Keap Cookbook : Over 75 Effective Recipes for CRM Optimization, Marketing Automation, and Workflow Mastery.

Format:

Book

Author/Creator:

Bell, Michelle.

Contributor:

Oliver, Lesley.

Language:

English

Subjects (All):

Customer relations.

Workflow management systems.

Physical Description:

1 online resource (298 pages)

Edition:

1st ed.

Place of Publication:

Birmingham, UK : Packt Publishing Ltd., 2024.

Birmingham : Packt Publishing, Limited, 2024.

Summary:

The 'Keap Cookbook' by Michelle Bell is a comprehensive guide designed for small business owners and entrepreneurs looking to optimize their customer relationship management (CRM) and marketing automation through Keap, formerly known as Infusionsoft. This book offers over 75 practical recipes that include strategies for workflow mastery, lead segmentation, and business process streamlining. It aims to empower users by transforming complex business concepts into actionable strategies that can be easily implemented. The book is intended for professionals seeking to enhance their business operations, increase sales efficiency, and provide superior client support while reclaiming time for personal pursuits. By leveraging Michelle Bell's extensive experience and insights, readers can unlock the full potential of Keap's features and improve their business outcomes. Generated by AI.

Contents:

Cover

Title Page

Copyright and Credits

Foreword

Contributors

Table of Contents

Preface

Part 1: Getting Started with Keap

Chapter 1: System Overview

Technical requirements

Before we begin...

Identifying your Keap version

Your application name

Navigation

How to do it

How it works

Dashboard

How to use it

Setting up the Keap mobile app

Initial setup

Adding more than one account

Using Touch ID or Face ID for logging in

Chapter 2: Designing Your Space

Obtaining your Keap phone numbers

Getting ready

How to do it…

How it works…

Creating your personal avatar

Managing user accounts

Setting your business profile

Connecting to your calendar

Connecting to email

Setting up appointment types

Payment processing

Creating products

Zapier integration

There's more…

Google reviews

Chapter 3: Managing Contacts

Adding contacts manually

Adding companies

Grouping contacts

Importing contacts

Adding custom fields

Introduction to tagging

Searching contacts

Part 2: Streamlining Communication

Chapter 4: Communicating with Your Lists

Email builder

Choosing or creating an email template

Text broadcasts

Text templates

Broadcast reports

Chapter 5: Managing Sales Pipeline

Creating your sales pipeline.

Getting ready

Creating quotes

Generating invoices

Creating checkout forms

Part 3: Sales Pipeline Management

Chapter 6: Marketing Forms and Landing Pages

Public forms

Getting Ready

How to do it …

Internal forms

Landing pages

Part 4: Automation and Reporting

Chapter 7: Easy Automations

Working with Easy Automations

Chapter 8: Advanced Automations

Using the advanced automation builder

Accessing automation version history

Understanding goals

Goals triggered by a contact

Goals triggered by a Keap user or automation

Understanding sequences

Timers

Communications

Processes

Working with decision diamonds

Building an advanced automation

Chapter 9: Reports

Working with sales reports

Working with contact tracker reports

Part 5: Integration and Optimization

Chapter 10: Tying It All Together

Managing documents and files

Posting manual payments

Manual automations

Creating a deal manually

Using notes

Using tasks

Requesting Google Reviews.

How to do it…

Managing your daily routine

Utilizing the My day page

Chapter 11: Five Essential Automation Funnels

Newsletter opt-in

Contact Us

Discovery call

Lead magnet

Pay fail

How essential sequences work together

Chapter 12: Data Management and Maintenance

Merging duplicate contacts

Managing opt-outs

Managing bounced emails

Fixing or deleting invalid emails

Index

Other Books You May Enjoy.

Notes:

Description based on publisher supplied metadata and other sources.

Part of the metadata in this record was created by AI, based on the text of the resource.

Other Format:

Print version: Bell, Michelle Keap Cookbook

ISBN:

9781805124627

9781805129493

180512949X

1805124625

OCLC:

1443083632