Here's what's in store

  • Product Set Up

    A walkthrough of how you can set up your products, subscriptions, and services inside of Keap

  • Payment Processing

    Exploration of the different checkout options you have access to for facilitating the transaction

  • Quotes and Invoices

    Learn how to use quotes and invoices to negotiate a deal, and create an order once it's been accepted

  • Financial Reporting

    Explore and understand the financial reports you have access to inside your Keap Account

  • Post Purchase Automation

    Guidance for using automation to design the experience you want to create for your new customers

FAQ

  • Who is this course for?

    If you ever feel you’re just not as efficient with Keap's ecommerce and sales features as you’d like to be, or you’re new to Keap ready to get things set up, then this course is for you. We built it with newer Keap users in mind, but plenty of people who have been using Keap for a while (months or years even) are still finding this course valuable.

  • What topics are covered in this course?

    These courses both focus on the ecommerce features inside Keap - so, everything you'd need to process orders. This includes setting up products, configuring a merchant account, designing your checkout process, and running financial reports to slice and dice your sales data.

  • What is the refund policy?

    Trick question – the course is free, so there’s nothing to refund. Enjoy!