Watch a bookkeeper go from sign-up to a running campaign. KEO writes it, the follow-ups send themselves, and you start each morning knowing who to call.
The ten things in the video, in order.
Under a minute. Your CRM opens straight away.
Company fills itself in from your site — free.
Page, emails, texts, posts and ads, written for your clients.
Checklists and guides people swap their details for.
Social posts in your brand, scheduled through Buffer.
Emails and texts go out by themselves, and stop when they reply.
Video meetings booked from your calendar.
Pass leads, track who sends you work.
Happy clients asked for a review at the right time.
One run sheet: who to call, what's due, what's new.