{"id":11527,"date":"2024-09-20T12:21:07","date_gmt":"2024-09-20T12:21:07","guid":{"rendered":"https:\/\/fahimai.com\/?p=11527"},"modified":"2026-08-19T14:48:38","modified_gmt":"2026-08-19T11:48:38","slug":"how-to-use-keap","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/fr\/how-to-use-keap","title":{"rendered":"Comment utiliser Keap\u00a0: Mettez en place un pipeline de vente en quelques minutes en 2026"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{align-self:unset;}.kb-image127374_8f7f9c-80 figure{max-width:350px;}.kb-image127374_8f7f9c-80 .image-is-svg, .kb-image127374_8f7f9c-80 .image-is-svg img{width:100%;}.kb-image127374_8f7f9c-80 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image127374_8f7f9c-80\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8983\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Keap feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-keap\">Getting Started<\/a> \u2014 Create your Keap account and finish basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-automation-builder\">How to Use Automation Builder<\/a> \u2014 Build when-then follow-ups that run on their own<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-crm\">How to Use CRM<\/a> \u2014 Keep every lead and customer record in one place<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-email-text\">How to Use Email &amp; Text<\/a> \u2014 Send one-off emails and texts from any contact record<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-landing-pages\">How to Use Landing Pages<\/a> \u2014 Capture lead data with pages and web forms<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-sales-pipeline\">How to Use Sales Pipeline<\/a> \u2014 Set up a visual Kanban-style board for your deals<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-lead-management-tracking\">How to Use Lead Management &amp; Tracking<\/a> \u2014 See where leads come from and what they do next<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-ai\">How to Use Keap AI<\/a> \u2014 Launch campaigns fast with 30+ pre-built plays<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-email-marketing\">How to Use Email Marketing<\/a> \u2014 Send targeted broadcasts to tagged segments<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-pipeline-management\">How to Use Pipeline Management<\/a> \u2014 Move deals daily and let tasks fire themselves<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#keap-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#keap-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#keap-troubleshooting\">Troubleshooting<\/a> | <a href=\"#keap-pricing\">Pricing<\/a> | <a href=\"#keap-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I&#8217;ve used Keap for eight months and tested every feature covered here. This tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Fahim-AI-112.png\" alt=\"Feature Image\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Keap is one of the most powerful <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-accountants\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151945\" target=\"_blank\" rel=\"noopener\">CRM<\/a> and automation tools for small businesses today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use every major feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='keap-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Keap Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This complete How to Use Keap tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{align-self:unset;}.kb-image127374_8f7f9c-80 figure{max-width:350px;}.kb-image127374_8f7f9c-80 .image-is-svg, .kb-image127374_8f7f9c-80 .image-is-svg img{width:100%;}.kb-image127374_8f7f9c-80 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image127374_8f7f9c-80\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8983\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Keap<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Keap puts <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151953\" target=\"_blank\" rel=\"noopener\">CRM<\/a>, email, texts, and automation in one place. Small businesses use it to capture leads and follow up on autopilot. Try it free \u2014 no credit card needed to start.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\">TRY KEAP NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/keap-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/keap-alternatives\">KEAP ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-keap'  id=\"boomdevs_3\" id=\"getting-started-with-keap\" class=\"wp-block-heading\">Getting Started with Keap<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about 3 minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s a look at my own setup experience:<\/p>\n\n\n<style>.kb-image8978_d268a8-56 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_d268a8-56 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"502\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Lifecycle-Keap-CRM.png\" alt=\"Lifecycle Keap CRM\" class=\"kb-img wp-image-8992\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Lifecycle-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Lifecycle-Keap-CRM-980x480.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Lifecycle-Keap-CRM-480x235.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-keap-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Keap Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to keap.com and click &#8220;Try free.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sign up with your work email and create a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No credit card is needed to start the trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151950\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email, then sign in.<\/p>\n\n\n\n<h4 id='step-2-open-the-keap-application'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Open the Keap Application<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Keap runs in your browser, so nothing installs on your computer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also grab the mobile <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"iOS\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151949\" target=\"_blank\" rel=\"noopener\">iOS<\/a> application to add contacts on the go.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in with your new Keap account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what you get once you&#8217;re inside:<\/p>\n\n\n<style>.kb-image8978_031b62-55 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_031b62-55\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"372\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-1024x372.png\" alt=\"Keap Top Benefits\" class=\"kb-img wp-image-181860\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-1024x372.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-980x356.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-480x174.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Keap provides an onboarding checklist plus a video library to guide your setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Work through it: connect your email, import contacts, and customize your dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also plug in your existing tech stack through 5,000+ integrations.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You&#8217;re ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-automation-builder'  id=\"boomdevs_7\" id=\"how-to-use-keap-automation-builder\" class=\"wp-block-heading\">How to Use Keap Automation Builder<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automation Builder<\/strong> lets you build when-then follow-ups that run without you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-automations-tab'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Automations Tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click &#8220;Automations&#8221; in the left menu, then hit &#8220;Create.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pick Easy Automations to start, or grab a template.<\/p>\n\n\n\n<h4 id='step-2-set-your-when-and-then'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Set Your When and Then<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose a trigger, like &#8220;when a form is submitted.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then add actions: send an email, fire a text, or create a task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_dad578-f8 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_dad578-f8 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder.png\" alt=\"Keap CRM Automation Builder\" class=\"kb-img wp-image-8987\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder-980x448.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder-480x219.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your trigger and actions connect on the visual canvas.<\/p>\n\n\n\n<h4 id='step-3-preview-and-publish'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Preview and Publish<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Run the preview, fix anything odd, then publish.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> New leads now get instant follow-ups while you sleep.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-crm'  id=\"boomdevs_11\" id=\"how-to-use-keap-crm\" class=\"wp-block-heading\">How to Use Keap CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM<\/strong> lets you capture all lead and customer info in one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-add-your-contacts'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Add Your Contacts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open &#8220;Contacts&#8221; and click &#8220;Add Contact,&#8221; or import a CSV.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Clean your list before importing to avoid duplicates and dead emails.<\/p>\n\n\n\n<h4 id='step-2-open-a-contact-record'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Open a Contact Record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click any name to see the full picture.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every record holds contact details, emails, notes, tasks, and payments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_f30d85-51 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_f30d85-51 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"500\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8988\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-980x479.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-480x234.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You get a 360-degree view of that relationship on one screen.<\/p>\n\n\n\n<h4 id='step-3-tag-and-segment'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Tag and Segment<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Apply tags like &#8220;hot lead&#8221; or &#8220;customer&#8221; straight from the record.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your CRM now organizes itself around how you actually sell.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Customize your dashboard to show the CRM data you check daily.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-email-text'  id=\"boomdevs_15\" id=\"how-to-use-keap-email-text\" class=\"wp-block-heading\">How to Use Keap Email &amp; Text<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email &amp; Text<\/strong> lets you send one-off emails and texts from any contact record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-pick-a-contact'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Pick a Contact<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the record and click &#8220;Email&#8221; or &#8220;Text.&#8221;<\/p>\n\n\n\n<h4 id='step-2-write-your-message'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Write Your Message<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Type it out, then add merge fields for the first name.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Personal touches lift reply rates fast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_204b28-ce .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_204b28-ce size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM.png\" alt=\"Email Text for Keap CRM\" class=\"kb-img wp-image-8989\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM-980x460.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM-480x225.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your draft shows the merged preview before sending.<\/p>\n\n\n\n<h4 id='step-3-send-or-schedule'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Send or Schedule<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Hit send now, or schedule it for business hours.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> The message logs on the record automatically, so nothing gets lost.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Text replies land back in Keap, so answer them there to keep the full history.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-landing-pages'  id=\"boomdevs_19\" id=\"how-to-use-keap-landing-pages\" class=\"wp-block-heading\">How to Use Keap Landing Pages<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Landing Pages<\/strong> lets you capture lead data with pages and web forms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-page'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Create a Page<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to &#8220;Marketing,&#8221; open Landing Pages, and pick a template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll find templates for lead magnets, webinars, and checkouts.<\/p>\n\n\n\n<h4 id='step-2-add-your-form'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Add Your Form<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Edit the text and images, then drop in a web form.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep it short: name, email, and one qualifying <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/question-ai\" title=\"question\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151948\" target=\"_blank\" rel=\"noopener\">question<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_b99eb2-d7 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_b99eb2-d7 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM.png\" alt=\"Landing Pages for Keap CRM\" class=\"kb-img wp-image-8991\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM-980x447.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM-480x219.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The form fields map to your CRM automatically.<\/p>\n\n\n\n<h4 id='step-3-publish-and-connect'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Publish and Connect<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Publish the page and attach a welcome automation to the form.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every submission becomes a contact and triggers follow-up immediately.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Embed Keap forms on your own website too, so every page can capture leads.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-sales-pipeline'  id=\"boomdevs_23\" id=\"how-to-use-keap-sales-pipeline\" class=\"wp-block-heading\">How to Use Keap Sales Pipeline<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Pipeline<\/strong> lets you build a visual Kanban-style board for your deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-pipeline'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open the Pipeline<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click &#8220;Sales,&#8221; then &#8220;Pipeline,&#8221; and create your first board.<\/p>\n\n\n\n<h4 id='step-2-name-your-stages'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Name Your Stages<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Match stages to your real process: New, Contacted, Quoted, Won.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keap folds sales tools right into the CRM workflow, which saves real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_d79d90-12 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_d79d90-12 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"456\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM.png\" alt=\"Sales pipeline for Keap CRM\" class=\"kb-img wp-image-8990\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM-980x436.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM-480x214.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your stages appear as columns across the board.<\/p>\n\n\n\n<h4 id='step-3-add-deals'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Add Deals<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Create a deal, set its value, and link the contact.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can now see your whole sales process at a glance.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Keep stages under seven so the board stays readable on one screen.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-lead-manager-tracker'  id=\"boomdevs_27\" id=\"how-to-use-keap-lead-management-tracking\" class=\"wp-block-heading\">How to Use Keap Lead Manager &amp; Tracker<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Lead Management &amp; Tracking<\/strong> lets you track where leads come from and what they do next.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-set-lead-sources'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Set Lead Sources<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open settings and list your sources: ads, referrals, webinars, walk-ins.<\/p>\n\n\n\n<h4 id='step-2-tag-by-behavior'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Tag by Behavior<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use tags and behavior-based data to group leads by what they click and buy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Those segments feed targeted emails later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_4b7710-47 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_4b7710-47\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-1024x550.png\" alt=\"Keap lead management and tracking\" class=\"kb-img wp-image-181861\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-1024x550.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-980x526.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-480x258.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Each new lead shows a source and a growing tag history.<\/p>\n\n\n\n<h4 id='step-3-check-the-reports'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Check the Reports<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151951\" target=\"_blank\" rel=\"noopener\">reporting<\/a> to track campaign success and engagement.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You now know which sources provide the best leads.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Review source reports monthly, then spend more on the channels that convert.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-ai'  id=\"boomdevs_31\" id=\"how-to-use-keap-ai\" class=\"wp-block-heading\">How to Use Keap AI<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Keap AI<\/strong> lets you draft content and build campaigns with AI help.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-ai-assistant'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Open the AI Assistant<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the AI Automation Assistant from your dashboard.<\/p>\n\n\n\n<h4 id='step-2-pick-a-play'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Pick a Play<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose from 30+ pre-built campaign templates and plays.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They cover lead generation, conversion, and re-engagement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_22528f-3d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_22528f-3d\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"369\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-1024x369.png\" alt=\"Keap AI\" class=\"kb-img wp-image-181862\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-1024x369.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-980x353.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-480x173.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The assistant loads a ready-made campaign you can edit.<\/p>\n\n\n\n<h4 id='step-3-edit-and-launch'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Edit and Launch<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Rewrite the AI draft in your own <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-free-ai-voice-generator\" title=\"voice\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151946\" target=\"_blank\" rel=\"noopener\">voice<\/a>, then launch.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> A campaign that used to take days now takes minutes.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Treat AI copy as a first draft. Your voice is what makes it great.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-email-marketer'  id=\"boomdevs_35\" id=\"how-to-use-keap-email-marketing\" class=\"wp-block-heading\">How to Use Keap Email Marketer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Marketing<\/strong> lets you send targeted broadcasts and automated campaigns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-broadcast'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Create a Broadcast<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to &#8220;Marketing,&#8221; then &#8220;Email Broadcasts,&#8221; and click create.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Broadcasts work for newsletters, coupon codes, and seasonal sale reminders.<\/p>\n\n\n\n<h4 id='step-2-choose-a-segment'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Choose a Segment<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Send to a tagged segment, not your whole list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Segmented sends protect deliverability and lift opens.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_ae1c11-39 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_ae1c11-39\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"935\" height=\"565\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING.png\" alt=\"Keap EMAIL MARKETING\" class=\"kb-img wp-image-181863\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING.png 935w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING-480x290.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 935px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your recipient count matches the tag you picked.<\/p>\n\n\n\n<h4 id='step-3-send-and-measure'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Send and Measure<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Schedule the send, then watch opens and clicks in reporting.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Targeted emails go out without blasting everyone.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Set up automated surveys after purchases to gather feedback and build loyalty.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-pipeline-manager'  id=\"boomdevs_39\" id=\"how-to-use-keap-pipeline-management\" class=\"wp-block-heading\">How to Use Keap Pipeline Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pipeline Management<\/strong> lets you manage deals daily and automate the busywork.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-drag-deals-forward'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Drag Deals Forward<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Move each card to its current stage as things progress.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Moving a deal can trigger automated tasks, so updates do real work.<\/p>\n\n\n\n<h4 id='step-2-add-context'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Add Context<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Note the next action and date on every card.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Future you will thank present you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_6c8b3d-b6 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_6c8b3d-b6\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"570\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-1024x570.png\" alt=\"Keap pipeline management\" class=\"kb-img wp-image-181864\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-1024x570.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-980x545.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-480x267.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Each card shows its owner, value, and next step.<\/p>\n\n\n\n<h4 id='step-3-review-weekly'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Review Weekly<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter by stage or owner and clear out stalled deals.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> No deal sits forgotten in your pipeline again.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Tie a task automation to your proposal stage so follow-ups fire themselves.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"keap-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Keap Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After testing Keap for eight months, here are my best tips.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Find any contact or page<\/td><td>Click the search icon in the top bar<\/td><\/tr><tr><td>Undo in the email builder<\/td><td>Ctrl + Z (Cmd + Z on <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-password-manager-for-mac\" title=\"Mac\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151952\" target=\"_blank\" rel=\"noopener\">Mac<\/a>)<\/td><\/tr><tr><td>Copy an email block<\/td><td>Ctrl + C, then Ctrl + V<\/td><\/tr><tr><td>Add a contact fast<\/td><td>Click the + icon in the top navigation<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free courses and live events:<\/strong> Keap runs free online training that clarifies your next growth step. Its formula is software, strategy, and support.<\/li>\n\n\n\n<li><strong>Automated surveys:<\/strong> Tailored follow-ups after a survey turn feedback into loyalty without extra work.<\/li>\n\n\n\n<li><strong>Developer API:<\/strong> Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"keap-common-mistakes-to-avoid\" class=\"wp-block-heading\">Keap Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing a Messy Contact List<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping an old, unclean list straight into Keap.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Ensure your contact list is clean first. Remove dead emails and duplicates, then import.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Skipping Tag Strategy<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Tagging randomly, or not at all, then wondering why segments fail.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Strategize your tags on day one: source, status, and interest. Segmentation depends on it.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Building Giant Campaigns First<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Spending week one on a 40-step automation nobody tested.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Start small and get quick wins. A welcome sequence and reminders beat a monster build.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-troubleshooting'  id=\"boomdevs_45\" id=\"keap-troubleshooting\" class=\"wp-block-heading\">Keap Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Land in Spam<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your sending domain isn&#8217;t authenticated yet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Add the SPF and DKIM records Keap gives you, then re-test.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Imported Contacts Are Missing Details<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> CSV columns didn&#8217;t map to the right Keap fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Re-import and match each column during the mapping step.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: An Automation Never Fires<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The automation is unpublished, or its trigger tag never applies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Publish it, check the tag spelling, and test with your own email.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Keap support.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-keap'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Keap?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Keap<\/strong> is a leading all-in-one CRM and automation platform built for small businesses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It brings customer data, sales pipelines, and marketing together under one login.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a tireless assistant who remembers every lead and never forgets to follow up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The company started as Infusionsoft and rebranded to Keap in 2019.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n<!--presto-player:video_id=407--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #00b3ff); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:5,&quot;name&quot;:&quot;YouTube Optimized&quot;,&quot;slug&quot;:&quot;youtube&quot;,&quot;icon&quot;:&quot;youtube&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:true,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;show_time_elapsed&quot;:false,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:false,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom right&quot;,&quot;on_video_end&quot;:&quot;select&quot;,&quot;play_video_viewport&quot;:false,&quot;hide_youtube&quot;:false,&quot;lazy_load_youtube&quot;:true,&quot;hide_logo&quot;:false,&quot;border_radius&quot;:0,&quot;caption_style&quot;:&quot;&quot;,&quot;caption_background&quot;:&quot;&quot;,&quot;is_locked&quot;:true,&quot;cta&quot;:[&quot;&quot;],&quot;watermark&quot;:[&quot;&quot;],&quot;search&quot;:[&quot;&quot;],&quot;email_collection&quot;:[&quot;&quot;],&quot;created_by&quot;:2,&quot;created_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;updated_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;deleted_at&quot;:&quot;&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:407,&quot;src&quot;:&quot;https:\\\/\\\/youtu.be\\\/VjBl36y6mrg?si=dGqcB9V0CO0Rd7xu&quot;,&quot;preset&quot;:5,&quot;video_id&quot;:&quot;VjBl36y6mrg&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;FlyingPress&quot;:{&quot;lazyRender&quot;:false},&quot;TrpContentRestriction&quot;:{&quot;restriction_type&quot;:&quot;exclude&quot;,&quot;selected_languages&quot;:[],&quot;panel_open&quot;:true},&quot;title&quot;:&quot;Keap CRM Honest Review - Watch Before Using&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\t\t\tid=\"presto-player-1\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/VjBl36y6mrg?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"Keap CRM Honest Review - Watch Before Using\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-407 presto-preset-id-5 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.fahimai.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"VjBl36y6mrg\"\n\t\tvideo-id=\"407\"\n\t\tlazy-load-youtube\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n\n\t<\/presto-player>\n<\/figure>\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automation Builder:<\/strong> Visual when-then campaigns that run themselves<\/li>\n\n\n\n<li><strong>CRM:<\/strong> Every lead and customer record in one place<\/li>\n\n\n\n<li><strong>Email &amp; Text:<\/strong> Direct messages from any contact record<\/li>\n\n\n\n<li><strong>Landing Pages:<\/strong> Pages and forms that capture lead data<\/li>\n\n\n\n<li><strong>Sales Pipeline:<\/strong> A Kanban-style board for deals<\/li>\n\n\n\n<li><strong>Lead Management &amp; Tracking:<\/strong> Sources, tags, and behavior data<\/li>\n\n\n\n<li><strong>Keap AI:<\/strong> 30+ pre-built plays and drafted copy<\/li>\n\n\n\n<li><strong>Email Marketing:<\/strong> Broadcasts and campaigns for tagged segments<\/li>\n\n\n\n<li><strong>Pipeline Management:<\/strong> Daily deal moves that trigger tasks<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/keap-crm\">Keap review<\/a>.<\/p>\n\n\n<style>.kb-image8978_7a0cd9-24 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_7a0cd9-24 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1133\" height=\"539\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction.png\" alt=\"Keap Introduction\" class=\"kb-img wp-image-181855\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction.png 1133w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction-980x466.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction-480x228.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1133px, 100vw\" \/><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-pricing'  id=\"boomdevs_47\" id=\"keap-pricing\" class=\"wp-block-heading\">Keap Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what Keap costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Keap<\/td><td>$299\/month (Annually Billed)<\/td><td>Small businesses that want CRM, marketing, and sales automation in one system<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes \u2014 14 days, no credit card required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No standard guarantee. Cancel before renewal instead.<\/p>\n\n\n<style>.kb-image8978_9ad26d-0a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_9ad26d-0a size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"273\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing.png\" alt=\"Keap Pricing\" class=\"kb-img wp-image-181853\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing.png 962w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing-480x136.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 962px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> There&#8217;s one plan, and it includes everything. Costs scale with contacts and users as you grow.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-vs-alternatives'  id=\"boomdevs_48\" id=\"keap-vs-alternatives\" class=\"wp-block-heading\">Keap vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Keap compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Keap<\/strong><\/td><td>All-in-one small business automation<\/td><td>$299\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>GoHighLevel<\/td><td>Agencies and white-label<\/td><td>$97\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>HubSpot<\/td><td>Free CRM to start<\/td><td>$15\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>ActiveCampaign<\/td><td>Email automation depth<\/td><td>$15\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Pipedrive<\/td><td>Simple sales pipelines<\/td><td>$14\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>ClickFunnels<\/td><td>Sales funnels<\/td><td>$97\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Monday CRM<\/td><td>Visual team workflows<\/td><td>$12\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Salesforce<\/td><td>Enterprise scale<\/td><td>$25\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> Keap \u2014 CRM, email, texts, and automation in one system<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Pipedrive \u2014 clean pipelines from $14\/mo<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> HubSpot \u2014 free CRM tier to learn on<\/li>\n\n\n\n<li><strong>Best for agencies:<\/strong> GoHighLevel \u2014 white-label everything for clients<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Keap Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Keap alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> Agency-focused platform with funnels, CRM, and white-label reselling built in.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Pipedrive:<\/strong> Affordable, no-nonsense sales pipeline that new reps learn in an afternoon.<\/li>\n\n\n\n<li>\u26a1 <strong>ActiveCampaign:<\/strong> Deeper email automation logic at a lower entry price.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>HubSpot:<\/strong> Free CRM tier with a huge upgrade path as you scale.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ClickFunnels:<\/strong> Funnel-first builder for launches, offers, and checkout pages.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Folk:<\/strong> Lightweight, modern CRM for founders who find big tools heavy.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong>Instantly:<\/strong> <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/cold-email-automation-software\" title=\"Cold email\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151947\" target=\"_blank\" rel=\"noopener\">Cold email<\/a> outreach at scale with warm-up built in.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>ClickUp:<\/strong> Project management with CRM templates for ops-minded teams.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>Monday CRM:<\/strong> Visual boards and automations your whole team will actually use.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Capsule CRM:<\/strong> Simple contact management with a generous free plan.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Insightly:<\/strong> CRM plus project delivery for service businesses.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Freshsales CRM:<\/strong> AI scoring and built-in phone at friendly prices.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Salesforce:<\/strong> The enterprise standard when you outgrow everything else.<\/li>\n\n\n\n<li>\u2b50 <strong>Zendesk:<\/strong> Support-first suite with a capable sales CRM attached.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/keap-alternatives\">Keap alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Keap Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how Keap stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Keap vs GoHighLevel:<\/strong> GoHighLevel wins for agencies. Keap wins for owner-run small businesses.<\/li>\n\n\n\n<li><strong>Keap vs Pipedrive:<\/strong> Pipedrive is cheaper for pure sales. Keap adds marketing automation.<\/li>\n\n\n\n<li><strong>Keap vs ActiveCampaign:<\/strong> ActiveCampaign wins on email depth. Keap wins on all-in-one texting and invoicing.<\/li>\n\n\n\n<li><strong>Keap vs HubSpot:<\/strong> HubSpot starts free. Keap costs less once HubSpot add-ons pile up.<\/li>\n\n\n\n<li><strong>Keap vs ClickFunnels:<\/strong> ClickFunnels builds better funnels. Keap manages the relationship after the sale.<\/li>\n\n\n\n<li><strong>Keap vs Folk:<\/strong> Folk is simpler for tiny teams. Keap automates far more.<\/li>\n\n\n\n<li><strong>Keap vs Instantly:<\/strong> Instantly rules cold outreach. Keap nurtures warm leads and customers.<\/li>\n\n\n\n<li><strong>Keap vs ClickUp:<\/strong> ClickUp runs projects. Keap runs your sales and marketing engine.<\/li>\n\n\n\n<li><strong>Keap vs Monday CRM:<\/strong> Monday suits collaborative teams. Keap suits automated follow-up.<\/li>\n\n\n\n<li><strong>Keap vs Capsule CRM:<\/strong> Capsule is lighter and cheaper. Keap does much more per contact.<\/li>\n\n\n\n<li><strong>Keap vs Insightly:<\/strong> Insightly adds project delivery. Keap wins on marketing automation.<\/li>\n\n\n\n<li><strong>Keap vs Freshsales CRM:<\/strong> Freshsales includes calling cheaply. Keap wins on campaigns.<\/li>\n\n\n\n<li><strong>Keap vs Salesforce:<\/strong> Salesforce scales to enterprises. Keap stays simpler for small teams.<\/li>\n\n\n\n<li><strong>Keap vs Zendesk:<\/strong> Zendesk leads in support tickets. Keap leads in lead capture and nurture.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-keap-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Keap Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Keap feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Automation Builder<\/li>\n\n\n\n<li>\u2705 CRM<\/li>\n\n\n\n<li>\u2705 Email &amp; Text<\/li>\n\n\n\n<li>\u2705 Landing Pages<\/li>\n\n\n\n<li>\u2705 Sales Pipeline<\/li>\n\n\n\n<li>\u2705 Lead Management &amp; Tracking<\/li>\n\n\n\n<li>\u2705 Keap AI<\/li>\n\n\n\n<li>\u2705 Email Marketing<\/li>\n\n\n\n<li>\u2705 Pipeline Management<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with the Automation Builder.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than 5 minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Keap easy to use?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Keap used for?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keap is an all-in-one CRM and automation platform for small businesses. It handles contacts, email marketing, texts, landing pages, sales pipelines, and automated follow-ups.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is better than Keap?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I create a product in Keap?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What did Keap used to be called?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n \"@context\": \"https:\/\/schema.org\",\n \"@graph\": [\n  {\n   \"@type\": \"HowTo\",\n   \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-keap\/#howto-getting-started\",\n   \"name\": \"How to Get Started with Keap\",\n   \"description\": \"Set up your Keap account and complete initial setup\",\n   \"totalTime\": \"PT3M\",\n   \"step\": [\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Create Your Keap Account\",\n     \"text\": \"Go to keap.com, click Try free, and sign up with your email and a password\",\n     \"position\": 1\n    },\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Open the Keap Application\",\n     \"text\": \"Log in from your browser on any computer, or use the mobile iOS application\",\n     \"position\": 2\n    },\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Complete Initial 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leading all-in-one CRM and automation platform designed for small businesses to bring customer data, sales pipelines, and marketing together.\",\n   \"applicationCategory\": \"CRM\",\n   \"operatingSystem\": \"Web, iOS, Android\",\n   \"url\": \"https:\/\/fahimai.com\/get\/keap\",\n   \"offers\": {\n    \"@type\": \"AggregateOffer\",\n    \"priceCurrency\": \"USD\",\n    \"lowPrice\": \"299\",\n    \"highPrice\": \"299\",\n    \"offerCount\": \"1\",\n    \"offers\": [\n     {\n      \"@type\": \"Offer\",\n      \"name\": \"Keap\",\n      \"price\": \"299\",\n      \"priceCurrency\": \"USD\",\n      \"priceValidUntil\": \"2026-12-31\",\n      \"availability\": \"https:\/\/schema.org\/InStock\"\n     }\n    ]\n   },\n   \"aggregateRating\": {\n    \"@type\": \"AggregateRating\",\n    \"ratingValue\": \"4.2\",\n    \"reviewCount\": \"1\",\n    \"bestRating\": \"5\",\n    \"worstRating\": \"1\"\n   },\n   \"featureList\": \"Automation Builder, CRM, Email & Text, Landing Pages, Sales Pipeline, Lead Management & Tracking, Keap AI, Email Marketing, Pipeline Management\"\n  },\n  {\n   \"@type\": \"FAQPage\",\n   \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-keap\/#faq\",\n   \"mainEntity\": [\n    {\n     \"@type\": \"Question\",\n     \"name\": \"Is Keap easy to use?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"What is Keap used for?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Keap is an all-in-one CRM and automation platform for small businesses. It handles contacts, email marketing, texts, landing pages, sales pipelines, and automated follow-ups.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"What is better than Keap?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"How do I create a product in Keap?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"What did Keap used to be called?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"What is Infusionsoft called now?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Infusionsoft is now called Keap. The classic version runs as Keap Max Classic, while the modern platform is sold simply as Keap.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"What is the difference between Infusionsoft and Keap?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"They are the same company. Infusionsoft is the legacy advanced product, now Keap Max Classic. Keap is the newer, easier platform built for small businesses.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"What is the purpose of Infusionsoft?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Infusionsoft was built to give small businesses one system for CRM, email marketing, sales pipelines, and automated follow-up campaigns.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"Who bought Infusionsoft?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Infusionsoft rebranded as Keap in 2019. Thryv Holdings then acquired Keap in late 2024 and kept the product running for small businesses.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"How does Infusionsoft work?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"It stores contact details in a CRM, then uses tags and triggers. When a lead acts, campaigns send emails, texts, and tasks automatically.\"\n     }\n    },\n    {\n     \"@type\": \"Question\",\n     \"name\": \"Does Infusionsoft have a CRM?\",\n     \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Yes. The CRM is the core of the platform. It captures all lead and customer info in one place for a 360-degree view.\"\n     }\n    }\n   ]\n  },\n  {\n   \"@type\": \"BreadcrumbList\",\n   \"itemListElement\": [\n    {\n     \"@type\": \"ListItem\",\n     \"position\": 1,\n     \"name\": \"Home\",\n     \"item\": \"https:\/\/fahimai.com\"\n    },\n    {\n     \"@type\": \"ListItem\",\n     \"position\": 2,\n     \"name\": \"Keap CRM\",\n     \"item\": \"https:\/\/www.fahimai.com\/category\/software\/crm\/keap-crm\"\n    },\n    {\n     \"@type\": \"ListItem\",\n     \"position\": 3,\n     \"name\": \"How to Use Keap\"\n    }\n   ]\n  }\n ]\n}\n<\/script>\n\n\n\n<h2 id='quick-start-1'  id=\"boomdevs_51\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{align-self:unset;}.kb-image127374_8f7f9c-80 figure{max-width:350px;}.kb-image127374_8f7f9c-80 .image-is-svg, .kb-image127374_8f7f9c-80 .image-is-svg img{width:100%;}.kb-image127374_8f7f9c-80 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image127374_8f7f9c-80\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8983\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Keap feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-keap\">Getting Started<\/a> \u2014 Create your Keap account and finish basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-automation-builder\">How to Use Automation Builder<\/a> \u2014 Build when-then follow-ups that run on their own<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-crm\">How to Use CRM<\/a> \u2014 Keep every lead and customer record in one place<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-email-text\">How to Use Email &amp; Text<\/a> \u2014 Send one-off emails and texts from any contact record<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-landing-pages\">How to Use Landing Pages<\/a> \u2014 Capture lead data with pages and web forms<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-sales-pipeline\">How to Use Sales Pipeline<\/a> \u2014 Set up a visual Kanban-style board for your deals<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-lead-management-tracking\">How to Use Lead Management &amp; Tracking<\/a> \u2014 See where leads come from and what they do next<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-ai\">How to Use Keap AI<\/a> \u2014 Launch campaigns fast with 30+ pre-built plays<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-email-marketing\">How to Use Email Marketing<\/a> \u2014 Send targeted broadcasts to tagged segments<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-pipeline-management\">How to Use Pipeline Management<\/a> \u2014 Move deals daily and let tasks fire themselves<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#keap-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#keap-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#keap-troubleshooting\">Troubleshooting<\/a> | <a href=\"#keap-pricing\">Pricing<\/a> | <a href=\"#keap-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I&#8217;ve used Keap for eight months and tested every feature covered here. This tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Fahim-AI-40.png\" alt=\"Feature Image\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Keap is one of the most powerful CRM and automation tools for small businesses today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use every major feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='keap-tutorial-1'  id=\"boomdevs_52\" class=\"wp-block-heading\">Keap Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This complete Keap tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{align-self:unset;}.kb-image127374_8f7f9c-80 figure{max-width:350px;}.kb-image127374_8f7f9c-80 .image-is-svg, .kb-image127374_8f7f9c-80 .image-is-svg img{width:100%;}.kb-image127374_8f7f9c-80 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image127374_8f7f9c-80\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8983\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Keap<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Keap puts CRM, email, texts, and automation in one place. Small businesses use it to capture leads and follow up on autopilot. Try it free \u2014 no credit card needed to start.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\">TRY KEAP NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/keap-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/keap-alternatives\">KEAP ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-keap-1'  id=\"boomdevs_53\" id=\"getting-started-with-keap\" class=\"wp-block-heading\">Getting Started with Keap<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about 3 minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s a look at my own setup experience:<\/p>\n\n\n<style>.kb-image8978_d268a8-56 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_d268a8-56 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"502\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Lifecycle-Keap-CRM.png\" alt=\"Lifecycle Keap CRM\" class=\"kb-img wp-image-8992\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Lifecycle-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Lifecycle-Keap-CRM-980x480.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Lifecycle-Keap-CRM-480x235.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-keap-account-1'  id=\"boomdevs_54\" class=\"wp-block-heading\">Step 1: Create Your Keap Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to keap.com and click &#8220;Try free.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sign up with your work email and create a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No credit card is needed to start the trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your inbox for a confirmation email, then sign in.<\/p>\n\n\n\n<h4 id='step-2-open-the-keap-application-1'  id=\"boomdevs_55\" class=\"wp-block-heading\">Step 2: Open the Keap Application<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Keap runs in your browser, so nothing installs on your computer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also grab the mobile iOS application to add contacts on the go.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in with your new Keap account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what you get once you&#8217;re inside:<\/p>\n\n\n<style>.kb-image8978_031b62-55 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_031b62-55\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"372\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-1024x372.png\" alt=\"Keap Top Benefits\" class=\"kb-img wp-image-181860\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-1024x372.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-980x356.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-480x174.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup-1'  id=\"boomdevs_56\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Keap provides an onboarding checklist plus a video library to guide your setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Work through it: connect your email, import contacts, and customize your dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also plug in your existing tech stack through 5,000+ integrations.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You&#8217;re ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-automation-builder-1'  id=\"boomdevs_57\" id=\"how-to-use-keap-automation-builder\" class=\"wp-block-heading\">How to Use Keap Automation Builder<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automation Builder<\/strong> lets you build when-then follow-ups that run without you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-automations-tab-1'  id=\"boomdevs_58\" class=\"wp-block-heading\">Step 1: Open the Automations Tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click &#8220;Automations&#8221; in the left menu, then hit &#8220;Create.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pick Easy Automations to start, or grab a template.<\/p>\n\n\n\n<h4 id='step-2-set-your-when-and-then-1'  id=\"boomdevs_59\" class=\"wp-block-heading\">Step 2: Set Your When and Then<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose a trigger, like &#8220;when a form is submitted.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then add actions: send an email, fire a text, or create a task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_dad578-f8 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_dad578-f8 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder.png\" alt=\"Keap CRM Automation Builder\" class=\"kb-img wp-image-8987\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder-980x448.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder-480x219.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your trigger and actions connect on the visual canvas.<\/p>\n\n\n\n<h4 id='step-3-preview-and-publish-1'  id=\"boomdevs_60\" class=\"wp-block-heading\">Step 3: Preview and Publish<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Run the preview, fix anything odd, then publish.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> New leads now get instant follow-ups while you sleep.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-crm-1'  id=\"boomdevs_61\" id=\"how-to-use-keap-crm\" class=\"wp-block-heading\">How to Use Keap CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM<\/strong> lets you capture all lead and customer info in one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-add-your-contacts-1'  id=\"boomdevs_62\" class=\"wp-block-heading\">Step 1: Add Your Contacts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open &#8220;Contacts&#8221; and click &#8220;Add Contact,&#8221; or import a CSV.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Clean your list before importing to avoid duplicates and dead emails.<\/p>\n\n\n\n<h4 id='step-2-open-a-contact-record-1'  id=\"boomdevs_63\" class=\"wp-block-heading\">Step 2: Open a Contact Record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click any name to see the full picture.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every record holds contact details, emails, notes, tasks, and payments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_f30d85-51 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_f30d85-51 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"500\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8988\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-980x479.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-480x234.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You get a 360-degree view of that relationship on one screen.<\/p>\n\n\n\n<h4 id='step-3-tag-and-segment-1'  id=\"boomdevs_64\" class=\"wp-block-heading\">Step 3: Tag and Segment<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Apply tags like &#8220;hot lead&#8221; or &#8220;customer&#8221; straight from the record.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your CRM now organizes itself around how you actually sell.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Customize your dashboard to show the CRM data you check daily.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-email-text-1'  id=\"boomdevs_65\" id=\"how-to-use-keap-email-text\" class=\"wp-block-heading\">How to Use Keap Email &amp; Text<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email &amp; Text<\/strong> lets you send one-off emails and texts from any contact record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-pick-a-contact-1'  id=\"boomdevs_66\" class=\"wp-block-heading\">Step 1: Pick a Contact<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the record and click &#8220;Email&#8221; or &#8220;Text.&#8221;<\/p>\n\n\n\n<h4 id='step-2-write-your-message-1'  id=\"boomdevs_67\" class=\"wp-block-heading\">Step 2: Write Your Message<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Type it out, then add merge fields for the first name.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Personal touches lift reply rates fast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_204b28-ce .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_204b28-ce size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM.png\" alt=\"Email Text for Keap CRM\" class=\"kb-img wp-image-8989\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM-980x460.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM-480x225.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your draft shows the merged preview before sending.<\/p>\n\n\n\n<h4 id='step-3-send-or-schedule-1'  id=\"boomdevs_68\" class=\"wp-block-heading\">Step 3: Send or Schedule<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Hit send now, or schedule it for business hours.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> The message logs on the record automatically, so nothing gets lost.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Text replies land back in Keap, so answer them there to keep the full history.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-landing-pages-1'  id=\"boomdevs_69\" id=\"how-to-use-keap-landing-pages\" class=\"wp-block-heading\">How to Use Keap Landing Pages<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Landing Pages<\/strong> lets you capture lead data with pages and web forms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-page-1'  id=\"boomdevs_70\" class=\"wp-block-heading\">Step 1: Create a Page<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to &#8220;Marketing,&#8221; open Landing Pages, and pick a template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll find templates for lead magnets, webinars, and checkouts.<\/p>\n\n\n\n<h4 id='step-2-add-your-form-1'  id=\"boomdevs_71\" class=\"wp-block-heading\">Step 2: Add Your Form<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Edit the text and images, then drop in a web form.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep it short: name, email, and one qualifying question.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_b99eb2-d7 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_b99eb2-d7 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM.png\" alt=\"Landing Pages for Keap CRM\" class=\"kb-img wp-image-8991\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM-980x447.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM-480x219.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The form fields map to your CRM automatically.<\/p>\n\n\n\n<h4 id='step-3-publish-and-connect-1'  id=\"boomdevs_72\" class=\"wp-block-heading\">Step 3: Publish and Connect<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Publish the page and attach a welcome automation to the form.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every submission becomes a contact and triggers follow-up immediately.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Embed Keap forms on your own website too, so every page can capture leads.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-sales-pipeline-1'  id=\"boomdevs_73\" id=\"how-to-use-keap-sales-pipeline\" class=\"wp-block-heading\">How to Use Keap Sales Pipeline<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Pipeline<\/strong> lets you build a visual Kanban-style board for your deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-pipeline-1'  id=\"boomdevs_74\" class=\"wp-block-heading\">Step 1: Open the Pipeline<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click &#8220;Sales,&#8221; then &#8220;Pipeline,&#8221; and create your first board.<\/p>\n\n\n\n<h4 id='step-2-name-your-stages-1'  id=\"boomdevs_75\" class=\"wp-block-heading\">Step 2: Name Your Stages<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Match stages to your real process: New, Contacted, Quoted, Won.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keap folds sales tools right into the CRM workflow, which saves real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_d79d90-12 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_d79d90-12 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"456\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM.png\" alt=\"Sales pipeline for Keap CRM\" class=\"kb-img wp-image-8990\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM-980x436.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM-480x214.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your stages appear as columns across the board.<\/p>\n\n\n\n<h4 id='step-3-add-deals-1'  id=\"boomdevs_76\" class=\"wp-block-heading\">Step 3: Add Deals<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Create a deal, set its value, and link the contact.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can now see your whole sales process at a glance.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Keep stages under seven so the board stays readable on one screen.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-lead-management-tracking'  id=\"boomdevs_77\" id=\"how-to-use-keap-lead-management-tracking\" class=\"wp-block-heading\">How to Use Keap Lead Management &amp; Tracking<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Lead Management &amp; Tracking<\/strong> lets you track where leads come from and what they do next.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-set-lead-sources-1'  id=\"boomdevs_78\" class=\"wp-block-heading\">Step 1: Set Lead Sources<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open settings and list your sources: ads, referrals, webinars, walk-ins.<\/p>\n\n\n\n<h4 id='step-2-tag-by-behavior-1'  id=\"boomdevs_79\" class=\"wp-block-heading\">Step 2: Tag by Behavior<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use tags and behavior-based data to group leads by what they click and buy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Those segments feed targeted emails later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_4b7710-47 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_4b7710-47\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-1024x550.png\" alt=\"Keap lead management and tracking\" class=\"kb-img wp-image-181861\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-1024x550.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-980x526.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-480x258.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Each new lead shows a source and a growing tag history.<\/p>\n\n\n\n<h4 id='step-3-check-the-reports-1'  id=\"boomdevs_80\" class=\"wp-block-heading\">Step 3: Check the Reports<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open reporting to track campaign success and engagement.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You now know which sources provide the best leads.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Review source reports monthly, then spend more on the channels that convert.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-ai-1'  id=\"boomdevs_81\" id=\"how-to-use-keap-ai\" class=\"wp-block-heading\">How to Use Keap AI<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Keap AI<\/strong> lets you draft content and build campaigns with AI help.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-ai-assistant-1'  id=\"boomdevs_82\" class=\"wp-block-heading\">Step 1: Open the AI Assistant<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the AI Automation Assistant from your dashboard.<\/p>\n\n\n\n<h4 id='step-2-pick-a-play-1'  id=\"boomdevs_83\" class=\"wp-block-heading\">Step 2: Pick a Play<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose from 30+ pre-built campaign templates and plays.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They cover lead generation, conversion, and re-engagement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_22528f-3d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_22528f-3d\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"369\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-1024x369.png\" alt=\"Keap AI\" class=\"kb-img wp-image-181862\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-1024x369.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-980x353.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-480x173.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The assistant loads a ready-made campaign you can edit.<\/p>\n\n\n\n<h4 id='step-3-edit-and-launch-1'  id=\"boomdevs_84\" class=\"wp-block-heading\">Step 3: Edit and Launch<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Rewrite the AI draft in your own voice, then launch.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> A campaign that used to take days now takes minutes.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Treat AI copy as a first draft. Your voice is what makes it great.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-email-marketing'  id=\"boomdevs_85\" id=\"how-to-use-keap-email-marketing\" class=\"wp-block-heading\">How to Use Keap Email Marketing<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Marketing<\/strong> lets you send targeted broadcasts and automated campaigns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-broadcast-1'  id=\"boomdevs_86\" class=\"wp-block-heading\">Step 1: Create a Broadcast<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to &#8220;Marketing,&#8221; then &#8220;Email Broadcasts,&#8221; and click create.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Broadcasts work for newsletters, coupon codes, and seasonal sale reminders.<\/p>\n\n\n\n<h4 id='step-2-choose-a-segment-1'  id=\"boomdevs_87\" class=\"wp-block-heading\">Step 2: Choose a Segment<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Send to a tagged segment, not your whole list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Segmented sends protect deliverability and lift opens.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_ae1c11-39 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_ae1c11-39\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"935\" height=\"565\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING.png\" alt=\"Keap EMAIL MARKETING\" class=\"kb-img wp-image-181863\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING.png 935w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING-480x290.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 935px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your recipient count matches the tag you picked.<\/p>\n\n\n\n<h4 id='step-3-send-and-measure-1'  id=\"boomdevs_88\" class=\"wp-block-heading\">Step 3: Send and Measure<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Schedule the send, then watch opens and clicks in reporting.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Targeted emails go out without blasting everyone.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Set up automated surveys after purchases to gather feedback and build loyalty.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-pipeline-management'  id=\"boomdevs_89\" id=\"how-to-use-keap-pipeline-management\" class=\"wp-block-heading\">How to Use Keap Pipeline Management<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pipeline Management<\/strong> lets you manage deals daily and automate the busywork.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-drag-deals-forward-1'  id=\"boomdevs_90\" class=\"wp-block-heading\">Step 1: Drag Deals Forward<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Move each card to its current stage as things progress.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Moving a deal can trigger automated tasks, so updates do real work.<\/p>\n\n\n\n<h4 id='step-2-add-context-1'  id=\"boomdevs_91\" class=\"wp-block-heading\">Step 2: Add Context<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Note the next action and date on every card.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Future you will thank present you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8978_6c8b3d-b6 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_6c8b3d-b6\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"570\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-1024x570.png\" alt=\"Keap pipeline management\" class=\"kb-img wp-image-181864\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-1024x570.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-980x545.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-480x267.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Each card shows its owner, value, and next step.<\/p>\n\n\n\n<h4 id='step-3-review-weekly-1'  id=\"boomdevs_92\" class=\"wp-block-heading\">Step 3: Review Weekly<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter by stage or owner and clear out stalled deals.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> No deal sits forgotten in your pipeline again.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Tie a task automation to your proposal stage so follow-ups fire themselves.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-pro-tips-and-shortcuts-1'  id=\"boomdevs_93\" id=\"keap-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Keap Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After testing Keap for eight months, here are my best tips.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Find any contact or page<\/td><td>Click the search icon in the top bar<\/td><\/tr><tr><td>Undo in the email builder<\/td><td>Ctrl + Z (Cmd + Z on Mac)<\/td><\/tr><tr><td>Copy an email block<\/td><td>Ctrl + C, then Ctrl + V<\/td><\/tr><tr><td>Add a contact fast<\/td><td>Click the + icon in the top navigation<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free courses and live events:<\/strong> Keap runs free online training that clarifies your next growth step. Its formula is software, strategy, and support.<\/li>\n\n\n\n<li><strong>Automated surveys:<\/strong> Tailored follow-ups after a survey turn feedback into loyalty without extra work.<\/li>\n\n\n\n<li><strong>Developer API:<\/strong> Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-common-mistakes-to-avoid-1'  id=\"boomdevs_94\" id=\"keap-common-mistakes-to-avoid\" class=\"wp-block-heading\">Keap Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing a Messy Contact List<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping an old, unclean list straight into Keap.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Ensure your contact list is clean first. Remove dead emails and duplicates, then import.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Skipping Tag Strategy<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Tagging randomly, or not at all, then wondering why segments fail.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Strategize your tags on day one: source, status, and interest. Segmentation depends on it.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Building Giant Campaigns First<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Spending week one on a 40-step automation nobody tested.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Start small and get quick wins. A welcome sequence and reminders beat a monster build.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-troubleshooting-1'  id=\"boomdevs_95\" id=\"keap-troubleshooting\" class=\"wp-block-heading\">Keap Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Land in Spam<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your sending domain isn&#8217;t authenticated yet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Add the SPF and DKIM records Keap gives you, then re-test.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Imported Contacts Are Missing Details<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> CSV columns didn&#8217;t map to the right Keap fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Re-import and match each column during the mapping step.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: An Automation Never Fires<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The automation is unpublished, or its trigger tag never applies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Publish it, check the tag spelling, and test with your own email.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Keap support.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-keap-1'  id=\"boomdevs_96\" class=\"wp-block-heading\">What is Keap?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Keap<\/strong> is a leading all-in-one CRM and automation platform built for small businesses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It brings customer data, sales pipelines, and marketing together under one login.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a tireless assistant who remembers every lead and never forgets to follow up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The company started as Infusionsoft and rebranded to Keap in 2019.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n<!--presto-player:video_id=407--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #00b3ff); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:5,&quot;name&quot;:&quot;YouTube Optimized&quot;,&quot;slug&quot;:&quot;youtube&quot;,&quot;icon&quot;:&quot;youtube&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:true,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;show_time_elapsed&quot;:false,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:false,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom right&quot;,&quot;on_video_end&quot;:&quot;select&quot;,&quot;play_video_viewport&quot;:false,&quot;hide_youtube&quot;:false,&quot;lazy_load_youtube&quot;:true,&quot;hide_logo&quot;:false,&quot;border_radius&quot;:0,&quot;caption_style&quot;:&quot;&quot;,&quot;caption_background&quot;:&quot;&quot;,&quot;is_locked&quot;:true,&quot;cta&quot;:[&quot;&quot;],&quot;watermark&quot;:[&quot;&quot;],&quot;search&quot;:[&quot;&quot;],&quot;email_collection&quot;:[&quot;&quot;],&quot;created_by&quot;:2,&quot;created_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;updated_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;deleted_at&quot;:&quot;&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:407,&quot;src&quot;:&quot;https:\\\/\\\/youtu.be\\\/VjBl36y6mrg?si=dGqcB9V0CO0Rd7xu&quot;,&quot;preset&quot;:5,&quot;video_id&quot;:&quot;VjBl36y6mrg&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;FlyingPress&quot;:{&quot;lazyRender&quot;:false},&quot;TrpContentRestriction&quot;:{&quot;restriction_type&quot;:&quot;exclude&quot;,&quot;selected_languages&quot;:[],&quot;panel_open&quot;:true},&quot;title&quot;:&quot;Keap CRM Honest Review - Watch Before Using&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\t\t\tid=\"presto-player-2\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/VjBl36y6mrg?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"Keap CRM Honest Review - Watch Before Using\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-407 presto-preset-id-5 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.fahimai.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"VjBl36y6mrg\"\n\t\tvideo-id=\"407\"\n\t\tlazy-load-youtube\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n\n\t<\/presto-player>\n<\/figure>\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automation Builder:<\/strong> Visual when-then campaigns that run themselves<\/li>\n\n\n\n<li><strong>CRM:<\/strong> Every lead and customer record in one place<\/li>\n\n\n\n<li><strong>Email &amp; Text:<\/strong> Direct messages from any contact record<\/li>\n\n\n\n<li><strong>Landing Pages:<\/strong> Pages and forms that capture lead data<\/li>\n\n\n\n<li><strong>Sales Pipeline:<\/strong> A Kanban-style board for deals<\/li>\n\n\n\n<li><strong>Lead Management &amp; Tracking:<\/strong> Sources, tags, and behavior data<\/li>\n\n\n\n<li><strong>Keap AI:<\/strong> 30+ pre-built plays and drafted copy<\/li>\n\n\n\n<li><strong>Email Marketing:<\/strong> Broadcasts and campaigns for tagged segments<\/li>\n\n\n\n<li><strong>Pipeline Management:<\/strong> Daily deal moves that trigger tasks<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/keap-crm\">Keap review<\/a>.<\/p>\n\n\n<style>.kb-image8978_7a0cd9-24 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_7a0cd9-24 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1133\" height=\"539\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction.png\" alt=\"Keap Introduction\" class=\"kb-img wp-image-181855\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction.png 1133w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction-980x466.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction-480x228.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1133px, 100vw\" \/><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-pricing-1'  id=\"boomdevs_97\" id=\"keap-pricing\" class=\"wp-block-heading\">Keap Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what Keap costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Keap<\/td><td>$299\/month (Annually Billed)<\/td><td>Small businesses that want CRM, marketing, and sales automation in one system<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes \u2014 14 days, no credit card required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No standard guarantee. Cancel before renewal instead.<\/p>\n\n\n<style>.kb-image8978_9ad26d-0a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_9ad26d-0a size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"273\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing.png\" alt=\"Keap Pricing\" class=\"kb-img wp-image-181853\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing.png 962w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing-480x136.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 962px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> There&#8217;s one plan, and it includes everything. Costs scale with contacts and users as you grow.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-vs-alternatives-1'  id=\"boomdevs_98\" id=\"keap-vs-alternatives\" class=\"wp-block-heading\">Keap vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Keap compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Keap<\/strong><\/td><td>All-in-one small business automation<\/td><td>$299\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>GoHighLevel<\/td><td>Agencies and white-label<\/td><td>$97\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>HubSpot<\/td><td>Free CRM to start<\/td><td>$15\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>ActiveCampaign<\/td><td>Email automation depth<\/td><td>$15\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Pipedrive<\/td><td>Simple sales pipelines<\/td><td>$14\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>ClickFunnels<\/td><td>Sales funnels<\/td><td>$97\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Monday CRM<\/td><td>Visual team workflows<\/td><td>$12\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Salesforce<\/td><td>Enterprise scale<\/td><td>$25\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> Keap \u2014 CRM, email, texts, and automation in one system<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Pipedrive \u2014 clean pipelines from $14\/mo<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> HubSpot \u2014 free CRM tier to learn on<\/li>\n\n\n\n<li><strong>Best for agencies:<\/strong> GoHighLevel \u2014 white-label everything for clients<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Keap Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Keap alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> Agency-focused platform with funnels, CRM, and white-label reselling built in.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Pipedrive:<\/strong> Affordable, no-nonsense sales pipeline that new reps learn in an afternoon.<\/li>\n\n\n\n<li>\u26a1 <strong>ActiveCampaign:<\/strong> Deeper email automation logic at a lower entry price.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>HubSpot:<\/strong> Free CRM tier with a huge upgrade path as you scale.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ClickFunnels:<\/strong> Funnel-first builder for launches, offers, and checkout pages.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Folk:<\/strong> Lightweight, modern CRM for founders who find big tools heavy.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong>Instantly:<\/strong> Cold email outreach at scale with warm-up built in.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>ClickUp:<\/strong> Project management with CRM templates for ops-minded teams.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>Monday CRM:<\/strong> Visual boards and automations your whole team will actually use.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Capsule CRM:<\/strong> Simple contact management with a generous free plan.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Insightly:<\/strong> CRM plus project delivery for service businesses.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Freshsales CRM:<\/strong> AI scoring and built-in phone at friendly prices.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Salesforce:<\/strong> The enterprise standard when you outgrow everything else.<\/li>\n\n\n\n<li>\u2b50 <strong>Zendesk:<\/strong> Support-first suite with a capable sales CRM attached.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/keap-alternatives\">Keap alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Keap Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how Keap stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Keap vs GoHighLevel:<\/strong> GoHighLevel wins for agencies. Keap wins for owner-run small businesses.<\/li>\n\n\n\n<li><strong>Keap vs Pipedrive:<\/strong> Pipedrive is cheaper for pure sales. Keap adds marketing automation.<\/li>\n\n\n\n<li><strong>Keap vs ActiveCampaign:<\/strong> ActiveCampaign wins on email depth. Keap wins on all-in-one texting and invoicing.<\/li>\n\n\n\n<li><strong>Keap vs HubSpot:<\/strong> HubSpot starts free. Keap costs less once HubSpot add-ons pile up.<\/li>\n\n\n\n<li><strong>Keap vs ClickFunnels:<\/strong> ClickFunnels builds better funnels. Keap manages the relationship after the sale.<\/li>\n\n\n\n<li><strong>Keap vs Folk:<\/strong> Folk is simpler for tiny teams. Keap automates far more.<\/li>\n\n\n\n<li><strong>Keap vs Instantly:<\/strong> Instantly rules cold outreach. Keap nurtures warm leads and customers.<\/li>\n\n\n\n<li><strong>Keap vs ClickUp:<\/strong> ClickUp runs projects. Keap runs your sales and marketing engine.<\/li>\n\n\n\n<li><strong>Keap vs Monday CRM:<\/strong> Monday suits collaborative teams. Keap suits automated follow-up.<\/li>\n\n\n\n<li><strong>Keap vs Capsule CRM:<\/strong> Capsule is lighter and cheaper. Keap does much more per contact.<\/li>\n\n\n\n<li><strong>Keap vs Insightly:<\/strong> Insightly adds project delivery. Keap wins on marketing automation.<\/li>\n\n\n\n<li><strong>Keap vs Freshsales CRM:<\/strong> Freshsales includes calling cheaply. Keap wins on campaigns.<\/li>\n\n\n\n<li><strong>Keap vs Salesforce:<\/strong> Salesforce scales to enterprises. Keap stays simpler for small teams.<\/li>\n\n\n\n<li><strong>Keap vs Zendesk:<\/strong> Zendesk leads in support tickets. Keap leads in lead capture and nurture.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-keap-now-1'  id=\"boomdevs_99\" class=\"wp-block-heading\">Start Using Keap Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Keap feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Automation Builder<\/li>\n\n\n\n<li>\u2705 CRM<\/li>\n\n\n\n<li>\u2705 Email &amp; Text<\/li>\n\n\n\n<li>\u2705 Landing Pages<\/li>\n\n\n\n<li>\u2705 Sales Pipeline<\/li>\n\n\n\n<li>\u2705 Lead Management &amp; Tracking<\/li>\n\n\n\n<li>\u2705 Keap AI<\/li>\n\n\n\n<li>\u2705 Email Marketing<\/li>\n\n\n\n<li>\u2705 Pipeline Management<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with the Automation Builder.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than 5 minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions-1'  id=\"boomdevs_100\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Keap easy to use?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Keap used for?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keap is an all-in-one CRM and automation platform for small businesses. It handles contacts, email marketing, texts, landing pages, sales pipelines, and automated follow-ups.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is better than Keap?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I create a product in Keap?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What did Keap used to be called?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n \"@context\": \"https:\/\/schema.org\",\n \"@graph\": [\n  {\n   \"@type\": \"HowTo\",\n   \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-keap\/#howto-getting-started\",\n   \"name\": \"How to Get Started with Keap\",\n   \"description\": \"Set up your Keap account and complete initial setup\",\n   \"totalTime\": \"PT3M\",\n   \"step\": [\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Create Your Keap Account\",\n     \"text\": \"Go to keap.com, click Try free, and sign up with your email and a password\",\n     \"position\": 1\n    },\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Open the Keap Application\",\n     \"text\": \"Log in from your browser on any computer, or use the mobile iOS application\",\n     \"position\": 2\n    },\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Complete Initial Setup\",\n     \"text\": \"Follow the onboarding checklist: connect email, import clean contacts, customize your dashboard\",\n     \"position\": 3\n    }\n   ]\n  },\n  {\n   \"@type\": \"HowTo\",\n   \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-keap\/#howto-automation-builder\",\n   \"name\": \"How to Use Keap Automation Builder\",\n   \"description\": \"Build when-then follow-ups that run without you\",\n   \"totalTime\": \"PT5M\",\n   \"step\": [\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Open the Automations Tab\",\n     \"text\": \"Click Automations in the left menu, then Create, and pick Easy Automations or a template\",\n     \"position\": 1\n    },\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Set Your When and Then\",\n     \"text\": \"Choose a trigger such as a form submission, then add email, text, or task actions\",\n     \"position\": 2\n    },\n    {\n     \"@type\": \"HowToStep\",\n     \"name\": \"Preview and Publish\",\n     \"text\": 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