Add 1-2 client opportunities and create any associated tasks, appointments, notes, etc.
4
Browse the Small Business Strategy Guide and install a pre-built campaign that you believe would work to customize for reaching out to professionals that can refer clients to you.
Kickstart Call - 04.24.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Check into Graphly.io about their solution possibly providing you better, more customized reporting than what is available in Infusionsoft.
2
Email me your list of questions and I'll be happy to answer as many of them as I can via email prior to our next call.
Kickstart Call - 05.04.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Continue working on the Opportunity Custom Search/Report. Build out any related campaigns for automated emails to clients when moving from stage to stage.
Map out on paper a follow-up campaign you would like to implement (maybe a follow-up for an upcoming event, a follow-up series of emails to send when a client moves from one stage of an opportunity to another, etc.). If you have time, begin building it out in Infusionsoft and we can review it on our next call.
Kickstart Call - 05.24.18
RESOURCES
1
Novak Solutions offers the Email Appointment Tool plugin which allows you to put links in emails for recipients to create appointments in the Google, Apple or Outlook calendars. You can use one of their tools for free forever.
