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Let the experts set up your Keap CRM for you

Whether you need help recreating your existing marketing assets, importing data or building automations, our Pro Services team can get you up and running in Keap quickly so your small business can see results sooner.

Free migration services

As a new Keap customer, you’ll receive up to 15 hours of free migration services. We'll recreate your crucial marketing assets from your previous software, including:

  • Email templates

  • Landing pages & forms*

  • Automations

  • Sales pipeline

*Checkout/shopping cart functionality not included. Advanced services are available at an affordable price. If your migration will take more than 15 hours, we can do the rest for an additional charge, but the first 15 hours are always free.

You can import contacts yourself using our easy tools, with guidance from your Onboarding Coach or Customer Support if necessary.

Questions about migration? Call us at +1 866-800-0004. If you’re not yet a Keap customer, press 1. If you’re already a customer, press 2.

Data import services

If you need more than just contacts imported, we offer data import packages at affordable prices to fit small business budgets.

  • Advanced data import — $999

    This advanced import package offers a one-time import of your data. You’ll work directly with your project coordinator to choose the most reliable data import method.

    • Import includes contacts, companies, tags, notes, tasks, appointments (Max Classic only), opportunities (Max Classic only), deals (Pro/Max, limited) and products.
    • Up to 50 files total (each sheet in an Excel file counts as a file).
    • This one-time CSV data import will be completed in 5-7 business days.

  • Limited ecommerce data import — $999

    We’ll securely import your ecommerce data, including orders, subscriptions and credit cards.

    • Import includes basic contact records, order history, subscriptions, credit card data, payment records and products.
    • This one-time CSV data import will be completed in 5-10 business days.

    Note: If you also need help importing CRM data (including, tags, companies, notes and tasks), check out the Ecommerce Data Import which combines this Ecommerce Data Import with our Advanced Data Import.

  • Ecommerce data import — $1,999

    A combination of the Advanced Data Import and the Limited Ecommerce Data Import, this package smoothly migrates your products, order history and payment records, customized for your ecommerce small business.

    • Includes everything from Advanced Data Import plus order history, subscriptions, referral partners (Max Classic only), and file attachments.
    • Does not include importing credit card data. That is available as a separate service.
    • This one-time CSV data import will be completed in 5-10 business days.

  • Credit card import — $400

    This package provides a safe, secure, and easy import of credit card data so you don’t lose valuable sales when transitioning to Keap.

    • Includes credit card data for new or existing contacts. We prioritize your customers’ security and privacy at all times.
    • To ensure your customers’ privacy, credit card data must be sent using Keap’s data encryption method.
    • This one-time CSV data import will be completed in 3-7 business days.

To request data import services, call +1 866-800-0004. If you’re not yet a Keap customer, press 1. If you’re already a customer, press 2.

Success Services

If you’re looking for premium service and support on an ongoing basis, choose from one of our three Success Services tiers. Whether you want more advanced technical support, someone you can bounce ideas off of, or a team to do the implementation work for you, we’ve got you covered.

Done-For-You services

No time to create a game-changing campaign in Keap? No problem. Keap's automation experts will build it for you — including automation, reporting, and copy and design templates customized to your small business.

Choose from six popular campaign types, or ask us to create a custom campaign to fit your needs.

  • Lead Magnet Download for lead capture and follow-up

  • Schedule a Free Consult to drive appointment scheduling and pre/post-call nurture

  • Contact Us for quick and easy lead capture and nurture

  • Custom Blueprint tailored to your unique needs!

  • Re-engagement Offer to nurture and convert lukewarm leads

  • Sales Pipeline to automate your sales or fulfillment process

  • Sales Offer Broadcast for sales emails and online checkout

  • Monthly DFY services also available for fast growth

Starting at $499, Done-For-You Play Blueprints are priced to fit small business budgets. If you’re already a Keap customer, schedule a free consultation to find out more.

Frequently asked questions

  • What can Keap migrate for me?

    New Keap customers receive up to 15 hours of free migration services in which we’ll recreate your marketing assets, including:

    • Email templates
    • Landing pages (checkout functionality not included)
    • Web forms
    • Automations
    • Sales pipeline

    You can import contacts yourself using our easy tools, with guidance from your Onboarding Coach or Customer Support if necessary.

    Advanced services, such as ecommerce imports, and migrations beyond the free 15 hours are available at an affordable price.

  • What isn’t included in Keap’s free migration?

    The following is NOT included in free migration:

    • Checkout forms / ecommerce setup
    • Integrations / API / custom coding
    • Modifications

    For more information, call us at +1 866-800-0004. If you’re not yet a Keap customer, press 1. If you’re already a customer, press 2.

  • What if I need more than Keap’s free migration offers?

    You can purchase one of our advanced import packages as outlined above, or we can give you a custom quote for services above the 15 hours you get for free. For details, call us at +1 866-800-0004. If you’re not yet a Keap customer, press 1. If you’re already a customer, press 2.

  • Will Keap import my contacts?

    You’ll need to import your own contacts using our easy importing tool. You have a few options if you want assistance:

    • When you sign up for a Let's Grow onboarding package, your coach can guide you through the importing process if needed
    • You can contact Customer Support if you run into any challenges with your import
    • You can purchase one of our Advanced Data Import Services

    All customers are responsible for exporting their own data. Work with your current provider to export, then use these tips to clean up the data.

  • Can I use my Keap 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 functional differences between Keap and my previous system?

    Each migration begins with a scoping call, where the migration expert reviews the system you’d like to migrate from. Major differences are typically reviewed at this point. If we come across significant differences, we’ll contact you to discuss the best next steps.

  • Which systems does Keap migrate from?

    We work with most major providers, including ActiveCampaign, AWeber, ClickFunnels, Constant Contact, 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.

  • Can I migrate from more than one system into Keap?

    Yes, we can migrate from multiple software systems. In fact, one of the benefits of switching to Keap is the ability to consolidate many pieces of technology into one streamlined system.

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

    Most standard migrations and imports can be completed in 5-10 business days. Advanced import services may take longer, depending on the volume and complexity involved.

    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.

  • What do I get with the Success Services packages?

    Growth Strategy Manager (Silver, Gold, Platinum)

    Your Growth Strategy Manager can work with you one-on-one during regularly scheduled calls to help you identify areas of opportunity, develop your Lifecycle Automation strategy, and ensure you’re achieving the goals you have with Keap.

    Premium Support (Silver, Gold, Platinum)

    Premium Support gives you priority assistance from a dedicated team of skilled technicians. Your hold times will be shorter and the time to resolution will be faster because you’ll have access to Keap’s most tenured support reps to help you resolve your challenges quickly and efficiently.

    Weekly Elevate Group Coaching Calls (Silver, Gold, Platinum)

    Each month we choose a business growth topic to focus on (e.g., lead generation, sales conversion, etc). During that month, weekly Elevate Group Coaching Calls will walk you step-by-step through the process of designing, building, and launching an automation to help you achieve that goal.

    Keap Mastermind Group (Gold, Platinum)

    Keap Mastermind Groups are groups of up to 10 business owners who meet each month. These meetings are facilitated by a Keap Growth Strategy Manager who helps the group brainstorm, discover new ideas, and stay accountable to the actions you need to take to move your business forward. Mastermind Groups can be a powerful way to commit to accelerating your growth.

    Keap Academy Automation Lab events (Gold, Platinum)

    Each quarter, our Keap Academy team holds a two-day, in-person Keap training event. These events are held all around the world to ensure Keap customers can get expert training regardless of where they live. When you attend an Automation Lab event, you’ll leave confident in your ability to leverage Keap to achieve your goals.

    Let’s Grow Summit by Keap (Gold, Platinum)

    Keap’s annual user summit is not to be missed! Hear inspiring keynote speakers, learn new strategies and techniques for using Keap to grow your business, and enjoy powerful networking with other small business leaders and marketers.

    Monthly a la carte services (Gold) and The Factory (Platinum)

    For those projects where you don’t have the time or desire to learn how to implement it in Keap, you can let our experts build it for you! Gold members get one Standard A La Carte service per month. If you need multiple services per month, The Factory (Platinum level) is for you.

  • What is The Factory?

    The Factory is a cost-effective way to quickly delegate Keap implementation on an ongoing basis. Our Factory team will have regular calls with you to understand your company’s needs and ensure they build to your specifications. Visit this page for more details.

  • What if I need help with something that is not listed above?

    If you need specialized help, visit the Keap Marketplace to find Keap Certified Partners who provide a wide variety of services.

Let’s take your small business
to the next level, together.