In this tutorial Shaun Whynacht walks through the configuration of Keap (formerly Keep) Pro advanced automations for an insurance client’s sales pipeline. He explains how to structure consistent "enter" and "exit" tags for each pipeline stage using a naming convention (INS + stage + enter/exit), and why these tags exist solely to trigger automations. He demonstrates tag‑cleaning: when a contact exits a stage, the exit tag is applied and the corresponding enter tag is removed, keeping the tag set tidy. Shaun then shows how to build separate automation streams for each stage, detailing how enter tags fire stage‑specific actions (tasks, emails) and exit tags signal stage completion. He discusses handling both linear and non‑linear stage flows, adding a maintenance automation that watches for any exit tags, applies a brief (1‑minute) delay, and then strips all exit tags to prevent residual tag conflicts when prospects jump between stages or backtrack. The video concludes with an invitation for viewers to ask questions in the comments.
Chapters
In this video, I'm going to walk you through a process that we used on our client's pipeline using Keep Pro to be able to automate the different stages in which clients or contacts move through those different elements. So if you're familiar with Keep Pro, you have the option for easy automations as well as advanced automations. Now in this client's case, there are several things that have to happen on each stage. So we like to use the advanced automation to build that out. I'm going to show you that in just a second. So what we have here on each one of their stages— now they're in the insurance, in each insurance industry, so they have the entire pipeline of how people would move through this. Now for each stage, what we do is we create enter and exit tags. So to keep things clean within the tagging interface, we have a category called automation triggers, and in there we have each of the tags, and they follow a consistent naming inventions. So INS stands for insurance, the stage name, and then exit or enter. And with that, within the system here, if we go in and we look at it, if they exit the stage, then they're applying the exit tag. Pretty straightforward, right? And then if they enter the stage, then they're going to, um, have the tag for enter applied to that. Okay, now one of the things that we like to also do in here is we then like to go ahead and let's say they— let's go here, I'll just show you here. So if they're coming to this stage here, so signed, and they're exiting that one, so we're going to exit that one. So they are going to exit the stage, and then it's going to add the exit tag in here. Okay, but we also want to Scroll down here. We're going to remove the Enter tag for that, okay? So let's see, Signed by Client. So we're going to go in here, we're going to call it Signed by Client, the Enter tag. Now we're going to immediately do that. So that's what's going to happen if they exit the stage, they're going to be applied the Exit tag. And they're also gonna remove the enter tag. Now, why do we wanna do that? Well, we wanna do that because it's called tag cleaning. And those enter and exit tags have no other purpose aside from firing automation in the advanced side. So it's important that you wanna clean those up. So obviously if they move that stage, the enter one doesn't need to be on there, okay? Now let's go over here and flip over to the advanced automation. Now we have built this process here, and we build it out just in little streams of each of the different stages. Now, for each of the stage, so stages here, enter the stage for the app, eApp started. So when that enter tag is applied, they're gonna fire through this. Now, if there's multiple stages in here, for example, if there was a task and a couple emails to happen, those will fire. Now, if they exit that stage, this is the exit tag that gets applied. Okay, pretty straightforward. We want to achieve these goals and exit them out of that. Now remember how we, we put the automation to remove the exit tag or the enter tag upon exiting? We also have these residual exit tags that are applying there. Now if your sequence for your client is linear, meaning that the prospect is always going to go step by step by step and they're not going to skip a step, okay? They're going step by step by step. Then what you could have happen is when they enter the next stage, it removes the exit tag from the previous stage, and you could build that in here. If in this case with this client, there are stages later on where they may jump from this stage to, um, this stage or to approve, right? And they're not sequential. That's why it's important to put in a very simple tag maintenance. And all this is doing is looking for any of the exit tags to get applied. When they get applied, okay, they're going to achieve that goal the moment it's applied. But then we want to remove all the exit tags again because we don't know which order they're going to be firing in. Sorry. They could go from stage 1 to 3, or they could even backstep and things like that. So we wanna then clean out all the exit tags again so that they're always going to be fresh. It's gonna achieve that goal when it's applied because it's momentarily gonna hit, and then it's going to remove them. If you wanna make sure that it doesn't cause any issues, you could put a 1-minute delay timer in here as well., and you just want to make sure that it's 1 minute, it will fire any day, anytime. Then, you know, there is a 1-minute delay for that to apply, and then it's going to strip them all out. So that allows us to have this maintenance happening for those sequences that are not going to be linear step by step by step. So that's how we utilize the deals in keep pro and leverage the insurance— or not the insurance— leverage the advanced automation side of the platform. If you have any questions about this campaign or anything that you've run up with yours, please comment below this video, and I will gladly respond to that as soon as I see it.
