Pipeline courses

Choose the appropriate course for your Keap version

Manage deals with Keap pipeline

Each edition specific course includes

  • Guided Set Up

    Keap experts guide you through the basic setup for creating a pipeline customized to fit your unique process.

  • Pipeline Strategy

    Get clarity on which processes work best for pipelines, when to create a new stage, and how to manage deals through the journey.

  • Stage Automation

    Learn how to automate stages within your pipeline to help your team nurture contacts from start to close and beyond.

So what's the deal?

With 80% of sales requiring 5+ follow up calls, and 44% of sales reps giving up after 1 follow-up, it’s easy to see how potential deals are getting dropped. The pipeline feature helps you organize your process, track your leads and follow-up so you can close more sales.

  • Pipelines offer a solution for tracking opportunities that may otherwise slip through the cracks by giving you a visual representation of your process and which stage a deal is in at any given time.

  • Maximize each pipeline's potential by adding automation that alleviates your team from having to bear the full weight of manual follow up.

  • Pipelines aren't just for sales processes. You can build pipelines that help your team organize and deliver on internal processes as well.

Automation stress? Let us handle It.

Work with our team to build powerful automations that drive results. Book a free strategy session now.

Make it Easy

FAQ

  • What is a pipeline?

    It's a mechanism for tracking a process in your business - usually an offline process, or a process that includes manual steps.

  • What Keap versions include a pipeline?

    There is a pipeline feature in Keap Pro, Max, and Max Classic (formerly known as Infusionsoft).

  • How much does this course cost?

    This course is free to all Keap users, just log in with your normal Keap credentials to get started.

  • Is this course about pipeline strategy or technical set up?

    It covers both - we'll talk through the high level strategy behind using a pipeline, and then guide you through the specific steps to implement this using the features inside your Keap account.

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

Alex, Keap User

"Each course gets better and better. I have had this subscription for a while and am just now digging deeper to utilize more functions. This was extremely helpful. Thank you."

Renée, Keap User