You’re never on your own with Keap

Change isn’t always easy, but with a team of implementation experts in your corner during your first year, we make it easier to transition to Keap, minimizing downtime and getting you results sooner.

Keap was dedicated to getting me success within the first six weeks. My coach and I had weekly hands-on working sessions together, building the automation I needed to have the success that was important to me. It just blew my mind.

Shaun Whynacht | Blue Cow Marketing

Meet your implementation team

With your Keap implementation package, you get an entire team of experts who will help you get up and running as quickly and seamlessly as possible.

Customer Success Manager (CSM)

Your main point of contact, who connects you to the help you need and advises you on strategy and how to maximize your investment

Implementation Strategy Manager (ISM)

Helps create your implementation strategy, trains you on the software and helps with setup and customization

Import & migration specialists

Handles importing your data and migrating your assets into Keap from your current system

How Keap implementation works

Strategize and prioritize

You and your ISM will map your Perfect Customer Lifecycle, prioritize your business automation opportunities, and select your proven automations.

Move your stuff to Keap

Our team will import your data and migrate your assets from your current system into Keap.

Build your first automations

Your ISM will help you customize and fully launch your first 2-5 proven automations, usually within your first month.

Ongoing support

Throughout your first year with Keap, you’ll meet regularly with your CSM to keep the momentum going. You’ll also have access to customer support for as long as you’re a Keap customer.

Implementation packages




Business mapping session

Launched automations




Basic data import

Migration services

Up to 15

Up to 20

Up to 25

Year 1 support

Weekly calls with an expert

1 Month

2 Months

2 Months

Third-party tools integrated

Up to 2

Up to 3

Up to 5

One-time investment




With the help of expert coaching, you can plug the holes in your marketing and start seeing real results.

Stephen Rapposelli | Performance Physical Therapy + Fitness

How getting started with Keap is different

  • Quick-start implementation: We bring in a team to help you transition quickly and smoothly

  • Full year of strategy support: We continue to help you optimize throughout your first year

  • Personalized service: Every conversation is centered around what your team needs

  • Made for small businesses: Our small business experts understand your unique challenges

  • Expert insights: We combine automation expertise and business acumen to help you accelerate business growth

Onboarding coach smiling man on call
My on boarding process was smooth and now I consider myself an expert in automation.

Kevin E | Sourced from G2

Implementation timeline: Your first year with Keap

Diagram of Keap implementation timeline

Frequently asked questions

  • How will Keap help me get started right away?

    With Keap, you’ll receive one-on-one coaching based on the Perfect Customer Lifecycle methodology we’ve used for 20+ years. Our experienced Implementation Strategy Managers have helped more than 200,000 entrepreneurs grow their businesses with Keap.

    You’ll also receive migration services, where we recreate your crucial marketing assets from your previous platform in Keap. This includes email templates, landing pages, web forms, automations and sales pipeline. We’ll also import your data (though you do need to clean your list first, if necessary, and provide us with a clean CSV or Excel file.)

    for more details.

  • What are the benefits of Keap’s implementation services?

    Our experts will help:

    • See a return on your investment in Keap more quickly by expediting the strategy and implementation processes
    • Identify the most important steps to achieve your primary business goals using the software
    • Execute a sound business automation strategy for your growing business
    • Transition your team to Keap with as little downtime as possible using our done-for-you services
    • Get comfortable using the software with one-on-one guidance laser-focused on your goals

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

  • What if I need additional support from Keap?

    We are dedicated to your success, which is why your Keap subscription includes live customer support, a dedicated Customer Success Manager, and access to Keap Academy for ongoing support and education. You also have the option to purchase additional coaching and done-for-you services through our Professional Services packages, or work with one of our Keap Certified Partners.

    Customers can contact customer support for free via live chat or at +1 866-800-0004.

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

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