KEAP COOKBOOK over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery .

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Birmingham, UK : Packt Publishing Ltd., 2024.
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Available Online

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English
ISBN
9781805124627, 1805124625

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Description
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.
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O'Reilly,O'Reilly Online Learning: Academic/Public Library Edition

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Citations

APA Citation, 7th Edition (style guide)

Bell, M., & Oliver, L. (2024). KEAP COOKBOOK: over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery . Packt Publishing Ltd..

Chicago / Turabian - Author Date Citation, 17th Edition (style guide)

Bell, Michelle and Lesley, Oliver. 2024. KEAP COOKBOOK: Over 75 Effective Recipes for CRM Optimization, Marketing Automation, and Workflow Mastery. Birmingham, UK: Packt Publishing Ltd.

Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)

Bell, Michelle and Lesley, Oliver. KEAP COOKBOOK: Over 75 Effective Recipes for CRM Optimization, Marketing Automation, and Workflow Mastery Birmingham, UK: Packt Publishing Ltd, 2024.

Harvard Citation (style guide)

Bell, M. and Oliver, L. (2024). KEAP COOKBOOK: over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery. Birmingham, UK: Packt Publishing Ltd.

MLA Citation, 9th Edition (style guide)

Bell, Michelle,, and Lesley Oliver. KEAP COOKBOOK: Over 75 Effective Recipes for CRM Optimization, Marketing Automation, and Workflow Mastery Packt Publishing Ltd., 2024.

Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.

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9914e725-1732-d39a-6479-2dd578600710-eng
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Grouped Work ID9914e725-1732-d39a-6479-2dd578600710-eng
Full titlekeap cookbook over 75 effective recipes for crm optimization marketing automation and workflow mastery
Authorbell michelle
Grouping Categorybook
Last Update2024-12-17 08:40:50AM
Last Indexed2024-12-17 08:46:50AM

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5050 |a 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 -- How it works -- 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 -- Technical requirements -- Obtaining your Keap phone numbers
5058 |a Getting ready -- How to do it... -- How it works... -- Creating your personal avatar -- How to do it... -- How it works... -- Managing user accounts -- How to do it... -- How it works... -- Setting your business profile -- How to do it... -- How it works... -- Connecting to your calendar -- How to do it... -- How it works... -- Connecting to email -- How to do it... -- How it works... -- Setting up appointment types -- How to do it... -- How it works... -- Payment processing -- Creating products -- How to do it... -- How it works... -- Zapier integration -- How to do it... -- How it works... -- There's more... -- Google reviews
5058 |a How to do it... -- How it works... -- Chapter 3: Managing Contacts -- Technical requirements -- Getting ready -- 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 -- Technical requirements -- Email builder -- Getting ready -- How to do it... -- How it works... -- Choosing or creating an email template -- Getting ready -- How to do it... -- How it works... -- Text broadcasts -- Text templates -- Broadcast reports
5058 |a Chapter 5: Managing Sales Pipeline -- Creating your sales pipeline -- Getting ready -- How to do it... -- How it works... -- Creating quotes -- Getting ready -- How to do it... -- How it works... -- Generating invoices -- Getting ready -- How to do it... -- How it works... -- Creating checkout forms -- Getting ready -- How to do it... -- How it works... -- Part 3: Sales Pipeline Management -- Chapter 6: Marketing Forms and Landing Pages -- Technical requirements -- Public forms -- Getting Ready -- How to do it ... -- How it works... -- Internal forms -- How to do it... -- How it works... -- Landing pages
5058 |a Getting ready -- How to do it... -- How it works... -- Part 4: Automation and Reporting -- Chapter 7: Easy Automations -- Technical requirements -- Working with Easy Automations -- How to do it... -- How it works... -- Chapter 8: Advanced Automations -- Technical requirements -- Using the advanced automation builder -- How to do it... -- Accessing automation version history -- How to do it... -- Understanding goals -- Goals triggered by a contact -- Goals triggered by a Keap user or automation -- Understanding sequences -- Timers -- Communications -- Processes -- Working with decision diamonds
520 |a 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.
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