I was writing up instructions for a client’s affiliates on how to work with the Infusionsoft portal, so I figured I’d share those notes here. ————– Dear Affiliates, We’re all getting used to our new affiliate portal, so let me break it down for you. Here’s some questions you are asking with answers on how […]
A client wants to send out an intro email when someone signs up for an event, and then send a reminder just before the class. Here’s how we did that.
Today Jordan Hatch announced features in the soon-to-be-released Summer upgrade to Infusionsoft. Here are the ones I feel are most relevant:
Last week Infusionsoft Tech Support was stumped with how to remove a contact from a campaign. This happens frequently- the new Spring 2012 release has so many new features and so many updates that even Tech Support doesn’t know the answers to many questions. Two weeks ago a user couldn’t even see which contacts were […]
You have far more potential projects (and partially completed but currently stalled ones) than you can work on right now. To decide what to focus on this week, consider the three areas you could be working in: 1. Get more leads 2. Convert more leads 3. Increase the total value of clients
The Infusionsoft Virtual Academy is a three day training for folks who use Infusionsoft. Here’s my notes from the first day. 81% of buyers buy after the 5th contact, but 48% of sellers stop after the 1st contact.
I’m back from Infusioncon 2012 with many ideas worth implementing right now. The biggest idea I got was how much of marketing and sales can be completely automated so that, by the time you actually speak to a prospect or client, they are thoroughly educated and warmed to your product or service.