Top 7 KEAP Automation Campaigns Every Growing Business Should Implement

By Cameron Roberts – Founder & CEO of Bubblegum Marketing,

Posted On June 25, 2025

As your business starts to take off, the challenges also begin to multiply. Following up on every lead, effectively managing your client relationships, sales pipeline-they all become increasingly complex and time-consuming. That’s when KEAP comes in.

KEAP builds a powerful CRM and marketing automation platform for small and growing businesses. In a great mixture, it combines email marketing, sales automation, and customer relationship management. Unless the automation program is connected to KEAP, all potentials remain unexploited.

This blog lists the 7 best KEAP automation campaigns that every growing business must know. These campaigns save time, streamline the processes, and ensure uninterrupted growth without the need for additional staff.

Keap Services

1. Lead Capture and Tagging

The journey begins from the moment prospects get handled. On filling out a form, downloading the guide, or clicking a paid ad, the lead should be captured automatically and categorised.

With KEAP, you can set up a campaign that:

  • Tags leads based on their interest or source
  • Send a personalised thank-you or welcome email
  • Adds them to a specific nurture sequence

Proper tagging allows one to be relevant in content delivery, track lead sources, and not treat all prospects similarly. The campaign sets the base for intelligent segmentation and automation in the future.

2. Lead Nurturing Sequence

Many leads aren’t ready to buy right away. That’s why lead nurturing is critical.

Use KEAP to build an automated email sequence that:

  • Educates leads about your product or service
  • Shares customer testimonials and success stories
  • Answers common questions or objections
  • Gradually builds trust and credibility

From consistently delivering value, your brand will always be there in the consciousness of the prospects because one day they will finally make that decision to go with your brand. You can use behavioral triggers to launch campaigns based on clicks, downloads, and web activity.

3. Sales Pipeline Follow-Ups

Follow-up is the most important thing in a successful sales pipeline. People tend to forget about making follow-ups especially in fast-growing businesses.

KEAP allows you to:

  • Automate follow-up emails after calls or meetings
  • Remind leads to book a call or complete a form
  • Notify your sales representative when a lead takes action
  • Move deals through different stages based on behavior

This campaign guarantees that no opportunity slips out of your hands. Whether your sales cycle is a single week or long, comprising three months, automated follow-up communications keep leads warm and moving.

4. Client Onboarding Campaign

If someone is turning into a customer, it is not the end of an experience for them; it is only the start. A smooth onboarding stage can assist retention, maximise satisfaction, and minimise refunds.

Set up an onboarding campaign in KEAP that includes:

  • A welcome email with next steps
  • Tutorials, videos, or documentation links
  • Personalised check-ins at 3, 7, and 14 days
  • Invitations to join a private community or schedule a kickoff call

With automation, the onboarding of each new client is always top-notch regardless of your team’s busyness.

5. Customer Retention & Re-engagement

There isn’t a business without customers/leads going quiet. Instead of striking them off, do tasks that would get them back.

KEAP can help you:

  • Identify inactive contacts based on engagement
  • Send a win-back email with a discount or new offer
  • Deliver helpful content or ask for feedback
  • Trigger an internal task for manual outreach if needed

Re-engagement email campaigns can save lost revenue since email addresses generally have a higher ROI compared to other communication channels.

6. Referral Request Campaign

Your happiest customers are your best marketers. However, most won’t refer unless you ask—at the optimal time.

Use KEAP to automate a referral campaign that:

  • Sends a thank-you email after a great experience
  • Includes a referral form or link with tracking
  • Offers a reward or incentive (optional)
  • Follows up with reminders and gratitude

You can also segment this campaign by product type, satisfaction score, or customer tenure to time it perfectly.

7. Review & Testimonial Collection

Social proof builds trust. Positive reviews influence new customers and improve your reputation across platforms like Google, Yelp, and Trustpilot.

KEAP can help automate the process by:

  • Sending a feedback email a few days after purchase or service
  • Directing happy customers to leave a public review
  • Guiding unhappy customers to a private support channel
  • Collecting testimonials to use in your marketing

This campaign not only boosts credibility but also helps you gather useful feedback for product or service improvements.

Automation Is the Key to Smart Growth

Building up your business does not mean hard work; it means smart work. KEAP’s tools allow you to automate repetitive tasks into easy systems running in the background, 24/7.

Using these 7 campaigns will improve lead management, speed up the sales process, delight customers, and open additional avenues for growth-all without tiring your workforce.

If you have no clue where to begin, set down just one or two campaigns and build overtime. Even little upgrades can yield giant results when automated.

Need Help Building Your KEAP Campaigns?

BubbleGum Marketing specialises in assisting growing businesses in building high-converting KEAP automation campaigns. From lead generation to onboarding and retention, we help you design a system that delivers results.

Book now for your free strategy session, so together we can craft the automation growth blueprint that will be instrumental in your company’s success.

FAQs

Automation helps businesses save time, streamline operations, and deliver consistent, personalised communication at scale. This allows growing teams to focus on strategic tasks while nurturing leads and retaining customers automatically.

Yes. KEAP allows full customisation of automation campaigns from email content and triggers to segmentation and timing—ensuring they align with your brand voice and business goals.

KEAP offers detailed performance analytics, including open rates, click-through rates, and conversion data. These insights help you optimise your campaigns and make data-driven marketing decisions.

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