If you want to do it yourself with some expert guidance

The Silver membership is best for customers who want to learn to do things on their own and need some additional guidance, training and accountability. It’s also an excellent choice for customers who value “skipping the line” and getting straight to a tenured support representative when calling in.

If you want to learn Keap and also get done-for-you services

If you want to learn Keap and do most of the setup yourself, yet still get done-for-you services for certain things, then our Gold membership is for you. You’ll have access to hands-on instruction designed to help you quickly become proficient in the software, 1:1 and group coaching to help you perfect your strategy, and one done-for-you service per month.

If you want Keap experts to do all your setup

If you don’t have the time or desire to learn how to implement Keap and would rather have Keap experts set up your CRM and automations for you, our Platinum membership is for you. It includes monthly done-for-you services fulfilled by The Factory by Keap. It’s a proven, cost-effective way to quickly delegate Keap implementation on an ongoing basis. Our team will have regular calls with you to understand your company’s needs and ensure they build to your specifications.

Your Growth Strategy Manager (GSM) will 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 your growth goals.

Premium support gives you priority assistance from a dedicated team of skilled technicians. Enjoy shorter hold times and faster resolution time when you have access to Keap’s most tenured support reps.

Each month we choose a business growth topic to focus on (e.g., lead generation, sales conversion, etc). During that month, you’ll meet weekly with a group of your peers as a Keap expert walks you step-by-step through the process of designing, building, and launching an automation to help you achieve that goal.

A small business mastermind group offers the benefit of collective wisdom and diverse perspectives, allowing members to tap into the knowledge and experience of peers to solve challenges, make informed decisions, and generate innovative ideas.

Keap mastermind groups are groups of up to 10 Keap users who meet each month, facilitated by a Keap Growth Strategy Manager. Together you’ll brainstorm, discover new ideas, and stay accountable to taking the action needed to move your business forward. Mastermind groups are a powerful way to accelerate your growth.

All service requests are submitted on The Factory portal. After starting your Gold or Platinum membership, you’ll receive login credentials to this portal. There you can access training, tools, and resources, as well as submit service requests.

Scroll down in the FAQ below for the lists of standard, plus, and premium requests. Requests must be used monthly; they cannot be saved up for use in later months. Turnaround time varies depending on project complexity but is 3-5 business days on average.

To request a service that is not covered by your membership, or if you’re not a Gold or Platinum member, use this form to submit your request. If you don’t see a service you need listed, ask us to provide a custom quote for you.

Business automation services can include anything done within a Keap account. This includes but is not limited to: campaign build-out, dashboard reporting, referral partner setup, etc.

What’s included:

• Rebuilding old campaigns (to clean them up)
• Building landing pages and order forms
• Lead capture campaigns
• New lead nurture campaigns
• Conversion campaigns
• Webinar campaigns
• Sales offer campaigns
• Long-term nurture campaigns
• Basic fulfillment campaigns
• Upsell campaigns
• Cart-abandonment campaigns
• Referral campaigns
• Online review campaigns
• Customer satisfaction survey campaigns
• Third-party tool integrations
• Data import and cleanup (step-by-step instructions may be required)
• Basic membership site work
• Basic in-app administrative work

What’s NOT included:

• Custom or complex membership site work
• Woocommerce work
• Website theme updates
• WordPress plugin updates
• Hosting management
• Web server maintenance
• Custom API programming
• Web server administration
• Campaign cleanup (Submit a request for a new campaign instead.)
• Tag cleanup (Submit a request for a new campaign. We’ll create new tags and old ones can be deleted.)

• Lead magnet offer (ebook, etc)
• Newsletter opt-in
• SMS opt-in event lead capture
• Over-the-phone lead intake
• Consultation request
• New lead nurture
• Re-engagement series (humble apology)
• Automated email re-engagement
• 3-way re-engagement
• Fast cash (flash sale)
• On-demand Webinar
• Cart abandonment campaign
• Personalized long term nurture
• Content long term nurture
• New customer welcome/onboarding
• Product or direct mail fulfillment
• Email upsell
• In-cart/order form upsell
• Simple customer satisfaction survey
• Online review generator
• Simple referral request
• Duplicate contact cleanup
• Dashboard report
• Historical reporting campaign
• Memberium password reset
• Add LearnDash course
• Membership login engagement loop
• Memberium forgot password
• Add copy to a campaign
• Bulk tasks

• Pay-it-forward flywheel
• Progressive lead capture
• Lead magnet –> Tripwire –> Core Offer
• Quiz or assessment
• One-time webinar
• Evergreen webinar
• Sales pipeline
• Assembly line campaign
• One-click upsell
• NPS survey
• Tag clean up
• Data import
• Billing automation
• Task list
• Migration service
• Free book + shipping
• Help me clarify my request

• Custom requests
• Membership onboarding
• Cycling offers
• 5-day challenge
• Product launch

Gold and Platinum members receive Klean13 credits to use every quarter to help maintain a clean email list. Improve your email deliverability, placement and engagement by ensuring you’re sending to valid/verified email addresses. Use your credits to:

• Remove hard bounces
• Identify spam traps and bots
• Verify email addresses and remove defunct addresses
• Better segment your list

Depending on your membership, you get a certain allotment of list cleaning credits every quarter:

• Gold: 25K
• Platinum Standard: 50K
• Platinum Plus: 75K
• Platinum Premium: 100K

Third-party integrations are software tools created by companies other than Keap, which can be connected to Keap so that the software tools work together. For example, Graphly is a third-party integration that turns report data from Keap into graphs and charts. CustomerHub hosts online courses and membership sites and syncs with Keap’s CRM.

As a Platinum Plus or Platinum Premium member, you can request that our experts set up the connection between your Keap app and certain third-party integrations. See the lists below as to which integrations we can set up at the plus and premium levels.

Please note: Your Platinum membership does not include the cost of third-party software. You would still be responsible for paying the price charged by the integration’s provider. Once you have a subscription with the other provider, we can help you connect it to Keap.

• AppointmentCore
• Calendly
• CustomerHub
• CustomerHub Next
• EasyWebinar
• Elementor
• EverWebinar
• FixYourFunnel
• FuseDesk
• Graphly
• Gravity Forms
• InfusedWoo
• LeadPages
• Memberium
• Parsey
• PicSnippets
• PlusThis
• ScheduleOnce
• Spiffy
• WordPress
• Zapier

If it’s not listed as a plus integration, we’ll look at it and determine if it can be included. Minor API integrations, determined on a case-by-case basis.

The Platinum membership can replace just about any Keap-related function that a Virtual Assistant is fulfilling. If your VA is useful in other areas, keep them around. If they’re just focusing on your Keap account, chances are our experts can do the job.

This depends on the type of work that needs to be done. It’s very common for 3-5 full campaigns to be built and launched in one month. Smaller requests will allow more to be finished in a month’s time, while larger requests will take longer.

No worries at all! Your membership includes a 1-2 hour call with a coach who will help you develop your detailed Lifecycle Automation plan. You’ll be guided in defining exactly which campaigns will move your business forward. Also, each week you can join our Elevate Group Coaching calls and get live help and direction from one of our experts.

Go ahead and fill out the form on this page and let’s talk it through. Chances are there are many automation opportunities in your business. We can help identify those and ensure you get killer value from your membership.

The services memberships do not include copywriting services. However, as a Keap customer you have access to Content Assistant, which can help write copy for many common campaign types. You can also look for copywriters on the Keap Marketplace.

That’s not a problem at all. You’ll start the program with a 1-hour strategy call with a coach to help you define the marketing strategies that will move your business forward. From that call, you’ll also receive a detailed list of requests you can submit to turn your marketing plan into reality.

If you’re not ready for a monthly service but would still like some expert help with implementation, you can purchase many of our business automation services separately. Use this form to submit your request for a one-time service.

If you don’t see a service you need listed, ask us to provide a custom quote for your project. Our experts can fulfill just about any need, and we can also refer you to our Keap Certified Partner network for requests we’re not able to fulfill. To submit a custom request, use this form.

Data import refers to moving data from one place (like a spreadsheet) to another (like Keap). Migration involves building something, such as an email, an automation, a pipeline, etc.

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

Your onboarding coach can import your data from a spreadsheet you provide, but you’ll need to make sure the data is cleaned up and organized first. You can also import contacts yourself using our easy tools, or with guidance from Customer Support if necessary.

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

The following are NOT included in the free migration:

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

For more information, call us at +1 866-800-0004 ext. 1 if you’re not yet a Keap customer. If you’re already a customer, you can fill out this form.

You can purchase one of our advanced import packages, or we can give you a custom quote for services beyond the 15 hours you get for free. For details, call us at +1 866-800-0004 ext. 1 if you’re not yet a Keap customer. If you’re already a customer, you can fill out this form.

Yes, as part of your onboarding coaching package, we’ll import your contacts. If you choose to import contacts yourself, it’s a pretty straightforward process using our easy importing tool. You can also contact Customer Support if you run into any challenges with your import. You also have the option of purchasing one of the advanced data import services mentioned above.

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

Absolutely. We encourage you to begin working with your application during the building process, especially building out automations, templates, pipelines, etc.

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.

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.

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.

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.