This post is going to be a designated space for Keap and a look at how to simplify lead capture & sales using Keap. We believe 2022 is the year to be levelling up and challenging ourselves and to achieve just that we became Keap Certified Partners. This means Keap believes we know enough about the software to talk to you about it, show you how it works and give you special pricing! The best thing of all, we can help you set it up!

What is Keap?

Keap is a CRM (Customer Relationship Management) software with powerful sales and marketing automation built-in. It provides powerful solutions for small businesses to simplify their day-to-day tasks. Client profiles, invoice and payment management, call scheduling, landing pages, email marketing and so much more! It works with your business to help you get organized AND save you time.

What is a Keap Certified Partner?

 As we mentioned before it means the Keap team trusts us to promote their software and implement it into our client’s businesses effectively. Our mission with this is that we can help you set up the Keap software and bring the lens of the Adventure and Travel industry to Keap. That is one of the biggest hurdles we believe when setting up any software. It’s finding it to work for YOUR business.

That’s where we come in! A translator so to speak. When starting with new software it’s really helpful to have someone alongside who knows all the tips and tricks to make it work most effectively for you. We speak the language of this software and know the hidden gems that can transform your business. To understand more about this platform and what it means to be a Keap Certified Partner read more here.

Why we believe Keap is ideal for people within the Travel Industry

Keap can be customized to meet the specific demands of any business which makes it ideal for the travel industry. The travel industry is an extremely high-touch sales experience. There are a number of different headwinds you must overcome before successfully closing the sale and sending your traveller on a journey of their dreams.

Why is automating things in my business so important?

In a world that is constantly changing, it is more important than ever to automate your business processes. With automation, you can improve efficiency, reduce costs, and increase profits. Automation can help you streamline many of the tasks that are necessary for running your business.

We recently did a blog post called Email Marketing 101 that went into detail about the importance of email marketing and why everyone should be making the most out of it. In case you missed it please read that here. If you are new to email marketing, Keap is a very powerful tool but it can feel overwhelming. Something we like to say “you can’t expect to put a beginner driver in a performance car vehicle and not expect them to feel overwhelmed”.

The Keap Dashboard

Welcome to the Keap Dashboard! This is a quick overview of everything that is going on in your business and what you need to be keeping an eye on. 

Broadcasts

The first thing you will see are broadcasts. Broadcasts are your monthly newsletters or bi-weekly emails you are sending out to your list. You are able to see the click rates, open rates and review the performance of the emails you are sending out. 

Contacts and new leads 

This lets you know how your form submissions, landing pages and any freebies you are promoting are doing. Are they generating new leads for you regularly? New leads don’t have to be a lot but they should be consistent. 

Client status

The client status panel is a good indicator to work out who are your repeat clients, VIP clients or any new clients you may have recently gained. 

Sales, quotes and invoices

You get a clear view of the sales achieved over the last 30 days and any quotes or invoices that are currently out with clients, potential clients and vendors. 

Setting up your calendar and booking appointments

The calendar is where you would start your day if you are a visual person. It allows you to see what’s available and what’s coming up for your day. This is great if you aren’t currently using a scheduler because you now can have access to one and it’s not another system or platform you need to think about. It’s all in one place! It allows you to book and schedule appointments all from inside the platform. 

The Keap Contact Centre

This is where things start to get fun in our opinion. Adding people to your contacts ESPECIALLY clients is vital. Keap is a proper CRM system so every contact has a profile. On that profile, we can see a bunch of information about who this person is, what they have done recently, basically all kinds of stuff. Keap allows you to text clients directly and make and receive calls right inside the keap app as well as emails! 

With each client profile, you can send invoices, arrange meetings, assign tags and add them to automation. You can add up to 100 custom fields which are essential questions that you can ask your clients in lead intake for sales, trip information forms, travel detail forms and survey questionnaires. Keap makes it possible to catch it all in one place. 

Storing Private Information in Keap

Keap is HIPPA compliant which is one of the top-level compliances associations in North America. This is what everyone in the healthcare industry uses so if it’s good enough for them it’s good enough for us! Meaning storing all your client’s passport information, visa information and credit card details is completely safe and secure. 

Can I Send Email Campaigns From Inside Keap?

Yes, yes, yes! It is possible to send email blasts and targeted campaigns within Keap. We believe it’s that powerful you will be able to rid yourself of your previous email provider such as Mailchimp, Active Campaign etc. Cutting down on costs and time! Keap offers a free trial where you can have a play around and see if its

Can You Create Automation Within Keap?

This is our favourite part of Keap. This is where we spend most of our time in the platform building automation. Keap has the potential to really create cool automation and consistent experiences for your travellers. It allows you to send reminders, payment requests and trip information promptly and automatically! You can capture all their information on time and keep everything in one place – their client profile!

The Lead Magnet Nurture Automation 

Why would you want a lead magnet in the first place? A lead magnet is a great way to grow your subscriber list. Without realizing you are probably signing up for lead magnet automation all the time. For example – If you go onto someone’s website and you see a ‘get access to my free training’ and you have to type in your email address to unlock or receive the freebie you are signing up to their lead magnet sequence. 

The benefit of this is it encourages people to subscribe and puts them directly in your CRM system. 

Step 1 – They start at your landing page which is basically a web page. With Keap it’s possible for it to be branded to your business style with colours, fonts etc. You will put a CTA encouraging them to opt-in to receive your freebie, PDF etc. 

Step 2 – They will receive an email with what they signed up for and it will ask them again to confirm their subscription. This is what we call a double opt-in and it’s great for email compliance. 

Step 3 – Once their email is confirmed it will automatically trigger to start sending them a sequence that you will have previously set up without you having to do anything! 

Step 4- You have the choice of how you want to keep nurturing this person with what content you want to send to them.

Step 5 – End with a sale push in your last email. Maybe encourage them to book with you before a particular date to receive a discount for example. 

Something we REALLY love about Keap

If you send someone an email and they click on a link in that email you have the ability to see that! You then can apply a relevant tag and set a reminder to follow up on that action through another email or promotion. For example, if you have a trip to Italy with two spots left available you can send a targeted email out to all the people who have clicked on links relating to that Italy trip previously! Pretty great right?!

Useful Resources

This is a pretty in-depth discussion on everything related to Keap and the benefits it can bring to your adventure business but if you want a visual look into the back-end we definitely recommend checking out the live session Katie did over on the Business of Adventure page below. She goes into great detail about lead capture forms and how to optimize and utilize them. 

We have put together a list of useful links that we recommend you make use of.

The Keap Homepage: visit here.
The Keap Free Trial: learn here.
The Keap Demo: watch here.
The Keap Promotional Offer: save money here.

To Conclude

By using Keap you can potentially cut down on using six other pieces of software. Think about it do you have invoicing software, an email platform, an appointment scheduler, a task reminder, another CRM that doesn’t connect with anything? If you are already spending from $50 – $150 plus a month on any of this software then please come talk to us. We want to make your life easier and save yourself money by using Keap. We hope this post helped and gave you something to think about as always please reach out to us if you want any further information.

Join the Conversation

We would love for you to join our Business of Adventure Facebook group. This is a collaborative space for business owners or freelancers in the adventure travel and tourism space. The focus here is to share best practices and tips about online presence and digital marketing (front end) and online systems (backend) so you can establish a rock-solid foundation for your adventure business. If this is something you could benefit from, please join! 

*disclaimer – some of the links above are affiliate links. Peak Flow has a working partnership with the Keap. This means we may receive a small commission at no extra cost to you if you make a purchase or sign up through the links included in this blog post! Our main priority is providing you with good resources that we feel good about recommending.