Keap Grow - Getting Started

Tags: Keap-Grow

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Overview of Keap Grow  

 


New to Keap or looking to do something new? Check out our webinar series here!

Set up your profiles
Add your leads and clients
  • In the Mobile application, you can add contacts manually, import from your Contacts List or Scan a business card. 
  • On the web application, you can Import Contacts or add them individually.
Sort your contacts into Leads, Clients, Invoiced, or Paid - Article coming soon
  • Once you have leads, you can: send intro email, book initial consultation or send a quote.
  • Once you have clients, you can:  send follow-up email, book follow-up meeting, or send an invoice.
Keap Mobile App

 


Keap Messaging using the Web Application
Sync your calendar for appointment booking

 


Invite a lead or client to meet

Set up Lead Forms

Create an Email Broadcast 

  • Send an individual email - Article coming soon
  • Use the Simple Broadcast Tool
  • Use the Advanced Email Broadcast Tool
 
Qualify leads quickly with Quotes 

Send Invoices and get paid

  • Set up WePay
  • Create and send an Invoice
    • Once you have invoiced, you can: see who owes money, send a payment reminder, and add payments.
    • You can also keep track of paid clients!