Keap Tech Centered Practice Course

12 Lessons

Getting Started

Messages and Tasks

The Settings Menu

11 Lessons

Business Profile

Payment Processing and Currency

Email Authentication

6 Lessons

Creating Your Pipeline

4 Lessons

Pipeline Preparation

Strategically Adding Pipeline Stages

Automating and Moving Pipeline Stages

Additional Pipelines

8 Lessons

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

Start the Phone Intake Automation

Building Your Phone Intake Campaign

Setting Up Your Decision Diamond

Creating Your Webform

7 Lessons

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

Appointment Scheduling Details

Creating the Appointment Scheduled Form

Decision Diamond and Publishing

Bonus Email Assignment Campaign

2 Lessons

Preparing the Assign Clinician Email Automation

Setting Up Your Sequences and Decision Diamond

Your Final Walkthrough

1 Lesson

Your Final Walkthrough

The Ultimate Benefit Verification

2 Lessons

The Benefit Verification Form

The Benefit Verification Campaign

The Ultimate Document Review

2 Lessons

The Document Review Form

The Document Review Campaign

The Ultimate Waitlist Loop

1 Lesson

Setting Up A Waitlist

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Campaign Timers and Tasks

Keap Tech Centered Practice Course Creating Your Webform Campaign Timers and Tasks

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