Before we begin...

It’s important to note that there are three versions of Keap. While some information provided here is applicable to any version of Keap, this cookbook is exclusively for learning to operate Keap Pro/Max.

For reference, here are the three versions of Keap and how they differ:

• Keap Pro – This plan is great for businesses that are just starting out. It offers the following:
  1. Email marketing
  2. Sales, and marketing workflow automation
  3. Dedicated phone line (US and Canada)
  4. Automated lead capture and follow-up
  5. Lead and client management (CRM)
  6. Contact list and segmentation
  7. Google reviews
  8. Company records
  9. Email sync for Gmail and Outlook
  10. Task and note management
  11. Appointments:
      • Sales pipeline and analysis
      • Quotes, invoices, and payments
      • Landing pages and online sales
      • Text marketing (US and Canada)
• Keap Max is the next level up for businesses needing more customizable solutions. It offers the following:
  1. All the features of the Pro plan
  2. Lead scoring
  3. Lead source attribution...