Jillian Todd’s Private Files
On this page, you'll have access to custom resources specifically for you.
Kickstart Call - 03.10.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Add at least 5 contacts of friends and family, so we can funnel them through this test campaign.
- 2Write the copy and edit the design for all 3 emails in the various sequences within the campaign.
- 3Assign the 4 tasks to your various legal assistants once they have accepted their Infusionsoft user invites. (https://help.infusionsoft.com/userguides/campaigns-and-broadcasts/campaign-sequence-guide/campaign-sequence-task)
- 4Prior to our next call, I will create an internal web form for your legal assistants to potentially use when on the phone gathering information from potential clients.
If you'd like to check out the Zapier integration that allows communication between your CLIO software and Infusionsoft, click here.
Kickstart Call - 03.19.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Email me a list of the types of cases you would like specified on the Document Request Form.
- 2Build the New Client Intake Form in the New Client Intake Campaign. You can look at the form I created in the first campaign as a guide for you to follow.
- 3Write the 2 emails in the New Client Intake Delivery sequence.
- 4For bonus points :), you can build out the sequences and write the 2 emails in the New Client Intake Bankruptcy Delivery sequence and the New Client Intake Bankruptcy sequence.
Kickstart Call - 04.02.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Write the copy/design the two emails in the "No Appointment Made" follow-up sequence. The second one could be the 9-word email we discussed.
- 2In the "New Client Intake" campaign, finish creating the sequences for each of the practice areas and connect them to the New Client Intake Form.
- 3In the "New Client Intake" campaign, modify each of the emails in each sequence to tailor it for that particular practice area. Then modify the rules in the decision diamond.
Kickstart Call - 04.17.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Design/write the copy for all the emails in the New Client Intake sequences.
- 2Prior to our next call, I will rebuild the sequences in the Document Request Campaign.
- 3Edit the single email in the Birthday Campaign.
- 4If you'd like to check out the Zapier integration that allows communication between your CLIO software and Infusionsoft, click here.
Kickstart Call - 05.01.18
ACTION STEPS TO COMPLETE
- 1Finish the emails in the two upper sequences in the New Client Intake campaign. Mark the items as ready. Then republish the campaign.
- 2Write/design the emails in all the sequences in the Document Request Campaign. Mark the items as ready. Then publish.
- 3Please feel free to reach out if you need additional assistance with anything or would like additional training or done-for-you services. Everything is listed in the Additional Services Guide at the top of the page.