How will Keap help me get started right away?

With Keap, you’ll receive one-on-one coaching based on the Lifecycle Automation methodology we’ve used for 20+ years. Our experienced coaches have helped more than 200,000 entrepreneurs grow their businesses with Keap. You’ll also receive up to 15 hours of free 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. Talk to sales for more details.

What’s included with Keap onboarding?

Five 1-hour one-on-one sessions customized to your needs Business automation assessment to identify and close the gaps in your current customer lifecycle A plan to achieve your most important business goals Your own sales & marketing playbook — your roadmap to steady, predictable growth for your business Access to our Content Assistant so you can create content quickly for your automations and campaigns Weekly group training calls led by a Keap coach Assistance with importing your contacts and migrating your assets into Keap Direct contact with your coach between sessions, such as when you have a quick question or need help finding resources like tech support or done-for-you services

How much time do I get with my Keap coach?

Onboarding typically includes five one-hour sessions, which is about the time it takes to complete three plays in your Keap app. We recommend a weekly cadence to achieve quick momentum, but we will work with your schedule and go at a pace that best serves your needs. If you would like additional time with a dedicated coach, you can purchase ongoing services . You can also hire one of our Keap Certified Partners .

What are the benefits of Keap onboarding?

Keap’s onboarding helps you: 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 sales and marketing automation strategy for your growing business 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 coach 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 professional services . Your CSM will be assigned after your onboarding is complete. (CSMs are available for most customers, except those who have special pricing under $129/mo.) Customers can contact customer support for free via live chat or at +1 866-800-0004. If you want continued coaching after your onboarding sessions are complete, you can purchase one of our professional services memberships , or work with one of our Keap Certified Partners .

Onboarding Services| Keap - Small Business CRM & Automation

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

Avoid frustration and wasted effort

Keap onboarding provides business automation strategy consulting, training, and migration services to get you off to a great start in your first 90 days — and the clarity and confidence to continue the momentum.

How Keap onboarding works

When you decide Keap is for you, you’ll be matched with a small business automation coach who is an expert in achieving business results with Keap. Over the course of five sessions, you’ll work together to identify your most important short-term business goal, then achieve it using your Keap app, in 90 days or less — guaranteed.

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Identify #1 goal and
strategy

Using Keap’s business automation framework, you and your coach will identify the most important goal that will lead to your desired result.

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Your coach builds your first automation

Your coach will create an automation in your Keap app to support that goal, then walk you through how they built it.

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You build an automation
with guidance

Your coach will guide you through creating your next automation(s), helping you gain the confidence to use Keap on your own.

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Let’s Grow Guarantee

Within the first 90 days, you’ll achieve your main growth goal or we’ll keep coaching you — for FREE — until your goal is met.

The goal will be determined by you and your onboarding coach during your first call. It will be specific to your business and will be reasonable and achievable within the 90-day timeframe.

You must attend all of your coaching sessions, complete your assigned action items, and actively contribute to your own success, and your coach will do the same. See full terms and conditions.

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 Keap onboarding is different

Some software companies charge thousands of dollars for onboarding. Keap onboarding is priced affordably for small business budgets.

Guaranteed results: We know how to help you get results quickly
Personalized service: Every conversation is centered around what your team needs
Made for small businesses: Our coaches understand your unique challenges
Expert insights: We combine automation expertise and business acumen to help you accelerate business growth

What’s included with onboarding

1:1 coaching: Business automation consulting and personalized training
Business automation assessment: Insights to optimize your customer journey
Sales & marketing playbook: Your custom roadmap to predictable growth
Foundations group coaching: Learn Keap with other new users
15 hours of migration: Seamless import of your existing data and assets

My on boarding process was smooth and now I consider myself an expert in automation.

Kevin E | Sourced from G2

How will Keap help me get started right away?

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

You’ll also receive up to 15 hours of free 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.

for more details.
What’s included with Keap onboarding?
- Five 1-hour one-on-one sessions customized to your needs
- Business automation assessment to identify and close the gaps in your current customer lifecycle
- A plan to achieve your most important business goals
- Your own sales & marketing playbook — your roadmap to steady, predictable growth for your business
- Access to our Content Assistant so you can create content quickly for your automations and campaigns
- Weekly group training calls led by a Keap coach
- Assistance with importing your contacts and migrating your assets into Keap
- Direct contact with your coach between sessions, such as when you have a quick question or need help finding resources like tech support or done-for-you services
How much time do I get with my Keap coach?

Onboarding typically includes five one-hour sessions, which is about the time it takes to complete three plays in your Keap app. We recommend a weekly cadence to achieve quick momentum, but we will work with your schedule and go at a pace that best serves your needs.

If you would like additional time with a dedicated coach, you can purchase ongoing services. You can also hire one of our Keap Certified Partners.
What are the benefits of Keap onboarding?
Keap’s onboarding helps you:
- 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 sales and marketing automation strategy for your growing business
- 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 coach 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 professional services.

Your CSM will be assigned after your onboarding is complete. (CSMs are available for most customers, except those who have special pricing under $129/mo.)

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

If you want continued coaching after your onboarding sessions are complete, you can purchase one of our professional services memberships, or work with one of our Keap Certified Partners.

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

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