In this presentation you will get a live look inside of a sales and marketing automation tool, KEAP. You will see how you can start to organize and segment your list of contacts, automate setting consultations or appointments, and even build a business card email campaign to help stay in touch with new contacts. (Yes! There’s a mobile app that can automatically help you follow-up with your new leads)

The Perfect Customer Lifecycle - this 9 stage cycle is imperative to finding the biggest opportunities for your business and how to identify the top areas for you to attack first.

Learning Objectives:

  • Learn the most time saving ways to implement automation tactics into your business
  • Learn how segmentation can affect the conversations you have with new prospects/current clients
  • Learn how invoicing through a separate tool can sync to QuickBooks Online through integration

Keap is your all-in-one CRM, sales and marketing automation software to help you consistently win more business. They have built the technology that accelerates small business growth. Keap provides the support, coaches, and partners while fostering communities you can rely on, to make your dream of being your own boss a reality.


Technology Tuesdays are FREE webinar presentations hosted by Out Of The Box Technology, featuring our services and solutions, as well as the products of our partner relationships, industry updates and more! Many presentations now offer CPE credit for live attendance! See what's next

The 3 Most Impactful Ways to Add Automation to Your Business

Date: Nov 26, 2019 @ 12:00pm EDT