Keap Tips & Tricks
Get ahead of the competition with our beginner-friendly course on Keap! Learn how to automate, organize, and grow your business.
Overview of Keap and its Key Features
Understanding the benefits of using Keap for an accounting company
Set Up and Configure Keap
Using Keap to store and organize client records and information
Managing customer relationships and communication through Keap
Automating client-related tasks and processes
Automated email campaigns
Marketing automation
Appointments and scheduling
Task management
Creating and managing marketing campaigns, including email campaigns and landing pages
Using Keap to segment and target customers and leads
Analyzing and tracking the success of marketing campaigns
Tips for continuing to use and get the most out of Keap at CPA4IT
Opportunities for further learning and support