Workflow Mindmap
Email: lead capture to sales Keap
A Keap email-first funnel from opt-in delivery to segmentation, booking, and opportunity handoff.
Workflow explanation
- Deliver the lead magnet immediately after opt-in.
- Apply consistent tags (topic, source, offer) so contacts flow into the correct campaign paths.
- Run an email-first nurture sequence designed to get one conversion: an appointment or a direct reply.
- Branch by engagement:
- Engaged leads get a stronger CTA and are moved into opportunity management once they set an appointment.
- Low-engagement leads get one re-engagement attempt before moving to long-term nurture.
- Use goals to stop the nurture sequence as soon as the appointment is set so people do not get mixed messaging.
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