Noel Samaai’s Private Files
On this page, you'll have access to custom resources specifically for you.
Kickstart Call - 04.27.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Add at least 10 contacts into Infusionsoft. See the Kickstart Welcome Guide for instructions on how to do this. If you'd like assistance importing contacts into Infusionsoft, you can call the dedicated help line at 480-499-6512.
- 2Browse the Small Business Strategy Guide and look through the various campaigns available. When you find one you like that would achieve a goal in your business, install the campaign into your app by clicking the blue "install" button. Once you have installed the campaign, begin working in it.
- 3Watch some of the training videos in the Basic Training module inside your Infusionsoft app so you can learn how to perform various tasks, build campaigns, design/edit emails, etc.
- 4Feel free to email me if you have any questions or if you'd like me to take a look at any work you've completed prior to our next call.
Kickstart Call - 05.03.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Finish writing/designing the second email in the YMCA Healthy Kids Day sequence. This is the email where you will announce you have drawn a winner, but they were not selected.
- 2Complete the action steps from the previous call, which are listed on the above toggle.
- 3Here is the link to the webform you will need to use on your laptop and tablets at the YMCA event on Sunday: https://vo448.infusionsoft.com/app/form/bf9fd7b2017200dfec0291572a249b2d
Kickstart Call - 05.14.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Enter the contacts from the FanCon event using the FanCon Web Form.
- 2Map out the flowchart how you would like to follow-up automatically with certain groups of contacts, such as those who are looking to sell their homes or people who own their own business.
- 3Click here for information about how to set up Lead Scoring in Infusionsoft.
Kickstart Call - 05.25.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Click here for the detailed user guide describing how to set up and use the Opportunity Pipeline.
- 2If you wish to have the Opportunity Pipeline active in your app BEFORE our final call on Wednesday, I need you to email me by Friday, May 25, 2018, so I can get that requested.
- 3Call the 800# for assistance in getting your Infusionsoft Payments account configured.
- 4Draw out on paper and email me a workflow of the campaign you'd like to build out on our final call for a "quick win" to generate some interest in your products/services.
Kickstart Call - 05.30.18
RESOURCES DISCUSSED ON OUR CALL
- 1Click here to check out PlusThis, which offers the Easy Check-In for events and a lot of other plugins to enhance Infusionsoft's functionality. This link also gives you 15% off your monthly or annual subscription after your 30-day trial.
- 2Click here to check out AppointmentCore, which is the scheduling app I use for setting up individual appointments and sending automated reminders for them. This link offers you a free 30-day trial.