Beverly Swanson’s Private Files
On this page, you'll have access to custom resources specifically for you.
Kickstart Call - 06.23.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Email me when your website is live so I can look at it and help develop a strategy for integration with Infusionsoft.
- 2In the Newsletter Sign-Up Campaign, change the logo on the thank-you page of the Newsletter Sign-Up Form.
- 3On the code tab of the Newsletter Sign-Up Form, select the option to email the code to your web designer.
- 4In the Sign-Up Thank You Process sequence of the Newsletter Sign-Up Campaign, design and write the content for the thank you email. This email should thank the person for signing up for your email newsletter list. Provide them a short summary of what they can expect to receive from you and how often.
- 5Click here for step-by-step instructions on how to use the email builder.
- 6Click here for more information about AppointmentCore, the online scheduling software that integrates with Infusionsoft. This software is what I use for booking appointments with clients and could be very useful to you for booking consulting/coaching calls with your clients. They offer a free 30-day trial of the software. If you need assistance in setting this up to work with your Infusionsoft, I can assist with this, but it would be outside of the Infusionsoft Kickstart program.
Kickstart Call - 07.21.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Write the copy for the thank-you email in the Newsletter Sign-Up campaign.
- 2Design and write the August 2018 Newsletter in the Monthly Newsletter campaign.
- 3Click here for step-by-step instructions on how to use the email builder.
- 4Click here for more information about AppointmentCore, the online scheduling software that integrates with Infusionsoft. This software is what I use for booking appointments with clients and could be very useful to you for booking consulting/coaching calls with your clients. They offer a free 30-day trial of the software. If you need assistance in setting this up to work with your Infusionsoft, I can assist with this, but it would be outside of the Infusionsoft Kickstart program.
Kickstart Call - 08.13.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Continue designing/writing the content for the September email newsletter.
- 2Think through another campaign you would like to build out in Infusionsoft.