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Essential advice for beginners, or anyone looking to get more out of Keap.
Do you ever feel like you missed the first day of
class in Keap school?
We interviewed eight Keap experts, business owners and automation practitioners.
We asked them to share what they've learned on their own journeys building their expertise with Keap, and what they wish they'd known when they were just starting out.
This course is a compilation of the most important lessons we've learned, packaged up for you. Sound good?
Module 1: Welcome
In this opening module, we'll set the stage for the Wise Words: Keap Edition, a collection of real-world lessons and practical advice from Keap experts, partners, and power users. Whether you’re new to Keap or ready to level up, this series will help you skip the learning curve and start seeing real results faster.
Module 2: How do I use Keap?
In this module, our experts share how they personally use Keap to streamline and scale their operations. You’ll see real-world examples of how automation can simplify workflows, improve customer experiences, and even make your business feel more human.
Module 3: Which features do I need?
With so many features packed into Keap, it’s easy to feel like you need to use them all (you don't). Our experts will explain how to choose the right tools for the job by starting with strategy, identifying your business’s biggest needs, and focusing on simple, high-impact wins.
Module 4: What feature is the unsung hero in Keap?
Sure, everyone knows the Campaign Builder is the star of the show — but Keap is full of quiet little geniuses working behind the scenes. In this module, our experts shine a light on the “sleeper tools” that make a big difference:
Module 5: Common Mistakes (and how to avoid them)
Even the best tools can’t save you from bad habits. In this module, we unpack the biggest missteps we’ve seen in Keap accounts over the years. You’ll learn how to keep things organized, build with intention, and create cohesive automations that actually make sense to your team and your customers.
Module 6: Simple AND Effective
Despite what you may have heard, you don’t need to use 100% of Infusionsoft to be successful. Your recipe for success is personal - start by figuring out what your business needs, and then focus on doing 100% of that.
Module 7: Impressive Innovation
In this module, we explore the most creative and game-changing ways businesses are using Keap. These examples showcase how thinking outside the box can save time, reduce errors, and give businesses unique insights into their operations.
Module 8: Next Steps
In this module, we celebrate the time you’ve invested and highlight the value of learning from multiple Keap experts who have spent years mastering automation. Your ROI comes from putting the lessons in this course into action.
Ready to start the mini course?
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