Streamline Your Business With Keap, Customized for the EPI Community
Exit Planning Institute® has teamed up with the industry-leading CRM and marketing automation software to bring you a custom solution loaded with their recommended campaigns.
Simple Yet Powerful – That’s Keap
Now that we've fully transitioned to Keap, we have doubled our monthly revenue, increasing our business growth by 140%. We are delighted with the increase in efficiency and how this has impacted our bottom line.”
William Brown | Founder of WBTrading
A Software Package Designed For Your Business, Without the Tech Headaches
Follow Up With Clients Effortlessly:
Automate emails, texts, tasks, and other parts of your follow-up campaigns so you can focus on high-value exit planning strategies.
Stay Organized
with Ease:
Store and organize all your client interactions and data in one place to ensure you always have what you need at your fingertips.
Build Loyalty and Boost Brand Awareness:
Foster stronger client relationships with custom, personalized email sequences that keep clients and prospects engaged and keep you top of mind.
Automated Campaigns to Make Scaling Easier
Access a library of ready-to-launch campaigns crafted in partnership with EPI to help you maximize your success with Keap.
With this bundle, you can:
- Launch lead generation campaigns with powerful lead magnets, seamlessly integrating EPI assets, Value Acceleration Methodology™ language and automated follow-ups.
- Streamline consultation requests with an easy-to-fill form and send automated follow-ups to close the loop.
- Welcome new clients with automated onboarding, personalized messages, giving them a smooth start to their journey.
- Rise above the competition by building trust and lasting relationships with automated, personalized nurture sequences that keep you top-of-mind.
Plus, there’s even more in store for those who are CEPA® certified!
Expert Support You Can Count On
You’ll get an entire implementation team dedicated to helping you hit the ground running. Each package comes with your very own:
- Customer Success Manager to assist with strategy and ensure you get the most out of your system.
- Implementation Strategy Manager to train you in the software and help you set up and customize your app.
- Import & Migration Specialist to help start the migration of data and assets from your current system over to Keap.
Exit Planning Institute’s Exclusive Keap Packages (And Special Pricing!)
EPI and Keap are offering you an exclusive deal, including a FREE contact upgrade and additional savings!
- Get 1-on-1 help with implementation
- Five automations from a ready-to-launch list co-created by Keap and EPI
- Built-in AI tool to generate copy and automated campaigns
- Free support and an ongoing, dedicated Customer Success Manager
Monthly Payment Plan
- $199 per month for
1,5002,500 contacts and two users ($100/mo savings) - 50% off implementation service ($499 savings, originally $999)
Annual Payment Plan
- $1,997 annually for
1,5002,500 contacts and two users ($132/mo savings) - FREE implementation service ($999 savings)
Scale With Software That’s Built With You in Mind
“With the processes we’re automating with Keap, we've seen consistent growth between 35-40% year after year."
– Mike Callahan, Founder of SimpleGrowth
Have Questions?
Keap’s Marketing Automation and CRM Software
Automate your entire business
- Marketing: Lead capture, segmentation, nurture campaigns
- Sales: Payment processing, pipeline management, appointment scheduling, quote and invoice delivery
- Service: Customer onboarding, review and referral requests, product or service delivery
- Operations: Hiring, employee onboarding, billing, task management
Organize and leverage lead and customer info
- Store everything you know about your audience in one place
- Automatically segment based on lead and customer behavior
- Deliver dynamic content tailored to each contact’s interests and phase in the buyers’ journey
Scale sustainably
- Let business automation take the repetitive, manual tasks off your plate
- Use your free time to serve more people or chase other milestones
- Plug the holes in your business so you’re no longer losing money or leads