All good things can be made better, including your favorite cookie recipe (add more chocolate chips, duh). But cookies aren't the only things that can be improved with just a little something extra — the same goes for your bank of automations.
It's no secret that small business automation saves you and your team hours, but building campaigns can take time that you don’t always have. We get it, and that's why our product team created the 12 Proven Automation Templates. These free resources are ready to be unleashed in your Keap app, but first, read on for the details and discover why our templates can mean the difference for you, your team and your business.
What are “proven” automations?
These aren’t just automation templates. We called them Proven Automation Templates for a reason, and that’s because there’s data and experience to back them up.
We promise we’re not bragging when we say this, but Keap has been crafting automated campaigns for over 20 years for thousands upon thousands of entrepreneurs. That’s a lot of time and a lot of businesses, so it’s only natural that we began to see some trends.
When it comes to building automations, we discovered:
- Common mistakes
- Best practices
- Which sequences are most effective
- The tags, timing and copy that work best for each campaign
- Benefits each automation brings to your customer experience and workflows
It wouldn’t make sense to keep all this insight to ourselves, so we’re passing it along to you in the form of 12 free templates, each one intentionally designed by our team and automatically loaded into your Keap app.
Why are they worth it?
It won’t take you long to see why these templates are so beneficial. For one, because you won’t need to spend precious work days crafting your own automations, you’ll save time — we’re talking 5 to 20 hours per automation build, PLUS the ongoing time-savings of the automated task. On top of that, you won’t have to wonder if the automations you pour your energy into will work. Instead, you can skip any potential trial and error and have peace of mind that the campaigns you implement will serve your customers and your business the way they were designed to. Why? Because they’re proven. They’ve worked for thousands of businesses before you and they’ll help you just the same.
To sum it all up, these templates mean:
- More time and less guesswork
- Thorough and efficient automations of your sales, marketing, service and operations tasks
- Maximized ROI from your small business CRM and automation app
Options for every phase
It was our goal to provide you with pre-built automation options so every area of your business could reap the benefits of this feature. With that in mind, we created Proven Automation Templates that align with each category of small business automation. So you will find campaigns for marketing, sales, services and operations. Plus, the automations were designed to bolster your Perfect Customer Lifecycle, each automation going toward collecting leads, converting clients, creating fans, or conquering internal chaos.
This way, not only will you save time and escape guesswork but you’ll also more thoroughly and efficiently automate every area of your company and increase the ROI your automation and CRM for small business software produces while you do so.
Browse the 12 automation templates from each of the four categories below and brainstorm how you can plug them into your workflows for a more complete customer lifecycle
Marketing
Contact Us: Put this "Contact Us" form on your website to ensure that any site visitor ends up in your small business CRM and gets the appropriate follow-up.
Lead Magnet Offer: Capture leads through a compelling lead magnet. Offer a tripwire to all who opt in, then your core offer to all who purchase the tripwire.
Newsletter Sign-Up: Capture leads through a newsletter sign-up form on your website. After someone opts in, deliver a welcome email and trigger a nurture series.
Sales
Bonus Content Offer: Offer bonus content that is normally an upsell with your main offerings to try and seal the deal!
Free Upgrade: Who doesn't love being bumped up to first class? Offer a limited promotion that upgrades the customer's purchase to the next tier.
Loyalty Coupon: This simple campaign creates a positive, automated customer experience that encourages your new customers to purchase from you again.
Service
Referral Request: Typically triggered after a purchase and some form of satisfaction survey, this campaign will automatically request a referral from your happy customers.
Holiday Greeting: Stay in touch with your clients all year long with quick holiday greetings!
Bring A Friend: Your service is better with a buddy. Offer a special deal when clients bring in new friends and family.
Operations
Staff Birthday Campaign: Use this automation to have management or admin staff be notified before each employee’s birthday so they can do something nice. This also sends an automated birthday message to the employee on their special day.
Failed Payment Follow-Up: Follow up when a failed payment occurs. This automation creates a task to follow up for an updated payment method and emails the customer.
Employee Of The Month: Send an Employee of the Month survey to all employees each month to have them submit nominations. Use the included contact groups (saved searches) in a custom widget on your dashboard to see the nominations.
Get started with 12 and tack on more as you need
Hitting the ground running has never been easier. You can browse these automations and start implementing them in minutes. And don’t forget to utilize Keap’s AI Content Assistant to help you quickly customize the content of these automations to your specific voice and business goals.
There’s two ways to access these automations:
- Head to the Automations section of your app and navigate to Automation Templates, where you’ll see them listed out by small business automation category
- You can also go to My Automations, select Create An Automation, and choose Start From A Template
These automations are available to all Keap customers with any version of the app (Grow, Ignite, Scale and Ultimate), but wait … there’s more. We also have more Advanced Automations available for purchase. If you’re interested in saving even more time and adding additional pre-built, proven power to your arsenal, simply let your Customer Success Manager know.
*If you don’t know who your Customer Success Manager is, reach out to Keap support for help.
