KeyConnectAI: The Revenue Playbook

About KeyConnectAI: The Revenue Playbook

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. Learn more at: https://keyconnectai.com

Publisher

KeyconnectAI

Category

business

Language

en

Explicit

No

First episode

26 Mar 2026

Latest episode

5 Sept 2026

Latest episodes

165 episodes in the feed.

1. 

   5 Sept 2026

   Conditional Custom Fields For Opportunities

   In this episode of KeyConnectAI: The Revenue Playbook ... we introduce conditional custom fields for Opportunities in KeyConnect AI CRM. This update lets admins create rules that show, hide, or require specific opportunity fields based on a trigger field’s value or presence. Set conditions and preview logic from Custom Fields > Opportunities > Conditional Rules, then save. For businesses, marketers, and agencies, this means cleaner, context-sensitive forms that reduce clutter, enforce d...

2. 

   4 Sept 2026

   Redeem Gift Cards During Calendar Appointment Payments

   In this episode of KeyConnectAI: The Revenue Playbook we introduce a payment enhancement in KeyConnect AI CRM that lets your team apply a customer’s gift card balance when collecting payment on their behalf—whether charging a saved card or adding a new one. From the Calendars area you can edit the appointment, open Payments > Collect Payment, enable the Redeem Gift Card option, enter the code and confirm. This streamlines appointment billing, reduces customer friction, supports partial pay...

3. 

   4 Sept 2026

   Services V2: Multi-Service Booking, Custom Values, WhatsApp

   In this episode of KeyConnectAI: The Revenue Playbook ... we introduce Services v2 in KeyConnect AI CRM, with improvements to streamline bookings and communication. Custom values can be pulled from the Builder into emails, eliminating manual copy-paste and speeding setup. Customers can discover and add services across categories and book multiple services in a single flow, enabling easier upsells and higher average order value. Communication options now include configurable WhatsApp notificat...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

5.0 / 5

1 ratings

Contact KeyConnectAI: The Revenue Playbook

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.