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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 - 09.19.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Contact Grace Lever's team to see if they can push out the campaigns to your app prior to our next call.
2
Draw out on paper one or two processes/strategies for campaigns you would like to build. Email these to me 2 days prior to our next call. For example, what steps do you want to take when someone requests a free consultation.
3
Watch the Basic Training videos about the Campaign Builder and the Contacts.
Write the copy and design the 6 emails in the Newsletter Sign-Up & Enter to Win Reiki Session campaign sequence. Email me if you get these finished prior to our call on Tuesday.
2
I will build out the survey web form and email you the code to send to your web designer prior to our next call.
3
I will also examine the campaigns shared with you by Grace Lever.
Kickstart Call - 10.02.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Finish copy/pasting the email copy in the Newsletter Sign-Up/Reiki Giveaway campaign. Email me when you have these complete.
2
Edit the copy for the emails in the survey campaign.
Kickstart Call - 10.09.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
I will make the modifications to the Reiki Survey campaign and email you when I have those complete.
2
Have your front office staff collect the following information for every client between now and our next call: Name, Full Address, Phone Number, Email Address, Last Appointment Date, Next Appointment Date & Time, and Type of Service.
3
Check into the features of AppointmentCore and ScheduleOnce to see which one would best fit your needs to replace Schedulicity.
