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Core

The essentials to keep you organized

$147 / month +

$497 implementation fee

Implementation Fee Waived: Save $497 when you join by May 2nd

*Discounts for DBA Members

Get Core Now

Includes

  • Custom 5-page website

  • Consultation automation

  • Contact management

  • Email marketing

  • SMS text messaging marketing

  • Marketing analytics

  • Performance tracking

  • Custom CRM

  • Surveys & forms

  • Calling & voicemail

  • Memberships & courses

  • Marketing funnels

  • Unlimited users

  • 12 months pre-written newsletters

  • Social media planner

  • A.I. content generation

  • Website chat feature

  • E-signature for engagement letters

Support

  • Email assistance

  • Bi-weekly power lunches

  • Members-only Facebook community

Concierge

Build your empire with complete customization

$297 / month +

$497 implementation fee

Implementation Fee Waived: Save $497 when you join by May 2nd

*Discounts for DBA Members

Includes Everything in Core, PLUS

Concierge Support

  • 1-on-1 live support via Zoom®

  • Quarterly intensive workshops

  • Personalized customization

  • Tactics library:

    • Outstanding Processes & People ($2995 Value)

    • The Marketing Machine ($2995 Value)

    • Advisory Services ($2995 Value)

    • Pricing & Packaging Services ($998 Value)

    • Building a 6-Figure Biz ($497 Value)

    • New Client Onboarding ($497 Value)

    • Cyber Security ($97 Value)

  • 2 staff licenses to Bookkeeper Launch®

Optional Add Ons INCLUDED

  • Diagnostic review funnel

  • Referral partner automation

  • Lead magnet funnel with follow-up

  • Tax services funnel

  • Tax lead magnet funnel with follow-up

  • Website terms & conditions template

  • Website privacy policy template

  • LinkTree site

  • Course sales page & workshop

  • Money Score services

Just Need A Bookkeeping Website?

Check out SavvySites by keepful®

Core

What You Get

  • Consultation Automation

  • Contact Manager

  • Email & Text Message Marketing

  • Analytics & Tracking

  • Customized CRM

  • Surveys & Forms

  • Live Website Chat

  • Calling & Voicemails

  • Memberships & Courses​

  • 3 Marketing Funnels

  • 2 Users​

  • 1 Year Professionally Written Newsletter

  • Social Media Planner with Content AI

Support

  • Email support

  • Bi-weekly Power Lunches (and all past recordings)

  • Private keepful® Facebook community

Optional Additions

Sold Separately

  • Diagnostic Review Funnel

  • Referral Partner Automations

  • Lead Magnet Funnel & Email Followup

  • Tax Services Add-On

  • Tax Lead Magnet Funnel & Followup

  • LinkTree Site

  • Terms & Conditions and Privacy Policy

  • Course Sales Page & Workshop

  • Money Score Services Add-On

keepful® Core

What You Get

  • Consultation Automation

  • Contact Manager

  • Email & Text Message Marketing

  • Analytics & Tracking

  • Customized CRM

  • Surveys & Forms

  • Live Website Chat

  • Calling & Voicemails

  • Memberships & Courses​

  • Unlimited Marketing Funnels

  • Unlimited Users​

  • 1 Year Professionally Written Newsletter

  • Social Media Planner with Content AI

  • E-Signature

  • And more!

Support

  • Email support

  • Bi-weekly Power Lunches (and all past recordings)

  • Private keepful® Facebook community

Optional Additions

Sold Separately

  • Diagnostic Review Funnel

  • Referral Partner Automations

  • Lead Magnet Funnel & Email Followup

  • Tax Services Add-On

  • Tax Lead Magnet Funnel & Followup

  • LinkTree Site

  • Terms & Conditions and Privacy Policy

  • Course Sales Page & Workshop

  • Money Score Services Add-On

keepful® Concierge

What You Get

  • Consultation Automation

  • Contact Manager

  • Email & Text Message Marketing

  • Analytics & Tracking

  • Customized CRM

  • Surveys & Forms

  • Live Website Chat

  • Calling & Voicemails

  • Memberships & Courses​

  • Unlimited Marketing Funnels

  • Unlimited Users​

  • 1 Year Professionally Written Newsletter

  • Social Media Planner with Content AI

  • E-Signature

  • And more!

Support

  • Email support

  • Bi-weekly Power Lunches (and all past recordings)

  • Private keepful® Facebook community

  • One-on-one live support calls

  • Quarterly Workshops (and all past recordings)

  • Personalized customization - bring YOUR ideas to life

  • Tactics Library

  • Access to Team Directory

  • 2 Staff Licenses (valued of $1000)

Optional Additions

At No Additional Cost

  • Diagnostic Review Funnel

  • Referral Partner Automations

  • Lead Magnet Funnel & Email Followup

  • Tax Services Add-On

  • Tax Lead Magnet Funnel & Followup

  • LinkTree Site

  • Terms & Conditions and Privacy Policy

  • Course Sales Page & Workshop

  • Money Score Services Add-On

  • 5 Page Website

  • And more added regularly!

Concierge

What You Get

  • Consultation Automation

  • Contact Manager

  • Email & Text Message Marketing

  • Analytics & Tracking

  • Customized CRM

  • Surveys & Forms

  • Live Website Chat

  • Calling & Voicemails

  • Memberships & Courses​

  • Unlimited Marketing Funnels

  • Unlimited Users​

  • 1 Year Professionally Written Newsletter

  • Social Media Planner with Content AI

  • E-Signature

  • And more!

Support

  • Email support

  • Bi-weekly Power Lunches (and all past recordings)

  • Private keepful® Facebook community

  • One-on-one live support calls

  • Quarterly Workshops (and all past recordings)

  • Personalized customization - bring YOUR ideas to life

  • Tactics Library

  • Access to Team Directory

  • 2 Staff Licenses (valued of $1000)

Optional Additions

At No Additional Cost

  • Diagnostic Review Funnel

  • Referral Partner Automations

  • Lead Magnet Funnel & Email Followup

  • Tax Services Add-On

  • Tax Lead Magnet Funnel & Followup

  • LinkTree Site

  • Terms & Conditions and Privacy Policy

  • Course Sales Page & Workshop

  • Money Score Services Add-On

  • 5 Page Website

  • And more added regularly!

FAQ's

You've got questions? We've got answers...

Can keepful® collect e-signatures?

Yes! We recently released the e-signature feature included in your keepful® account. Customize your branded documents and all you have to do is send them off for an electronic signature!

Can I process payments through keepful®?

Yes! keepful® has a native integration with Stripe, NMi, Authorize.net, and PayPal. No more connecting things together haphazardly with zaps.

What if my processes are a little different?

Your keepful® account comes with done-for-you customizations. If your processes vary from what is already customized, we can tweak the automations, pipelines, etc. to fit your specific client journey.

Does keepful® bring leads to me?

Not exactly. keepful® provides you lots of different ways to raise brand awareness and wow your prospects from the first impression. However, keepful® is not a lead generation service.

What other apps do I need with keepful®?

Wait, other apps exist?! All jokes aside. The only apps you'll need are ones for your client deliverables, i.e. Keeper, a project manager app, or something similar. Speaking of Keeper, we have an integration that can trigger when a client signs and pays.

What if I already have a website?

That's great! The landing page that comes with keepful® is an additional tool that works in conjunction with your website. The purpose of your website is to raise brand awareness. The purpose of the landing page is to have one call to action - scheduling a consult with you.

Do I need a scheduler, like Calendly?

Nope! Anything that Calendly can do, keepful® can with more customizable follow-up automations.

Still have questions?

Send an email to help@keepful.com. You can also schedule a time to chat so we can answer your questions live!

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