Follow Up Rockstar System Support

a. Sure! Submit the form on the Support page and submit the form. Please be sure to give as much detail as possible so we can get you an answer quickly

Keap is continually working on the software and making changes. So there may be times when what the video shows differs slightly from what you see on the screen. For the most part where the video says you can find things will be accurate but once in a while they make a larger change (such as to the placement of the menu like they did in Feb of 2022 ;) )

The processes will be the same; the look or location of the things may change slightly over time. If the change is large we will work on getting updated videos as soon as we can to help clear up any confusion. .

To access your Keap account (any version) you can go to
https://signin.infusionsoft.com/login

a. First double check that you have the correct login information. Your login for this site and your login for your Keap app may be different. If you are sure you have the correct one, try clicking on the Lost Password function.

If you enter your email to reset your password and get an error then you will know you should try a different email address. If not then it will send you an email to change the password to one you will remember.

a. Keap runs best in either Google Chrome or Firefox.

Safari might not show you everything you see in the videos. I know clients who have had things not visible or saveable in the past if they were setting things up using Safari.

a. As you build out the automation you will add the email copy to the emails you add to it. If you use Keap and you have a level that includes the automation templates we will install the automation structure in your app once we have access to it. Once Then we will give you additional video training to show you how to take the email copy you prepare and place it in the actual emails in the automation.

We use and HIGHLY recommend ThriveCart. It FULLY integrates with many CRM systems either natively or through Zapier. It is very versatile to work with almost any pricing structure you want for your program. The PRO version also offers an affiliate program built in and is very easy to use with great support. 

a. If you place your mouse over the video you will see a small broken square in the bottom right corner of the video. If you click the square it will open the video in full screen mode and take up your entire monitor. When you are done either click the square (it will be inside out) again or press the escape key on your keyboard.

a. We use and HIGHLY recommend ThriveCart. It FULLY integrates with many CRM systems either natively or through Zapier. It is very versatile to work with almost any pricing structure you want for your program. The PRO version also offers an affiliate program built in and is very easy to use with great support. 

a. No matter what type of computer you are using we actually recommend using Google Docs for opening, editing and storing the email templates and other downloadable documents. It allows multiple people to edit, approve and access the documents and also frees up space on your hard drive.

a. A joint venture is where 2 or more businesses (or people) come together to work as one on a promotion, program, product or service. They generally share a similar customer base and have complimentary services. For example a house keeping service and a carpet cleaning service or a copywriter and a marketing company.

a. There are many to choose from. We use and recommend Schedule Once. It is easy to use from an admin aspect but also very easy for the prospect to use to schedule a meeting with you.

a. Sure! Submit the form on the Support page and submit the form. Please be sure to give as much detail as possible so we can get you an answer quickly.

a. Great question that we get all the time. Even though it was originally designed to be implemented with the Keap CRM system (and it rocks with it!), actually no it does not require Keap Max Classic to work.

We will reference Keap Max Classic in videos or text because that’s what we designed it all for originally but in all honesty the templates, formula, methodology and such are 100% system agnostic.

This means you can take our process and put it into practice with any system that’s capable of creating the flow and automations we created.

Now, if you’d like us to make it much easier for you and actually build the automation's basic framework for you, we can do that but you will need to have a Keap app for us to do that. Contact us for more info on this.

a. If Open Office Hours are included in your program you will see information about upcoming sessions after you log in by clicking the Open Office Hours link in the menu at the top of most pages. Clicking that link will give you all of the details.It will also be visible on the main dashboard when you log in right at the top of the page.

We will also email you a reminder each week so you have the information handy when it is time to join in.