Skills

Keap Skills & Implementation Portfolio

A focused portfolio of Keap implementation work covering Keap automation, Keap email marketing, Keap order forms, and Keap payment plans. This hub highlights repeatable systems for clean CRM operations and reliable checkout flows.

Last updated: 2026-02-02

Email Marketing & Reporting3 items
Checkout & E-Commerce7 items
Campaign Automation5 items
CRM Operations2 items
Integrations & Membership2 items

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Email Marketing & Reporting

3 portfolio items

Keap Email Broadcasts report showing open rate, click rate, bounces, opt-outs, and unique engagement metrics.

Keap Email Broadcast Reporting & Historical Performance

Tracked broadcast performance in Keap using engagement and deliverability metrics to guide ongoing optimization.

email broadcasts • email reporting • open rate • click rate • deliverability

+4 more

opt-outs • bounces • segmentation • CRM

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Keap Broadcasts list showing email broadcasts with statuses and performance indicators, with an option to switch to text messages.

Keap Broadcasts Library Management (Email & Text Messages)

Organized and managed a broadcast library in Keap for fast QA, repeatable sending, and performance visibility.

broadcasts • email marketing • SMS • campaign operations • list management

+1 more

performance tracking

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Keap Email Broadcasts reporting table with filters, criteria tools, and columns for unique opens and clicks.

Keap Email Broadcast Metrics: Filters, Saved Searches & Engagement KPIs

Used Keap's broadcast reporting filters and KPI columns to evaluate engagement and deliverability at scale.

email reporting • saved searches • email KPIs • deliverability • marketing analytics

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Checkout & E-Commerce

7 portfolio items

Keap mobile checkout showing a high-ticket order summary with multiple payment plan options and PayPal buttons.

Mobile-Optimized Keap Checkout with Multi-Payment Plans (PayPal)

Built a mobile checkout flow in Keap with multi-pay payment plans and friction-reducing layout.

order form • checkout • payment plans • mobile optimization • PayPal

+2 more

e-commerce • conversion

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Keap mobile checkout page showing single pay and a 10-payment plan option for a high-ticket program.

Keap High-Ticket Checkout with a 10-Payment Plan Option

Configured a Keap checkout experience that supports a 10-pay installment plan without confusing the buyer.

checkout • 10 payment plan • installment plan • high-ticket • mobile checkout

+1 more

e-commerce

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Keap order form builder showing product added to an order form with price, label, and quantity control options.

Keap Order Form Builder: Product Setup, Pricing & Quantity Controls

Configured Keap order forms from the admin side - products, pricing, labels, and quantity rules.

order forms • product setup • pricing • quantity control • e-commerce setup

+1 more

funnel build

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Keap mobile order summary showing promo code entry and a 3-payment plan option with PayPal checkout buttons.

Keap Mobile Checkout with Promo Code Support & 3-Payment Plan

Delivered a mobile Keap checkout that supports promo codes and a 3-pay plan for conversion-friendly offers.

promo code • 3 payment plan • mobile checkout • PayPal • checkout optimization

+1 more

e-commerce

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Keap Promotions list showing multiple promo codes with order-total, product-specific, and category discount types.

Keap Promotions: Coupon Codes, Discounts & Offer Management

Created and managed Keap promotions for launches, deposits, scholarships, and offer-based discounts.

promotions • coupon codes • discounts • product specific discount • category discount

+1 more

e-commerce

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Keap E-Commerce Setup Hub: Products, Payments, Order Forms & Automations

Implemented core Keap e-commerce structure for products, checkout, payments, and purchase-triggered automation.

e-commerce setup • order forms • payment plans • payment processing • products

+2 more

promotions • automation

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Keap Order Forms list showing many order forms with a mobile responsive theme and preview actions.

Keap Order Forms Library: Mobile-Responsive Checkout Forms at Scale

Managed a large set of Keap order forms using standardized mobile themes and repeatable QA.

order forms • mobile responsive • checkout setup • e-commerce • funnel operations

+1 more

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Campaign Automation

5 portfolio items

Keap Purchase Automation: Enrollment, Tagging & Course Access Delivery

Built a purchase automation in Keap to handle enrollment, tagging, onboarding emails, and course access delivery.

campaign builder • purchase automation • onboarding • tagging • course access

+1 more

marketing automation

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Keap campaign showing webinar registration, wait-until timers, follow-ups for attendees and non-attendees, and purchase goals.

Keap Webinar Funnel Automation: Registration, Timers & Attend/No-Show Follow-Up

Automated a webinar funnel in Keap with timed sequences and segmentation based on attendance and purchase.

webinar funnel • automation • timers • segmentation • follow-up emails

+1 more

purchase routing

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Keap Campaign Builder showing multiple product purchase triggers connected to event sequences and scheduled reminder emails.

Keap Multi-Event Automation: Product Purchases Trigger Event Sequences & Reminder Emails

Built scalable Keap automation for recurring live events with reminder email sequences tied to purchases.

event automation • reminder emails • product purchased trigger • campaign scaling • marketing ops

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Keap campaign automation for a masterclass webinar with welcome email, timed follow-ups, left-early sequence, and purchase routing.

Keap Masterclass Funnel: Timed Follow-Ups, Left-Early Sequence & Purchase Routing

Built a masterclass funnel in Keap with behavior-based paths including 'left early' and purchase routing cleanup.

masterclass funnel • left early sequence • follow-up emails • purchase routing • campaign builder

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Keap Automations list filtered by 'purchase' showing multiple purchase automations with published dates and active contacts.

Keap Automations Library: Managing Purchase Workflows at Scale

Organized and maintained a searchable library of purchase automations for multiple offers in Keap.

automations • purchase workflows • workflow governance • campaign management • CRM automation

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CRM Operations

2 portfolio items

Keap dashboard showing email health metrics, usage stats, activity feed, sales snapshot, and total contacts.

Keap Dashboard Monitoring: Email Health, Activity Feed & Operational Stats

Monitored Keap CRM health using dashboard widgets for deliverability, engagement activity, and operational usage.

dashboard • email health • deliverability • CRM monitoring • analytics

+1 more

marketing ops

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Keap data cleanup tools for checking duplicates, viewing duplicate records, merging contacts, and reviewing imports.

Keap Data Cleanup: Duplicate Detection, Merging & Bulk Record Updates

Improved CRM reliability by cleaning Keap contact data - duplicates, merges, and controlled bulk updates.

data cleanup • duplicate contacts • merge records • CSV import • CRM hygiene

+1 more

segmentation

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Integrations & Membership

2 portfolio items

Memberium settings showing Keap API connection, OAuth connect, verified status, API metrics, and custom field sync controls.

Memberium + Keap Integration: API Connection, OAuth, Limits & Field Sync

Connected Keap to a membership site using Memberium - OAuth/SAK setup, verified status, and field sync readiness.

Memberium • WordPress • API integration • OAuth • custom fields

+1 more

membership automation

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Memberium membership levels list showing each membership level mapped to a Keap tag for access control.

Membership Access Control: Keap Tags Mapped to Memberium Membership Levels

Implemented tag-driven membership access where Keap tags automatically grant the correct membership level.

Memberium • membership levels • tag mapping • access control • content gating

+1 more

fulfillment automation

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