Why Health and Wellness Practitioners Need Keap 


As a health or wellness practitioner looking to grow and scale your practice, choosing the right marketing platform can be daunting. While email automation options like Constant Contact, MailChimp, ConvertKit, and ActiveCampaign are popular, they often fall short when it comes to the comprehensive business automation that a growing practice needs. This is where Keap comes into play. Health and wellness practitioners need Keap because Keap is not just an email marketing tool—it’s an all-in-one CRM (Customer Relationship Management) system designed with health and wellness practitioners in mind. Keap offers HIPPA-compliant robust business automation features specifically designed to help small businesses like health and wellness practices thrive. Keap can take the stress and overwhelm out of business automation while you can stay focused on taking care of your clients.

The Importance of Business Automation for Health and Wellness Practitioners

As your practice grows, the complexity of managing client relationships, appointments, billing, and marketing can become overwhelming. Business automation can take a significant load off your shoulders, allowing you to focus on what you do best—helping your clients achieve better health and wellness.

Platforms like Constant ContactMailChimpConvertKit, and ActiveCampaign are primarily email marketing tools. They excel at sending newsletters, managing email lists, and tracking email campaign performance. However, they lackthe advanced automation capabilities to streamline other aspects of your business, like client follow-ups, appointment scheduling, and payment processing.

How Keap Supports Your Growth, Long-Term

Keap combines the power of CRM, email marketing, and business automation into a single platform, offering features that are particularly beneficial for health and wellness practitioners. Here’s why health and wellness practitioners need Keap, and how it truly outshines its competitors:

  1. Integrated CRM with Marketing Automation
    • Keap’s CRM fully integrates with its marketing automation features, allowing you to manage client relationships and marketing campaigns from a single platform. This integration means you can automate client follow-ups based on their interactions with your emails, website, or appointments. For example, if a client books a consultation, Keap can automatically send them a confirmation email, schedule a reminder, and follow up with a personalized email after the session.
  2. Appointment Scheduling
    • Unlike platforms like MailChimp or Constant Contact, Keap offers built-in appointment scheduling. This feature allows clients to book appointments directly through your emails or website, reducing the back-and-forth communication that often leads to missed opportunities. The appointment scheduling tool is integrated with your calendar, and you can automate reminders to reduce no-shows.
  3. Invoicing and Payments
    • Keap also simplifies your billing process. You can create and send invoices, accept payments, and automate payment reminders—all within the same platform. This functionality is critical for health and wellness practitioners who need to manage their finances without the hassle of juggling multiple tools.
  4. Advanced Segmentation and Personalization
    • While ConvertKit and ActiveCampaign offer segmentation features, Keap takes it a step further by allowing you to segment your clients based on a wide range of criteria, such as their purchase history, engagement level, and specific health interests. This deep level of segmentation enables highly personalized marketing campaigns, which can significantly increase client retention and satisfaction.
  5. Comprehensive Reporting and Analytics
    • Keap’s reporting features go beyond simple email open rates and click-through rates. You can track the performance of your entire client journey, from the first point of contact to the final sale. These insights help you understand what’s working and what needs improvement, allowing you to optimize your marketing efforts for better results.

Click here to learn more and get your free copy of Keap’s guide to lifecycle marketing.

Real-World Results: How Keap Drives Growth for Health and Wellness Practices

Keap’s features and automation capabilities offer more than just convenience. They translate directly into tangible results for your practice. Here are a few more reasons why health and wellness practitioners need Keap:

  • Increased Client Retention: Keap automates personalized follow-ups and reminders, keeping you top-of-mind with clients. This leads to higher retention rates and repeat business.
  • Time Savings: Automating tasks like scheduling, invoicing, and follow-ups frees up your time. This allows you to focus on providing quality care to your clients.
  • Improved Cash Flow: Automated invoicing and payment reminders ensure you get paid on time. Keap also reduces the stress of managing your practice’s finances.
  • Enhanced Client Experience: A seamless experience—from booking appointments to follow-ups—boosts client satisfaction. It also helps build stronger relationships.

Keap + Salt Marketing’s Growth Accelerator System

Choosing the right platform is just one piece of the puzzle. To fully leverage Keap and achieve sustainable growth, health and wellness practitioners need a comprehensive strategy. This includes marketing automation, effective messaging, and a high-converting website.

This is where Salt Marketing’s Growth Accelerator System comes in. Our six-month program includes everything you need to scale your practice. From setting up Keap to implementing StoryBrand messaging, designing a website that converts, and providing ongoing support and metrics to measure your success. By partnering with Salt Marketing, you’ll have the tools and expertise to grow your practice and achieve lasting success.

Key Takeaways

  • Health and Wellness Practitioners Need Keap because Keap offers business automation features that go far beyond what platforms like MailChimp and Constant Contact can provide, making it the ideal choice for health and wellness practitioners looking to scale their practices.
  • Key features of Keap include integrated CRM with marketing automation, appointment scheduling, invoicing and payments, advanced segmentation, and comprehensive reporting.
  • These features result in increased client retention, time savings, improved cash flow, and an enhanced client experience.
  • Salt Marketing’s Growth Accelerator System provides the support you need to fully leverage Keap and achieve sustainable growth for your practice.

By making the switch to Keap and investing in a comprehensive growth strategy with Salt Marketing, you can take your health and wellness practice to the next level, ensuring long-term success and satisfaction for both you and your clients. Click here to get started with a free trial on us!

ABOUT THE AUTHOR
Jacob Mowery

As the Lead Brand Strategist at Salt Marketing, I focus on working with clients to create, develop, and maintain a strong and memorable brand across all platforms and uses.