Click here for a third-party solution that allows you to use Elavon's merchant processing with the Infusionsoft e-commerce. It would be the Merchant Connector for Infusionsoft.
Kickstart Call - 07.04.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Continuing brainstorming your CRM needs and what information you need to track on each patient/prospect.
2
See if you can find the survey information you believe was sent from Infusionsoft.
Kickstart Call - 07.12.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Import contacts from your first physician practice into Infusionsoft.
2
Brainstorm the type of work you will need your VA to do and the approximate amount of time they will be needed each month.
3
Begin working in the campaign builder and experiment with the various elements.
Kickstart Call - 07.18.18
1
Check your partner's schedule for availability to schedule a call to discuss your needs for ongoing Infusionsoft assistance. You can schedule the session at www.masterplan4success.com/kickstart.
2
Set up your Authorize.net gateway in Infusionsoft to begin accepting payments.
3
I have forwarded your request to my colleague to add the full eCommerce module to your account. You should see that added to your account within 2-3 days.
4
I have reached out to my colleague for the third-party integration to handle the one-to-many relationships for his availability to schedule a call. Right now, I'm available on Tuesday, July 24 from 8-10 a.m. Pacific time and Friday, July 27 from 8-11 a.m. Pacific Time. I'll let you know when I hear back from him.
