Keap has automation templates for common needs like new lead follow-up, booking a free consultation, invoice reminders and more.
This can be an action the prospect takes, like filling out a web form, or an action your team takes, like moving a lead into the next deal stage.
You can trigger an immediate response (like sending a call-booking link) or build in a time delay (like waiting three days before sending an invoice reminder).
Program the automation to stop when certain criteria are met, such as a client paying before the invoice reminder goes out.
Click on the three plays on the right to see each marketing automation example in action.
Offer a free consultation appointment to leads who submitted a contact form on your website.
Reduce no-shows by sending automated appointment reminders to clients.
Automation reminds your clients when they’ve overlooked an invoice.
Use Keap to automate almost any trigger event with a follow-up action.
Free yourself to focus on more important work.
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