Terrified of logging into Keap Pro & Infusionsoft for your business?

Learn From A Keap Pro Expert

Business owners are frequently on the lookout for ways to increase their productivity. Automating repetitive tasks is a great way to do that and multiply your effectiveness. .

I’m Ed Phillips, an Independent Keap Certified Partner. I build intuitive sales and marketing automations systems for businesses using the Keap, (formerly Infusionsoft) system. This helps you eliminate hours of repetitive tasks  by streamlining your email responses, customer engagement and digital marketing efforts. 

For 7 years I have dedicated time and energy to learning the ins and outs of all of the Keap products. Helping new and existing business owners navigate the ecosystem of business automation, membership web-development and digital marketing is what I do. Alleviating a ton of stress and anxiety so you can work ON your business is the result for my clients.

Why Keap? Easy. They have kept up with the times constantly offering product updates and new features. Keap will survive in the Customer Relationship Management arena while many of the other companies will lag behind or disappear altogether.Even if technology is like a foreign language to you with some well-informed assistance you can save tons of time, money and effort. 

Keap is the go-to solution for normal business owners.I have a copywriter friend that calls us “Bedrock Businesses”. I like that term. Small businesses are the bedrock of our nation and economy.  

No Roadmap = Fast Track to failure

 During my 30-year broadcasting career, I learned quickly that having a plan and script for every show ultimately led to either success or failure. Automated systems like Keap Pro aren’t much different.

It can be tempting or frightening (take your pick) to open your account and blindly start sending out mail sequences and other automated tasks. Without a plan or roadmap, your time-saver can turn into a time-sucking vampire!

Here’s a look at a recent flowchart for an example:

 

Sure, this example is more complicated than most. But drawing out this “roadmap” first before you even  sign into your Keap Pro account will save you tons of effort. Even a simple sketching out of want you are trying to accomplish is your time well invested.

Content Is King

Business owners (including me) struggle with creating engaging content in the first place. You  want customers to read and open your emails, right? Subject lines, preview lines, images and the actual content all have to be aimed at BEING READ! Only then will you have a snowball’s chance in you-know-where to get high conversion rates. Those higher conversion rates mean more sales or accomplishing other goals you have set.

Using articles, how-to’s, templates, tips and video giveaways are a few of the great tools to add to your automated email campaign. This can all be created as part of your roadmap before you log into your Keap Pro Account!

Considering the template above….

You can see how much deliverable content is required for this general system set up. We drew this roadmap before we even made an attempt to build the ecosystem of functional and automated response and interactive emails. Then, over about 2 weeks working with this client we generated a first draft of every single email, message, offer page, article and CONTENT that was needed to copy into the first structure we would be building.

Understanding how consumers react to your messaging is a crucial step in creating content that is relevant, eye- appealing and “catchy” enough to encourage recipients to click through or “opt” into your offer.

Email Automation Enhances Digital Marketing Efforts

Over the last few years, Facebook, YouTube, Google, Instagram, Cable TV and others have continually evolved in terms of “digital advertising”.

In general, it has become a complex system of analytical results and expenses that at times do not bring in the “results” that marketing agencies told you they could get.

Using Keap Pro to automate your email simply amplifies your efforts in digital marketing.

Don’t get me wrong, there are other factors to consider such as Search Engine Optimization, and paid advertisements. Keap is there to do the heavy lifting with automating repetitive tasks and many consumer interactions with your business. Automating product sales and invoices is another task that can be automated with Keap, too.

The concept of digital marketing and automation creates a huge struggle in the business community regarding the monthly budget for business tools and services. That is why my team of consultants spent time crafting this amazing FaceBook ad Strategy Guide to help you connect the dots between your digital marketing effort and the amazing Automated Email System that you are terrified of making changes in.

Timing Is Everything

When you have an audience that is engaging in your content, website, or unrefusable offer of a lifetime….Timing is everything!

In Keap Pro, you are able to create customized journeys that are triggered by consumer driven events.

For example:

You wrote an amazing article, that has an opt in for that unrefusable offer. The minute someone opt’s in… your system will automatically tag that new customer lead and can engage them with content that is pre-determined based on how they interact with your business automation system.

This can be used for scheduling appointments, service, quotes , newsletters, or simply receiving more information about your new potential customer.

The point here is that once you have these other necessary parts, your system can efficiently handle almost all of your business interaction with automated responses.

This allows you to focus on working on managing your business where you are needed and offload the automation to a trained employee if you wish to save even more time and effort.

Email Automation Enhances Digital Marketing Efforts

Over the last few years, Facebook, YouTube, Google, Instagram, Cable TV and others have continually evolved in terms of “digital advertising”.

In general, it has become a complex system of analytical results and expenses that at times do not bring in the “results” that marketing agencies told you they could get.

Using Keap Pro to automate your email simply amplifies your efforts in digital marketing.

Don’t get me wrong, there are other factors to consider such as Search Engine Optimization, and paid advertisements. Keap is there to do the heavy lifting with automating repetitive tasks and many consumer interactions with your business. Automating product sales and invoices is another task that can be automated with Keap, too.

The concept of digital marketing and automation creates a huge struggle in the business community regarding the monthly budget for business tools and services. That is why my team of consultants spent time crafting this amazing FaceBook ad Strategy Guide to help you connect the dots between your digital marketing effort and the amazing Automated Email System that you are terrified of making changes in.

When you have an audience that is engaging in your content, website, or unrefusable offer of a lifetime….Timing is everything!

In Keap Pro, you are able to create customized journeys that are triggered by consumer driven events.

 

For example:

You wrote an amazing article, that has an opt in for that unrefusable offer. The minute someone opt’s in… your system will automatically tag that new customer lead and can engage them with content that is pre-determined based on how they interact with your business automation system.

This can be used for scheduling appointments, service, quotes , newsletters, or simply receiving more information about your new potential customer.

The point here is that once you have these other necessary parts, your system can efficiently handle almost all of your business interaction with automated responses.

This allows you to focus on working on managing your business where you are needed and offload the automation to a trained employee if you wish to save even more time and effort. 

 Strategic Vs. Tactic

At the end of the day, strategic decisions will often outperform the “band-aid” and “duct tape” tactical moves.

The tools and tips in this article have shown you just a glimpse of how I work with clients on a daily basis with projects of any size.

Knowing the right approach for integrating Keap/Infusionsoft into your business workflow is a strategic decision not tactical.

There is a learning curve that can be challenging and frustrating.

The strategic solution here is to hire a professional to help you learn the system, avoid the pitfalls and “waste of time” areas which all systems have and empower you to take full control of the amazing tools we all have available to us.

That brings me to the tactical solutions I want to give you today!

While Keap is only one piece of the business solution and I know marketing and advertising are the necessary actions to drive consumers into your newly created email system…

 

The Facebook Marketing Strategy Guide for 2021 is yours for free!

 

Click Here for Your Free Strategy Guide

It’s a great day for Email Automation and Digital Advertising

Highest Regards,

Ed Phillips

 

Posted in Business Solutions, Keap Pro.

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