Course curriculum

    1. 1.1 Welcome

    1. 2.1 What is a Pipeline?

    2. 2.2 Why is a Pipeline valuable?

    3. 2.3 Who uses a pipeline?

    4. 2.4 Pipeline Planning

    1. 3.1 Pipeline Set-up

    2. 3.2 Pipeline Use Cases

    3. 3.3 Using Deals

    4. 3.4 Reporting

    1. 4.1 Pipeline Automation

    2. 4.2 Easy Automations

    3. 4.3 Advanced Automations - Part 1

    4. 4.4 Advanced Automations - Part 2

    5. 4.5 An Automation 'Gotcha'

    1. 5.1 Parting Wisdom

    2. Feedback

About this course

  • Free
  • 16 lessons
  • 1.5 hours of video content

Pipelines are a powerful way to track a process in your business.

They can add insight, accountability, and automation.

Let's Go

Instructor

Keap Certified Partner and Pipeline Expert

Keap Partner Cameron Tulloch

Team leader and Principal Consultant at Otium Automation. Cameron has conducted more than 6000 one-on-one consultations with current and prospective business owners. He has extensive experience working with lean business experiments and business-enabling technologies for Customer Relationship Management, Marketing Automation and Operations. Cameron is passionate about working to support entrepreneurs who want to build and scale their ideas.

"Great course, I have a much better understanding of Pipelines now."

Alex, Keap User