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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 - 08.31.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the 3 Basic Training Videos for the New Infusionsoft (above).
2
Draw out the strategy/process for the property management marketing process. Email this to me by Tuesday before our next call.
3
Draw out the strategy/process for communicating with your prospective buyers. Email this to me by Tuesday before our next call.
4
Clean up the small CSV file of contacts. We can import them on the next call.
Kickstart Call - 09.06.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Review the contact spreadsheets I will email back to you this weekend. Remove any unwanted contacts. Apply tags to each contact before we import them into Infusionsoft.
2
Design and write the copy for all of 3 emails in the Reconnect Campaign. Email me if you get these completed before our next call and I will take a look at them.
Kickstart Call - 09.14.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Finish editing the 4th contacts spreadsheets and return to me so we can import all of your contacts.
