Course curriculum

    1. How this course works

    1. Create Email Templates

    1. Building the Pipeline

    2. Moving a Deal with Easy Automation

    1. Automation Overview

    2. Create Invite Form

    3. Send Email Invite to Guest - Part 1

    4. Send Email Invite to Guest - Part 2

    5. Add Appointment + Questions form

    6. Guest Books 15min Prep Call

    7. Create Finalization Form

    8. Finale Invite Sequence!

    9. Invite Automation Review

    1. Create Cancel Form

    2. Move Deal to Said No/No Reply

    3. Duplicate Multiple Sequences

    4. Preparing for the Decision Diamond: Custom Field Setup

    5. Create the Decision Diamond

    6. Finish the Decision Diamond

    1. Filter Team Members Task

    2. Wrapping Up the Workflow

About this course

  • Free
  • 25 lessons
  • 1 hour of video content

What You’ll Learn

This course uses a Podcast Guest Invite scenario to demonstrate the power of pipelines. You’ll walk through inviting a guest, scheduling the recording, and following up with assets—all within Keap.

  • How to build a non-sales pipeline using custom stages

  • How to use forms, tags, and automation to move contacts through a workflow

  • How to stay organized with tasks, appointments, and deal cards

  • How to create a smooth, repeatable experience for any journey