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Getting Started with Keap

20+ years experience. 200K+ entrepreneurs. A proven method for growth.

We take a different approach to onboarding. Yes, we get you set up. But you also get one-on-one growth coaching and a proven strategy based on 20 years of experience helping over 200,000 entrepreneurs grow.

Plus, we have free migration and custom import services from your existing platform. So your business won’t miss a beat.

Learn about Expert Coaching

Explore migration

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"Keap's coaching team is world class. It's a great feeling to know they are there any time I need them"

– LaKendra Smailey | The Life Coach Training Institute

How Expert Coaching works

You and your coach devise a plan specific to your business. Identify your most urgent needs, optimize your strengths, and celebrate quick wins.

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Define your top 3 goals—Work with your coach to identify your biggest growth opportunities in three categories: collect leads, convert clients, and create fans. Define your top 3 goals for growth.

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Execute your action plan—Roll up your sleeves and execute on your top 3 plays with the support of your coach to see quick wins.

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Build a sales and marketing playbook—With your coach you’ll build a sales and marketing playbook based on 20 years experience helping over 200,000 entrepreneurs to grow their businesses.

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“Expert Coaching made shifting our email marketing platform a no brainer! They executed with speed and precision, great job Keap!”

Stephen Rapposelli - Performance Physical Therapy + Fitness

Have advanced needs? We have custom coaching packages.

No interruptions with our free migration services

Migrating your contacts, automations, email templates, and landing pages over to Keap is a breeze. We will quickly and securely shift up to 10 items, 1 landing page, and basic import, for free from ActiveCampaign, HubSpot, Mailchimp, Constant Contact, and other major platforms.

It was amazing how quickly coaches moved over my automations, making it faster to start generating leads.

Lisa Kay - School of Inspired Life

Interconnected apps used for migration

Contacts, tags, notes and more; we’ll import it all

Our migration experts are here to ensure that your transition to Keap is as smooth as possible.

We can migrate all of your data, including: contacts, companies, tags, notes, custom fields, landing pages, forms, email templates, automations, etc.

Free migration includes:

  • 10 items (emails, web forms, etc.)
  • 1 landing page
  • Contact import (contacts, companies, tags, and notes)
Transitions between apps used for migration

Have advanced import needs? We offer advanced import services.


  • How will Keap help me get set up quickly and easily?

    Keap provides one-on-one Expert Coaching, based on 20+ years of experience helping over 200,000 entrepreneurs grow. You will also receive free migration and contact import services from your existing platform. Plus, we offer custom coaching, migration and data import services to suit your unique needs.

    for more details.

  • What’s included with Expert Coaching?

    1. A plan for next steps to maintain steady progress toward your goals

    2. Immediate access to a variety of small business resources

    3. Info on accessing free tech support and account management services

    4. A free Sales & Marketing Playbook (value $1500) that helps assure steady, predictable growth

  • What are the benefits of Expert Coaching?

    Keap’s Expert Coaching helps:

    • Shorten the time to see a return on your investment and expedite the implementation process.
    • Identify the most important steps to achieve your primary business goal.
    • Execute a sound sales and marketing automation strategy for your growing business.

    You’ll get optimal results by working closely with your coach and following all the steps, so be sure to engage fully on all the calls.

  • How much time do I get with my dedicated coach?

    You and your coach will determine how much time you need based on your goals. Most Keap customers complete their Expert Coaching package in 5 to 7 coaching sessions.

  • What if I need additional support?

    We are dedicated to your success. If you get stuck, contact our free chat support. Your account manager will also continue to work with you to help ensure your post-onboarding success.

  • What’s the difference between Expert Coaching and Custom Coaching?

    Our Expert Coaching package is designed to help our new Keap customers create solutions that solve the gaps in their customer lifecycle through several one-on-one sessions with an Expert Coach.

    Keap’s Custom Coaching package is best suited for customers who already have solid processes in place, but need to seamlessly transition their existing process into the Keap application with minimal day-to-day impact.

  • What can I migrate?

    We can migrate all of your data, including:

    • Contacts
    • Companies
    • Tags
    • Notes
    • Custom fields
    • Landing pages
    • Forms
    • Email templates
    • Automations

    Free migration includes:

    • 10 items (emails, web forms, etc.)
    • 1 landing page
    • Contact import (contacts, companies, tags, and notes)

    If you need to migrate more than what is covered by the free migration, we can import the rest for a reasonable fee.

  • What isn’t included in free migration?

    The following is not included in free migration:

    • Sales Pipeline setup
    • E-Commerce setup, including checkout forms
    • Integration, custom coding or API setup

    for more details.

  • Can I use my application while the migration and import is taking place?

    Absolutely. We encourage you to begin working with your application during the building process.

  • What if there are differences with how Keap functions vs. my previous system?

    Each migration begins with a scoping call, where the migration expert reviews the system that you’d like to migrate from. Major differences are typically reviewed at this point. If we come across significant differences, we’ll reach out to review the best steps for moving forward.

  • Which systems do you migrate from? Can I migrate from more than one system?

    We work with most major providers, including ActiveCampaign, AWeber, ClickFunnels, ConstantContact, Hubspot, MailChimp, and Ontraport. If your system isn’t listed, don’t worry. We can review during the scoping call to make sure there aren’t any major concerns. And yes, we can migrate from more than one system at a time.

  • What if I need to migrate more than 10 items?

    You can purchase one of our advanced import packages. We also have a robust Keap Partner ecosystem, and can recommend several trusted partners who are familiar with migrating large amounts of content to Keap.

    for more details.

  • Will you also import my contacts?

    Yes, we will! We can import contacts, companies, notes, and tags with your migration for free. We can import up to ten files in CSV format. If the data is in Excel format, each sheet counts as one file.

    All customers are responsible for exporting their own data. Work with your current provider to export, and then let us know when you're ready.

    Just need your contacts imported? No problem. All new customers can receive the same free import, with or without the rest of the migration. Submit your request here.

  • What if I need more data than contacts imported?

    Our Advanced Import Services can assist with importing more complex data or orders.

  • How long will it take to get set up in Keap?

    Most standard migrations can be completed in 5-10 business days. Importing contacts and data will be completed in 3 to 5 business days.

    Each project is unique and timelines can vary. After your initial scoping call with our migration expert, we will be able to offer a definitive estimate.

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