Get started with Keap—campaign strategy guide

The campaign Strategy Guide is a free tool available to help you craft the most effective marketing strategy for your business. This guide walks you through a step-by-step process that focuses on your type of business and your business priorities.

The Strategy Guide starts by having you choose a category that best describes your business. It then asks you to select a priority: I want to collect more leads, I want to follow up better with the leads I have now, and I want to get more repeat business and referrals.

Based on the option you select, the Strategy Guide provides three potential strategies to help you get started. The Strategy Guide then takes you to the Keap Marketplace and presents a pre-built campaign to install for free into your Campaign Builder. Any of the campaigns offered by the Strategy Guide are free, and provide step-by-step instructions.

Keap is on a mission to simplify growth for millions of small businesses. For 17 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.