Technical requirements

For this chapter, the following skills may be helpful:

• Depending on your business needs, you may require integrations with other software or services such as Zapier, Stripe, or QuickBooks.
• In Chapter 2, we went over how to link Google Reviews to your Keap dashboard. It’s important to complete this step before moving forward because we’ll be diving into how to request reviews.

Before we get into the day in the life of a Keap user, let’s ensure you’re ready to roll. If you haven’t already, take a moment to familiarize yourself with Keap’s essential features. This will make the transition from implementation to daily usage smoother. Our goal is to create your optimal workspace, encompassing everything from the dashboard layout to easily utilizing essential functionalities.