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When, Then, Stop Say you’re a consultant. You’ve built a great website that’s gener- ating traffic, and you’re gathering information about new leads by offering a free initial consultation. You’ve taken the steps to create an easy form for leads to fill out with their contact information. Now, you’ve just got to get them on the calendar. This is the first place Keap’s intuitive automations come in handy. Set an automation so that when a new lead fills out a form, then a custom welcome email with a link to book their free con- sultation is sent out automatically. Converting new leads means stay- ing in touch. Schedule a follow-up email at an interval of your choos- ing to make sure the lead books their free consultation. Once it’s scheduled, set the Easy Automa- tion to stop sending follow-ups. If you’ve been responding to each new lead inquiry yourself, you don’t have to imagine how much time it takes. And that’s not to mention how many leads can fall through the cracks simply be- cause you forgot to follow up. Our users save an average of 40 hours every month by automating tasks
6 \ The Keap Insider \ Keap.com We have a suggestion: Keep it easy. With Keap’s Easy Automa- tions, you finally have time to focus on growing your business. leads, following up with exist- ing clients, and collecting pay- ments for services — are crucial but time-consuming. Automating these tasks is one way to recap- ture lost time, but some auto- mation technology is difficult to use, and figuring it out can be time-consuming in and of itself. As an entrepreneur, you’re all too familiar with being a jack-of- all-trades. Starting and running a business requires a vast skill set. You do the marketing and sales, follow up with leads, set appoint- ments, provide a service, and do the billing. When you’re doing ev- erything yourself, it’s tempting to feel proud to have a hand in it all. But having a hand in it all can also lead to an ever-growing inbox with inquiries you’ve been mean- ing to follow up on, clients who are missing meetings because they never got a reminder, and in- voices that go unpaid because you don’t have the time to check back in after sending them off. As you’ve already probably learned, a lot of the daily tasks of running a business — converting
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