Ken Dehon’s Private Files
On this page, you'll have access to custom resources specifically for you.
Kickstart Call - 08.20.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Call Infusionsoft technical support and ask them switch your app over to the Classic User Interface.
- 2After that is completed, email me to let me know that's done. If you would like me to add the Sales/Opportunity Pipeline module to your app for $59 per month, email me to request adding it.
- 3Write out the stages of your sales process - of moving a prospect to a customer. Click here for step-by-step instructions on how to set up the sales and opportunity pipeline in Infusionsoft.
- 4Create a new campaign in the campaign builder to design a new web form for your website. Click here for step-by-step instructions on how to create a web form.
Kickstart Call - 08.27.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Write out the stages of your sales process - of moving a prospect to a customer. Click here for step-by-step instructions on how to set up the sales and opportunity pipeline in Infusionsoft.
- 2Send me a list of the geographical areas you would like to include on the web form and who is responsible for following up on the leads from each area.
- 3Finish building the web form in the campaign we started today.
Kickstart Call - 09.05.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Design and write the copy for the Thank You email in all 4 of the sequences in the Lead Capture Web Form campaign. Mark the email as ready.
- 2Review the sales pipeline stages. Modify as necessary to accurately reflect the stages your prospects move through the sales cycle. This MUST be completed prior to our next call so we can build the follow-up campaigns related to the sales pipeline process. Click here for step-by-step instructions on how to set up the sales and opportunity pipeline in Infusionsoft.
- 3Email me when all work has been completed prior to our call on Monday. (Preferably email me by Friday so I have time to take a look at everything.)
Kickstart Call - 09.10.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Design and write the copy for the Thank You email in all 4 of the sequences in the Lead Capture Web Form campaign. Mark the email as ready in each of the sequences. Finally, PUBLISH the campaign. Then you can send the web form HTML code to your web designer.
- 2Finish building the automations for each stage of the sales pipeline in the Sales Pipeline Automation campaign. You'll need to design/write the copy for any of the emails, as well as any task reminders you create for your sales staff.
- 3If you'd like to hire me to look at your campaigns once you have them completed to make sure they're set up properly and ready to be used, feel free to email me at support@masterplan4success.com and we can arrange that.