Workflow Mindmap
Sales and marketing Keap
A reliable Keap campaign map from lead capture to appointment set, pipeline movement, and nurture.
Workflow explanation
- New leads enter from web forms, landing pages, imports, or integrations.
- Clean the record (required fields) and apply consistent tags so segmentation and reporting stay reliable.
- Start a short sales-nurture sequence with one goal: an appointment set or a clear reply.
- Branch logic:
- Appointment set: create/update the opportunity and generate tasks/reminders for the team.
- No appointment: continue the value sequence and watch for intent signals (clicks, replies).
- After the call:
- Closed-won: convert the lead into a customer by applying the customer tag and starting onboarding.
- Not ready: move the contact into long-term nurture and keep follow-up predictable.
Want this tailored to your exact pipeline, tags, and integrations? Send project details.