At the Exit Planning Institute® (EPI), we are committed to forging partnerships that provide real value to business owners and advisors alike. We are excited to announce a new strategic partnership with Keap. Keap is a CRM and automation solution that enables small businesses to increase productivity and revenue.
Introducing Keap
Keap is the leading CRM automation platform for small businesses, empowering entrepreneurs to streamline business operations, grow their customer base, and scale with confidence. Founded in 2001, Keap pioneered CRM and automation solutions tailored to the unique needs of service-based businesses. With tools that simplify client management, nurture relationships, and boost revenue, Keap helps small businesses stay organized and focused on delivering exceptional customer experiences. Trusted by thousands of businesses worldwide, Keap’s mission is to empower entrepreneurs to reclaim their time and thrive in doing what they love.
The Story Behind Keap
Keap was founded in 2001 by Scott Martineau and Clate Mask, as a small startup in Arizona with a big mission: to simplify growth for small businesses. The company started by solving a problem Scott and Clate experienced firsthand—managing client relationships and keeping everything organized as their own marketing consultancy grew. They envisioned a tool that combined CRM, marketing, and sales automation to give entrepreneurs the freedom to focus on what they love, rather than spending endless hours on administrative tasks.
What began as Infusionsoft eventually evolved into Keap, reflecting the company’s core belief in perseverance. "Keap" embodies the entrepreneurial spirit of never giving up and "keep" moving forward. The platform empowers small business owners to streamline their operations, nurture leads, and grow their businesses through automation and personalized communication. Today, Keap continues to innovate as they were acquired by Thryv (small business software), offering a robust suite of tools like CRM, email marketing, sales pipelines, and more, all designed with the unique needs of small businesses in mind. With a community of passionate entrepreneurs and a commitment to helping them thrive, Keap remains a trusted partner in their journey to success.
How Does Keap Drive Value?
Keap drives value for business owners by streamlining operations, automating repetitive tasks, and enhancing customer relationships. It serves as an all-in-one CRM, centralizing customer data and communication, while its customizable sales pipelines and automated campaigns help convert leads and nurture relationships. By improving organization, boosting productivity, and keeping clients engaged, Keap empowers business owners to save time, close more sales, and focus on growing their business efficiently.
Benefits for Certified Exit Planning Advisors (CEPA®)
- CRM Capabilities: Keap centralizes client data, including communications, notes, and progress, enabling CEPAs to stay organized and deliver a personalized experience.
- Automated Workflows: Automate follow-ups, reminders, and educational content delivery, saving time and ensuring clients stay engaged in the exit planning process.
- Campaign Management: Design and launch targeted email campaigns to educate clients about key exit planning strategies and deadlines.
- Task Management: Use Keap’s task and pipeline tools to track clients through different phases of exit planning, ensuring nothing falls through the cracks.
Keap works best for those who are ready to scale but find themselves held back by disorganization—losing track of clients, tasks, payments, and processes. These businesses are eager to break through their growth ceiling and need a solution to streamline operations and drive efficiency.
By implementing Keap into their everyday operations, CEPAs can enhance productivity, save themselves time with mundane tasks, deliver exceptional client experiences, and focus on guiding business owners toward successful exits.
Strategic Partnership with Exit Planning Institute®
Keap will be collaborating with Exit Planning Institute to provide a customized Keap solution to help our network of business owners and CEPAs implement proven marketing, sales and operations strategies and automated processes to help them grow and efficiently hit their business goals.
Why Join EPI's Strategic Partnership Program?
The Strategic Partnership Program facilitates connections between advisors, specialized experts, software tools, and resources to develop successful teams. In the evolving landscape of exit planning, partnerships like these are essential for driving significant progress and ensuring lasting success
Interested in becoming a Strategic Partner? Contact our Director of Strategic Relationships, Josh Koza, for more information!
