The Keap Insider - Volume 1

The Keap Insider - Volume 1

Volume 1

Welcome to the Keap Family | Meet Our Superheroes

Inspiring Determination

How Our 2020 IKON Winners Built a Legacy During a Pandemic

Convert Leads With Custom Marketing Campaigns

✓ Streamline your sales and marketing processes with our advanced automation builder. ✓ Increase email marketing engagement with

advanced features like dynamic content, A/B testing, and predictive sending.

✓ Delight customers

by tagging new leads and following up with personalized nurture sequences based on your customers’ actions.

“I’ve gotten 55,000 emails as a result of a single lead form.” -Jerome Davis | Urban Professionals

Contents 4 6 Welcome to the Keap Family! Inspiring Determination: How Our 2020 IKON Winners Built a

Legacy During a Pandemic Meet Our Superheroes: 3 Stories of Big Grit Are You Underestimating Print Marketing? 3 Ways Your Business Could Benefit From a Client Portal 7 Ways to Fix Your Marketing

9

12

14

16

The Stages of Small Business Growth Why You Should Be Integrating Offline & Online Marketing to Grow Your Business

18

20

22

The World’s Most Effective 7-Figure Webinar Template for Attracting More Clients The Pandemic Proves That the Most Valuable Asset in Your Business Is This …

24

From One Entrepreneur to Another

Dear Keapers,

I love this Keap community of customers, partners, and em- ployees who are all working to grow small businesses. There’s something unique and special about it. We experience it ev- ery year at IKON (our annual customer conference) and PCON (our annual partners conference). I was reminded just how special this community is when we held our annual IKON and PCON after a two-year hiatus. The grit and optimism of our customers, partners, and employ- ees are remarkable. Those traits come through in the stories of entrepreneurs staring down COVID-19 and adapting their businesses. It comes through in the tenacity of our custom- ers who face challenges, remain positive, and find a way to succeed. And it comes through loud and clear as our cus- tomers use Keap to get organized, grow sales, and save time.

We are highlighting these sto- ries of grit, optimism, and success in many ways: online, at IKON, and now in The Keap Insider, our new monthly magazine that shines the light on gritty entrepreneurs using Keap to grow their business without the chaos. We love shining the light on our customers and partners who are killing it in small business. We absolutely love small business growth! And we love helping you achieve your growth goals. We are looking forward to an excit- ing year. We have big things in store for you. Product upgrades, service offerings, The Keap Academy, and more will be coming your way. You can read about all of it in The Keap Insider and follow the updates in the Official Keap User Group. And, of course, we’re always here for you with programs, resources, and support to help you get the most out of our award-winning sales and marketing automation software. So, don’t hesitate to call our support team or connect with your custom- er success manager. We are here to serve you and help you reach your growth goals. Thank you for allowing us to be a small part of your success. We hope you enjoy this inaugural edition of The Keap Insider. As employees, partners, and cus- tomers of Keap, we are all part of an amazing community of entrepreneurs helping entrepreneurs. We call this community The Keap Family. Welcome to the family! You’re officially a Keaper. Keep going, keep serving, keep growing! –Clate

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VISIT KEAPMAGAZINE.COM/WHY-KEAP-INSIDER TO FIND OUT HOW TO BECOME A CONTENT SPONSOR

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Our 2020 IKON Award Winners Chantel and Mwale Henry on How They Built Success With Legacy Project LLC BUILDING THEIR LEGACY A t Keap, we value great ideas. Find out more about Mwale and Chantel’s top plays for success in the IKON 2020 Play- book, available online at Keap.com. Mwale and Chantel were also recent guests on Keap’s “Small Biz Buzz” podcast where they share more of their story. Make sure to check it out where you lis- ten to your podcasts. better, we name a winner, award- ing them with $15,000 for their great success. Pretty cool, right? We’re proud of all of our final- ists this year, and we are honored to introduce you to the 2020

Keap IKON Award winners: Chan- tel and Mwale Henry of Legacy Project LLC. As you’ll learn from their story, Chantel and Mwale have done something pretty great in the past year. We believe

Every year, we’re honored to recognize these great business leaders at our annual IKON conference, curated with some of the leading business experts

to help you utilize Keap better. We ask those businesses to share with us how they have grown and to open up those playbooks for their fellow entrepreneurs. Even

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and public relations, Chantel and Mwale had a dream of creating a business that would provide aspiring authors and those with powerful stories a support sys- tem and a step-by-step process toward sharing their stories — a motto the business has adapted as a rallying cry. Like many business owners, Mwale and Chantel poured them- selves into Legacy Project LLC. Chantel recalls waking up at 3 a.m. just to input sales notes and update tracking software that wasn’t synced, often with the couple’s two babies crawling over her lap. Mwale was attending con- ference after conference and, because of the cost, was re- signed to sleeping in his car and showering at local gyms. His feet swelled from the stress and toll he was putting on his body, but the Henrys couldn’t afford to book him a hotel room — yet. Mwale heard about Keap at the many conferences he was attend- ing, and he desperately wanted to take the leap. It wasn’t until Chantel heard about it for her- self that she agreed. They were hopeful and nervous, but they had no way of knowing at the end of 2019, when they decided to scale their business with Keap’s lead nurturing software, what was waiting in 2020. Despite the pandemic, Mwale and Chantel have grown their business from $30,000 to net $100,000 in just one year of using Keap. To date, Legacy Project LLC has coached more than 6,800 people and has helped 1,375 authors become international bestsellers. Perhaps best of all, Chantel and Mwale aren’t sleeping in cars or waking up at 3 a.m. any- more. Instead, they are relying on

the nurture and automation tools of Keap to build their business. “I’ve been able to nurture and level that experience during the pandemic,” Mwale told viewers at our annual IKON conference this past year. “I’m scaling business at unbelievable levels. When we think about Keap, it is really that shift of how do you nurture and have that exponential increase in the experience for your client, because you want to keep that Project LLC’s Success — As Created By Chantel and Mwale Henry 1. Process: There wasn’t a streamlined process for Legacy Project LLC when it began six years ago. Previously, they would customize each invoice and wait for payments. Their most ex- pensive product was difficult to obtain, and they relied on paper notes and manual inputs to sort their customer base. Today, the Henrys use payment automation and have created payment plans to ensure they are getting paid and attracting di- client in your ecosystem.” The 4 P’s of Legacy verse customers. With the use of customer tags, Chantel says they have been able to rake in more profit by targeting hotter leads. As she likes to tell Mwale, “Tags equal money bags!” 2. Partnerships: Prior to Keap, Chantel says Legacy Proj- ect LLC’s strategy was chaos. Mwale was constantly hunting for clients at conferences, but they still weren’t seeing the kinds of customers they wanted. That’s changed. In fact, Legacy Project LLC has partnered with renowned motivational speaker

Chantel put it best when she said, “Success is not a matter of time. It is truly a matter of team.” Chantel Henry will never forget the moment she realized that the business she and her husband, Mwale Henry, started together was hitting a brick wall. “What really came to form was when my husband looked at me and said, ‘Chantel, the way that we are operating our business is not going to help us grow because we have five different products or services that we use on a regular basis, and they’re getting us by, but they’re not ac- tually helping us grow,’” Chantel remembers. Their route was chaotic up to that point. Chantel and Mwale pooled their experience togeth- er more than six years ago when they began Legacy Project LLC. With experience in publishing

Keap.com / The Keap Insider / 7

so they can show up for clients in meaningful ways. “You want to create an expe- rience, an unforgettable experi- ence, that leads people to begin to think that there’s something, and I want to be apart of it,” Mwale said. 4. Purpose: For Chantel and Mwale, their two children are their why. They push them for- ward and are why the duo placed everything they had on Keap’s ability to help them succeed. Today, they have more people relying on them. This year, as a result of the growth Project Legacy LLC saw,

the company was able to pay $25,000 off their mortgage, do- nate 3,000 masks, and purchase $26,000 worth of groceries for others. They also do global phil- anthropic work and hope to con- tinue to do more. “We believe that good people are supposed to do good,” Chantel said. We’re proud to have been part of Chantel and Mwale’s journey. Our tools may have been the foundation that helped them reach for success, but Chantel and Mwale are true icons. All we did was provide the software. Their grit fueled them forward.

Lisa Nichols to create a campaign to encourage others to tell their stories. According to TellMySto- ryNow.com, Legacy Project LLC netted $47,000 in sales in just 48 hours and generated 250 leads with a 70% conversion. Today, with the proper part- nerships, they attract the right customers for their business. 3. Profitability: As Chantel likes to say, “If it’s not measured, then it can’t be managed.” With Keap’s automation, tagging, and creation tools, Chantel and Mwale can see tangible results of their work. They know immediately what’s working and what doesn’t,

We had many notable entries to our IKON Awards this year, and the competition for No. 1 was fierce! It’s our honor to present the notable finalists whose contributions, grit, and determination are no less impressive. Magic Evan LLC:

to better market to the masses and improve its customer experience. They needed to do more than just rock! With an automated system through Keap, Ben and his team are better equipped to target their ideal audience through digital advertising and follow up on the leads that matter most.

Evan Paquette has been a member of the Keap com- munity since 2015. Since then, Evan’s income has grown year over year, and he’s on track to net more money than he ever has! His ability to pivot quickly

Skillastics: Sandy Slade created Skillas- tics as a way to get kids moving, but Sandy found she was on the move a lot, too — and it wasn’t as healthy. Sandy attended about 30–40 conferences

during a pandemic wasn’t a feat of magic — his genius was possible with the help of Keap. “When I pivoted from in-person to virtual events in March, I was able to quickly reimagine my automated follow-up and sales process,” Evan explained.

each year in an effort to build the quality leads she needed to continue growing at the pace she was, but with Keap’s help, Skillastics is on pace to record its best year yet! Sandy’s secret is using Keap’s automation tools to fur- ther engage her clients and “create fans.”

Artist Management Services Ltd.: Ben Marshall needed a way for Artist Management Ser- vices Ltd., which books bands and DJs for events,

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O ur clients have inspired us this year. Nothing could have prepared us for 2020, but many of our customers stayed ground- ed in their purpose and proved to their communi- ties that small-business leaders are the foundation of our country’s success and a strong economy. Entrepreneurs are help- ing us survive this mo- ment in history. They’re providing jobs, finding new and safe options for their patrons to enjoy their services, and fulfill- ing needs in their commu- nities. Just as a handy- man needs his tools, these entrepreneurs need

software that automates CRM, sales, and marketing tools to help them get the job done. (Because who else will?) At Keap, we have been honored to join you on this journey, acting as your virtual sidekick through a tough year. Through our Big Grit Campaign, we have introduced you to three entrepre- neurs who have dug into Keap’s tools and used their own genius to make 2020 one of their most successful years. Here’s a teaser of those stories, but you can learn more about their paths to success online at Keap.com/Big-Grit or on Keap’s “Small Biz Buzz” podcast. Finding His Rhythm: Nate Shaw

When he was 17 years old, Nate Shaw’s mother gave the budding musician his first drum set. All Nate ever wanted to do was play music, and his family readily supported him, as many were artists or people who struck out on their own path. His mother was a painter and printmaker who owned a movie theater with her husband, while his cousins and brother were musicians. His father was an entrepreneur as well. Determination to create was instilled in Nate from a young age, but he found his

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way to entrepreneurship later. Nate fulfilled his dream of play- ing music for 15 years, travel- ing the country and selling his tracks. When he started his fam- ily, he looked to create some- thing more stable, so he picked up work writing tracks for TV shows — but that grew stale. As he was trying to figure out what he wanted to do, Nate picked up odd jobs by teaching his friends’ children how to play music. He called it his “play- ground network,” but one year later, he saw it as an opportunity. That was the beginning of the Brooklyn Music Factory. “The Brooklyn Music Factory provides an alternative to the standard method of music les- sons, where musicians are in- spired and community is built,” Nate told Keap. “Every lesson is designed to bring maximum joy through game-based learning and gig-style recitals, where kids play with other kids and are backed by professional musicians.” However, Nate’s journey wasn’t finished. Like any beginning business owner, Nate was trying to juggle his passion for music with his newfound love: busi- ness. Playing gigs with friends and creating new content wasn’t something Nate thought could be possible if he had an entire school to operate. It wasn’t until he spoke with author Seth Godin at a Keap con- ference that Nate saw symmetry in the spaces he was working. Godin said to him, “Nate, you’re limiting the scope of creativity. Most of the business owners I know are highly creative indi- viduals, but they’re creating and sculpting something different. You’re using all of those same tools that you’ve been working on for your entire career.”

From that moment, Nate made music a priority again. Through it all, the biggest lesson he has learned along this journey is that humans and their passions are constantly evolving and growing. As Nate has grown, so has Brooklyn Music Factory, and with it a need for better streamlined CRM services. Nate has been a Keap customer since July 2016, and in that time, we’ve been able to help him organize his lists of prospects, customers, and contacts; manage reports and email campaigns; and — perhaps the most important for a busy musician — automate resources, so Nate can spend more time on the piano keys and less on the computer keys. For the musician turned busi- ness owner, that balance strikes the perfect note. You can learn more at BrooklynMusicFactory.com. From Healing People to Healing Businesses: Natasha Davis

nurse by the time she was 21 years old, but it was her leadership that landed her as the head nurse of an emergency trauma unit when she was just 22 years old. But Natasha soon found that her passion for helping others also lent itself to curiosity. She wanted to know more about the hospital she worked at, so much so that she read business books and studied the operations side of the hospital. She became so well- versed in business that her fellow medical professionals would come to her for advice! “Over time, doctors would ask where the ‘business nurse’ was,” Natasha recalls. “They’d say, ‘Go find the business nurse in the ER; she can help you with that.’” Natasha couldn’t shake the feel- ing that nursing wasn’t how she was meant to help people. She liked the work she did, but she craved more. So, her father offered her a challenge: Try running a busi- ness for one year. Then you’ll know. Natasha started Soothing Aro- mas, a custom gift basket com- pany, and dug in. She used her expertise as the “business nurse” to push her company forward, and just a few months shy of that deadline, her father told her he thought she was ready. That was all the permission Na- tasha needed to start the business she really wanted to begin. It was the side work she was doing when her coworkers would call her the “business nurse.” Natasha wanted to help other entrepreneurs and business leaders find their way through a brand consulting agency. “I would tell people: Listen, back then I saved lives. Now, I save companies,” Natasha says. As she grew busier saving busi- nesses, her list grew, too. But when her business partner and husband left her in 2012, Natasha

For as long as she can remem- ber, Natasha Davis has wanted to help people. She used that passion to become a registered

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that didn’t offer any room for her child. So, she solved that problem. That fueled her passion to start Advocates 4 Angels, an advocacy group for parents with children with special needs. To date, Val- erie has assisted with more than 4,000 individualized education programs (IEPs) and helped par- ents advocate for their children to help them lead full lives, which can include high school and col- lege educations. “Your child has potential, and we’re going to make sure they reach it. That’s our goal,” Valerie said. “We’re not going to put lim- its on them; we’re going to make sure they get all the help they need … We should never give up on them because when we fight for their potential, they reach it. Chanel and hundreds of other children are proof.” Valerie has relied on Keap to navigate her growing business and platform since May 2018. She explains that it has helped her to accurately track the connections she’s making and ensure she re- sponds to every parent in need of her help and support. The CRM software allows Val- erie to properly filter her business and segment the various portions that make up the work Advocates 4 Angels does. It’s also allowed her to create and store content in one easily accessible location, making the public work she does through speaking engagements and seminars seamless and nonetheless powerful. By the way, Chanel graduated high school with honors — no doubt in small part because of her mom’s advocacy. You can learn more at Advocates4Angels.com. To hear more about these cus- tomers, check out their stories on Keap’s “Small Biz Buzz” podcast.

“Listen, back then I saved lives. Now, I save companies.” since May 2018, and she’s grown into various services and prod- ucts with our company as her business has developed. She uti- lizes Keap for campaign organiza- tion, automation, segmentation, payroll management, and moving clients through her sales pipeline. Natasha says the streamlining that Keap offers pushes her busi- ness forward. — that I got my life together.” Natasha reinvented her busi- ness as Impact Branding Con- sulting, and she’s continued to grow, even giving business own- ers the help they need during the COVID-19 pandemic. Natasha has been with Keap was left wondering who she was and how she could build back. After two months of worry and confusion, Natasha remembered why she became the “business nurse” in the first place. “I got up and came into my office for the first time in two months, and I felt alive again. And I sat at my desk and I said, ‘From this day forward, I will never be broke again,” Natasha recalls. “‘I will never be broke and I will never be broken by anything.’ And that was the day — Jan. 28, 2016 When Natasha can push for- ward and is given the tools she needs to succeed, the possibili- ties are endless for the countless business owners she helps, too. All in a day’s work for the woman born to help others.

You can learn more at ImpactBrandingConsulting.org.

Not Backing Down: Valerie Aprahamian

Valerie Aprahamian has yet to meet a challenge she can’t face. As an author, teacher, coach, mentor, and public speaker, Valerie has conquered a lot, but it all began when she welcomed her daughter, Chanel, into this world in 1991. When she was 3 years old, Chanel was diagnosed with au- tism and a disorder that caused seizures. Experts told Valerie that her daughter would never be able to succeed in school, talk, read, or write, but Valerie refused to ac- cept that reality for her daughter. With the support of other moms of children with special needs, Valerie advocated for her daugh- ter’s rights in the classroom. Because of her mom, Chanel became the first student with au- tism to learn in a general educa- tion classroom by the late ‘90s. From that moment on, Valerie saw a broken education system and was determined to fix it for other students like Chanel. She found that she wasn’t the only parent who didn’t know how to navigate an educational system

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Are You Underestimating Print Marketing?

Is Analog Really Dead? People of all ages still have an affinity for an old-school analog approach. In fact, many millennials cherish objects like paperback novels and vinyl records as an antidote to our overly digitized era, and the business world is no different. In 2019, online purchases only accounted for 11% of all sales made in the U.S. In 2020, it was 14%, but only because it was forced on us. That’s not insignificant, but retail stores aren’t going the way of the dinosaur in the next 24 months, either. In 1888, when Sears first started sending out catalogs, they thought they’d kill retail shopping, too. But as we know, that’s not how it went. Let’s drill down a bit and look at one particular print marketing

Why Direct Mail Isn’t Going Anywhere (And How Your Business Can Leverage It) H ave you ever wondered if direct mail still works for companies today? Or everything from Amazon, never having to leave our houses for purchases again.

why companies spend billions of dollars annually on direct mail? If you can send an online news- letter, why would anyone send a print one? From everything we hear on the news, things like direct mail and newsletters — and all offline advertising, for that matter — are dead or dying. According to the media, we will soon all live in a digital-only world and order

The media has it all wrong. We lived that life in 2020, and we didn’t like it! If anything, the pan- demic proved that the itch to get out in the world, hold things in our hands, and build relationships with brands before we make a purchase never goes away. When you take some time to do your research, you’ll find that many marketing experts still understand the value of tangible print media.

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Another plus for print newslet- ters is that they allow you to sell in a vacuum, one to one. Plus, with print, you have far fewer distractions compared to read- ing content online. Win Attention — Build Trust When you capture someone’s attention and spend time with that person, you start to build a relationship. We all prefer to do business with people we know, like, and trust, but getting enough time with someone to build that relationship is very difficult with online media. When

channel: print newsletters. Our company, Newsletter Pro, sends out millions of print newslet- ters annually for businesses all over the country. And despite the shift toward digital, we made Inc. Magazine’s 500 fast- est-growing companies list two years in a row. Why Print Newsletters Work One of the most important metrics all the big companies track is “time on page” or “time in store.” Long ago, companies realized that the more time you spend in their store, the more money you spend there. This correlation is one reason Cost- co sells hot dogs and a soda for $1.50. It increases the time in store and, in some cases, ac- tually gets you into the store in the first place. The same is true for your marketing. The more time some- one spends with your market- ing or salesperson, the more likely they are to buy from you or refer business to you. When done correctly, a print news- letter gives media that allows both prospects and customers to spend an extended period of time with you, your brand, and your products or services. In today’s world, getting someone’s attention is the most valuable commodity there is. On any given day, a person spends an average of 30 minutes reading their mail. Compare that to the average lifespan of an email, which is only 11.1 seconds. It’s so hard to get somebody to read a business email that there are countless online guides offering strategies to make sure your emails aren’t immediate- ly ignored. You won’t find that problem in print.

ready to sell to them. By sending them your print newsletter, you’ll remind them you’re there when they’re ready. Your Recipe for Marketing Success The media likes to pit print and digital against each other. Which one is going to win in a fight to the death? The truth is that if you really want to see your company grow, your mar- keting strategy should include a mix of both print and digital marketing. Add a print newslet- ter, do some direct mail, add a bit of Facebook advertising and Google Ads — drive online leads offline and offline leads online. That’s a real recipe for success, and our company can help you achieve it.

your newsletter shows up in someone’s home or office and they spend time reading about you and your company, you are laying the foundation of trust. When nurtured and properly promoted, that trust will lead to more referrals, decreased customer churn, and a higher 8500 Keystone Crossing, Suite 555 In ianapolis, IN 46240 317-726-1714 EagleAndFein.com

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customer lifetime value — benefits that make print newsletters superior to email newsletters. An often-over- looked opportunity IS IT SAFE TO FLY DURING THE PANDEMIC? 1 Meet Archie, Scott’s New Puppy! 2 You’re Building Muscle While Yo 3 Ways Partnerships Help Businesses Grow 3 How to Set Your 4-Legged Friend s Up for Life ‘My Furry Valentine’ Pup Snacks 4 Is Air Travel as Risky as You Thi nk? u Rest INSIDE THIS ISSUE

FEBRUARY 2021

E AGLE A ND F EIN . COM

317-726-1714

Meet the 4-Legged Friends in My Estate Plan

WELCOME TO THE LINNEWEBE R FAMILY, ARCHIE!

Last November, my wife and daug puppy. They had three main argum

hter decided that we needed to ge t a

ents:

Back in March, when the pandemic first started to affect our daily lives, the number of U.S. airlines’ international passengers fell by 53% from the previous year. In April, the difference was even more stark — a drop of around 96%. People didn’t trust that they would be safe from COVID-19 on airplanes, and why would they? Whether earned or not, airplanes have a reputation for being flying

that means you risk catching COVI infected is sitting directly next to, i However, that doesn’t account for

D-19 only if someone who’s

1. My daughter Elliott was stuck

n front of, or behind you.

at home doing e-learning because

of the

pandemic, and she thought a pup

people moving about the cabin

py would be great company.

on flights, so take that into conside

2. Elliott is graduating soon, and

Having a dogs’ day on Valentine’s D off Danielle and me to do somethi

ration.

my wife thought a second dog wo uld help

ay is great because it takes the pre

ssure

fill the gap she will leave behind wh

ng wild and romantic. Instead of sp

en she goes to college.

that print newsletters provide is the ability to build relationships with prospects. Businesses tend to give up on pros- pects if they don’t buy in the first few hours, days, or weeks, but that is a massive mistake. In a single year, our company, Newsletter Pro, added $1.2 million in new reve- nue from leads that had found us more than 12 months prior. Ultimately, customers are ready to buy when they’re ready to buy, not when you’re petri dishes. That said, flying may be safer than you think, even if there are still some risks. Here are some precautions to minimize those risk s. USING HIGH-QUALITY AIR systems on airplanes are built to s of the ways airlines are taking FILTRATION The air filtration top respiratory viruses from mmend that air in confined spreading. Air quality experts reco spaces be replaced six times per h planes replace the air around 20–3 our. Filtration systems on 0 times an hour. In practice, AIR TRAVEL MAY BE LESS RISKY THAN YOU THINK 4 EagleandFein.com

ending

3. They both thought that our

BLOCKING THE MIDDLE SE to create social distancing betwee middle seat open on flights. Accor Barnett, a professor at Massachus this does seem to reduce the num COVID-19. Additionally, Barnett rec to get the window seat, since that’ points of contact with other passe

a lot of money on each other, we s with plenty of toys and treats this m

8-year-old goldendoodle, Stella, c

AT Some airlines have tried n passengers by leaving the ding to research from Arnold etts Institute of Technology, ber of passengers contracting ommends that passengers try s where you’ll have the fewest ngers. It’s not quite 6 feet, but

plurge on the pets! Archie will be s

ould

poiled

use a buddy.

onth.

I still was not convinced, but then a young male puppy would be a go relented. Why did I even bother ar

Our other pet tradition is adding o

our vet got on board. They sugges od companion for Stella at her age guing? A few days later, we brough

ur dogs to our estate plan. After w ke sure she would be taken care o f if

ted that

e got

Stella, Danielle and I wanted to ma

. So, I

something happened to us, so we It gave us both a lot of peace of m

added provisions for her into our

t Archie

plan.

the Bernedoodle home.

ind to know she would be okay. No

w, we

need to add Archie, too!

it’s better than nothing.

This is my first time having a pupp

y in the house, and oh boy, has it b

een an

experience . In the past, my wife Danielle and

That second tradition might have our clients here at Eagle & Fein w extensive provisions. They leave b pet care and detailed instructions four-legged friends. If that sounds

surprised you, but I actually help ith pet trusts. Some of them have

I have always adopted dogs that

a lot of

were already at least 6 months old our last dog, Chick. Thank goodnes trouble so often that his name mig

PASSENGERS WEARING MAS passengers wear a mask during boa some do allow passengers to take th

and housebroken, including Stella s Archie is adorable because he ge

KS Most airlines mandate that rding and while flying, though

and ts in

really ey for

ehind significant amounts of mon

ht as well be, “Archie, no!”

em off to eat and drink. Masks spread of COVID-19, even on he pandemic, a man who later

about who can take ownership o f their

are still the best way to prevent the airplanes. Back at the beginning of t tested positive for COVID-19 flew all

like something you would do, you

can

That said, Stella is really enjoying h Archie has definitely brought some that I fell for him, too. I have alway I come home from work, and now what an awesome greeting. Somet see me after work than my wife an

read more about pet trusts on Pg

im and they play together quite a b it.

. 3. They really are a great option

for

animal lovers.

the way fromWuhan to Toronto other passengers were infected.

fun into her senior years. I have to

admit

but wore a mask the whole time. No

s loved how excited Stella gets wh Archie is there wagging along with

enever her — pier to

I enjoy working with those clients joy pets bring. Even when Archie i he always makes me smile! I hope a bit of joy, too. Feb. 20 is Nationa

because I understand the happin s piddling on the rug or biting my

ess and ankle, s you is was

While the risks may be less severe still exercise caution. Practice socia boarding and disembarking proce

than you thought, you should

imes I think the dogs are even hap

d teenager.

l distancing during the

this photo of him and Stella bring

sses as best you can and keep ur destination. Just because doesn’t mean you should throw

l Love Your Pet Day, so I figured th have a dog or cat at home, give t hem a

up to date on any outbreaks at yo things are safer than you thought

Now that Archie is here, our family of those traditions is having a cele

the perfect time to share it. If you

is including him in our pet traditio ns. One

hug from me!

bration on Valentine’s Day that is a ielle and I picked for Chick’s birthd

ll about ay, and

caution into the air filtration system .

the dogs. Feb. 14 was the day Dan even after she passed, we kept up

– Scott Linneweber, Associate Attorney

the tradition of celebrating it with

Stella.

Published by Newsletter Pro

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Published by Newsletter Pro

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Newsletter Pro Team [email protected] 208-297-5700 NewsletterPro.com

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As a business owner, chances are you want to grow your business, make more money, and provide a better experience for your customers. One way of achieving this is by provid- ing your clients with an online portal that’s connected to Keap. This short article will ex- plore how you and your clients can use such a portal as well as share three specific ben- efits of having one. Everything discussed here can be done with Memberium, a WordPress plug-in that makes it easy to create a Keap-integrated client portal. To watch a video version and get all eight ways to use a client portal, visit Memberium.com/clientportal. Your Business Could Benefit From a Client Portal 3Ways By Ben Denny

MEMBERIUM

14 \ The Keap Insider \ Keap.com

1) Provide your clients with a way to update and view billing details. One of the most time-con- suming aspects of running a small business is keeping track of invoices and ac- counting. When someone’s

3) Allow clients to upload documents securely.

Depending on your type of business, you could benefit from a customer portal that allows people to upload files

directly to the Keap file box on their contact record. If you are an accountant, use signed contracts, or have any use for clients submitting files to you, you could set up a portal that lets them do just that. You’ll provide your client with login details or have them automatically sent via Keap, and they’ll log in and be able to upload files straight to their contact record. You can also trigger further automation when a file is uploaded. How can I build a client portal that’s integrated with Keap? If you want to get started and build your own cus- tomer portal with built-in Keap integration, the first step is signing up for a service like Memberium. Memberium is a WordPress plug-in that lets you create a client or member portal on your site in just minutes. Your business can have its own portal, owned and controlled by you, with your logo and branding, and you don’t need to hire a developer to create it. We’ve only scratched the surface of what is possible with a client portal. Get All 8 Ways to Use a Keap-Integrated Client Portal at Memberium.com/ClientPortal — Video and PDF Version Included.

payment fails, you have to call them, get the new card number, input that into Keap for billing, etc. That’s why client portals are so useful! You can allow your clients to view their invoices online, update their credit cards, view and cancel subscriptions, and more. If you’re using a solution such as Memberium, everything will be tracked and stored inside Keap. You and your clients will save time (and money) because they won’t have to contact you just to update their card information or view a past invoice — it all happens seamlessly through the portal!

2) Upsell clients on additional services or products.

One of the best ways to grow your business is by upselling clients on additional services or products. This can be automati- cally done with a client portal!

When a client logs into the portal, you can present them with a special offer. Since you already have their credit card details (stored in Keap), you can present them with a button that automatically charges their card. No checkout forms mean higher conversions. If you sell digital products, you could use a mem- bership plug-in that integrates with Keap to deliver the digital files automatically. If you’re selling physical products or services, that order is stored in Keap so your normal fulfillment processes can take place.

Ben has been helping businesses all over the world set up membership sites and online courses since 2017. He is an expert in this space and has experience working with many different types of industries to grow their sites using Memberium and Keap.

Keap.com / The Keap Insider / 15

What’s Really Wrong With Your Marketing? 7 Fix-It Tips From the Experts

1 2 Most businesses — yes, even yours — go about marketing all wrong. Our team at Newsletter Pro has been helping small-busi- ness owners market their products and services for more than a decade, and the No. 1 mistake we see them make is blaming the medium for the failure of their market- ing campaigns, when the real problem lies somewhere else. Blaming the medium — whether it’s SEO, a print newsletter, an email newsletter, or Facebook ads — is an amateur move. Mar- keting is like a chain. The weakest link in the chain is the problem, and in many cas- es, it’s something more nuanced than your overall method, like your tracking, offer, copy, follow-up process, sales process, or even the product you’re selling. So, what’s really wrong with your market- ing? And what can you do about it? Here are seven places you can start. Track ALL of your marketing. This is so easy to do! Get call tracking numbers, use PURLs, ask ques- tions, and record answers. It really isn’t much more difficult than that, but almost no one does it. Know your numbers. Most businesses have no clue what it costs to bring in a new lead or client. This is partly because they aren’t tracking their >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28

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