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Hosted by KeyconnectAI · 🇺🇸 US · EN-US · 63 episodes
Established thought leaders with verified media credentials.
KeyConnectAI: The Revenue Playbook is your inside look at what’s being built, improved, and rolled out inside the KeyConnectAI CRM—and how it directly impacts your ability to grow. In each episode, we break down new features, updates, and system enhancements in a way that’s simple, practical, and immediately useful. Whether it’s a new automation, pipeline upgrade, or workflow improvement, you’ll learn exactly what it does, why it matters, and how to start using it to increase efficiency and drive more revenue. We cover everything from lead management and follow-up systems to websites, reporting, and team collaboration—connecting the dots between the technology and real business results. If you’re using KeyConnectAI or planning to, this podcast helps you stay ahead of updates and get more out of your CRM without the overwhelm—so you can focus on what matters most: building relationships and growing your business. Lea
KeyconnectAI hosts KeyConnectAI: The Revenue Playbook, a business show with 63 episodes published.
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight a new Reputation feature in KeyConnect AI CRM that lets you set a default phone number and email address for review requests at the location level. B
In this episode of KeyConnectAI: The Revenue Playbook we unveil built-in button hover animations in KeyConnect AI CRM’s page and funnel builder. Instead of writing CSS, users can add one of 21 preset hover effects via th
In this episode of KeyConnectAI: The Revenue Playbook we highlight a workflow enhancement that brings Send Email actions to Company and Custom Object workflows in KeyConnect AI CRM. You can now automate messages tied to
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce the new AI Studio Form Submitted trigger in KeyConnect AI CRM, a streamlined method for automating lead follow-ups when someone submits a form. Setup
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight a new Save Progress option in KeyConnect AI CRM that prevents drop-offs on long forms, surveys, and quizzes. Turned on in your Sites settings, the fe
In this episode of KeyConnectAI: The Revenue Playbook ... we showcase a new custom expiration feature for certificates and templates inside KeyConnect AI CRM. You can now set fixed calendar expiries, relative durations,
In this episode of KeyConnectAI: The Revenue Playbook we highlight a new Layers panel in the Certificate and Badge Builder inside KeyConnect AI CRM. The panel surfaces every design element in a stacking list so teams can
In this episode of KeyConnectAI: The Revenue Playbook ... we cover a new auto-generate schema feature in KeyConnect AI CRM that automatically creates structured data for any published page that lacks it. Learn how to ena
In this episode of KeyConnectAI: The Revenue Playbook we walk through an update that streamlines selling inside KeyConnect AI CRM: a redesigned Sell Products experience with a single, unified payment configuration panel.
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight a new Generate submission document setting in KeyConnect AI CRM that automatically creates and stores a PDF for every form, survey, or quiz response.
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce smarter payment controls for Services inside KeyConnect AI CRM that give customers more checkout flexibility and improve financial accuracy. Buyers c
In this episode of KeyConnectAI: The Revenue Playbook ... we spotlight a usability update in KeyConnect AI CRM's Sites form builder: a dedicated Notifications tab for Forms, Surveys, and Quizzes. The new tab centralizes
In this episode of KeyConnectAI: The Revenue Playbook ... we spotlight a major improvement in KeyConnect AI CRM: the ability to fully edit paid and unpaid service bookings without canceling and recreating them. You can c
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight the rebuilt Course Progress Analytics within KeyConnect AI CRM. The update delivers a faster, more reliable analytics dashboard that unifies key lear
In this episode of KeyConnectAI: The Revenue Playbook we highlight the new custom values for Ad Copy in the Ad Manager. This update lets marketers and agencies insert reusable value keys into ad text and map them to real
In this episode of KeyConnectAI: The Revenue Playbook ... we cover four new community triggers added to Automations in KeyConnect AI CRM. These triggers launch workflows when a join request is rejected, when a new group
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce a targeted update in KeyConnect AI CRM that lets workflows hand off to humans faster by adding a "User Replied" Goal action. When configured, a conta
In this episode of KeyConnectAI: The Revenue Playbook we introduce a smarter Wait step in KeyConnect AI CRM that advances workflows based on your team’s replies, not only customer actions. You’ll learn how to select the
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce course tags in KeyConnect AI CRM, a simple labeling system that makes learning products easier to organize and find. Administrators can add tags in C
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce SMS notifications for rental bookings inside KeyConnect AI CRM. You’ll learn how to enable mobile text alerts in Calendars settings so rental events
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KeyConnectAI: The Revenue Playbook is hosted by KeyconnectAI. The show is categorised under business (marketing) and has published 63 episodes.
KeyConnectAI: The Revenue Playbook has published 63 episodes.
KeyConnectAI: The Revenue Playbook regularly covers business, marketing. It sits in the business category, with a marketing focus.
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