 3: Sales Pipeline Management Chevron down icon Chevron up icon
Chapter 6: Marketing Forms and Landing Pages Chevron down icon Chevron up icon
Part 4: Automation and Reporting Chevron down icon Chevron up icon
Chapter 7: Easy Automations Chevron down icon Chevron up icon
Chapter 8: Advanced Automations Chevron down icon Chevron up icon
Chapter 9: Reports Chevron down icon Chevron up icon
Part 5: Integration and Optimization Chevron down icon Chevron up icon
Chapter 10: Tying It All Together Chevron down icon Chevron up icon
Chapter 11: Five Essential Automation Funnels Chevron down icon Chevron up icon
Chapter 12: Data Management and Maintenance Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Full star icon 5
(4 Ratings)
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Paul Sokol Aug 23, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I've been using Keap, formerly Infusionsoft, since 2008. As an old schooler who is super used to the old UI, this book does a great job of explaining all the new changes. There is a LOT of new stuff compared to Infusionsoft and this book breaks it down easily. I believe this could be valuable for both veteran and new users to get up and running with Keap fast!
Amazon Verified review Amazon
Alison Grimston Aug 25, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Navigating the world of entrepreneurship can be daunting, especially when you're trying to balance your mental clarity with the demands of starting a new venture. That's why I am so grateful for Keap Cookbook by Michelle Bell, my automation guru.Her ability to break down complex concepts into manageable, actionable recipes has made all the difference for me. I now feel more confident in using Keap to automate my marketing efforts and engage with my audience effectively.Michelle’s expertise shines through every page, providing not just instructions but also the encouragement I needed to take control of my business. If you're ready to elevate your CRM game and find balance in your entrepreneurial journey, this book is a must-have!
Amazon Verified review Amazon
Hazchic Aug 26, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I've been working with Michelle for a few years now, and she has created a great resource for referencing when I'm working on my automations and CRM. My VA is new to Keap, so being able to go over step by steps with her is invaluable. It is Michelle's brain, organized, and put down on paper. I can go back and look at steps in depth now, or prep myself to ask fornthe right help when I need it.
Amazon Verified review Amazon
Vincent Aug 01, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
We have many clients who use Keap (formerly called InfusionSoft) as their CRM of choice. Keap is POWERFUL. But with power comes great responsibility (and usually a little bit of complexity). If you want to know more about Keap and how to use it, get the book. It made our jobs a bit easier and I think it will help others too.
Amazon Verified review Amazon
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