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Get an overview of the New Infusionsoft and the two important modules you need to set up before using Infusionsoft.
Get an overview of the campaign builder in the New Infusionsoft.
Get an overview of the Contacts module in the new Infusionsoft.
Kickstart Call - 08.04.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the 3 basic Infusionsoft training videos located above.
2
Choose 1 campaign from either the strategy guide that we can build and publish on our next call.
3
Add more contacts into Infusionsoft. Be sure to apply the tag "Invite to Birthday Club" to each contact to put them through the campaign.
Kickstart Call - 08.13.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Look through the Explore Campaigns section and the Strategy Guide. Install one of the campaigns and begin experimenting with it on your own. Email with any questions prior to our next call.
2
On our next call, we will discuss ongoing training, done-with-you, and done-for-you services to help you continue using Infusionsoft.
