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Marketing Automation for Document Shredders

Shred automate is a certified partner of keep.

Turn leads into customers - and customers into repeat business.


Built for shredding businesses. Powered by Keap. Delivered by Propel Advantage.

Why Your Shredding Business Needs Marketing Automation

Marketing automation helps your business stay top-of-mind—without the manual effort. With Keap, an all-in-one CRM and automation platform, you can:


  • Capture and organize leads automatically
  • Follow up without dropping the ball
  • Re-engage past clients
  • Book appointments without back-and-forth
  • Improve customer retention


It’s like hiring a full-time marketing assistant—without the salary!

A laptop computer is sitting on a white table.
A laptop computer is sitting on a white table.

Why Your Shredding Business Needs Marketing Automation

Marketing automation helps your business stay top-of-mind—without the manual effort. With Keap, an all-in-one CRM and automation platform, you can:


  • Capture and organize leads automatically
  • Follow up without dropping the ball
  • Re-engage past clients
  • Book appointments without back-and-forth


Improve customer retention.

It’s like hiring a full-time marketing assistant—without the salary.


The logo for shred automate is powered by keep.

Why Shred-Automate?

Smart Automation, Ready to Go!

Running a shredding business isn’t just about shredding—it’s about staying organized, following up, and maximizing every opportunity.


That’s where Shred-Automate Bundles come in. We offer three levels—Essentials, Plus, and Pro—each preloaded with ready-to-run automations that:


  • Save you time
  • Help you close more jobs
  • Keep your customers coming back

Which Bundle is Right for You?

Explore your options below and start automating for success.

A logo for shred automate essential bundle

Keap +
Shred-Automate – Essentials
(3 Automations)


Objective:  Enhance lead management, follow-up, and customer feedback with automation.

 

Features:

  • Phone Lead Intake: Capture leads, assign follow-up, and automate email and task reminders
  • Web Form Capture: Auto-import leads into Keap, send thank-you emails, and assign follow-ups.
  • Purge Follow-Up Survey: Gather feedback after purge jobs and request reviews from satisfied customers.


Benefits:

  • Simplifies lead tracking and follow-ups.
  • Gathers insights to improve service.
  • Boosts positive online reviews.


A logo for shred automate plus bundle on a white background

Keap +
Shred-Automate – Plus
(6 Automations)


Objective: Strengthen customer retention, satisfaction, and review generation with automation.

 

Includes Essential Bundle +


  • Recurring Customer Survey: Auto-send after services to gather feedback, improve quality, and upsell.
  • Post-Job Follow-Up: Automated emails requesting feedback, offering services, and encouraging reviews.
  • Review Request Automation: Personalized messages with direct review links and optional incentives.


Benefits:

  • Boosts customer satisfaction and loyalty.
  • Increases online reviews and reputation.
  • Encourages upselling and referrals.


A logo for shred automate pro bundle on a white background

Keap +
Shred-Automate – Pro
(9 Automations)


Objective: Comprehensive automation for customer retention, re-engagement, and remarketing.

 

Includes Essential & Plus Bundles +


  • Purge Customer Rescheduling: Reminders and promos for repeat business with easy booking.
  • Lost Lead Remarketing: Re-engagement campaigns, educational sequences, and lead scoring.
  • Lead Magnet Campaigns: Free Document Retention Guide, nurturing sequences, and A/B testing.
  • Advanced Analytics: Track conversions, satisfaction, and ROI with customizable dashboards.


Benefits:

  • Boosts customer retention and repeat business.
  • Enhances lead conversion and engagement.
  • Optimizes marketing performance with data-driven insights.