Keap is an amazing piece of software for automating your email marketing. There are lots of reasons you should consider using it, and in this blog post I’m going to tell you all about them! Keep reading to learn more.
Starting a business is an exciting time, but it doesn't stop there. You'll need to invest in all sorts of things like online calendars and websites! But what if something could help you track your leads while keeping them organized?
And what about notes about your prospect or already customers?
Post-it notes are great for making quick, temporary reminders but they don’t work well if you need to tuck away all your thoughts in one place.
Keap is the perfect solution to make your life easier. It’s the perfect tool for anyone who wants to get everything in order. It's easy and convenient, with everything happening right there on one platform.
- Send out emails to your list
- Create automations to ‘wow’ your customers
- Create whole playbooks
- Send out reminders for example appointments or to buy (again).
- Manage your own day by creating tasks
So, to make you more exciting, I’m going to show you a little bit of all the possibilities Keap has to offer.
You can see all the options in your Dashboard. This is Keap Pro, and it’s a Demo version.
Let’s click on contacts on the left of your dashboard to see what your options are and how to use it.
This is the overview of the contact’s tab. When you click on one, for example First name Last name, you can see all the details of this specific contact.
Add a note
Click on Note to add a personal note about your contact. You can use this for anything you want, for example to write down your last conversation with the contact.
If you take a break from your work or your contact is away for a while, it’s easy to create new tasks for yourself or your employer. The best thing about this, you can schedule this ahead.
You can mention what to do in the task title, and when to do it. There is even a space to leave personal notes about what not to forget or to do.
Under the heading My Day you can see your appointments. It will give you a clear view of what you need to do that day and which appointments you have. You can connect this to your own actual calendar.
This is the spot where you can send out email broadcast.
If you live in the United States, you also have the option to send out text messages!
Under the heading sales you find multiple options to do.
You can create your own stages for your customers to go through and you can move them around. This is an awesome tool for especially internet marketeers, coaches, etc.
You can create your own quotes and deliver fast.
You an send out your own invoices.
This is where you can handle your recurring payments.
If you create your own products, this is a very handy tool to make your own checkout forms.
You can make public forms for your website, for possible clients to leave their contacts but you can also create a internal form, especially for when you are working with a team.
Here you can make your own landing pages.
This is where you can make your automations, a super powerful tool!
If you want to learn how to set up your first easy automation, check out this blog.
Here you can find all sorts of reports about your business on Keap.
If you want to know more about Keap or you have tech-related questions, don’t hesitate and check out my weekly Q&A!