Keap Customer Service Flowing


Customer Service takes time and effort, that’s undeniable.  Modern customer service and engagement consistently takes something more.  Keap Customer Automation in today’s environment allows you to address customers and clients with the advantage that provides more options. This not only provides consistency but allows you to provide the excellent customer service and engagement as you would if you had more time or resources. Utilizing Keap Pro Customer relationship management (CRM) will provide excellent (and consistent) Customer Service and Engagement.



Make it Easy for Keap Customers to Ask for Help

When a customer needs help, nothing is more frustrating than a hard-to-find contact link and a slow-to-respond company. Six in ten consumers have decided against an intended purchase or business transaction because of poor customer service, according to a report prepared for American Express. Make sure your company meets—and exceeds—the customer’s expectations every time by automating a process for responding to help inquiries.


Include a “contact us” link in every email to spare customers the task of locating it on your website. When a customer clicks the link, automation software tells a predetermined staff member to follow up.


With an automated process, the customer receives a better, faster and more personalized answer than she would have by contacting a general phone number or email address. In the software, employee names can be added to a contact drop-down menu to ensure that tasks are routed to the appropriate people. By assigning certain staff members to certain types of requests—a support rep for a technical issue, a salesperson for a prospect inquiry—you immediately connect the customer to the person who can help the most.

Send Keap Customer Appointment Reminders

In our overscheduled world, customers need reminders about appointments—and reminders of reminders, too. Forgotten appointments translate to wasted time and money for your business, but you and your staff members can’t afford to spend hours playing each customer’s personal assistant. While you’re responsible for booking appointments, software can handle things from there.


With automation software, customers can receive appointment reminders via email after you or a staff member completes a web form containing the customer’s name, email address and appointment date and time. The form prompts a sequence of emails: an appointment confirmation, followed by reminders in the days or hours prior to the appointment.


Along the way, a customer can ask to change or cancel an appointment by clicking a link within the email. That action alerts a staff member to follow up with the customer to reschedule.


Still, the task of comparing calendars and manually scheduling appointments can consume hours of your day. To take automation a step further, consider integrating your automation software with an app like AppointmentCore, which syncs with Keap Customer Service and Google Calendar. Using your business calendar, the app allows customers to view available times and book a slot—making the appointment process completely automated.

You may also like…

Integrating Social Media into Real Estate Marketing Automation

Integrating Social Media into Real Estate Marketing Automation

  The integration of social media into real estate marketing automation presents a dynamic approach to lead generation and nurturing. In today’s digital era, social media platforms are not just interactive spaces but vital tools for real estate professionals. The...

Drip Email Campaigns for Effective Communication in Real Estate

Drip Email Campaigns for Effective Communication in Real Estate

  In the fast-paced real estate industry, maintaining consistent and meaningful communication with potential clients is vital. Drip email campaigns have emerged as an effective tool for real estate professionals, enabling them to keep in touch with prospects over...

Enhancing Real Estate Email Marketing with Automation

Enhancing Real Estate Email Marketing with Automation

  In the dynamic world of real estate marketing, staying ahead means embracing the power of automation, especially in the realm of email marketing. Automated email marketing has become a vital tool for real estate professionals, enabling them to efficiently...