Keeper Q&A - August 2024 (feat. SOPs)

HUGHES & STRONG CONSULTING:
- Next Q&A: https://us06web.zoom.us/meeting/regis...
- Free Keeper Resources: https://hughesandstrong.com/keeper
- Info about our Keeper Templates & Services: email us at [email protected]

⭐ TODAY'S Q&A: ⭐
Topics: SOPs, Merge templates, Firm tasks, Custom Statuses, Client Portal Reminders, Client Details, Resource Templates
Slide Deck: https://drive.google.com/file/d/1LDwH...
Resources & Feature Requests:
- Roles: https://help.keeper.app/en/articles/6...
- Close statuses: https://help.keeper.app/en/articles/6...
- Client Portal Auto-reminders: https://help.keeper.app/en/articles/6...
- Set reminder frequency by client (feature request): https://keeperapp.canny.io/feature-re...
- Merge task templates (feature request): https://keeperapp.canny.io/feature-re...
- Move tasks across sections in templates (feature request): https://keeperapp.canny.io/feature-re...
- Resource Tab: https://help.keeper.app/en/articles/6...
- Resource Template: https://help.keeper.app/en/articles/9...
- What to include in your Resources Tab: https://drive.google.com/file/d/1mG8y...
- Client Details: https://help.keeper.app/en/articles/6...
- Client Notes: https://help.keeper.app/en/articles/6...
- Firm Task Visibility (feature request): https://keeperapp.canny.io/feature-re...

Timestamps:
0:00 Intro
2:57 Deep Dive: SOPs
34:47 Tabbing to next subtask
35:50 Moving tasks within templates
37:51 Non-transaction Q's are jumbling when applying a template
42:06 Viewing which closes aren't finished
44:52 Best practices when your team opens a new close
46:42 Adding tasks on the fly (away from computer)
48:15 Adding templates while you're on a client's page
51:18 Merging templates (or copying between templates)
52:30 Outro & Additional Keeper Resources
54:29 Firm Task Visibility
57:35 Adding Custom Statuses
59:40 Update Status from the client page
1:00:22 Roles within Keeper
1:02:51 Set reminder frequency for each client
1:05:36 Client Details
1:10:12 Where to store call notes
1:13:04 How to get access to our templates & SOPs