7 Ways You Can Use Keap Automation to Supercharge Your Client & Prospect Experience

Automation can help support important and essential business processes. It can also help you stand apart from the competition while creating a lasting impression on your clients and prospects.
We’ve put together a list of 7 simple automations you can set up with the Keap platform.

1. Automate follow-up for inbound leads

Once someone makes a decision to contact your company, response time is critical. By hosting your contact forms and other inbound forms on an application like Keap, you can automate communication once a prospect indicates interest.

Some popular communications might be an SMS text message, email message, task for a phone call, direct-mail and more.

2. Celebrate anniversaries and important dates

With the magic of Keap and date based timers, you can set up automations that send your clients special messages on important dates like anniversaries, birthdays and more.

You can also automate a reminder task for a specific time before the important date to send a physical gift or do something special for the contact.

3. Send your Monthly Newsletter

A monthly newsletter is a great way to stay in front of your clients and prospects with valuable information. You can share updates, case studies, new services, specials and all kinds of valuable/engaging content. Some companies even take their newsletters a step further by including video content to directly speak to their audience.

Keap makes designing and sending out a newsletter as an email blast incredibly simple. You can even save your newsletter template to save time as you create new content each month.

4. Standardize your ‘before meeting’ process

Chances are, if you are selling a higher ticket item, you have a longer sales process that includes a physical or virtual meeting with your prospect. So, you want to do everything in your power to make sure that the meetings you set are actually sat.

With date based timers, you can schedule emails, SMS messages and correspondence to help your prospect learn about your company and your process. This will also help you stay front and center before the meeting so that your attendance rate is higher.

5. Automate Instant Purchase/Content Delivery

Whether you are giving away a report for free, or you are delivering a course that a client purchased online, you can use automation and Keap to handle the operations and delivery portion.

There are many ways to achieve this but setting up a campaign that delivers specific items via email is a great way to get menial tasks off of your plate and get you back on track.

6. Deliver a multi-step video or training series

If you have a series of documents, videos or collateral that you deliver to your prospects/clients. You can actually schedule all of this out so that the right items are in your client’s inboxes at the right times.

You can also set up semi-automations that will deliver content as your clients move through different steps of your course or process.

7. Set up email templates for FAQs/References/Docs

If you have documents like Case Studies, Industry Reports, FAQ sheets etc., you can set up pre-built email templates to deliver those in the click of a button. Your sales team can stop wasting time writing the same messages and giving the same responses over and over with Keap automation.

How can we help you get the most out of Keap?

At Command Center, we love digging into your key processes to uncover how Keap can help you streamline workflows, standardize communications and focus on what matters most to you.

Reach our team any time by emailing us at hello@cmdcntr.io or call +1 (312) 313-9950 for a free 30 minute session with an automation expert.



Subscribe To Our Tech Tips

Receive our expert advice, modern strategies and guides on growing an efficient business.

What Is WordPress?

At its core, WordPress is the easiest and most popular way to create a website or blog. In fact, WordPress provides power to over 460

Business Operating Patterns and Principles

A successful business uses patterns, models, methods, and principles to achieve success. Forming these patterns isn’t always easy or straight-forward, such patterns can sometimes take