Using personal emails for team functions is one of the most common mistakes I see in agencies and local service businesses. And it will absolutely crush you when someone leaves. Think about it. You set up a Zapier automation, a CRM notification, or a client follow-up sequence and plug in someone’s personal work email. Works great. Until that person goes …
How to Set Up Tags in Keap and Add Them Manually to a Contact
Tags in Keap are one of the most powerful ways to segment, organize, and automate a contact list — and setting them up takes less than five minutes. Whether the goal is to label a new account manager, track a customer’s journey, or trigger an automation sequence, tags make it possible to send the right message to the right person …