Keap Tech Centered Practice Course - Tech Centered Practice

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The Pro Tour 12 Lessons

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Getting Started

Messages and Tasks

The Settings Menu 11 Lessons

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Business Profile

Payment Processing and Currency

Email Authentication

CRM Terms 6 Lessons

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Creating Your Pipeline 4 Lessons

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Pipeline Preparation

Strategically Adding Pipeline Stages

Automating and Moving Pipeline Stages

Additional Pipelines

Creating Forms 8 Lessons

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Creating an Internal Form

Starting Your Phone Intake Form

Adding and Arranging Fields in the Phone Form

Using Fields for Internal Forms

Adding a Qualifier

Creating a Qualifier for a New or Updated Client

Locating the Phone Intake Form Data

Locating the Updated Information

Your Phone Form and Automation 3 Lessons

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Start the Phone Intake Automation

Building Your Phone Intake Campaign

Setting Up Your Decision Diamond

Creating Your Webform 7 Lessons

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Starting Your Webform

Webform Fields and Strategy

Campaign Timers and Tasks

Campaign Emails

Finalizing Your Webform Sequence

Decision Diamond and Publishing

Embedding Your Webform

Schedule Appointment Internal Form 3 Lessons

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Appointment Scheduling Details

Creating the Appointment Scheduled Form

Decision Diamond and Publishing

Bonus Email Assignment Campaign 2 Lessons

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Preparing the Assign Clinician Email Automation

Setting Up Your Sequences and Decision Diamond

Your Final Walkthrough 1 Lesson

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Your Final Walkthrough

The Ultimate Benefit Verification 2 Lessons

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The Benefit Verification Form

The Benefit Verification Campaign

The Ultimate Document Review 2 Lessons

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The Document Review Form

The Document Review Campaign

The Ultimate Waitlist Loop 1 Lesson

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Setting Up A Waitlist

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