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Keap Tutorials

Get The Most Out of Your Keap CRM

Deciding to grow my business—and then make it my business to help entrepreneurs grow—with Keap (Infusionsoft) in the Summer of 2008 was one of the best decisions I have ever made for my brand, my family, and life satisfaction.


So what will you find on this Keap Training page?

Getting Started With Keap: How to Document Your Sales & Marketing Processes

Since 2008 I've heard professional salespeople, sales managers, business owners, and entrepreneurs tell me Keap (Infusionsoft) is hard.

The reality is, documenting your sales and marketing processes is what is really hard.

If you're like most, you've just figured things out on your own through sheer will and determination.

But that gets old.

The "hustle your face off" grind is, well, a grind.

Now that you want to grow your sales without growing your staff, you need tools.

But CRM and email marketing and sales automation tools are different than hammers and saws.

When you start hacking away at a piece of wood, you don't blame the saw when the table or chair or desk or picture frame is a jacked-up, hacked-up piece of crap because you just jumped in with no plan, no training, and no real vision of what you wanted to create.

The same should be true of your software.

It's not Keap's fault that you don't know the exact steps you take to:

  • Generate a lead
  • Upsell that lead via savvy, strategically-placed, curiosity-laden thank you page
  • Nurture that lead with well-timed, properly-formatted, multi-media, multi-stage follow-up
  • Convert that lead to a customer
  • Deliver a WOW experience to that new customer to...
  • Generate repeat sales and...
  • Generate referrals and...
  • Generate testimonials

This is not "slam-a-six-pack, turn-on-the-game, logon-for-20-minutes, and make-a-mint" work here.

No Siree Bob.

This is the realm of professionals.

This is the realm of conquerors.

This is the world of committed experts who know it's all their own damn fault, i.e., their successes and failures.

With that in mind, let's start your Keap Tutorial at the beginning, shall we?

That means we start with documenting your current AND your IDEAL sales and marketing processes.

Once they are documented, you can automate them. Ya feel me?

Let's take a look at what that looks like.



Take The CRM Quiz


Getting Started With Keap: Get The Little Things Right



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Digital Marketing Done Right: Free Report

How To Leverage the Keap Branding Center

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Keap Thank You Pages (Are you taking notes?)

Before You Buy Any CRM...



Keap Note Templates (Are you taking notes?)

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Need more Keap help?

Now go sell something.

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