Congratulations on your decision to make Keap Max Classic the hub of your marketing and sales automation tech stack.
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We are excited to get you started, and here’s what’s included in your setup:
ADMIN
- Set up additional users as needed
- Set up branding elements
- Make sure all billing and account information is correct, including CANN-Spam requirements
CRM
- Migrate up to 10,000 contacts from your current database
- Create Tag Categories according to the ConvertMORE proprietary conversion-centric tag category system
- Create custom tags as dictated by the imported database and apply to migrated contacts
- Set up and organize Contact Custom Fields according to our proprietary system
- Create new custom fields as dictated by the important database and apply to migrated contacts
- Set up referral partner defaults (optional)
- Set up referral partner commission program (optional)
EMAIL MARKETING
- Hande all email authentication
- Set up branded email templates
CAMPAIGNS
- Set up Campaign Categories according to our proprietary system
- Migrate or Set up 3 starter campaigns choosing from the following:
- A primary lead generation campaign
- A lead nurture campaign
- A basic sales funnel campaign (lead gen to primary sale)
- An evergreen webinar campaign (counts as 2 and requires additional software)
- A course or program delivery campaign
- A subscription management campaign (for businesses using Memberium)
- Set up Universal Purchase Actions Campaign
- Set up a Contact Us campaign for support submissions (optional)
E-COMMERCE
- Migrate existing or set up new products (up to 20)
- Set up payment processors (a merchant account + standard PayPal)
- Set up global failed payment automation
- Set up Quotes, Invoices, and Receipts templates with brand details
- Set up order form template
- Set up order forms for up to 5 existing products
- Set up primary mobile responsive order form template on Spiffy OG (optional)
WEBSITE INTEGRATION
- Add lead gen forms to the site based on the chosen campaigns under “MARKETING CAMPAIGNS”
- Add Order Form links to existing sales pages
- Integrate Gravity Forms with Keap (optional)
- Add tracking code for Lead Source attribution
- Memberium integration (optional)
EXCLUSIONS:
- Export and organize the database from the current system (Note: we will provide guidance based on the specifics of your system and database complexity.)
- Copy, content, images, and other brand-specific requirements
- Order history migration*
- Active and/or canceled subscription migration*
- Credit Card migration*
* Migration of financially sensitive data requires a special security clearance and must be done by the migration team at Keap.