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

Bell, Michelle

Softcover

ISBN 10: 180512949X ISBN 13: 9781805129493

Publisher: Packt Publishing, 2024

Synopsis

The ultimate guide to maximizing efficiency and driving success with advanced features to create an automated business with Keap Pro

Key Features

• 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

Book 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.

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

Who this book is 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.

Table of Contents

1. System Overview
2. Designing Your Space
3. Managing Contacts
4. Communicating with Your Lists
5. Managing Sales Pipeline
6. Marketing Forms and Landing Pages
7. Easy Automations
8. Advanced Automations
9. Reports
10. Tying It All Together
11. Five Essential Automation Funnels
12. Data Management and Maintenance

About this title

About the Author

Michelle Bell, the visionary CEO behind Virtual Work Wife, defies convention in the marketing landscape. Inspired by her own journey as a busy entrepreneur, Michelle founded Virtual Work Wife to empower others to reclaim control of their schedules, putting family first and work second. Along with her business partner in Wifeboss LLC, she co-founded the Health Business Boss Institute, offering invaluable coaching, automation training, and strategic consulting to entrepreneurs and health professionals worldwide. When she's not teaching, speaking, or on the road at dance competitions, Michelle enjoys time spent at home with her family. Through her journey, she exemplifies the transformative power of passion, perseverance, and gratitude.

Edition details

• Publisher: Packt Publishing
• Publication date: 2024
• Language: English
• ISBN 10: 180512949X
• ISBN 13: 9781805129493
• Binding: Paperback
• Number of pages: 298