3 Sales & Marketing Tasks You Can Automate -- Easily

Learn how

Getting started with automation can be overwhelming -- which is why we’ve made it easier than ever. Your time is invaluable - start saving some of it by automating the 3 sales and marketing tasks below with Keap’s Easy Automations. The best part? Implementation is – you guessed it – easy.

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Automation #1

Use social media for lead generation

Moving your audience from your social media platforms to your email list is critical. This allows you to sell more directly, and more personally based on their interests. Use a simple web form in your bio or your posts to turn followers into leads.

You can use multiple forms for different products and follow up based on which form drove them to sign up, or you can create one form that asks them what topics or courses they may be interested in to personalize the follow up.

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Automation #2

Send appointment reminders

Keap now has appointment scheduling built right in. No more going back and forth about meeting times, just send your booking link and let automation do the rest. Send automated reminders a couple of days or even a couple of minutes before your appointment with any links or phones numbers needed.

You can automatically collect important information that you’ll need for the appointment or consultation so you show up prepared, and you can send reminders to the person you’re meeting with so they show up prepared too.

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Automation #3

Automatically follow up with new leads

Following up quickly with potential customers can be the difference between them becoming a client of yours, or someone else’s. Automating your new lead follow up allows you to give them the information they’re looking for right away, every time, without you having to think about it.

If you need some time to put together a quote or proposal, you can simply send a message saying “hey there, just wanted to let you know I received your message and I’ll get back to you right away.” This gives the first impression that you’re on top of it, and starts to build that trust that we all know is imperative to a successful relationship with your customers.

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