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 & Reporting

3 portfolio items

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

Email Marketing & Reporting

Keap Email Broadcast Reporting & Historical Performance

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

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

Email Marketing & Reporting

Keap Broadcasts Library Management (Email & Text Messages)

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

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

Email Marketing & Reporting

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.

Checkout & E-Commerce

7 portfolio items

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

Checkout & E-Commerce

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.

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

Checkout & E-Commerce

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.

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

Checkout & E-Commerce

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

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

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

Checkout & E-Commerce

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.

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

Checkout & E-Commerce

Keap Promotions: Coupon Codes, Discounts & Offer Management

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

Keap E-Commerce setup hub showing products, promotions, order forms, payment plans, payment processing, and automation options.

Checkout & E-Commerce

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

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

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

Checkout & E-Commerce

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.

Campaign Automation

5 portfolio items

Campaign Automation

Keap Purchase Automation: Enrollment, Tagging & Course Access Delivery

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

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

Campaign Automation

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.

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

Campaign Automation

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.

Campaign Automation

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.

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

Campaign Automation

Keap Automations Library: Managing Purchase Workflows at Scale

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

CRM Operations

2 portfolio items

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

CRM Operations

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

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

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

CRM Operations

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

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

Integrations & Membership

2 portfolio items

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

Integrations & Membership

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

Integrations & Membership

Membership Access Control: Keap Tags Mapped to Memberium Membership Levels

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

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