Automated Client Onboarding and Welcome Sequences:

When a new client is added in Practice Better, their details sync with Keap to create or update a contact record. Keap triggers an automated email or SMS welcome sequence, including introduction messages, onboarding instructions, or appointment links. Ensures a smooth onboarding experience, reduces administrative burden, and improves client satisfaction with personalized communication.

​

Appointment Reminders and Follow-Up Campaigns:

When a client schedules an appointment in Practice Better, Keap sends automated reminders (via SMS or email) before the session. After the appointment, follow-up messages are triggered to gather feedback, encourage further bookings, or provide care instructions. Reduces no-shows, increases client engagement, and improves retention with seamless follow-ups.

​

Marketing Automation and Loyalty Program Management:

Based on services booked or milestones achieved in Practice Better, Keap enrolls clients in marketing campaigns or loyalty programs. Clients receive automated offers, birthday discounts, or personalized service recommendations through Keap. Enhances retention, encourages repeat visits, and boosts revenue by fostering long-term client relationships through targeted offers.